WSJ Tech News Briefing

Plus: Docusign raised its revenue guidance after stronger-than-expected uptake of its AI-powered platform. And a new survey found only about a quarter of companies know how much AI they are using. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Morgan Stanley projects SpaceX’s revenue could reach $3.4 trillion in 2040. And senior U.S. officials have discussed the federal government taking stakes in AI companies. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple is preparing to unveil its smartest Siri yet, powered by Google's technology. WSJ columnist Rolfe Winkler explains why some analysts believe Apple can still dominate the AI era despite its late start. Plus, an OpenAI model solved a math problem that stumped researchers for 80 years. WSJ columnist Ben Cohen explains why the breakthrough has mathematicians rethinking what AI is capable of. Imani Moise hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Canada plans $360 million tech growth fund to boost domestic AI companies. And SpaceX sets a specific IPO price for next week, roughly doubling its valuation from six months ago. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: AI CEOs call for legislation to protect against biological weapons. And the tech sector leads U.S. job cuts in May. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Alphabet sold $35 billion worth of stock this week. And Europe puts forward measures to rely less on foreign tech. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: AI market research firm AlphaSense nets $7.5 billion valuation in new funding round. And U.K. regulators will let publishers keep content out of Google Search’s AI tool. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Memory prices could get even worse next year amid the AI buildout, per Taiwan-based research firm TrendForce. And Coinbase founder’s longevity startup triples in value. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: STMicrolectronics nearly doubles its data-center revenue forecast. And Nvidia CEO Jensen Huang says Marvell Technology could be the next chip firm to join the trillion dollar club. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

2026 was supposed to be a breakout year for self-driving taxis. Instead, WSJ reporter Sean McLain says, they're getting a crash course in public backlash. We break down the resistance robotaxi operators are facing from the public — and what it could mean for the technology’s timeline. Then, you might be tempted to mess with the people behind those pesky spam texts. But WSJ contributor Heidi Mitchell warns, it could actually make you a bigger target. Imani Moise hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Florida sues OpenAI over AI harms. And Uber plans to launch a robotaxi program in Munich. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: SoftBank invests $52 billion into French AI data center build out. And Motorola buys counter-drone technology company for $1.5 billion. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Chinese automaker BYD unveils autonomous-driving chip. And shares of space companies plummet following Thursday night’s Blue Origin rocket explosion. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: OpenAI will allow some organizations access to a science-focused AI model to protect against biological hazards. And Dell reports massive first-quarter revenue growth in AI servers. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

This year’s college graduates face a dual job market where AI is decimating entry level opportunities, but companies are also rewarding new grads’ AI saviness. WSJ’s Allison Pohle tells us how they’re handling it. Then, WSJ contributor Lisa Ward explains why AI models are surprisingly good at talking us out of conspiracy theories. Isabelle Bousquette hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: DHL eCommerce and USPS sign multi-year deal. And Uber continues to grow its stake in German food-delivery company Delivery Hero. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: IBM and Red Hat commit $5 billion for open source security initiative. And Snowflake signs $6 billion deal to buy Amazon chips. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: unionized workers at Samsung Electronics approve pay deal, averting a strike. And the EU plans to reserve most of its mobile satellite spectrum for homegrown firms. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: nuclear power startup Newcleo plans to go public via SPAC. And Tesla’s European sales surge. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: American Airlines to offer Starlink internet on significant portion of flights. And Xiaomi’s first-quarter net profit falls 57%. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple is repurposing chips that might’ve otherwise been thrown out to fuel its newer, cheaper product lines. WSJ’s Rolfe Winkler joins us to talk about how it’s paying off. Plus, tech columnist Christopher Mims explains the “vibe slop” phenomenon and what’s at stake in a world of unfettered AI code generation. Isabelle Bousquette hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Lenovo Group records its fastest revenue growth in years. And AI is boosting productivity gains in very specific tasks, but has yet to scale across the economy. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: France to pour over $1 billion into quantum tech race. And Meta joins other platforms in settling lawsuit over social-media harms on youth. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Space X’s IPO filing is shedding new light on its finances and operations. Elon Musk’s rocket giant is losing billions of dollars as it funds a massive AI infrastructure buildout. WSJ reporter Becky Peterson breaks down what we’ve learned ahead of its potentially historic IPO. Plus, Nvidia delivers another quarter of record sales and profits, but investors seem to be shrugging it off. WSJ columnist Dan Gallagher explains the wall of apathy facing the world's most valuable company. Imani Moise hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Meanwhile, California governor Gavin Newsom signs order on AI aimed at helping workers. And the maker of Oura Rings files confidentially for IPO. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Anthropic is poised to turn its first quarterly profit. And Advanced Micro Devices plans to invest more than $10 billion in Taiwan’s chip industry. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: OpenAI is preparing to file for an IPO very soon. And Nvidia reports record sales and income, beating estimates. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Bristol-Myers Squibb is giving more than 30,000 employees access to Anthropic’s Claude. And Alibaba releases powerful new AI chips in a push to rival Nvidia. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Andrej Karpathy, a Tesla alum and OpenAI co-founder, joins Anthropic. And Mach Industries has acquired rocket-maker Exquadrum for $50 million. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Congress is proposing a new registration fee for electric vehicle owners. And Anthropic allows Mythos-users to share some findings on cybersecurity vulnerabilities. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

A jury has made a decision in the blockbuster trial between Elon Musk and OpenAI. WSJ deputy technology editor Bradley Olson breaks down what the decision means for the future of the company, and the broader AI industry. Plus, WSJ reporter Vicky Ge Huang takes us inside a crypto trading competition that’s the latest esports-style spectacle. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: online used-car retailer Carvana is expanding into new-car dealerships. And Elliott Investment Management has built a large stake in life-science tool provider Bio-Rad. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Publicis Groupe has agreed to purchase data platform LiveRamp for $2.55 billion. And NextEra Energy and Dominion Energy plan to merge amid an AI-driven surge in customer demand. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: an Australian defense-tech startup raises $18 million to expand in the U.S. And Stifel analysts say Salesforce is under pressure ahead of its first-quarter earnings report. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Stellantis inks $1.17 billion electric vehicle deal with Chinese automaker Dongfeng Group. And the crypto industry notches a win in Washington. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Closing arguments for blockbuster trial between billionaire Elon Musk and OpenAI took place Thursday. WSJ reporter Jim Carlton unpacks what happened in the courtroom this week and tells us how the case could impact the future of the AI industry. Plus, some fitness brands are ditching displays. WSJ personal tech columnist Nicole Nguyen tells us why some people are opting to remove screens from their wrists. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Researchers say they found issues in Apple security using Anthropic’s Mythos AI. And Foxconn reports strong first quarter results, driven by AI hardware sales. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: some hedge funds are making big bucks from chipmaker and AI hardware stocks. And Cisco Systems is cutting thousands of jobs to free up cash for AI spending. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: EBay rebuffs GameStop’s unsolicited $56 billion takeover bid. And the European Union eyes tighter restrictions for minors on social media. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Cerebras boosts target IPO price, seeking to raise $4.8 billion. And Circle raises $222 million from institutional investors through new token. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Prosus sells partial stake in Delivery Hero for nearly $395 million. And unemployment is on the rise in the information technology job sector. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Nintendo projects softer year ahead and lower Switch 2 sales. And shares of cloud infrastructure company Akamai jump. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Sony projects double-digit earnings for the new fiscal year despite sharp fourth-quarter losses. And the International Monetary Fund warns that AI-powered cyberattacks could cause major market disruptions. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Roche buys PathAI for $1.05 billion. And ChatGPT app publishing surges. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Cboe Global Markets slashes 20% of staff. And Morgan Stanley analysts say Rivian’s Gen 3 delay could cost it near-term demand. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Elon Musk’s more than $158 million pay package. And Apple reports strong iPhone sales. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Department of Homeland Security is spending hundreds of millions of dollars on tools that give federal agents easy access to personal data and whereabouts of millions of people. WSJ investigative reporter Hannah Critchfield explains the latest on the technology, and how it’s being deployed. Plus, WSJ Supreme Court reporter James Romoser joins to break down the battle over whether geofence warrants are an unconstitutional invasion of privacy.Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Sports streamer DAZN agrees to buy tech company ViewLift for $100 million. And the U.S. Senate has banned its members from trading on prediction markets. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Meta Platforms, Alphabet, Microsoft and Amazon reported earnings with big boosts in AI revenue. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Chinese automaker Geely reports weaker bottom line while core profit grew. And Goldman Sachs and Bain Capital Ventures lead investment in AI marketing startup. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices