| 10:45 PM • | Ashley Belanger / Ars Technica: A US judge largely denies Perplexity and three data scraper firms' bid to dismiss Reddit's lawsuit over claims of copyright law violations under DMCA |
| 9:25 PM • | Jagmeet Singh / TechCrunch: Sensor Tower: India's mobile app market generated a record $345M in consumer spending in Q2, up 35% YoY; ChatGPT ranked No. 1 by downloads and No. 2 by revenue |
| 8:00 PM • | Bloomberg: Cybersecurity experts fault Anthropic and OpenAI for sloppy safeguards and inadequate human oversight after their models broke into outside organizations |
| 6:55 PM • | Jody Godoy / Reuters: The FTC clears quantum computing company IonQ's $1.8B acquisition of chipmaker SkyWater after the FTC's two members disagreed at first on imposing conditions |
| 6:25 PM • | The Information: Sources: OpenAI demoed a new “Astra” AI model family to US policymakers and regulators this week, touting its improved abilities to complete long-running tasks |
| 6:10 PM • | Financial Times: Filing: Amazon has completed its $50B investment in OpenAI; source: OpenAI received the final tranche this week, taking Amazon's position to roughly 5% |
| 5:20 PM • | Spencer Soper / Bloomberg: Amazon shares closed up 15.32% on Friday, the biggest one-day jump since April 2012, after the company reported accelerating AWS revenue |
| 5:15 PM • | Kit Norton / Barron's Online: Roblox shares close down ~27%, its worst-ever daily percentage decline, after forecasting falling bookings and slowing revenue growth; RBLX is down 40%+ YTD |
| 4:40 PM • | Reuters: Sources: OpenAI has discovered other instances where AI agents escaped containment; none of the agents were thought to have left OpenAI's network |
| 4:25 PM • | James Rundle / Wall Street Journal: FBI and EPA say water and wastewater utilities in at least seven states reported cyberattacks this week, with some causing flooding and other operational issues |
| 3:55 PM • | Ben Szalinski / Capitol News Illinois: Illinois Governor JB Pritzker signs the Children's Social Media Safety Act, a bill designed to limit children's access to “addictive” social media algorithms |
| 3:00 PM • | Wall Street Journal: An in-depth account of the past two days inside Situational Awareness, as Aschenbrenner assured investors he would focus on changes to his portfolio management |
| 2:45 PM • | Geoff Brumfiel / NPR: Google rolls back an image generation tool in Google Earth to add “stronger guardrails” after concerns arose it can be used to create deepfake satellite imagery |
| 2:10 PM • | Mark Bergen / Bloomberg: Index Ventures has raised $2B in new capital: a $900M venture vehicle, $400M for seed financing, and an addition of $700M to a 2024 $1.5B growth fund |
| 1:45 PM • | Lauren Forristal / TechCrunch: Snap says its recommendation systems will be adjusted so only videos created by real people, not AI-generated ones, are eligible for Spotlight recommendations |
| 1:00 PM • | Oliver Barnes / Financial Times: 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 |
| 12:55 PM • | Katherine Hamilton / Wall Street Journal: OpenAI says its models now have more than 1B active users and are used by more than 2M businesses |
| 12:45 PM • | Reuters: 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” |
| 12:40 PM • | Todd Bishop / GeekWire: 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 |
| 11:45 AM • | 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 |
| 11:10 AM • | Haram Lim / Bloomberg: 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 |
| 10:55 AM • | Wen-Yee Lee / Reuters: MediaTek says its board has approved a discretionary $5B financing budget to support long-term growth, including its expansion into AI chips for data centers |
| 10:30 AM • | Artificial Analysis: DeepSeek V4 Flash scores 50 on the Artificial Analysis Intelligence Index, matching Gemini 3.6 Flash and up 10 points from the preview launch in April |
| 10:25 AM • | 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 |
| 9:40 AM • | Mackenzie Hawkins / Bloomberg: Sources: Moonshot has a computing power agreement with Alibaba for the use of ~20K Nvidia chips; some say the deal is for H200 chips, which Alibaba denies |
| 8:45 AM • | 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 |
| 8:20 AM • | Elizabeth Grenier / Deutsche Welle: A German court rules that Suno has violated copyrights and must disclose illicit revenue after Germany's state-mandated licensing agency GEMA sued in 2025 |
| 8:15 AM • | Reuters: Eric Trump-backed Space-Eyes, which develops AI-powered defense tech for the public sector, agrees to go public via a SPAC merger at a $638M valuation |
| 7:25 AM • | Michelle Hackman / Wall Street Journal: Sources: the Trump admin is weighing a $100K fee for foreign students seeking to work in the US after graduation; a judge blocked Trump's $100K H-1B fee in June |
| 7:05 AM • | Vlad Savov / Bloomberg: Counterpoint: Q2 global smartphone revenue rose 7% YoY, and average device selling price rose 17% to $400; Apple took 49% of global revenue, and Samsung 16% |
| 6:50 AM • | Inti Landauro / Reuters: The EU Commission charges Temu with failing to cooperate during a December 2025 raid on its Dublin HQ as part of a probe into the company's foreign subsidies |
| 6:20 AM • | 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 |
| 6:05 AM • | Josh Xiao / Bloomberg: Chinese state media: Xi Jinping called for more defense applications using autonomous and AI technologies, as he pushes to build an advanced fighting force |
| 5:55 AM • | 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 |
| 5:45 AM • | 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” |
| 5:20 AM • | Angus Whitley / Bloomberg: Australia's online safety regulator says social media use among under-16s fell to 81.5% in March 2026, compared to 85.9% before ban took effect in December 2025 |
| 5:01 AM • | Henk van Ess / Digital Digging with Henk van Ess: How to plant a nuclear plant in Iran |
| 4:50 AM • | Eduardo Baptista / Reuters: Papers and patents: Chinese military researchers distilled OpenAI and Anthropic models to train domestic AI systems and advance China's defense capabilities |
| 2:30 AM • | Casey Newton / Platformer: An interview with Granola CEO Chris Pedregal on making the AI note taker invisible and work across apps, and why he rejects executives seeking employees' notes |
| 1:40 AM • | 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 |
| 1:25 AM • | Sam Nussey / Reuters: Sony reports Q1 operating profit up 40% YoY to ~$2.92B, raises FY profit forecast by 8% to ~$10.56B, and says it secured enough memory chip supply for the FY |
| 1:05 AM • | Eduardo Baptista / Reuters: MiniMax releases H3, a video model that generates up to 15-second clips in 2K resolution with native stereo sound, and plans to release its weights within days |
| 12:30 AM • | Financial Times: Google, Amazon, Microsoft, and Meta spent a combined $1.1T in capex from the start of the AI boom in 2023 through June 2026 and plan to spend $745B this year |
| 12:00 AM • | 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 |
| 11:40 PM • | Wall Street Journal: Sources: Meta execs discussed strategy after repeated asks for money for Trump; Meta donated $10M to pro-Trump PAC, ~$22M to library, inauguration, and ballroom |
| 10:45 PM • | Mark Gurman / Bloomberg: Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 8%+ |
| 10:10 PM • | 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” |
| 9:50 PM • | Lee Ying Shan / CNBC: SK Hynix and Samsung shares surge 20%+ in Seoul on Friday, marking a sharp reversal from this week's sell-off; Japanese stocks like SoftBank also rally |
| 9:40 PM • | Samantha Subin / CNBC: Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11% |
| 9:10 PM • | Sarah Perez / TechCrunch: Apple CFO Kevan Parekh says Services surpassed 1.5B paid subscriptions, up from 1B in January 2025, but a gaming slowdown and App Store changes hurt growth |
| 8:55 PM • | Subrat Patnaik / Bloomberg: Microsoft's stock closed up 15.5% on Thursday, adding ~$450B to its market capitalization, the largest single-day market value increase in stock market history |
| 8:35 PM • | Juli Clover / MacRumors: Tim Cook says Apple expects “the impact from the supply constraints to increase significantly sequentially” and the market pricing for memory to keep rising |
| 8:05 PM • | Robert McMillan / Wall Street Journal: Anthropic says the models that breached three companies include Opus 4.7, Mythos 5, and an unnamed research model, and the earliest incidents date back to April |
| 7:30 PM • | 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 |
| 7:25 PM • | The Atlantic: Sources: Zelenskyy asked Trump to secure Elon Musk's permission for the use of Starlink to guide drone strikes inside Russia, but Trump was noncommittal |
| 7:15 PM • | 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 |
| 7:10 PM • | 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 |
| 7:05 PM • | Miranda Nazzaro / The Hill: The Commerce Dept. signed letters of intent for $874M in CHIPS Act funding in exchange for minority stakes in GlobalFoundries, Kepler, and five other companies |
| 6:00 PM • | 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 12%+ |
| 5:40 PM • | 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 27%+ |
| 5:05 PM • | 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 |
| 4:55 PM • | Todd Spangler / Variety: Apple reports Q3 revenue from Services, which includes the App Store, Apple TV, Apple Music, iCloud, and more, grew 12% YoY to $30.74B, vs. $31.36B est. |
| 4:41 PM • | 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. |
| 4:35 PM • | 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 20%+ |
| 4:22 PM • | 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 13%+ |
| 4:15 PM • | 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 |
| 4:07 PM • | 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 |
| 3:10 PM • | Bloomberg: Sources: DeepSeek plans to build a 1 GW data center in Inner Mongolia and aims to bring at least part of its capacity online by the end of 2027 or early 2028 |
| 2:45 PM • | 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 |
| 2:30 PM • | 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 |
| 2:15 PM • | 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 |
| 2:05 PM • | 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 |
| 2:00 PM • | 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 |
| 1:55 PM • | 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 |
| 1:50 PM • | 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 |
| 1:15 PM • | 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 |
| 1:00 PM • | Joseph Cox / 404 Media: LinkedIn introduces a “seems like AI slop” button to allow users to report posts they think are AI-generated |
| 12:15 PM • | 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 |
| 12:05 PM • | 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” |
| 11:45 AM • | 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 |
| 11:40 AM • | 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 |
| 11:25 AM • | 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 |
| 11:10 AM • | Phoebe Liu / The Information: Israel-based Xsight, which makes server networking and storage chips, raised $300M led by Fidelity Investments at a $2.8B post-money valuation |
| 11:05 AM • | Duncan Riley / SiliconANGLE: Enterprise data pipeline startup DataBahn raised a $40M Series B led by Insight Partners, bringing its total funding to $59M |
| 10:55 AM • | 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 |
| 10:30 AM • | Dominic-Madori Davis / TechCrunch: London-based Inforcer, which helps managed service providers handle their clients' Microsoft 365 accounts, raised a $50M Series C led by Insight Partners |
| 10:20 AM • | 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 |
| 9:40 AM • | 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 |
| 9:35 AM • | 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 |
| 9:25 AM • | Rebecca Torrence / Bloomberg: K2 Space, which builds satellites for tasks like data-heavy communications and may power space-based data centers, raised a $500M Series D at a $6.8B valuation |
| 9:15 AM • | Qianer Liu / The Information: Sources: TSMC is developing advanced AI chip packaging tech, internally called “EMIB-like”, similar to Intel's Embedded Multi-die Interconnect Bridge technique |
| 9:05 AM • | 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 |
| 8:50 AM • | Zachary Skidmore / DatacenterDynamics: Google-backed nuclear fusion company Commonwealth Fusion Systems raised $1B, after raising a $1.8B Series B in 2021 and $863M in 2025, and plans a 2030s launch |
| 8:45 AM • | David Gewirtz / ZDNET: Google integrates Nano Banana 2 into Google Earth via a new Create Image button, letting users prompt to create infographics or visual alterations of locations |
| 8:30 AM • | Bloomberg: Filing: Meta says it has committed ~$700B in future spending, through long- and short-term agreements, related to AI data centers, cloud computing, and more |
| 8:10 AM • | Katherine Hamilton / Wall Street Journal: Intercontinental Exchange agrees to acquire electronic fixed-income trading platform MarketAxess for $6B in cash, a 33% premium, set to close in H1 2027 |
| 7:35 AM • | 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 |
| 7:25 AM • | Paresh Dave / Wired: LinkedIn says it will keep its investments in GPUs, compute, and storage capacity flat during FY 2027, after doubling its GPU efficiency in the past six months |
| 7:10 AM • | Bloomberg: Disney CEO Josh D'Amaro is leading a tech overhaul of Disney+ to close the gap with Netflix and YouTube, including better recommendations and vertical videos |
| 6:55 AM • | Financial Times: An AI avatar of Brazil's jailed ex-president Jair Bolsonaro, who is banned from communicating publicly, is testing new AI rules ahead of Brazil's 2026 elections |
| 6:45 AM • | Dwarkesh Patel / Dwarkesh Podcast: How compute could become 10x+ costlier as AI capabilities and monetization outpace supply, and a look at the implications if Anthropic hits $1T in 2027 revenue |
| 6:35 AM • | Bloomberg: ExploitGym creator and Berkeley researcher Jingxuan He says other AI models have tried to cheat but OpenAI's “was at a much larger scale than we'd encountered” |
| 6:25 AM • | Edith Hancock / Wall Street Journal: The EU formally launches a bidding process to build AI Gigafactories, expecting to unlock €30B of investments, closing on November 12 with awards in early 2027 |
| 6:10 AM • | 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% |
| 5:55 AM • | Bloomberg: Innolight, China's leading maker of optical transceivers, closes 2% below its Hong Kong IPO price after raising ~$6.8B, the city's biggest listing since 2019 |
| 5:40 AM • | 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 |
| 5:15 AM • | Bloomberg: China's AI hubs, like CXMT's home of Hefei, are driving the country's GDP growth, but even in these boomtowns, little of the windfall is reaching households |
| 5:00 AM • | Song Jung-a / Financial Times: Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught in this week's tech selloff, as Samsung and SK Hynix tumble |
| 4:49 AM • | 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 |
| 2:35 AM • | John Thornhill / Financial Times: Q&A with CuspAI's Max Welling on its AI Materials Foundry, partnerships with Nvidia and others, Geoff Hinton and Yann LeCun joining its advisory board, and more |
| 2:30 AM • | Ryan Whitwam / Ars Technica: Google's SynthID for watermarking AI images is hard to break, but watermarking can't change that there will always be ways to AI-generate content without labels |
| 2:10 AM • | Financial Times: A look at ByteDance's efforts to become China's leading company across all aspects of AI, from frontier models and video generation to infrastructure and chips |
| 1:30 AM • | K Oanh Ha / Bloomberg: Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares |
| 1:20 AM • | Financial Times: As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning laws and low prices for underinvestment |
| 10:50 PM • | Julie Bort / TechCrunch: In Q4, Microsoft marked a $3.2B gain for its Anthropic investment and booked a ~$600M loss for its OpenAI investment but noted a $5B gain on a full-year basis |
| 10:00 PM • | Sean Hollister / The Verge: The US FCC's ban on foreign “advanced robotic devices” covers any new ground-based, software-controlled wireless robot over 4.4 pounds, including robot vacuums |
| 9:20 PM • | Meir Orbach / CTech: Onyx Security, whose platform enables enterprises to deploy AI agents securely, raised a $113M Series B led by Bessemer, taking its total funding to $153M |
| 8:45 PM • | Jenny Lee / CNBC: Samsung reports Q2 revenue up 130% YoY to ~$118.1B, below ~$118.9B est., and operating profit up 1,814% to ~$61.46B, above ~$60.68B est., on robust AI demand |
| 8:10 PM • | Reuters: Microsoft reports Q4 capex up 70%+ YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged |
| 7:45 PM • | CNBC: Internal meeting: OpenAI CFO Sarah Friar told employees that the startup's annualized recurring revenue in July was higher than Q2's, “and Q2 was no slouch” |
| 7:35 PM • | Reuters: A source and docs: Intel has given access to its Atom processor tech to Rosaic, a new startup led by Amarjit Gill; Lip-Bu Tan and Gill are longtime co-investors |
| 6:35 PM • | Bloomberg: Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as “very large online platforms” under the DSA as soon as August |
| 6:05 PM • | Bill Peters / MarketWatch: Robinhood reports Q2 revenue up 32% YoY to $1.31B, above $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% YoY to $100M |
| 5:00 PM • | Emma Roth / The Verge: Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13% YoY, and Xbox content and services revenue down 10% YoY |
| 4:50 PM • | Reuters: Arm reports Q1 revenue up 22% YoY to $1.29B, above $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above est.; ARM jumps 10%+ |
| 4:45 PM • | Jonathan Vanian / CNBC: Meta reports Reality Labs Q2 revenue up 16% YoY to $431M, above $423.4M est., and a $4.62B operating loss, below $5.07B est. |
| 4:41 PM • | Reuters: Meta reports Q2 free cash flow down 91% YoY to $784M, and now expects 2026 capex to be between $130B and $145B, compared to its prior forecast of $125B to $145B |
| 4:35 PM • | Reuters: Qualcomm reports Q3 revenue down 4% YoY to $9.95B, forecasts Q4 profit below est., and expects revenue from Apple to fall faster; QCOM drops 3%+ |
| 4:27 PM • | Todd Spangler / Variety: Meta reports $2.4B in charges related to legal proceedings in Q2 and $1.18B in severance expenses in connection with the May 2026 layoff of about 8,000 staff |
| 4:20 PM • | Jordan Novet / CNBC: Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, above 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time |
| 4:11 PM • | Meta: Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% YoY to 3.6B for June, net income down 14% YoY, and forecasts Q3 revenue below est.; META drops 8% |
| 4:06 PM • | Microsoft: Microsoft reports Q4 revenue up 18% YoY to $90.1B, above $87.62B est., and says Microsoft 365 Copilot has 30M+ paid seats, up from 20M+ in Q3; MSFT jumps 15%+ |
| 3:56 PM • | Kirsten Korosec / TechCrunch: Waymo gradually resumes freeway routes, starting with Phoenix, more than two months after suspending them to improve performance around construction zones |
| 3:05 PM • | Google: Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control |
| 2:35 PM • | The Information: Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns |
| 1:30 PM • | Ina Fried / Axios: OpenAI launches ChatGPT for Academic Researchers, which gives 100K scientists, mathematicians, and engineers free access to its frontier AI models through 2027 |
| 12:45 PM • | Matthew Green / A Few Thoughts on Cryptographic Engineering: Anthropic's cryptanalysis results on HAWK and AES show AI can now understand existing cryptanalysis results, turn them into new attacks, and even extend them |
| 12:25 PM • | Financial Times: Investors continue to dump chipmaker and US tech stocks after disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm drops 6.5%+, and AMD falls 6.5%+ |
| 12:20 PM • | Harshita Mary Varghese / Reuters: Qualcomm says it has signed a 10-year deal to supply chips for BMW's future digital cockpit and advanced driver-assistance systems |
| 11:35 AM • | Meir Orbach / CTech: Groundcover, which provides observability software that can monitor AI agents, raised a $100M Series C led by One Peak, bringing its total funding to $160M |
| 11:25 AM • | Ram Iyer / TechCrunch: Encore AI, which studies companies' customer interactions to train and deploy AI voice agents, raised a $30M Series A led by Team8, Planven, and The Garage |
| 11:20 AM • | Max A. Cherney / Reuters: ChipAgents, which uses AI agents to help speed up the process of chip design, raised a $60M Series A2 led by B Capital, bringing the expanded round to $134M |
| 10:55 AM • | Jeffrey Gottfried / Pew Research Center: Survey: 77% of US adults support in-class cellphone bans for middle and high school students, up from 74% in 2025 and 68% in 2024; just 18% oppose such bans |
| 10:45 AM • | Robb M. Stewart / Wall Street Journal: Brookfield and NextEra partner to develop a $100B, 1.2GW+ AI data center campus at a former DOE uranium-enrichment site in Kentucky, set to open in 2032 |
| 10:40 AM • | Jason Hiner / The Deep View: A look at OpenAI's open-source agent harness that now powers Codex and ChatGPT Work, as the company works to optimize the harness to cut runaway token usage |
| 10:30 AM • | Stephen Nellis / Reuters: Eliyan, which aims to license tech and make physical “chiplets” to ease AI chip data transfer bottlenecks, raised a $145M Series C at a $1B valuation |
| 10:20 AM • | Daniel Thomas / Financial Times: X settles a long-running legal battle with the World Federation of Advertisers, ending a case that accused brands like Mars and Shell of illegally boycotting X |
| 9:20 AM • | Natalie Lung / Bloomberg: DoorDash says the FAA granted it Part 135 air carrier certification to operate a drone delivery service and it plans to launch drone deliveries in the fall |
| 9:15 AM • | The Information: Source: OpenRouter was recently generating ~$140M in annualized revenue, or ~$12M per month, up nearly 3x since April, making Stripe's $10B offer a big premium |
| 9:05 AM • | Reuters: GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers |
| 8:35 AM • | Dominic Preston / The Verge: Samsung Galaxy Z Fold 8 review: comfortable when shut, the 4:3 inner display is great, and impressive battery life, but no telephoto or IP68 and some app errors |
| 7:45 AM • | Upmanyu Trivedi / Bloomberg: The UK CMA opens an investigation into Microsoft over a potential consumer law breach involving users paying more to renew Microsoft 365 after it added Copilot |
| 7:15 AM • | Niko Gallogly / New York Times: New York-based AI detection startup Pangram raised $9M led by Menlo, and releases Pangram 4.0 and its first AI image detection model, claiming 99.5% accuracy |
| 6:50 AM • | Financial Times: BNY, the world's biggest bank for safeguarding assets, plans to use blockchain tech for its transfer agency record-keeping systems that service ~$8.6T in assets |
| 6:35 AM • | Lydia DePillis / New York Times: OpenAI, Google, Meta, BlackRock, and others are recruiting electricians and carpenters by the thousands, with some of the highest pay the industry has ever seen |
| 6:20 AM • | Julie Bort / TechCrunch: Lake Mary, Florida-based Spur Intelligence, which helps distinguish human and bot traffic to find fake users and threats, raised $200M led by Insight Partners |
| 6:10 AM • | Mary Ann Azevedo / Crunchbase News: Freehand, which builds AI agents to manage supply chain spend and operations for Fortune 500 companies, raised a $75M Series B, after a $25M Series A in 2024 |
| 5:55 AM • | Ingrid Lunden / Resilience Media: London-based Agon, which is developing sovereign AI training infrastructure for European defense, emerges from stealth with a $7M pre-seed and a $23M seed |
| 5:40 AM • | Bloomberg: Sources: Moonshot AI hit a $35B valuation after closing a $3.5B round, exceeding its initial target of $1B to $2B, and plans a Hong Kong IPO as soon as 2026 |
| 4:10 AM • | Wency Chen / South China Morning Post: CXMT's IPO prospectus showed Alibaba had a nearly 5% stake, which is now worth $20B+, a nearly 20x return, based on CXMT's ~$464B closing market cap on July 28 |
| 3:55 AM • | Reuters: Russia charges Pavel Durov with facilitating terrorist activity, alleging that Telegram was being used by Ukrainian spies to organize attacks inside Russia |
| 2:30 AM • | Bloomberg: A look at Kioxia, the Japanese NAND flash memory maker that went from being cash-strapped in 2023 to an expected 30-fold jump in operating income in Q1 FY 2026 |
| 2:00 AM • | Financial Times: GPTZero finds AI hallucinations in four PwC Middle East reports; GPTZero's prior investigations led EY and KPMG to retract reports with apparent hallucinations |
| 1:50 AM • | Tamara Djurickovic / Tech.eu: ETH Zurich spinout ZuriQ, which is developing trapped-ion quantum computing processors based on a 2D architecture, raised a $25.5M seed led by Quantonation |
| 12:50 AM • | Madhumita Murgia / Financial Times: Sources: Google DeepMind has reassigned most of the AlphaFold papers' original authors over the past year; nearly a quarter of the full-time authors have left |
| 12:45 AM • | @openai: OpenAI releases an “early” version of its open-source Codex Security CLI for scanning repositories, verifying fixes, adding security checks to CI/CD, and more |
| 11:30 PM • | Hannah Murphy / Financial Times: Mark Zuckerberg says the US should not ban Chinese AI models and that AI model peer reviewing or vetting could be positive if “done well with thoughtful people” |
| 10:25 PM • | Rebecca Robbins / New York Times: Doctors and researchers worry that FDA-related wagers on Kalshi and Polymarket could compromise drug development studies and erode public trust in the process |
| 9:50 PM • | Wall Street Journal: Anthropic faces backlash from Silicon Valley partners, founders, and researchers for competitive tactics, guardrails, and lack of support for open-weight models |
| 9:10 PM • | Wired: OpenAI says the rogue AI agent that breached Hugging Face used exposed credentials from “four accounts” tied to four “publicly available” third-party services |
| 8:30 PM • | Riley Moser / CBS News: xAI sues Minnesota's AG over a state law banning apps and sites that create fake, sexualized pictures of individuals, claiming it violates the First Amendment |
| 8:25 PM • | Jenny Lee / CNBC: SK Hynix reports Q2 revenue up 257% YoY to ~$54.34B, below ~$57.56B est., and operating profit up 557% YoY to ~$41.48B, below ~$43.85B est. |
| 7:40 PM • | Joanna Glasner / Crunchbase News: Security- and AI-related startups raised $855M across 150+ reported seed-stage rounds in 2026, on track for an all-time high; some seed rounds were over $30M |
| 6:45 PM • | Anhata Rooprai / Reuters: OpenAI and Anthropic release statements in support of the “Pacing the Frontier” initiative; Anthropic says Dario Amodei and several co-founders have signed it |
| 5:55 PM • | Christina Kyriasoglou / Bloomberg: NXP reports Q2 revenue up 19% YoY to $3.5B, vs. $3.46B est., as it struggled to impress investors with a generally upbeat Q3 forecast; NXPI down 5%+ pre-market |
| 5:45 PM • | Reuters: Modal Labs CTO Akshat Bubna confirms OpenAI's agent compromised a Modal customer by exploiting an unauthenticated endpoint on Modal's AI infrastructure platform |
| 5:20 PM • | Kyle Baird / The Block: Bitcoin miner and AI infrastructure company Ionic surged 25%+ to nearly $63 in its Nasdaq debut, giving it an implied ~$2.75B valuation, after a direct listing |
| 5:10 PM • | Hugging Face: Hugging Face publishes a timeline of the OpenAI agent intrusion, including how the agent took ~17.6K actions, and details using GLM-5.2 to analyze the attack |
| 4:45 PM • | Nate Wolf / Barron's Online: Seagate reports Q4 revenue up 49% YoY to $3.6B, above $3.5B est., adjusted earnings of $5.71/share, above analysts' forecast of $5.10; STX jumps 6%+ pre-market |
| 4:40 PM • | Reuters: The US FCC bans importing Chinese humanoid robots and power inverters to protect the US AI buildout from national security threats and to reshore key industries |
| 4:15 PM • | Ina Fried / Axios: Coursera is investing $100M in LearnVector, a new AI education company founded by Andrew Ng that aims to build AI agents that function as personal tutors |
| 3:35 PM • | Bloomberg: Over 1,100 staffers from AI companies, including John Schulman and OpenAI's Jakub Pachocki, sign a letter requesting the US government to “pace” AI development |
| 2:40 PM • | Invest Like The Best on YouTube: Q&A with Sam Altman on the Hugging Face breach, the race for compute, distillation, open source, the concentration of power, robotics, OpenAI's future, and more |
| 2:35 PM • | Michael Nuñez / VentureBeat: The Agentic AI Foundation updates MCP with a fully stateless architecture, a hardened authentication model, a formal 12-month deprecation policy, and more |
| 2:20 PM • | Mark Zuckerberg / Wall Street Journal: Mark Zuckerberg argues that superintelligence should be widely distributed as a tool that empowers everyone, rather than centralized in a few institutions |
| 2:00 PM • | Taylor Herzlich / New York Post: NYC-based AI startup Runlayer sues Rippling for allegedly stealing trade secrets to “build essentially a clone” of Runlayer's safety and governance product |
| 1:30 PM • | Dustin Volz / New York Times: Anthropic says Claude Mythos Preview was able to break a weaker version of AES and orchestrated another improved attack against the cryptographic system HAWK |
| 12:35 PM • | Ionut Arghire / SecurityWeek: Tel Aviv-based Hush Security, which lets organizations securely control enterprise AI agents, raised a $30M Series A, bringing its total funding to $41M |
| 12:20 PM • | Tim McLaughlin / Reuters: July 16 letter: the US EPA says power plants providing electricity only to data centers and not to the public grid wouldn't be subject to federal pollution laws |
| 12:00 PM • | Annie Palmer / CNBC: eBay and former executives agree to pay a nearly $56M settlement to resolve a 2021 civil case over the 2019 stalking and harassment of two e-commerce bloggers |
| 11:55 AM • | Gabrielle Fonrouge / CNBC: Filing: Shein says its US business is under FTC investigation and it is “cooperating”, without giving specifics, as the company prepares for an IPO in Hong Kong |
| 11:50 AM • | Adriano Marchese / Wall Street Journal: Corning's stock closed down 12.1% after weak Q3 guidance, as production limits on its AI connectivity products squeeze its growth; Q2 sales rose 17% to $4.74B |
| 11:30 AM • | Meir Orbach / CTech: Mate, which is developing a platform to allow AI agents to detect, respond to, and proactively hunt threats, raised a $35M Series A led by Canaan Partners |
| 11:25 AM • | Kyle Alspach / CRN: Data security startup Cyera, founded in 2021, agrees to acquire Oasis Security, which was founded in 2022 and provides non-human identity security, for $1B |
| 11:15 AM • | Stephanie Palazzolo / The Information: Sources: OpenAI and Anthropic are lobbying the Trump administration to make sure lagging competitors also have to comply with government reviews of their models |
| 10:45 AM • | Arasu Kannagi Basil / Reuters: GrubMarket, which connects wholesalers and distributors to grocers and other food buyers, confidentially files for a US IPO; it was valued at $4.5B in February |
| 10:40 AM • | Paige Smith / Bloomberg: Memo: Visa is cutting ~2,600 jobs, or ~7% of staff, primarily affecting tech and product teams; source: Visa plans to reinvest in stablecoin and other offerings |
| 10:30 AM • | Naga Avan-Nomayo / The Block: Core Scientific and AMD announce a deal under which AMD will secure 500+ MW of US data center capacity starting in 2027, with the ability to scale up to 2.5 GW |
| 10:10 AM • | Ivan Mehta / TechCrunch: Fish Audio, which offers AI voice models for creators and enterprises and generates $21M in ARR, raised a $52M seed led by Coreline Ventures and Capital Today |
| 10:00 AM • | Yazhou Sun / Bloomberg: UK startup Dwelly, which buys real estate businesses and adds AI to handle maintenance, contracts, and other tasks, raised $95M in equity and $75M in debt |
| 9:45 AM • | Russell Brandom / TechCrunch: Richard Socher's Recursive Superintelligence signs a $410M, multiyear AWS compute deal to support its self-improving AI systems, after raising $650M in May |
| 9:35 AM • | Chris Metinko / Axios: Tel Aviv-based Act Security, whose platform reduces the access surface across cloud infrastructure, emerges from stealth with a $40M Series A and a $20M seed |
| 9:20 AM • | The Information: Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4's development, after training K3 on Nvidia chips, including Blackwell |
| 9:16 AM • | Mark Gurman / Bloomberg: Sources: Apple is preparing to debut a smart home hub with a 7" square display and facial recognition tech, a new Apple TV, and a refreshed HomePod mini in 2026 |
| 8:50 AM • | Olivia Solon / Bloomberg: ESA satellite images show damage to two Amazon data centers in Bahrain, supporting Iran's claims last week that it struck the sites; Amazon declined to comment |
| 8:25 AM • | Juli Clover / MacRumors: Apple launches Apple Upgrade, a new US leasing program in partnership with Klarna that replaces the iPhone Upgrade Program, starting at $17.99/month for iPhones |
| 7:35 AM • | Elias Schisgall / Wall Street Journal: PayPal reports Q2 revenue up 5% YoY to $8.68B, above $8.47B est., transaction margin dollars up 1% YoY to $3.9B, and a $1.1B profit, down from $1.26B in Q2 2025 |
| 7:20 AM • | Eugene Kim / Business Insider: Sources: Amazon overhauls its AI strategy, deprecating most of its flagship Nova AI models, as it shifts resources to its Frontier Model Research initiative |
| 7:05 AM • | New York Times: European police say Binance's April 2025 policy asking law enforcement to route certain requests to foreign government agencies hinders criminal investigations |
| 6:50 AM • | William Sandlund / Financial Times: CXMT's IPO delivers a windfall for Hefei, an eastern China inland industrial city, with the government sitting on 5,000%+ paper gains after its early investment |
| 6:35 AM • | Matt Burgess / Wired: AI Forensics: seven out of the nine top AI image models on Hugging Face edited an image of a clothed woman into a topless one using a simple six-word prompt |
| 6:25 AM • | Mackenzie Hawkins / Bloomberg: Sources: Taiwan detained an Nvidia employee as part of a probe into the alleged smuggling of AI chips into China, after searching his home and office on July 24 |
| 6:15 AM • | Kirsten Korosec / TechCrunch: Baidu begins testing its purpose-built Apollo Go RT6 robotaxis with human safety operators in outer London; Baidu plans to offer the taxis on Lyft's Freenow |
| 6:05 AM • | Financial Times: LSEG data: prices for credit default swaps, a closely watched gauge of risk, tied to Oracle, SpaceX, Alphabet, Nvidia, and others rise sharply to record highs |
| 5:55 AM • | Meta Newsroom: Meta and BlackRock form a strategic venture to develop a 1GW data center campus in El Paso, Texas, set to cost ~$14B and bring capacity online starting in 2028 |
| 5:40 AM • | Financial Times: Sources: Nvidia signs leases worth up to $50B for Hut 8's planned 1GW data center in Texas, hosting hundreds of thousands of chips; Hut 8 didn't name its client |
| 4:25 AM • | Kalley Huang / New York Times: Apple overtakes Nvidia to become the world's most valuable publicly traded company, two years after it lost the crown, closing at a $4.95T market cap on Monday |
| 2:25 AM • | Jen Wieczner / New York Magazine: A profile of Justin Sun, who made his fortune in the early phase of crypto, advised the Trump family's WLF, and sued WLF, alleging fraud and breach of contract |
| 12:45 AM • | Jagmeet Singh / TechCrunch: Cursor introduces Cursor Start, a ~$7/month subscription exclusive to India, its third-largest market, priced well below its standard $20/month Pro subscription |
| 12:25 AM • | Rest of World: How Chinese platforms like ActID and New Claw are paying people to license their likeness for AI-generated dramas and ads, often using vague licensing terms |
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