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Oliver Barnes / Financial Times: 19 mins ago
Sources: NXP is in talks to buy Ambarella, which has a market cap of ~$3.3B and makes image-processing chips for security cameras and self-driving cars
Katherine Hamilton / Wall Street Journal: 25 mins ago
OpenAI says its models now have more than 1B active users and are used by more than 2M businesses
Reuters: 35 mins ago
Trump says he does not think Iran is behind a cyberattack on Minnesota water systems: “I think I blame it on Minnesota because they're grossly incompetent”
Todd Bishop / GeekWire: 40 mins ago
Filing: Microsoft's product R&D roles declined for the second straight year as the company's total FY2026 headcount fell for the first time since 2016
Tim De Chant / TechCrunch: 1½ hours ago
SpaceXAI says it will remove 69 gas turbines used to power the Colossus data centers near Memphis by July 2027, as it moves to a 1.2 GW natural gas power plant
Haram Lim / Bloomberg: 2 hours ago
South Korea plans to inject ~$14B into its sovereign wealth fund for strategic investments in AI, data centers, and infrastructure, after a rout in tech stocks
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Top Items
Anthropic:
Anthropic says it discovered three of its models had breached three organizations after launching a review in response to the OpenAI-Hugging Face incident
RELATED:
Sam Sabin / Axios:
Anthropic says three of its models, including an internal research model, gained unauthorized access to real-world systems during internal cybersecurity testing
Newley Purnell / Bloomberg:
DeepSeek rolls out the official V4 Flash API in public beta, touting enhanced agent capabilities and benchmark scores “far surpassing” V4 Pro Preview
Henk van Ess / Digital Digging:
Google Earth's Nano Banana 2 feature allows users to create fake satellite images, such as a nuclear plant in Iran; Google says the images have AI watermarks
Apple:
Apple reports Q3 revenue up 16% YoY to $109.42B, above $108.65B est., net income up 27% to $29.79B, and China revenue up 22% to $18.82B, below $19.6B est.
Jonathan Stempel / Reuters:
New York sues Kalshi for alleged violations of its gambling laws; the CFTC files an emergency motion to stop the state's enforcement, calling it an “overreach”
Wall Street Journal:
Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it planned to sell $3.5B of its Anthropic stake but backed out
Andy Greenberg / Wired:
A leaked memo, issued by the water utilities information sharing group WaterISAC, links dozens of cyberattacks against Minnesota water utilities to Iran
Ethan Gach / Kotaku:
Sony reports Q1 PS5 sales of 1.38M units, down from 1.56M a year ago, taking total sales of the console to 95.3M units, and 125M PlayStation MAUs, up 2M YoY
Tim De Chant / TechCrunch:
SpaceXAI says it will remove 69 gas turbines used to power the Colossus data centers near Memphis by July 2027, as it moves to a 1.2 GW natural gas power plant
Amazon:
Amazon reports Q2 revenue up 20% YoY to $200.6B, net income up 245% to $62.6B, operating income up 43% to $27.5B, and a $25B+ annual revenue run rate for chips
Wall Street Journal:
Sources: Tesla prepared to separate its China unit before a potential SpaceX merger; advisers weighed a sale, spinoff, or closure; Musk calls it “fake news”
The Verge:
In a memo to employees, Xbox CEO Asha Sharma lays out priorities for the unit, including returning to player and revenue growth by the end of fiscal year 2027
Abner Li / 9to5Google:
Google starts rolling out access to Gemini Spark for Google AI Pro subscribers to over 160 countries and adds a Chrome auto browse integration on desktop
Jennifer Rankin / The Guardian:
AI-generated images, video, audio, and text on matters of public interest designed to look authentic must be labeled in the EU under the AI Act from August 2
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