| Mark Gurman / Bloomberg: |
Sources: OpenAI's new device, slated for 2027, is a hockey puck-sized smart speaker with moving parts that help give it personality and will likely cost $300+ — A highly anticipated new device from OpenAI will have a unique look, complete with moving parts that help give it personality … | KOB 4: |
New Mexico trial: a judge orders Meta to pay $567M and make changes for underage users after finding its platforms helped create a public nuisance harming teens — SANTA FE, N.M. - A Santa Fe judge ordered Meta to pay $567 million, and make changes for the user experience of juvenile accounts … | Carl Zimmer / New York Times: |
Scientists trained AI on genetic sequences to design viruses not found in nature, yielding 16 viable viruses that can infect bacteria but don't threaten humans — Scientists trained artificial intelligence on libraries of DNA and then asked the model to create recipes for viral genomes.| Financial Times: |
Sources: ByteDance is pretraining an AI model with up to 10T parameters, roughly 3x larger than Kimi K3 and larger than the 8T estimate for Anthropic's Mythos 5 — TikTok owner training a model three times larger than Moonshot's Kimi K3 — ByteDance is training an AI model that could approach … | Tobias Mann / The Register: |
AMD acquires Toronto-based Taalas, which integrates model weights directly into silicon with the promise to boost inference performance, for an undisclosed sum — Early tech demos show model-specific integrated circuits churning out up to 17,000 tokens a second| Herb Scribner / Axios: |
OpenAI updates the default model for free users to GPT-5.6 Luna, adds unlimited text chats for free users, rolls out an improved GPT-5.6 Sol version, and more — OpenAI on Thursday announced a series of changes that will upgrade ChatGPT for both paid and free users.| Arunesh Sinha / Reuters: |
| SemiAnalysis: |
Analysis: Google DeepMind has lost frontier-model momentum amid leadership and RL talent departures, with Google Cloud emerging as a winner with more compute — GCP YoY rev growth >100%, DeepMind's long term failure is Google Cloud's short term gain — On Wednesday, August 5th … | Yoolim Lee / Bloomberg: |
SK Hynix plans a $38B chipmaking expansion in South Korea, including a new ~$24.7B DRAM facility in Yongin and a ~$13.3B NAND fabrication plant in Cheongju — SK Hynix Inc. plans a 54 trillion won ($38 billion) expansion of its chipmaking facilities in South Korea, the memory chip maker said in a statement Friday.| Will Knight / Wired: |
Security researchers claim that Kimi K3 went outside of its sandbox during defensive cybersecurity tests, but did not hack anything after accessing the internet — Security researchers say that Kimi K3, an open-weight model from China, wandered off to the internet in an attempt to cheat on a test it was given.| Bloomberg: |
Sources: an addendum to the bipartisan Clarity Act would force President Trump to divest from crypto businesses, letting him defer paying taxes on the gains — The bipartisan ethics proposal senators have pitched to President Donald Trump to get landmark crypto legislation over the line … | Reinhardt Krause / Investor's Business Daily: |
Twilio reports Q2 revenue up 22% YoY to $1.5B, above $1.43B est., and forecasts Q3 revenue above estimates; TWLO jumps 16%+ after hours — Twilio (TWLO) stock jumped Thursday after the communications software maker reported second-quarter earnings and revenue that topped consensus estimates … | Reuters: |
Google and data: hackers used phone calls, phishing websites, and “meticulous” tactics to target dozens of US PE firms and other businesses over the past month — Ransom-seeking hackers who use phone calls to compromise their victims targeted dozens of prominent U.S. financial institutions … | Nichiket Sunil / Reuters: |
| Koyena Das / Reuters: |
Instacart reports Q2 revenue up 14% YoY to $1.04B, GTV up 14% to $10.35B, above est., forecasts Q3 GTV and core profit above est.; CART jumps 8%+ after hours — Instacart (CART.O) forecast third-quarter gross transaction value and core profit above analysts' estimates on Thursday … | Bloomberg: |
Alphabet raises $25B in an investment-grade bond sale; sources say it attracted ~$115B of peak demand and that Alphabet plans to issue US debt twice per year — Alphabet Inc. sold $25 billion of investment-grade bonds after generous yield payouts helped secure one of the year's largest order books for AI-related debt.| Todd Spangler / Variety: |
Roku reports Q2 revenue up 22% YoY to $1.35B vs. $1.3B est., net income of $164.2M, ad revenue up 25% to $673M, and subscription revenue up 26% to $548M — Roku kept its streaming engines blazing in the second quarter of 2026 with earnings that blew past Wall Street estimates.| Kelly Cloonan / Wall Street Journal: |
Lyft reports Q2 revenue up 16% YoY to $1.84B, vs. $1.81B est., rides up 12% to 262.4M, and expects Q3 gross bookings growth to slow to 15%-19% — The company's gross bookings rose 23% to $5.5 billion in the latest quarter — Lyft's second-quarter bookings rose, boosted by overall demand, particularly for its premium rides.| Natalie Lung / Bloomberg: |
Airbnb reports Q2 revenue up 17% YoY to $3.6B, Nights and Seats Booked up 10% to 148.3M, above est., lifts 2026 revenue forecast; ABNB jumps 10%+ after hours — Airbnb Inc. boosted its annual revenue forecast for a second time this year after it saw robust global travel demand, particularly in the US and Europe.| Angela Palumbo / Barron's Online: |
Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est., and forecasts Q3 revenue above estimates; NET jumps 17%+ after hours — Choose Barron's as a preferred source of financial news — Key Points — Cloudflare stock was climbing Thursday night after the company reported better … | Ivan Mehta / TechCrunch: |
Athens-based Omilia, which builds self-learning AI agents that work across different customer contact points, raised a $67M Series B led by Expedition Growth — The customer support industry has seen a massive influx of startups like Sierra, Decagon and Parloa trying to infuse AI … | Mackenzie Hawkins / Bloomberg: |
Sources: the US Commerce Department's BIS is reviewing how Chinese AI companies access Nvidia chips overseas, including by legally renting foreign data centers — A key US agency is reviewing how Chinese AI firms acquire and access Nvidia Corp. chips overseas, following a spate … | Reuters: |
The White House imposes a series of price floors and a 15% tariff on products made from polysilicon, a chip raw material primarily produced by China — The White House on Thursday imposed a series of price floors and a 15% tariff on products made from polysilicon, the raw material used … | Bloomberg: |
Sources: up to five people tied to US Cyber Command died by suicide from early June to early July 2026, prompting it to flag a potential suicide cluster — The US military's cyberwarfare unit is scrutinizing an unusually high number of deaths by suicide among personnel over a month-long period this summer … | Yuliya Chernova / Wall Street Journal: |
Filing: ex-a16z partner Bryan Kim is forming venture firm Mido Capital; sources: he plans to raise ~$100M for a fund backing early-stage AI and other startups — Bryan Kim, who invested in consumer tech and AI startups at Andreessen, is creating his own firm, Mido Capital Bryan Kim …
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.
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.
Announcing Zoho POS for South Africa—expanding our commitment to the MEA — We're happy to announce that Zoho POS is now available for South African retail businesses, supporting the region's VAT requirements.
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.
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| Artificial Analysis: |