Tom Dotan / Wall Street Journal:
Investors cheer Microsoft and Alphabet’s huge AI spending plans as shares of both firms rallied but not Meta’s, which saw its worst trading day in 18 months  —  Meta had its worst trading day in 18 months after warning of years of AI investment; shares of Microsoft and Alphabet rallied

Nikkei Asia:
Google opens its second hardware office in New Taipei City, as VP of Engineering Elmer Peng says “Taiwan is Google’s largest hardware R&D hub outside of the US”  —  Search engine giant ‘serious’ about beefing up equipment and software ecosystem

Chance Miller / 9to5Mac:
A number of Apple users say they were logged out of their Apple ID across multiple devices on April 26 and forced to reset their password before logging back in  —  There appears to be an increasingly widespread Apple ID outage of some sort impacting Apple users tonight.

Yuvraj Malik / Reuters:
Google plans to invest $2B to set up a data center in Indiana and $1B to expand three Virginia sites, and announces a $75M fund to train Americans on AI skills  —  Alphabet (GOOGL.O) unit Google said on Friday it would invest $3 billion to set up a data center campus in Indiana and expand sites in Virginia.

Jon Brodkin / Ars Technica:
A US appeals court reverses a 2021 ruling that prevented New York from enforcing a law requiring ISPs to offer low-cost broadband plans to low-income consumers  —  New York obtains significant win for states’ ability to regulate broadband.  —  A federal appeals court today reversed a ruling …

Andy Edser / PC Gamer:
Microsoft partners with IBM to release the MS-DOS 4.0 source code under the MIT license on GitHub  —  Fond memories of beige machines.  —  Ah, the PC in the spare room.  Back when “going on the computer” was an event, not a daily necessity, I cut my teeth on MS-DOS games.

Mathieu Dion / Bloomberg:
IBM plans to expand its semiconductor packaging and testing plant in Bromont, Quebec, with more than CA$1B in investments over the next five years  —  – The chips-packaging facility has about 1,000 employees  — ‘What you really need is a full supply chain onshore’: Thomas

Ryan Vlastelica / Bloomberg:
Alphabet closes above a $2T market cap for the first time; the stock rose 10%, its biggest one-day jump since July 2015, resulting in a valuation of $2.15T  —  – Report reassures investors about its prospects with AI  — Google parent already twice breached level on intraday basis

Leah Nylen / Bloomberg:
Filing: FTC says Jeff Bezos, Andy Jassy, and other Amazon execs used Signal’s disappearing messages to conceal evidence in FTC’s antitrust case against Amazon  —  – Agency accuses retail giant of failing to preserve documents  — Top executives communicated via Signal disappearing chats

Mark Gurman / Bloomberg:
Sources: Apple has renewed discussions with OpenAI about using its technology to power some features in iOS 18; talks with Google on using Gemini remain ongoing  —  – The iPhone maker has also been holding discussions with Google  — Negotiations center on powering AI chatbot in iOS 18 update