🗞️ Alphabet beats estimates

Hyperscaler $630-770B CapEx Is Locked In — The Infra Trade Has Two Years

Claude Overtakes OpenAI in Enterprise — The Coding Wedge Won

🗞️ Google’s rocket push

The May 13, 2026 Bay Area Times covers major funding rounds and valuations including Anduril's $5B raise at $61B and Anthropic's reported $950B valuat

🗞️ OpenAI Daybreak debuts

OpenAI launched Daybreak, a cybersecurity platform powered by GPT-5.5 with partners including Cloudflare, Cisco, and CrowdStrike, and also unveiled th

🗞️ Isomorphic funding nears

Intel surged 14% to a record $628B market cap after Apple reached a chip manufacturing deal, reportedly brokered with Trump's involvement and backed b