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From Techmeme: The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading (Dan Mangan/CNBC)

From Techmeme: Alphabet's stock climbed 10% on Thursday and 34% in April, its best month since 2004; Meta's stock plunged 8.5% on Thursday, its steepest drop since October (Annie Palmer/CNBC)

From Techmeme: Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as "demand was off the charts" (Reuters)

From Techmeme: Apple reports Q2 revenue from Services, which includes the App Store, Apple TV, Apple Music, and more, grew 16.3% YoY to $30.98B, beating estimates of $30.4B (Todd Spangler/Variety)

From Techmeme: Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% to $8.4B, iPad up 8% to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B (Jennifer Elias/CNBC)

From Techmeme: Apple reports Q2 revenue up 17% YoY to $111.18B, vs. $109.66B est., net income up 19% to $29.6B, and EPS up 22% to $2.01, above $1.95 est. (Apple)

From Techmeme: Roblox reports Q1 bookings up 43% YoY to $1.7B, vs. $1.73B est., and DAUs up 35% to 132M, below analysts' estimates of 143.8M; RBLX drops 16%+ after hours (Cecilia D'Anastasio/Bloomberg)

From Techmeme: Roku reports Q1 revenue up 22% YoY to $1.25B, ad revenue up 27% to $613M, subscription revenue up 30%, raises 2026 profit guidance; ROKU jumps 8%+ after hours (Todd Spangler/Variety)

From Techmeme: Reddit reports Q1 revenue up 69% YoY to $663M, vs. $611M est., DAUq up 17% to 126.8M, vs. 125.9M est., and forecasts Q2 revenue above estimates (Jonathan Vanian/CNBC)

From Techmeme: North Korea-linked hackers stole ~$577M across the Drift Protocol and KelpDAO hacks in April, accounting for 76% of total crypto hack losses so far in 2026 (TRM Insights)

From Techmeme: Filing: Meta says it might be forced to withdraw its apps from New Mexico if a judge orders it to adopt the state's proposed safety features (Thomas Barrabi/New York Post)

From Techmeme: Google is rolling out Gemini to cars that have Google built-in, replacing Google Assistant, starting with English in the US (Jess Weatherbed/The Verge)

From Techmeme: Musk v. Altman: the judge told Musk's lawyer she did not want talk of AI's existential threat seeping into the trial, focusing instead on OpenAI's founding (New York Times)

From Techmeme: Musk v. Altman: when asked whether xAI has distilled OpenAI models, Elon Musk says the claim is "partly" true (Wired)

From Techmeme: Sources: Meta drew about $96B of orders from investors for a $25B bond sale it launched on Thursday; Meta sold $30B of corporate bonds in October 2025 (Bloomberg)

From Techmeme: Sources: KKR has secured $10B+ to launch Helix Digital Infrastructure, a company led by ex-AWS CEO Adam Selipsky that will develop and operate AI infrastructure (Bloomberg)

From Techmeme: Standard Intelligence, which is developing computer use AI models, raised $75M led by Sequoia and Spark at a $500M post-money valuation (Rocket Drew/The Information)

From Techmeme: Anthropic's Claude Security, formerly Claude Code Security, is in public beta for Enterprise users; the Opus 4.7-powered tool can scan code for vulnerabilities (Marcus Schuler/Implicator.ai)