US INTELLIGENCE REPORT

Microsoft’s CPO says coding isn’t dead even as thousands of engineers just lost jobs
Despite recent layoffs impacting software engineers, Microsoft's Aparna Chennapragada insists coding remains vital. She views AI as an evolution, not a replacement, suggesting engineers will transition into "software operators." While AI automates tasks, particularly in idea generation, project management roles may shift towards taste-making and editing, reflecting Microsoft's investment in AI infrastructure.

Palantir to create vast federal data platform tying together millions of Americans' private records, stock jumps
Palantir to create vast federal data platform that connects millions of Americans’ private records under a powerful AI system. Backed by the Trump administration, Palantir’s new deal links Social Security, IRS, and immigration data into one centralized system. It uses its Gotham software to flag fraud, track behavior, and potentially shape government decisions. While Palantir stock jumped 5.38% after the news, privacy advocates are raising concerns about surveillance and misuse.

Google and DOJ to make final push in US search antitrust case
As the antitrust trial concludes, Google and U.S. enforcers present final arguments on remedies for Google's illegal search dominance. Proposals include forcing Google to sell Chrome, share search data, and cease payments to Apple and other device makers. OpenAI has expressed interest in buying Chrome, while Google argues the proposals are excessive.

US intel report reveals Chinese support for Pakistan’s nuclear ambitions
The DIA's 2025 threat assessment has revealed Pakistan's pursuit of battlefield nuclear weapons and modernisation of its arsenal, driven by its perception of India as a primary threat. Despite economic fragility and internal instability, Pakistan continues to support terrorist groups while facing insurgencies, it said.

AI vs Nukes: How China's new tech could shake up global arms control
Chinese researchers have achieved a groundbreaking feat by developing an AI system capable of distinguishing genuine nuclear warheads from decoys. This marks the world's first AI-driven verification tool for arms control, potentially enhancing China's position in international nuclear disarmament negotiations. The system addresses challenges related to sensitive data, military concerns, and skepticism towards traditional verification methods.

The US academic partnership with China, under strain for years, faces its biggest threat
America and China's academic relations face strain. The US plans to revoke visas for some Chinese students. This move worries universities, which benefit from Chinese tuition. Some fear a loss of talent and research collaboration. Critics cite security risks and unfair exchange. China urges the US to reconsider. The policy's impact on talent and innovation is a concern.
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Salesforce’s AI push slows hiring; piles pressure on engineers, customer service roles
Salesforce chief financial and operations officer Robin Washington said that, alongside reduced hiring, AI implementation will see 500 customer service staff reassigned to other roles—an adjustment expected to save $50 million. The company is also hiring fewer engineers due to AI-driven productivity gains, while expanding its sales team to support AI product growth.
Students or spies? How China infiltrated US universities
The United States will revoke visas of Chinese students linked to the Chinese Communist Party or studying sensitive subjects. This action follows concerns about intellectual property theft and espionage. Earlier, the Trump administration had also cited Harvard University's ties to China. Many Chinese students and researchers were found stealing technology for China.
HAL AMCA: What is India’s fifth-generation fighter jet, and how does it compare with F-35, Su-57, J-20?
India has approved the AMCA, its first indigenously-built fifth-generation stealth fighter jet. Designed to counter modern aerial threats and regional rival advancements, the AMCA will rival jets like the US F-35, Russia’s Su-57, and China’s J-20. With stealth tech, AI-driven systems, and domestic industry participation, India aims to strengthen its air power by 2035. The project takes shape amid increasing military cooperation between China and Pakistan and will play a key role in bolstering India’s defence capability.
AI could cut half of all entry-level white collar jobs: Anthropic CEO
Amodei, who leads one of the world's largest AI companies, has warned that significant job cuts could occur within five years, urging consumers and US lawmakers to prepare, according to Axios. He also criticised the government and other AI companies for "sugar-coating" the coming reality: the potential for mass job eliminations across various white-collar professions, particularly at the entry level, including technology, finance, law, and consulting.
China's DeepSeek releases an update to its R1 reasoning model
DeepSeek earlier this year upended beliefs that U.S. export controls were holding back China's AI advancements after the startup released AI models that were on a par or better than industry-leading models in the United States at a fraction of the cost.
Banking and IT show muted growth, pharma thrives in March quarter results
March quarter results reveal mixed performance across sectors. Banking and IT experienced muted profit growth, while pharma demonstrated strong revenue and profit increases. Automobiles saw sales volume gains but margin pressures. Cement benefited from rural demand, but overall margins slightly decreased. Consumer sector showed growth, but short-term profitability is expected to remain subdued.
Altimetrik nears Rs 5,100 crore acquisition of SLK Software
Altimetrik, a US-based digital services firm, is close to acquiring SLK Software. The deal values SLK between $500-600 million. Altimetrik has signed an exclusivity agreement. SLK is projected to report $40 million in FY25 ebitda. The company provides AI-driven technology solutions. This acquisition highlights the increasing M&A activity in the digital engineering services sector.
Why Palantir Technologies is the Pentagon's favorite tech company — top facts revealed
Palantir Technologies is experiencing significant growth, driven by lucrative government contracts and increasing demand for its AI-powered defense technology. The Pentagon has substantially increased funding for Palantir's Maven Smart System, which analyzes data to detect threats.
After kill switches in solar panels, is China fitting data-collection technology on Pirelli tires, U.S. warns?
U.S. is cracking down on Chinese technology in the automotive industry, banning key software and hardware from Chinese-controlled companies in connected vehicles on U.S. roads.
Dutch intelligence agencies say Russian hackers stole police data in cyberattack
A Russian hacker group, dubbed Laundry Bear and suspected of Kremlin ties, targeted the Dutch police in a cyberattack last year, accessing contact details. Intelligence agencies revealed the group's focus on stealing sensitive data from Western nations supporting Ukraine, particularly regarding military equipment and deliveries.
Reports say Trump hit Apple with surprise tax after Tim Cook refused to join presidential trip to Middle East
Donald Trump threatened Apple with a 25% tariff on iPhones made outside the U.S., reportedly triggered by Tim Cook's absence from Trump's Middle East trip. Trump publicly acknowledged Nvidia's CEO Jensen Huang's presence while pointedly noting Cook's absence.
What US intelligence reveals about India's enemies
A US intelligence report reveals that China aims to challenge US global leadership and unify Taiwan, modernizing its military and expanding its nuclear arsenal. Pakistan prioritizes countering India's military advantage through nuclear modernization and faces internal security challenges from militant groups. Both nations engage in military cooperation, with China providing economic and military support to Pakistan.
Vladimir Putin could end up dead like Hitler, and his days are numbered, says ex-US intelligence officer
Vladimir Putin's leadership faces growing threats, potentially mirroring Hitler's downfall, warns ex-US intelligence officer David Carstens. Escalating Ukraine war casualties, a fragile economy, and potential fractures within Putin's inner circle pose significant risks.
Top-secret Apple device could launch in 2025, and the rumor mill is in overdrive - here's everything we know
Apple is reportedly developing its first smart home hub, potentially launching by the end of 2025. This device, resembling a blend of HomePod and iPad with a 7-inch screen, will run on homeOS and integrate Apple apps.
US stock market prediction: Will S&P 500, Dow Jones, Nasdaq rise on Tuesday? Details explained
S&P 500, Dow Jones, and Nasdaq were closed on Monday due to Memorial day. The US stock market is set to open on the US Stock Market.
AI-generated video of Donald Trump becomes new tool for cyber-fraud
US President Donald Trump is a well-known face across the world, scamsters are now using the AI-generated video.
Nvidia to report quarterly results on Wednesday — here's what investors should watch for
Nvidia is expected to report a record first quarter, driven by significant AI infrastructure spending from tech giants. Analysts predict substantial revenue growth, despite concerns about US export restrictions impacting sales to China. Investor confidence remains high, with many analysts maintaining a "buy" rating for Nvidia.
Wall Street on edge this week: Will Nvidia’s earnings revive markets or fuel chaos amid soaring U.S. Debt?
Wall Street braces for a critical week as Nvidia gears up to report earnings, with its results seen as a potential market mover amid AI hype. But as soaring U.S. debt and rising Treasury yields stoke investor anxiety, can this chipmaker steady the storm?
India views China as its primary adversary, Pakistan more an ancillary security problem: US defence intelligence report
A US Defense Intelligence Agency report forecasts Prime Minister Modi's focus on global leadership, countering China, and military enhancement. India considers China its main threat, managing Pakistan as a secondary concern despite recent border skirmishes. India prioritizes Indian Ocean defense partnerships to counter Chinese influence. While disengagement reduced tensions, the border dispute with China remains unresolved.
Pakistan regards India as an existential threat: US defence intelligence annual report
A US defense report indicates Pakistan views India as an existential threat, prompting military modernization including battlefield nuclear weapons. Cross-border skirmishes and internal militant attacks remain Pakistan's priorities, with China as a key economic and military partner. Recent terrorist attacks and retaliatory strikes between India and Pakistan have heightened regional tensions.
China's primary intelligence organisation labelled world's largest spy; accused of global espionage
According to The Eurasian Times, China's Ministry of State Security (MSS) is the world's largest espionage agency. CBS reports the CCP uses a global network to influence events and surveil dissidents, embedding agents in Western institutions. Former US diplomat Jim Lewis notes the MSS prioritizes controlling the Chinese populace abroad.
Wall Street Week Ahead: Nvidia earnings in focus as rising US yields, debt rattle markets
Wall Street anticipates Nvidia's earnings report amid concerns over rising Treasury yields driven by federal deficits. U.S. equities experienced a pullback as investors reacted to tax and spending legislation. Nvidia's results are expected to reflect a significant jump in earnings and revenue, potentially reigniting enthusiasm for AI-related investments, while U.S.-China relations and trade developments remain a key focus.
Tulsi Gabbard's right-hand man Joe Kent under scrutiny after leaked emails surface. What is the controversy?
US intelligence chief Tulsi Gabbard's top aide Joe Kent is currently under scanner. Joe Kent, reportedly instructed the National Intelligence Council to edit official assessments so that they aligned with Trump’s statements about Venezuelan gang activity. Gabbard, who serves as the director of national intelligence, later fired two top intelligence officials over the fallout from the report.
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