Bay Area Times

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Bay Area Times

Bay Area Times

@BayAreaTimes

🗞️ The visual daily newsletter on business and tech. 📈 Analyzing the news with 1 visual per story. Join our 250,000+ subscribers here.👇

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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: White House releases long-awaited national AI policy framework. It calls on Congress to preempt state AI laws and introduces age-gating for AI models.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Cursor launches Composer 2, an AI agent trained on coding data. The agent can autonomously handle complex, long-running tasks, taking on Anthropic and OpenAI.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Fed leaves rates unchanged after war scrambles outlook. Central bank keeps forecast of one cut in 2026.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Google expands Personal Intelligence to all U.S. users. The feature lets Gemini tailor responses by connecting Gmail and other Google services.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Meta plans to spend up to $27B over five years to access Nebius AI infrastructure. Nebius will provide $12B in dedicated capacity starting in early 2027.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: U.S. consumer spending barely rose in January, with real spending up just 0.1%. Q4 GDP was revised lower, while the Iran war is pushing energy prices higher and weighing on sentiment.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Google launches Gemini-powered Ask Maps for complex real-world questions. Rolling out to Android and iOS users in the U.S. and India.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Google closes $32B acquisition of Israeli cybersecurity startup Wiz. The deal is Google’s largest acquisition to date.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Meta acquires AI agent social network Moltbook. Creators Matt Schlicht and Ben Parr will join Meta Superintelligence Labs as part of the deal.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Anthropic sues the Defense Department over its supply chain risk designation. The company says the move is unlawful and violates its free speech and due process rights.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Amodei says Anthropic will fight DoW risk label, apologizes for leaked memo. “Anthropic did not leak the memo,” he said, referring to reports.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: OpenAI launches GPT-5.4, its “most capable and efficient frontier model.” GPT-5.4 comes in Pro and Thinking versions and includes native computer-use capabilities.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Apple unveils $599+ MacBook Neo with a 13” Liquid Retina display and A18 Pro chip. The entry model ships with 8GB RAM and 256GB/512GB storage options.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Apple updates MacBook Air and Pro with faster chips, raises prices amid memory crunch. New models add better storage, graphics, Wi-Fi 7, and Bluetooth 6, starting at $1,099 and $2,199.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Trump says military operations in Iran could last four to five weeks, and possibly longer. Iran “posed a very clear, colossal threat,” he said.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: OpenAI finalizes $110B funding round at $840B post-money valuation. Amazon invested $50B, while NVIDIA and SoftBank each invested $30B.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: NVIDIA -5% intraday. AI infrastructure concerns are overshadowing strong earnings.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Samsung unveils Galaxy S26 Ultra with Privacy Display to limit screen visibility. The $1,299 phone also features a new agentic AI system and improved night mode.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Software stocks rebound as Anthropic unveils new partnerships. Anthropic introduced AI tools integrating with Salesforce’s Slack, Intuit, DocuSign, LegalZoom, FactSet, and Google’s Gmail.
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Bay Area Times
Bay Area Times@BayAreaTimes·
JUST IN: Fed Gov. Waller says Supreme Court tariff ruling may boost spending, investment. Waller said it may be appropriate to keep rates steady if Feb. labor data show downside risks have diminished.
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