|
July 30, 2026, 6:20 PM
|
Mediagazer
memeorandum
WeSmirchTop News
| Apple: |
Apple reports Q3 revenue up 16% YoY to $109.42B, vs. $108.65B est., net income up 27% to $29.79B, and China revenue up 22% to $18.82B, vs. $19.6B estimated — CUPERTINO, Calif.—(BUSINESS WIRE)—Apple® today announced financial results for its fiscal 2026 third quarter ended June 27, 2026.
More: Macworld, Ars Technica, Appleosophy, 9to5Mac, AppleInsider, Bloomberg, MacRumors, Benzinga, Baha News, Wccftech, Quartz, Cult of Mac, MacStories, The Mac Observer, Constellation Research, and The Apple Post
X: @mweinbach, @htsfhickey, @munster_gene, @mweinbach, @lanceulanoff, @munster_gene, @munster_gene, @munster_gene, @caro_milanesi, @zerohedge, @charliebilello, @stocksavvyshay, @wolf_financial, and @zerohedge. LinkedIn: Emil Protalinski
Forums: r/apple and MacRumors Forums
| Stephen Nellis / Reuters: |
Apple Q3: iPhone up 22% YoY to $54.25B, vs. $53.86B est., Mac up 29% to $10.35B, iPad down 6% to $6.19B, and Wearables, Home, and Accessories up 6% to $7.88B — Apple (AAPL.O) on Thursday reported sales and profits that beat Wall Street expectations, fueled by its customers snapping up iPhones …
More: CNBC, MacRumors, Axios, The Verge, Wall Street Journal, Financial Times, Bloomberg, Yahoo Finance, and Proactive
| Todd Spangler / Variety: |
More: 9to5Mac, AppleInsider, 9to5Mac, Deadline, Wccftech, iPhone in Canada, Six Colors, Barron's Online, and Barchart.com
X: @mweinbach and @asymco
| Wall Street Journal: |
Sources: AI-focused hedge fund Situational Awareness sold the bulk of its stock portfolio to Ken Griffin's Citadel after suffering deep losses — The highflying hedge fund run by Leopold Aschenbrenner is in crisis mode after AI-related bets sank — Situational Awareness …
More: The Verge, Reuters, Business Insider, Bloomberg, Disruption Banking, Fast Company, Axios, New York Times, The Block, The Information, Implicator.ai, and Paul Kedrosky
X: @amitisinvesting, @sharongoldman, @jackzampolin, @gzuckerman, @thelonginvest, @paradislabs, @geiger_capital, @luke_metro, @notthreadguy, @mattzeitlin, @mitchmartan98, @gurgavin, @stocksavvyshay, @sell9000, @thelonginvest, @pitdesi, @notthreadguy, @eliant_capital, @anissagardizy8, @fintechfrank, @highyieldharry, @drorpoleg, @packym, @zephyr_z9, @kawzinvests, @packym, @thestalwart, @devahaz, @danprimack, @ashleymayer, @investorslive, and @andreassteno. LinkedIn: Rahul Dcunha. Bluesky: @peark.es
Forums: r/wallstreetbets, r/NBIS_Stock, and r/Superstonk
| David Faber / CNBC: |
Sources: Situational Awareness has sold all of its public stock holdings; the fund grew to as big as $45B at the start of July before big losses took hold — The battered hedge fund founded by former OpenAI researcher Leopold Aschenbrenner is unwinding many of its trades after big losses …
More: Business Insider, International Business Times, Forbes, and Proactive
X: @thinkingusd, @martinshkreli, @thezvi, @mattzeitlin, @thestalwart, @jukan05, @andreassteno, @zephyr_z9, and @amitisinvesting. Bluesky: @lopatto
Forums: r/MU_Stock and r/SKHynix
| Bloomberg: |
Source: Situational Awareness' assets have fallen to ~$10B after it liquidated some positions to meet margin calls, down from a reported $20B+ as of late May — Assets at Leopold Aschenbrenner's hedge fund Situational Awareness have slumped to about $10 billion after it was forced to liquidate some positions to meet margin calls.| Financial Times: |
Sources: ex-OpenAI researcher Leopold Aschenbrenner's Situational Awareness hedge fund has sought to raise capital after heavy losses during the recent AI rout — Hedge fund has held talks with existing investors and lenders in recent days — Situational Awareness, the $20bn hedge fund founded …
More: Fortune, Bloomberg, The Verge, ZeroHedge News, Cointelegraph, Benzinga, and New York Times
X: @citrini, @crowded_mkt_rpt, @thestalwart, @martinshkreli, @richardchen39, @neilcybart, @scaling01, @rickyho_1989, @aleabitoreddit, @geiger_capital, @bfaviero, @semiconductorsx, @melt_dem, @zackvoell, @jukan05, @jukan05, @firstadopter, @michaelsikand, @pequityresearch, @odddiligence, @burrytracker, and @martinshkreli
Forums: r/wallstreetbets, r/NBIS_Stock, r/stocks, and r/StockMarket
| Financial Times: |
Source: Situational Awareness has a $5B stake in Anthropic, and will continue to run as a private investment firm after suffering heavy losses in recent days — Leopold Aschenbrenner's hedge fund suffered steep losses in recent days from tech sell-off — Situational Awareness rapidly sold …
More: Bloomberg, Gizmodo, TheEnergyMag, and Capital Brief
| 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 — SEATTLE—(BUSINESS WIRE)—Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its second quarter ended June 30, 2026.
More: New York Times, Financial Times, Axios, The Wrap, and Motley Fool
X: @jimcramer, @rihardjarc, @zephyr_z9, and @stocksavvyshay. LinkedIn: Emil Protalinski. Forums: r/technology
| Annie Palmer / CNBC: |
Amazon reports Q2 ad revenue up 26% YoY to $19.81B, vs. $19.43B est., and subscription services revenue up 12% YoY to $13.73B — Amazon reported better-than-expected revenue and cloud growth for the second quarter. The stock shot up more than 10% in extended trading.
More: The Information, Bloomberg, Variety, Quartz, Media Play News, Deadline, and Yahoo Finance. Forums: r/StockMarket
| Deborah Sophia / Reuters: |
Amazon reports Q2 AWS revenue up 37% YoY to $42.2B, above estimates of a 31.21% increase, and AWS operating income up 64% to $16.6B; AMZN jumps 8%+ after hours — Amazon.com (AMZN.O) topped market expectations for quarterly cloud revenue growth on Thursday on the back of surging enterprise AI spending …
More: Benzinga, CNBC, Associated Press, Motley Fool, Bloomberg, and Blockonomi
| Ina Fried / Axios: |
OpenAI says it is cutting the price of GPT-5.6 Luna by ~80% and the price of GPT-5.6 Terra by 20% after improving the efficiency of the systems that serve them — OpenAI said Thursday it is cutting prices for two GPT-5.6 models after improving the efficiency of the systems that serve them.
More: OpenAI, 9to5Mac, Business Insider, CNBC, Reuters, The Information, The New Stack, VentureBeat, Neowin, iClarified, Unite.AI, Blockchain.News, Quartz, The Tech Portal, The Mac Observer, ZeroHedge News, Wccftech, and RuntimeWire
X: @openai, @sama, @natolambert, @nicdunz, @gdb, @kimmonismus, @gdb, @hypertechinvest, @mweinbach, @chetanp, @openai, @zephyr_z9, @gdb, @openai, @kunchenguid, @zephyr_z9, @thsottiaux, @tenobrus, @mweinbach, @kimmonismus, @sama, @levie, and @openai
Bluesky: @carnage4life and @ed3d.net
Forums: r/codex, r/BetterOffline, r/codex, r/accelerate, r/codex, and r/OpenAI
| Will Knight / Wired: |
Google DeepMind releases Gemini Robotics 2, which combines several different AI models into a single system to control a range of robots, including humanoids — The latest version of Google DeepMind's AI model includes a significant jump into “physical AGI.” But plopping AI into the real world comes with risks.
More: Google DeepMind, Google, Ars Technica, Tech Times, The Verge, Bloomberg, Axios, The Chosun Daily, RuntimeWire, Blockchain.News, and MarkTechPost
X: @googledeepmind, @google, @dynamicwebpaige, @apptronik, @googledeepmind, @demishassabis, @googledeepmind, @newsfromgoogle, @googledeepmind, @googleai, @officiallogank, and @thehumanoidhub
LinkedIn: Jérémy Plassmann and Karl Weinmeister
Forums: Hacker News, r/Bard, and Slashdot
| Thinking Machines Lab: |
Thinking Machines releases Inkling-Small, an open-weight model with 276B total and 12B active parameters, saying it “achieves comparable performance” to Inkling — Try on Tinker Model card Hugging Face — Today, we are releasing Inkling-Small, an efficient open-weights model …
More: Thinking Machines and Blockchain.News
X: @thinkymachines, @lu__jasper, @thinkymachines, @thinkymachines, @genai_is_real, @nvidiaai, @mervenoyann, @neal_wu, @chhillee, @soumithchintala, @teortaxestex, @natolambert, @designarena, @thinkymachines, @arena, @alhyunsoo, @miramurati, @ziqiao_ma, @guangxuan_xiao, @artificialanlys, @litianleli, and @lmsysorg. Forums: r/LocalLLaMA
| Joseph Cox / 404 Media: |
LinkedIn introduces a “seems like AI slop” button to allow users to report posts they think are AI-generated — Following 404 Media's reporting on how LinkedIn is full of AI slop, the platform is giving users a chance to report it when they see it.
More: The Verge, TechCrunch, Gizmodo, The Register, Forbes, IGN, MediaPost, WeRSM, Fast Company, Engadget, Business Insider, CNET, The Stranger, and The Mac Observer
X: @zeffmax. LinkedIn: Hari Srinivasan. Bluesky: @samleecole, @ibogost.com, and @hypervisible.blacksky.app. Threads: @joshpetersel
Forums: r/BetterOffline, r/nottheonion, and r/technology
| Rafe Rosner-Uddin / Financial Times: |
Sources: Amazon staff find “catastrophically expensive” AI costs due to a lack of controls, like $1.8M on Claude to fail to match author details with listings — E-commerce giant's staff said the new technology had caused budget overruns that sometimes took months to detect| CNBC: |
Coinbase reports Q2 revenue down 19% YoY to $1.2B, vs. $1.3B est., stablecoin revenue below est., and a wider-than-expected loss; COIN drops 6%+ after hours — Coinbase shares dropped in extended trading on Thursday after the crypto platform posted a wider-than-expected loss for the second quarter … | Raphael Satter / Reuters: |
Wiz says a now-patched flaw in Azure CosmosDB would have let a hacker remotely compromise any of its users; Microsoft has seen “no evidence of customer impact” — Alphabet-owned (GOOGL.O) cybersecurity company Wiz said on Thursday it had found a sweeping flaw …
More: wiz.io, SC Media, Tech Times, The Hacker News, Hackread, Digit, and RuntimeWire
| Jagmeet Singh / TechCrunch: |
Okta agrees to acquire AI identity security startup Permiso; source: the acquisition is valued at just under $200M and is structured as an almost all-cash deal — Okta on Thursday agreed to acquire AI identity security startup Permiso Security, betting that demand for protecting AI agents …
More: Okta, CyberScoop, SecurityWeek, RuntimeWire, and CRN
LinkedIn: Ely Kahn, Paul Nguyen, Jason Martin, Permiso Security, Okta, and Jared Elder
| Lily Hay Newman / Wired: |
Google pilots a faster twice-a-week schedule for Chrome security releases as AI tools drive a surge in bug discoveries; Chrome 149 and 150 fixed 1,072 bugs — The two Chrome updates in June patched more bugs than the 23 updates before them. Now, Google is ramping up its patching schedule thanks …
More: Google, TechCrunch, 9to5Google, Ars Technica, SC Media, TechTarget, Digital Trends, PCMag, Help Net Security, The Verge, BleepingComputer, and Android Authority
LinkedIn: James Bankoski and Parisa Tabriz
| Carly Page / The Register: |
Amazon researchers link the compromises of four npm packages, including axios, over the past 18 months to the North Korea-linked group tracked as Sapphire Sleet — Researchers say Sapphire Sleet socially engineered maintainers before publishing malicious updates through trusted accounts
More: Amazon Web Services and BleepingComputer
| Brody Ford / Bloomberg: |
London-based Nscale agrees to acquire Anyscale, a source says for ~$1.65B; Anyscale, which helps AI workloads run more efficiently, had a $1B+ valuation in 2022 — Cloud provider Nscale agreed to acquire software startup Anyscale to help customers use AI computing power more efficiently.
More: Nscale, Techstrong.ai, TechCrunch, Blockchain.News, Reuters, TheEnergyMag, and RuntimeWire
X: @brodyford_ and @edzitron
LinkedIn: Phoebee Gahan, Sudhakar Jukanti, Josh Payne, Anirudhya, and Zack Yaguda
| Jonathan Vanian / CNBC: |
Reddit reports Q2 revenue up 61% YoY to $805M, vs. $730M est., forecasts Q3 revenue above est., says search referrals were “choppy”; RDDT drops 6%+ after hours — Reddit reported second-quarter earnings on Thursday that beat on the top and the bottom lines, and the company issued guidance that sailed past expectations.| Anissa Gardizy / Wall Street Journal: |
Sources: a group of banks is in talks to lend $15B to Nexus to build a Texas data center; Anthropic will lease it and Google has provided financial guarantees — Google's guarantees of power and lease obligations would help developer secure financing for the 1.6-gigawatt Texas project| Maria Curi / Axios: |
At a hearing, a US judge says “I don't see additional evidence” from the Pentagon justifying its designation of Anthropic as a supply-chain risk — A federal judge on Thursday signaled she's become even more skeptical of the Pentagon's decision to blacklist Anthropic … | Madison Mills / Axios: |
Scale AI hires former Google Cloud COO Francis deSouza as CEO, replacing interim CEO Jason Droege, who took over last year after Alexandr Wang left for Meta — Scale AI has hired former Google Cloud COO Francis deSouza as CEO, year after Scale AI founder Alexandr Wang left the AI infrastructure company for Meta.
More: Scale AI, Motley Fool, Reuters, Quartz, RuntimeWire, and The Verge
| Abhirup Roy / Reuters: |
Amazon's Zoox receives the NHTSA's first US approval for paid deployment of its steering wheel-free robotaxi and can deploy up to 2,500 per year through 2028 — Amazon's (AMZN.O) Zoox won U.S. approval on Wednesday for limited commercial deployment of its novel steering-wheel-free robotaxis …
More: Washington Post, The Information, Reuters, Silicon Valley Business …, International Business Times, CNBC, TESLARATI, Quartz, Wired, Associated Press, Wall Street Journal, The Independent, InsideEVs, The Last Driver License Holder, Bloomberg, and San Francisco Chronicle
Forums: r/SelfDrivingCars and Slashdot
| Kelly Cloonan / Wall Street Journal: |
Roblox reports Q2 bookings up 8% YoY to $1.56B, vs. $1.6B est., DAUs up 10% to 123M, forecasts Q3 bookings and revenue below est.; RBLX drops 13%+ after hours — The company projects revenue to increase by 4% to 10%, slowing from recent double-digit growth
More: Reuters, Bloomberg, Investing.com, and Benzinga
| Boone Ashworth / Wired: |
Friend announces an AI pendant with a speaker for spoken replies for $249, up from its original necklace's $129 price, with an optional $10 monthly subscription — He sits on the couch in his living room, clad in an orange shirt emblazoned with a cartoon version of the motorcycle driven by Italian racer Valentino Rossi.| OpenAI: |
OpenAI says using its Responses API harness with GPT-5.6 Sol tripled its ARC-AGI-3 score with fewer output tokens, after Sol with the official harness got 7.8% — A sped-up video of GPT-5.6 Sol attempting to solve puzzles in the ARC-AGI-3 benchmark, with the official harness (left) …
X: @thsottiaux, @kimmonismus, @rohanpaul_ai, @openai, @thsottiaux, @_xjdr, @realchillben, @sama, @emollick, @daniel_mac8, @dbredvick, @teortaxestex, @scaling01, @steipete, @ns123abc, @charliermarsh, @chrisgpt, and @openai. Mastodon: @carnage4life@mas.to
| Te-Ping Chen / Wall Street Journal: |
Stripe says thousands of solo operators on its service generate $1M+ in annual revenue, and those making $10M+ nearly tripled between 2023 and 2025, aided by AI — AI tools make it easier for founders to get started alone, and many stay that way as they grow| Sri Muppidi / New York Times: |
Simile, which offers “agentic twins” of real people to assess companies' products, brands, and services, raised $200M led by Greenoaks at a $2B valuation — Simile, a fast-growing start-up, says it can provide companies with accurate insights by surveying millions of A.I.-generated consumers.
More: PYMNTS, Simile, TechCrunch, Pulse 2.0, FinSMEs, and RuntimeWire
Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cape:
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Zoho:
Introducing Zoho Expense Integrated Travel solution : The Smarter Way to Manage Business Travel — Business travel has become increasingly complex. Employees expect consumer-grade booking experiences …
Introducing Zoho Expense Integrated Travel solution : The Smarter Way to Manage Business Travel — Business travel has become increasingly complex. Employees expect consumer-grade booking experiences …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Great Chat:
Tech's short-term era
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Access:
Meet the most AI-pilled CEO on Earth
A show about the tech industry's inside conversation, hosted by tech reporter Alex Heath and founder whisperer Ellis Hamburger.
Subscribe to Access.
The Upstarts Podcast:
Basis's Matt Harpe: Why AI Won't Replace Accountants — It'll Make Them Richer
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Channels with Peter Kafka:
Lucas Shaw on Warner Bros' Limbo, Netflix's Anxiety, and Hollywood's Sort-of Comeback
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Big Technology Podcast:
How China Caught U.S. AI — With Grace Shao
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
About This Page
This is a Techmeme archive page. It shows how the site appeared at 6:20 PM ET, July 30, 2026.
The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.
From Mediagazer
Gene Maddaus / Variety:Alex Sherman / CNBC:
Nellie Andreeva / Deadline:
Upcoming Tech Events
More News
| Rebecca Torrence / Bloomberg: |
More: Ventureburn, SpaceNews, Reuters, GeekWire, RuntimeWire, and FinSMEs
LinkedIn: Karan Kunjur and Manmeet Gujral
Earlier Picks
| Dwarkesh Patel / Dwarkesh Podcast: |
X: @dwarkesh_sp, @andrewho03, @dwarkesh_sp, @hersh_desai, @nicbstme, @kylereidhead, @gavinsbaker, @thestalwart, @levie, @tokenbender, @dwarkesh_sp, @toptickcrypto, @cryptopunk7213, @midwit_capital, @thestalwart, @daniel_mac8, @taliagold, @phl43, @8teapi, @devahaz, @downingark, @dwarkesh_sp, @politicalkiwi, @distributionat, and @quantian1
| Edith Hancock / Wall Street Journal: |
More: European Commission, Reuters, Politico, Sifted, Silicon Republic, and Euronews
| Sean Hollister / The Verge: |
More: USA Today, MacRumors, CNET, Fox Business, Ars Technica, TalkAndroid.com, Android Headlines, Neowin, Straight Arrow, Dexerto, The Decoder, T3, Tom's Guide, Tom's Hardware, Boing Boing, Federal Communications Commission, Android Authority, Gizmodo, 9to5Mac, 9to5Google, and Engadget
X: @raywongy. Bluesky: @aaronrosspowell.com. Forums: r/NARWAL, r/politics, r/RobotVacuums, r/Roborock, r/technology, r/technology, Slashdot, and Ars OpenForum
| Jenny Lee / CNBC: |
More: Samsung Newsroom, Bloomberg, Reuters, International Business Times, Android Central, Quartz, Implicator.ai, ZeroHedge News, TechSpot, Seoul Economic Daily, The Korea Herald, Wall Street Journal, Korea JoongAng Daily, and The Korea Times
X: @jukan05, @skundojjala, @jukan05, @jukan05, @thetranscript_, and @jukan05
Forums: r/MU_Stock and r/wallstreetbets