• Jack Queen / Reuters: A US judge blocks the Pentagon from blacklisting Anthropic, ruling that its designation as a supply-chain risk was “illegal and baseless”

• Sam Sabin / Axios: OpenAI, Anthropic, AWS, Microsoft, and 100+ companies warn there is “a limited window” to prepare for AI-enabled cyberattacks and call for “collective action”

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• Financial Times: The UK Treasury gives the Bank of England a new legal objective to support payment systems and digital money innovation, seeking to keep London competitive

• Wall Street Journal: Sources: Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July; Nvidia says the program is still in place

• Bloomberg: Sources: Advent and Stripe are no longer pursuing a deal to acquire PayPal; the group offered to pay $60.50/share in July, valuing PayPal at $53B

• Will Knight / Wired: Anthropic releases Model Hardware Standard, a framework to help AI agents use physical systems like microscopes, quantum computing hardware, and robot arms

• Wall Street Journal: Sources: Abu Dhabi's Sheikh Tahnoon and co-investors back an entity owning 49%, the largest stake, in the company behind the Trump family's planned crypto bank

• Alistair Gray / Financial Times: Alphabet agrees to pay £260M to settle a UK class action lawsuit claiming it levied “unfair” charges on software downloaded from the Google Play app store

• Tanaya Macheel / CNBC: BitGo agrees to buy NYDIG's institutional trading business and related assets, expanding BitGo's derivatives offerings; ~30 NYDIG employees are joining BitGo

• Jiyoung Sohn / Wall Street Journal: South Korea unveils a project with KT, SK Telecom, and Kakao to provide premium AI tools to the public for free, a move that treats AI like a public utility

• Bloomberg: Chinese memory chipmaker CXMT reports H1 revenue of ~$22.4B, more than double its 2025 sales, and ~$11.5B in profit, compared to a loss a year earlier

• Bloomberg: Sources: the FTC has been investigating whether YouTube broke consumer protection laws by violating its own policies when suspending accounts or banning content

• Emma Roth / The Verge: Google adds Expert Intelligence to Gemini Notebook, letting users import eligible titles they own in Google Play Books to ask questions, generate podcasts, more

• Wall Street Journal: Sources: some tech companies are courting Democrats and hiring advisers to prepare for potential investigations if Republicans lose control of the House

• Bloomberg: Tencent releases Hy4 Preview, a 770B-parameter open model with 1M context window, and says it outperforms Z.AI and Moonshot models in internal tests

• CNBC: Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong

• Asa Fitch / Wall Street Journal: Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025

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• 25 minutes ago Bloomberg: A look at Beijing's AGI Bar, the unofficial clubhouse for China's AI industry where entrepreneurs trade gossip, recruit talent, and court investors over beers

• Sarah Perez / TechCrunch: Bluesky launches a feature to let users hide their posts from non-followers in its Discover feed; other AT Proto apps can choose whether to respect the opt-out

• Dave Michaels / Wall Street Journal: Sources: federal authorities prepare to charge a US serviceman and a KPMG employee with insider trading on prediction markets, as part of a new batch of cases

• Anna Washenko / Engadget: YouTube adds Amazon to its shopping affiliate program, enabling US creators to tag Amazon products in Shorts, longform videos, and livestreams

• Reuters: How Shein pivoted to a Hong Kong IPO and sought to build Chinese government ties, after its New York and London bids failed to secure Beijing's approval

• Brody Ford / Bloomberg: Workday reports Q2 revenue up 12.8% YoY to $2.65B vs. $2.63B est., and total subscription revenue backlog up 8% YoY to $27.4B, vs. $28.6B est.

• Madison Mills / Axios: Uber says weekly AI agent requests have grown 9.4x since February, but total AI spending has stayed stable since April, after using up its 2026 AI budget in Q1

• 25 minutes ago Bloomberg: A look at Beijing's AGI Bar, the unofficial clubhouse for China's AI industry where entrepreneurs trade gossip, recruit talent, and court investors over beers

• 81 minutes ago Bloomberg: Chinese memory chipmaker CXMT reports H1 revenue of ~$22.4B, more than double its 2025 sales, and ~$11.5B in profit, compared to a loss a year earlier

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• 2½ hours ago Jiyoung Sohn / Wall Street Journal: South Korea unveils a project with KT, SK Telecom, and Kakao to provide premium AI tools to the public for free, a move that treats AI like a public utility

• 2½ hours ago Sarah Perez / TechCrunch: Bluesky launches a feature to let users hide their posts from non-followers in its Discover feed; other AT Proto apps can choose whether to respect the opt-out

• 3 hours ago Reuters: How Shein pivoted to a Hong Kong IPO and sought to build Chinese government ties, after its New York and London bids failed to secure Beijing's approval

• 3½ hours ago Bloomberg: Tencent releases Hy4 Preview, a 770B-parameter open model with 1M context window, and says it outperforms Z.AI and Moonshot models in internal tests

• 3½ hours ago Financial Times: The UK Treasury gives the Bank of England a new legal objective to support payment systems and digital money innovation, seeking to keep London competitive

• 7 hours ago Wall Street Journal: Sources: some tech companies are courting Democrats and hiring advisers to prepare for potential investigations if Republicans lose control of the House

• Sponsor Post 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.

• 10 hours ago Tanaya Macheel / CNBC: BitGo agrees to buy NYDIG's institutional trading business and related assets, expanding BitGo's derivatives offerings; ~30 NYDIG employees are joining BitGo

• 10 hours ago Dave Michaels / Wall Street Journal: Sources: federal authorities prepare to charge a US serviceman and a KPMG employee with insider trading on prediction markets, as part of a new batch of cases

• 11 hours ago Bloomberg: Sources: Advent and Stripe are no longer pursuing a deal to acquire PayPal; the group offered to pay $60.50/share in July, valuing PayPal at $53B

• 11 hours ago Jack Queen / Reuters: A US judge blocks the Pentagon from blacklisting Anthropic, ruling that its designation as a supply-chain risk was “illegal and baseless”

• 12 hours ago Zack Whittaker / TechCrunch: CISA says that cyberattacks on critical US infrastructure targeted 100+ internet-exposed water and wastewater systems in July, largely attacking PLCs

• 13 hours ago Brody Ford / Bloomberg: Workday reports Q2 revenue up 12.8% YoY to $2.65B vs. $2.63B est., and total subscription revenue backlog up 8% YoY to $27.4B, vs. $28.6B est.

• 14 hours ago The Information: Sources: Cognition is generating ~$900M in annualized revenue, up more than 3x since the start of the year, and executives project it will end 2026 with $1.5B+

• 14 hours ago Madison Mills / Axios: Uber says weekly AI agent requests have grown 9.4x since February, but total AI spending has stayed stable since April, after using up its 2026 AI budget in Q1

• 14 hours ago Bloomberg: Sources: the FTC has been investigating whether YouTube broke consumer protection laws by violating its own policies when suspending accounts or banning content

• 14 hours ago Wall Street Journal: Sources: Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July; Nvidia says the program is still in place