
When Nvidia buys shares of Meta, which buys Nvidia's chips, that isn't confidence in the future. It's a loop. Tonight's results will test the question everyone avoids: who ends up paying.
Ori Gal, Columnist / 3 min read

After their $32 billion exit to Google, Assaf Rappaport and his partners are negotiating for the franchise at a price far below the previous deal, and have approached Discount Bank about the credit card company.
Noa Sagi, Startups Correspondent / 3 min read

Investors will look for an answer to one question: is the enormous AI spending already producing revenue. Microsoft will show Azure revenue in dollars for the first time, and Google is expected to report about $128 billion in revenue.
Itai Rosen, Global Tech Correspondent / 3 min read

Nvidia will buy $3 billion of stock and AMD $1 billion, as part of a $25 billion offering that was about five times oversubscribed. Meta is also expanding its use of Vera Rubin chips.
Itai Rosen, Global Tech Correspondent / 3 min read

Cathedral reached the Claude maker's HR, sales and IT systems through third-party software, as part of a bug bounty program. According to Anthropic, user conversations, source code and model weights were not exposed.
Omer Levin, Cyber Correspondent / 3 min read

The valuation of the cloud security company founded by Israeli entrepreneur Amiram Shachar more than doubled in nine months. The round comes days after the disputed report of a Datadog takeover offer.
Omer Levin, Cyber Correspondent / 3 min read