Cellphones

The Android 'NexPhone': Linux on Demand, Dual-Boots Into Windows 11 - and Transforms Into a Workstation (itsfoss.com) 51

The "NexDock" (from Nex Computer) already turns your phone into a laptop workstation. Purism chose it as the docking station for their Librem 5 phones.

But now Nex is offering its own smartphone "that runs Android 16, launches Debian, and dual-boots into Windows 11," according to the blog It's FOSS: Fourteen years after the first concept video was teased, the NexPhone is here, powered by a Qualcomm QCM6490, which, the keen-eyed among you will remember from the now-discontinued Fairphone 5.

By 2026 standards, it's dated hardware, but Nex Computer doesn't seem to be overselling it, as they expect the NexPhone to be a secondary or backup phone, not a flagship contender. The phone includes an Adreno 643 GPU, 12GB of RAM, and 256GB of internal storage that can be expanded up to 512GB via a microSD card.

In terms of software, the NexPhone boots into NexOS, a bloatware-free and minimal Android 16 system, with Debian running as an app with GPU acceleration, and Windows 11 being the dual-boot option that requires a restart to access. ["And because the default Windows interface isn't designed for a handheld screen, we built our own Mobile UI from the ground up to make Windows far easier to navigate on a phone," notes a blog post from Nex founder/CEO Emre Kosmaz].

And, before I forget, you can plug the NexPhone into a USB-C or HDMI display, add a keyboard and mouse to transform it into a desktop workstation.

There's a camera plus "a comprehensive suite of sensors," according to the article, "that includes a fingerprint scanner, accelerometer, magnetometer, gyroscope, ambient light sensor, and proximity sensor....

"NexPhone is slated for a Q3 2026 release (July-September)..."

Back in 2012, explains Nex founder/CEO Emre Kosmaz, "most investors weren't excited about funding new hardware. One VC even told us, 'I don't understand why anyone buys anything other than Apple'..." Over the last decade, we kept building and shipping — six generations of NexDock — helping customers turn phones into laptop-like setups (display + keyboard + trackpad). And now the industry is catching up faster than ever. With Android 16, desktop-style experiences are becoming more native and more mainstream. That momentum is exactly why NexPhone makes sense today...

Thank you for being part of this journey. With your support, I hope NexPhone can help move us toward a world where phones truly replace laptops and PCs — more often, more naturally, and for more people.

AI

Google's 'AI Overviews' Cite YouTube For Health Queries More Than Any Medical Sites, Study Suggests (theguardian.com) 38

An anonymous reader shared this report from the Guardian: Google's search feature AI Overviews cites YouTube more than any medical website when answering queries about health conditions, according to research that raises fresh questions about a tool seen by 2 billion people each month.

The company has said its AI summaries, which appear at the top of search results and use generative AI to answer questions from users, are "reliable" and cite reputable medical sources such as the Centers for Disease Control and Prevention and the Mayo Clinic. However, a study that analysed responses to more than 50,000 health queries, captured using Google searches from Berlin, found the top cited source was YouTube. The video-sharing platform is the world's second most visited website, after Google itself, and is owned by Google. Researchers at SE Ranking, a search engine optimisation platform, found YouTube made up 4.43% of all AI Overview citations. No hospital network, government health portal, medical association or academic institution came close to that number, they said. "This matters because YouTube is not a medical publisher," the researchers wrote. "It is a general-purpose video platform...."

In one case that experts said was "dangerous" and "alarming", Google provided bogus information about crucial liver function tests that could have left people with serious liver disease wrongly thinking they were healthy. The company later removed AI Overviews for some but not all medical searches... Hannah van Kolfschooten, a researcher specialising in AI, health and law at the University of Basel who was not involved with the research, said: "This study provides empirical evidence that the risks posed by AI Overviews for health are structural, not anecdotal. It becomes difficult for Google to argue that misleading or harmful health outputs are rare cases.

"Instead, the findings show that these risks are embedded in the way AI Overviews are designed. In particular, the heavy reliance on YouTube rather than on public health authorities or medical institutions suggests that visibility and popularity, rather than medical reliability, is the central driver for health knowledge."

Security

Infotainment, EV Charger Exploits Earn $1M at Pwn2Own Automotive 2026 (securityweek.com) 13

Trend Micro's Zero Day Initiative sponsored its third annual Pwn2Own Automotive competition in Tokyo this week, receiving 73 entries, the most ever for a Pwn2Own event.

"Under Pwn2Own rules, all disclosed vulnerabilities are reported to affected vendors through ZDI," reports Help Net Security, "with public disclosure delayed to allow time for patches." Infotainment platforms from Tesla, Sony, and Alpine were among the systems compromised during demonstrations. Researchers achieved code execution using techniques that included buffer overflows, information leaks, and logic flaws. One Tesla infotainment unit was compromised through a USB-based attack, resulting in root-level access. Electric vehicle charging infrastructure also received significant attention. Teams successfully demonstrated exploits against chargers from Autel, Phoenix Contact, ChargePoint, Grizzl-E, Alpitronic, and EMPORIA. Several attacks involved chaining multiple vulnerabilities to manipulate charging behavior or execute code on the device. These demonstrations highlighted how charging stations operate as network-connected systems with direct interaction with vehicles.
There's video recaps on the ZDI YouTube channel — apparently the Fuzzware.io researchers "were able to take over a Phoenix Contact EV charger over bluetooth."

Three researchers also exploited the Alpitronic's HYC50 fast-charging with a classic TOCTOU bug, according to the event's site, "and installed a playable version of Doom to boot." They earned $20,000 — part of $1,047,000 USD was awarded during the three-day event.

More coverage from SecurityWeek: The winner of the event, the Fuzzware.io team, earned a total of $215,500 for its exploits. The team received the highest individual reward: $60,000 for an Alpitronic HYC50 EV charger exploit delivered through the charging gun. ZDI described it as "the first public exploit of a supercharger".
Transportation

Airlines Cancel Over 10,000 US Flights Due To Massive Winter Storm (cnbc.com) 16

"Airlines canceled more than 10,000 U.S. flights scheduled for this weekend," reports CNBC, "as a massive winter storm sweeps across the country, with heavy snow and sleet forecast, followed by bitter cold... set to snarl travel for hundreds of thousands of people for days." More than 3,500 flights on Saturday were canceled, according to flight tracker FlightAware. Many of Saturday's cancellations were in and out of Dallas Fort Worth International Airport, with about 1,300 scrubbed flights, and at Dallas Love Field, with 186 cancellations, the majority of the schedule at each airport. American Airlines, based in Fort Worth, Texas, had canceled 902 Saturday flights, about 30% of its mainline schedule and Southwest Airlines canceled 571 flights, or 19%, according to FlightAware.

U.S. flight cancellations nearly doubled to more than 7,000 [now up to 8,947] on Sunday when the storm is expected to hit the mid-Atlantic and Northeast U.S. As of midday on Saturday, most flights from Raleigh-Durham International Airport in North Carolina to Portland, Maine, were canceled. Major airline hubs were affected as far south as Atlanta, where Delta Air Lines is based.... American, Delta, JetBlue Airways, Southwest Airlines, United Airlines and other U.S. carriers said they are waiving change and cancellation fees as well as fare differences to rebook for customers with tickets to and from more than 40 airports around the country. The waivers include restrictive basic economy tickets.

More than 80% of Sunday's flights at New York's LaGuardian Airport were cancelled, according to the article, at well as 90% of Sunday's flights at Viriginia's Ronald Reagan Washington National Airport.
AI

US Insurer 'Lemonade' Cuts Rates 50% for Drivers Using Tesla's 'Full Self-Driving' Software (reuters.com) 118

An anonymous reader shared this report from Reuters: U.S. insurer Lemonade said on Wednesday it would offer a 50% rate cut for drivers of Tesla electric vehicles when the automaker's Full Self-Driving (FSD) driver assistance software is steering because it had data showing it reduced accidents. Lemonade's move is an endorsement of Tesla CEO Elon Musk's claims that the company's vehicle technology is safer than human drivers, despite concerns flagged by regulators and safety experts.

As part of a collaboration, Tesla is giving Lemonade access to vehicle telemetry data that will be used to distinguish between miles driven by FSD — which requires a human driver's supervision — and human driving, the New York-based insurer said. The price cut is for Lemonade's pay-per-mile insurance. "We're looking at this in extremely high resolution, where we see every minute, every second that you drive your car, your Tesla," Lemonade co-founder Shai Wininger told Reuters. "We get millions of signals emitted by that car into our systems. And based on that, we're pricing your rate."

Wininger said data provided by Tesla combined with Lemonade's own insurance data showed that the use of FSD made driving about two times safer for the average driver. He did not provide details on the data Tesla shared but said no payments were involved in the deal between Lemonade and the EV maker for the data and the new offering... Wininger said the company would reduce rates further as Tesla releases FSD software updates that improve safety. "Traditional insurers treat a Tesla like any other car, and AI like any other driver," Wininger said. "But a driver who can see 360 degrees, never gets drowsy, and reacts in milliseconds isn't like any other driver."

The Internet

A Game Studio's Fired Co-Founder Hijacked Its Domain Name, a New Lawsuit Alleges (aftermath.site) 13

Three co-founders of the game studio That's No Moon "are suing another co-founder for allegedly hijacking the company's website domain name," reports the gaming news site Aftermath, "taking the website offline and disabling employee access to email accounts, according to a new lawsuit." Tina Kowalewski, Taylor Kurosaki, and Nick Kononelos filed a complaint against co-founder and former CEO Michael Mumbauer on Tuesday in a California court. [Game studio] That's No Moon, which was founded in 2020 by veterans of Infinity Ward, Naughty Dog, and other AAA studios, said in its complaint that Mumbauer is looking to "cripple" the studio after being fired in 2022...

Mumbauer, according to the complaint, purchased the domain name, and several others, when the studio was founded; it said both parties agreed these would be controlled by the studio. Mumbauer allegedly still has access to the domains, and That's No Moon said he took control over the website on Jan. 6, disabled the studio's access, and turned off employees' ability to email external addresses. The team was locked out for two days as a four-person IT team worked to get the services back online. On the public-facing side, the website briefly redirected to the Travel Switzerland page, according to the complaint. That's No Moon's lawyers said the co-founders sent Mumbauer a letter on Jan. 7 demanding he "relinquish his unauthorized access." That's when, according to the compliant, the website started redirecting to a GoDaddy Auction site, where the domain was priced at $6,666,666; That's No Moon remarked in the complaint: "A number that [Mumbauer] may well have selected for its Satanic connotation."

As of Wednesday, Aftermath was able to access a public-facing That's No Moon website using both the original domain and the new one... The charges listed as part of this lawsuit are trademark infringement, cybersquatting, computer fraud, conversion, trespass to chattels, and breach of contract. That's No Moon also asked a judge for a temporary restraining order to prevent Mumbauer from continued access to the domains. Mumbauer has not responded to Aftermath's request for comment. Mumbauer said, in an email to That's No Moon attorney Amit Rana published as part of the lawsuit, that he intends to file "a wrongful termination countersuit and will be seeking extensive damages...."

That's No Moon hasn't yet announced its first game, but has said the game is led by creative director Taylor Kurosaki and game director Jacob Minkoff. South Korean publisher Smilegate invested $100 million into the company, That's No Moon announced in 2021.

Medicine

Smartwatches Help Detect Abnormal Heart Rhythms 4x More Often In Clinical Trial 12

A clinical trial found that seniors at high stroke risk who wore an Apple Watch were four times more likely to have hidden heart rhythm disorders detected than those receiving standard care. The researchers noted that over half the time, these smartwatch wearers with heart rhythm problems hadn't shown any symptoms prior to diagnosis. From U.S. News & World Report: Later editions of Apple Watches are equipped with two functions that can help monitor heart health -- photoplethysmography (PPG), which tracks heart rate, and a single-lead electrocardiogram (ECG) that monitors heart rhythm. "Using smartwatches with PPG and ECG functions aids doctors in diagnosing individuals unaware of their arrhythmia, thereby expediting the diagnostic process," said senior researcher Dr. Michiel Winter, a cardiologist at Amsterdam University Medical Center in The Netherlands. "Our findings suggest a potential reduction in the risk of stroke, benefiting both patients and the health care system by reducing costs," Winter said in a news release.

[...] Smartwatches are much easier than other wearable devices for detecting irregular heart rhythms [...]. These other means require people to wear sticky leads, carry around bulky monitors or even receive short-term implants. Lead researcher Nicole van Steijn, a doctoral candidate at Amsterdam UMC, noted that wearables that track both the pulse and electrical activity have been around for a while. "However, how well this technology works for the screening of patients at elevated risk for atrial fibrillation had not yet been investigated in a real-world setting,"she said in a news release.
The findings have been published in the Journal of the American College of Cardiology.
Privacy

TikTok Is Now Collecting Even More Data About Its Users (wired.com) 41

An anonymous reader quotes a report from Wired: When TikTok users in the U.S. opened the app today, they were greeted with a pop-up asking them to agree to the social media platform's new terms of service and privacy policy before they could resume scrolling. These changes are part of TikTok's transition to new ownership. In order to continue operating in the U.S., TikTok was compelled by the U.S. government to transition from Chinese control to a new, American-majority corporate entity. Called TikTok USDS Joint Venture LLC, the new entity is made up of a group of investors that includes the software company Oracle. It's easy to tap "agree" and keep on scrolling through videos on TikTok, so users might not fully understand the extent of changes they are agreeing to with this pop-up.

Now that it's under U.S.-based ownership, TikTok potentially collects more detailed information about its users, including precise location data. Here are the three biggest changes to TikTok's privacy policy that users should know about. TikTok's change in location tracking is one of the most notable updates in this new privacy policy. Before this update, the app did not collect the precise, GPS-derived location data of U.S. users. Now, if you give TikTok permission to use your phone's location services, then the app may collect granular information about your exact whereabouts. Similar kinds of precise location data is also tracked by other social media apps, like Instagram and X.

[...] Rather than an adjustment, TikTok's policy on AI interactions adds a new topic to the privacy policy document. Now, users' interactions with any of TikTok's AI tools explicitly fall under data that the service may collect and store. This includes any prompts as well as the AI-generated outputs. The metadata attached to your interactions with AI tools may also be automatically logged. [...] This change to TikTok's privacy policy may not be as immediately noticeable to users, but it will likely have an impact on the types of ads you see outside of TikTok. So, rather than just using your collected data to target you while using the app, TikTok may now further leverage that info to serve you more relevant ads wherever you go online. As part of this advertising change, TikTok also now explicitly mentions publishers as one kind of partner the platform works with to get new data.

Windows

PowerShell Architect Retires After Decades At the Prompt (theregister.com) 32

Jeffrey Snover, the driving force behind PowerShell, has retired after a career that reshaped Windows administration. The Register reports: Snover's retirement comes after a brief sojourn at Google as a Distinguished Engineer, following a lengthy stint at Microsoft, during which he pulled the company back from imposing a graphical user interface (GUI) on administrators who really just wanted a command line from which to run their scripts. Snover joined Microsoft as the 20th century drew to a close. The company was all about its Windows operating system and user interface in those days -- great for end users, but not so good for administrators managing fleets of servers. Snover correctly predicted a shift to server datacenters, which would require automated management. A powerful shell... a PowerShell, if you will.

[...] Over the years, Snover has dropped the occasional pearl of wisdom or shared memories from his time getting PowerShell off the ground. A recent favorite concerns the naming of Cmdlets and their original name in Monad: Function Units, or FUs. Snover wrote: "This abbreviation reflected the Unix smart-ass culture I was embracing at the time. Plus I was developing this in a hostile environment, and my sense of diplomacy was not yet fully operational." Snover doubtless has many more war stories to share. In the meantime, however, we wish him well. Many admins owe Snover thanks for persuading Microsoft that its GUI obsession did not translate to the datacenter, and for lengthy careers in gluing enterprise systems together with some scripted automation.

Transportation

China Makes Too Many Cars, and the World Is Increasingly OK With It (bloomberg.com) 83

After years of Western governments raising alarms about Chinese automotive overcapacity and erecting tariff barriers, an unexpected pivot is now underway as major economies cautiously open their markets to Chinese electric vehicles, Bloomberg writes. Beijing itself has started acknowledging the problem at home. Chinese regulators last week warned of "severe penalties" for automakers defying efforts to rationalize pricing in the country's car market, and earlier this month a government ministry urged battery makers to curtail expansion and cutthroat competition.

The European Union imposed steep tariffs on Chinese EV imports in 2024 and is now considering replacing them with minimum import price agreements. Canada's Prime Minister Mark Carney last week decided to allow 49,000 Chinese EVs annually at a 6.1% tariff rate, removing a 100% surtax. Germany announced this week that its $3.5 billion EV subsidy program will be open to all manufacturers including Chinese brands. Germany's environment minister Carsten Schneider dismissed concerns during a January 19 press conference: "I cannot see any evidence of this postulated major influx of Chinese car manufacturers in Germany, either in the figures or on the roads."

BYD registered an eightfold increase in sales in Germany last year and pulled ahead of Tesla, though Volkswagen still registered around 2,300 vehicles for every one BYD sold.
Social Networks

TikTok Finalizes Deal To Form New American Entity (npr.org) 18

An anonymous reader quotes a report from NPR: TikTok has finalized a deal to create a new American entity, avoiding the looming threat of a ban in the United States that has been in discussion for years. The social video platform company signed agreements with major investors including Oracle, Silver Lake and MGX to form the new TikTok U.S. joint venture. The new version will operate under "defined safeguards that protect national security through comprehensive data protections, algorithm security, content moderation and software assurances for U.S. users," the company said in a statement Thursday. American TikTok users can continue using the same app. [...] Adam Presser, who previously worked as TikTok's head of operations and trust and safety, will lead the new venture as its CEO. He will work alongside a seven-member, majority-American board of directors that includes TikTok's CEO Shou Chew.

[...] In addition to an emphasis on data protection, with U.S. user data being stored locally in a system run by Oracle, the joint venture will also focus on TikTok's algorithm. The content recommendation formula, which feeds users specific videos tailored to their preferences and interests, will be retrained, tested and updated on U.S. user data, the company said in its announcement. The algorithm has been a central issue in the security debate over TikTok. China previously maintained the algorithm must remain under Chinese control by law. But the U.S. regulation passed with bipartisan support said any divestment of TikTok must mean the platform cuts ties -- specifically the algorithm -- with ByteDance. Under the terms of this deal, ByteDance would license the algorithm to the U.S. entity for retraining.

The law prohibits "any cooperation with respect to the operation of a content recommendation algorithm" between ByteDance and a new potential American ownership group, so it is unclear how ByteDance's continued involvement in this arrangement will play out. Oracle, Silver Lake and the Emirati investment firm MGX are the three managing investors, who each hold a 15% share. Other investors include the investment firm of Michael Dell, the billionaire founder of Dell Technologies. ByteDance retains 19.9% of the joint venture.

The Courts

Epic and Google Have a Secret $800 Million Unreal Engine and Services Deal (theverge.com) 7

A federal judge revealed a previously undisclosed ~$800 million, six-year partnership between Epic Games and Google tied to Unreal Engine services and joint marketing. It raises questions about whether the deal influenced Epic's willingness to settle its antitrust case over Android. The Verge reports: [California District Judge James Donato] allowed Epic and Google to keep most of the details of the plan under wraps. But during the hearing, he quizzed witnesses, including Epic CEO Tim Sweeney and economics expert Doug Bernheim, on how it might impact settlement talks -- revealing some hints in the process. "You're going to be helping Google market Android, and they're going to be helping you market Fortnite; that deal doesn't exist today, right?" Donato asked Bernheim, who answered in the affirmative. He also described it as a "new business between Epic and Google."

Sweeney's testimony cracked the mystery a little further. He referred to the agreement as relating to the "metaverse," a term Sweeney has used to refer to Epic's game Fortnite. "Epic's technology is used by many companies in the space Google is operating in to train their products, so the ability for Google to use the Unreal Engine more fullsome... sorry, I'm blowing this confidentiality," Sweeney said. Donato then offered a hard dollar figure on one part of the deal: "An $800 million spend over six years, that's a pretty healthy partnership," he said. We soon learned that refers to Epic spending $800 million to purchase some sort of services from Google: "Every year we've decided against Google, in this year we're deciding to use Google at market rates," he said. Sweeney did throw cold water on the idea that Epic and Google are jointly building a single new product together, though. "This is Google and Epic each separately building product lines," he clarified, when Judge Donato asked what the term sheet referred to with the line "Google and Epic will work together."

Donato seemed potentially leery of the partnership, asking Bernheim whether it could constitute a "quid pro quo" that reduced Epic's incentive to push for terms that would benefit other developers. Currently, Epic is backing a settlement that would see Google reduce its standard app store fees worldwide and allow alternative app stores to register for easy installation on Android. Sweeney disputed the notion that Epic might be getting paid off to soften its terms, when it's the one paying out. "I don't see anything crooked about Epic paying Google off to encourage much more robust competition than they've allowed in the past," he said. "We view this as a significant transfer of value from Epic to Google." He also says the Epic Games Store won't get any special treatment from Android in the future under this deal. It appears that the settlement arrangement is tied to the business deal. Judge Donato suggested that Epic and Google would only make the deal if the settlement goes through. Sweeney says the specific terms of the deal have not yet been reached, but admitted that he expects them to. He told Judge Donato that yes, he considers the settlement and deal "an important part of Epic's growth plan for the future."

Transportation

New Jersey Law Requires E-Bike Drivers To Have License, Insurance (cbsnews.com) 115

An anonymous reader quotes a report from CBS News: As one of his final acts in office, former New Jersey Gov. Phil Murphy signed into law new requirements for e-bikes in his state. The new legislation signed Monday requires that owners and operators of e-bikes have licenses, registration and insurance. Owners and operators of e-bikes must be at least 17 years old and have a valid driver's license or be at least 15 years old with a motorized bicycle license under the law, which covers all types of electric bikes.

"We are in a new era of e-bike use that requires updated safety standards to help prevent accidents, injuries, and fatalities. Requiring registration and licensing will improve their safe use and having them insured will protect those injured in accidents," said Senate President Nick Scutari, who co-sponsored the bill. The legislation follows an increase in crashes involving e-bikes, including multiple incidents that killed or injured young people in New Jersey in 2025. [...] Registration and licensing fees for e-bikes will be waived for one year, and riders will have six months to get the registration, insurance and license that they need under the law.

Transportation

Waymo Launches Robotaxi Service In Miami, Extending US Lead (cnbc.com) 13

Waymo has launched its paid robotaxi service in Miami, marking its sixth U.S. market and the company's first expansion of 2026. CNBC reports: As U.S. competition has lagged, Waymo's planned 2026 expansions could lock in rider demand and loyalty in the U.S. To start, Waymo will offer its services within a 60-square-mile area that includes Miami's Design District, Wynwood, Brickell and Coral Gables neighborhoods, the Google sister company said.

The company began testing its vehicles in the Florida city in early 2025. Waymo said it plans to extend its service to the Miami International Airport in the near future, but did not give a specific timeline. The company said "nearly 10,000 residents" of Miami have already signed up to try its robotaxi service, and Waymo will be "inviting new riders on a rolling basis." Riders can hail a Waymo robotaxi in Miami using the company's app. Waymo is partnering with mobility company Moove for fleet management services including vehicle charging, cleaning and repairs.

Education

Google Begins Offering Free SAT Practice Tests Powered By Gemini (arstechnica.com) 14

An anonymous reader quotes a report from Ars Technica: It's no secret that students worldwide use AI chatbots to do their homework and avoid learning things. On the flip side, students can also use AI as a tool to beef up their knowledge and plan for the future with flashcards or study guides. Google hopes its latest Gemini feature will help with the latter. The company has announced that Gemini can now create free SAT practice tests and coach students to help them get higher scores. As a standardized test, the content of the SAT follows a predictable pattern. So there's no need to use a lengthy, personalized prompt to get Gemini going. Just say something like, "I want to take a practice SAT test," and the chatbot will generate one complete with clickable buttons, graphs, and score analysis.

Of course, generative AI can go off the rails and provide incorrect information, which is a problem when you're trying to learn things. However, Google says it has worked with education firms like The Princeton Review to ensure the AI-generated tests resemble what students will see in the real deal. The interface for Gemini's practice tests includes scoring and the ability to review previous answers. If you are unclear on why a particular answer is right or wrong, the questions have an "Explain answer" button right at the bottom. After you finish the practice exam, the custom interface (which looks a bit like Gemini's Canvas coding tool) can help you follow up on areas that need improvement.
Google says support for the SAT is just the start, "with more tests coming in the future."
Software

Workday CEO Calls Narrative That AI is Killing Software 'Overblown' (cnbc.com) 17

Workday CEO Carl Eschenbach on Thursday tried to ease worries that AI is destroying software business models. From a report: "It's an overblown narrative, and it's not true," he told CNBC's "Squawk Box" from the World Economic Forum in Davos, Switzerland, calling AI a tailwind and "absolutely not a headwind" for the company.

Software stocks have sold off in recent months on concerns that new AI tools will upend the sector and displace longstanding and recurring businesses that once fueled big profits. Workday shares lost 17% last year and have sunk another 15% since the start of 2026.

Software

'No Reasons To Own': Software Stocks Sink on Fear of New AI Tool (bloomberg.com) 40

The new year was supposed to bring opportunities for beaten-down software stocks. Instead, the group is off to its worst start in years. From a report: The release of a new artificial intelligence tool from startup Anthropic on Jan. 12 rekindled fears about disruption that weighed on software makers in 2025.

TurboTax owner Intuit tumbled 16% last week, its worst since 2022, while Adobe and Salesforce, which makes customer relationship management software, both sank more than 11%. All told, a group of software-as-a-service stocks tracked by Morgan Stanley is down 15% so far this year, following a drop of 11% in 2025. It's the worst start to a year since 2022, according to data compiled by Bloomberg.

While unproven, the tool represents just the type of capabilities that investors have been fearing, and reinforces bearish positions that are looking increasingly entrenched, according to Jordan Klein, a tech-sector specialist at Mizuho Securities. "Many buysiders see no reasons to own software no matter how cheap or beaten down the stocks get," Klein wrote in a Jan. 14 note to clients. "They assume zero catalysts for a re-rate exist right now," he said, referring to the potential for higher valuation multiples.

Communications

Blue Origin's Satellite Internet Network TeraWave Will Move Data At 6 Tbps (techcrunch.com) 15

Blue Origin has unveiled an enterprise-focused satellite internet network called TeraWave, which promises up to 6 Tbps speeds via a mixed low- and medium-Earth orbit constellation. TechCrunch reports: The TeraWave constellation will use a mix of 5,280 satellites in low-Earth orbit and 128 in medium-Earth orbit, and Blue Origin plans to deploy the first ones in late 2027. It's not immediately clear how long Blue Origin expects it will take to build out the whole network. The low-Earth orbit satellites Blue Origin is building will use RF connectivity and have a max data transfer speed of 144 Gbps, while the medium-Earth variety will use an optical link that can achieve the much higher 6 Tbps speed. For reference, SpaceX's Starlink currently maxes out at 400 Mbps -- though it plans to launch upgraded satellites that will offer 1 Gbps data transfer in the future. "We identified an unmet need with customers who were seeking enterprise-grade internet access with higher speeds, symmetrical upload/download speeds, more redundancy, and rapid scalability for their networks. TeraWave solves for these problems," Blue Origin said in a statement.
Medicine

Weight-Loss Drugs Could Save US Airlines $580 Million Per Year 105

An anonymous reader quotes a report from the New York Times: Weight-loss drugs like Ozempic have transformed millions of lives with easily administered treatments and quick results. Now it turns out the dropped pounds may have a surprising perk for airlines, too: lower fuel costs, as slimmer passengers lighten their aircraft's loads.

According to a study published last week by Jefferies, a financial services firm, the four largest U.S. carriers -- American Airlines, Delta Air Lines, Southwest Airlines and United Airlines -- could together save as much as $580 million per year on fuel thanks to weight-loss drugs, known as GLP-1s. One in eight U.S. adults said they were taking a GLP-1 in a November survey published by KFF, a nonprofit health research group. Fuel is among airlines' largest expenses. The Jefferies study estimates that the four airlines will together consume 16 billion gallons of fuel in 2026 at a total cost of $38.6 billion, nearly 20 percent of their total expenses.

The savings from skinnier passengers would amount to just 1.5 percent of fuel costs. But airlines and pilots must scrutinize even the smallest changes to a plane's weight and balance, and a lighter payload means each jet burns less fuel to generate the thrust necessary to fly. Investors could also stand to benefit: The researchers estimated that a 2 percent reduction in aircraft weight could boost earnings per share by about 4 percent.
"Please note savings are before any lost snack sales," the Jefferies analysts added.
AI

Apple Developing AI Wearable Pin (9to5mac.com) 41

According to a report by The Information (paywalled), Apple is reportedly developing an AirTag-sized, camera-equipped AI wearable pin that could arrive as early as 2027.

"Apple's pin, which is a thin, flat, circular disc with an aluminum-and-glass shell, features two cameras -- a standard lens and a wide-angle lens -- on its front face, designed to capture photos and videos of the user's surroundings," reports The Information, citing people familiar with the device. "It also includes three microphones to pick up sounds in the area surrounding the person wearing it. It has a speaker, a physical button along one of its edges and a magnetic inductive charging interface on its back, similar to the one used on the Apple Watch..." 9to5Mac reports: The Information also notes that Apple is attempting to speed up development in hopes of competing with OpenAI's first wearable (slated to debut in 2026), and that it is not immediately clear whether this wearable would work in conjunction with other products, such as AirPods or Apple's reported upcoming smart glasses. Today's report also notes that this has been a challenging market for new companies, citing the recent failure of Humane's AI Pin as an example.

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