| 11:10 PM • | Jeff John Roberts / Fortune: Cloudflare announces Cloudflare Wallets for users to pay for APIs and content via stablecoins, with the ability to create virtual wallets for agentic shopping |
| 10:15 PM • | Bloomberg: The AI frenzy has divided the VC market, as the gap between top and bottom performers has more than doubled for 2024 funds compared to funds from 2017 to 2021 |
| 9:30 PM • | Todd Bishop / GeekWire: SpaceX reports Q2 revenue from connectivity, which includes Starlink, up 66% YoY to $4.29B vs. $3.83B est., Starlink subscribers up 100% to 12M vs. 12.19M est. |
| 8:20 PM • | Kelcee Griffis / Bloomberg: House panel report: US telcos connected their systems to data centers in a way that exposed them to vulnerabilities, potentially enabling Salt Typhoon hacks |
| 7:45 PM • | Wired: OpenAI says one of its models exploited a website after third-party AI security lab Irregular mistakenly gave it access to the internet during evaluations |
| 7:30 PM • | Yoolim Lee / Bloomberg: Coupang reports Q2 revenue up 4% YoY to $8.9B and an operating loss of $556M, vs. $361M est., due to a $409M data breach fine; CPNG drops 7%+ after hours |
| 7:20 PM • | Reuters: SpaceX President Gwynne Shotwell says the company aims to build out ground-based infrastructure to complement its satellite network for “a true mobile service” |
| 6:25 PM • | Olivia Carville / Bloomberg: An internal TikTok doc shows it withheld a safeguarded algorithm from 10% of US users, including a 16-year-old who was fed self-harm content and died by suicide |
| 5:55 PM • | Samantha Kelly / Bloomberg: Match reports Q2 revenue down 1% YoY to $853M, vs. $856.6M est., 13.3M paying users, vs. 13.4M est., forecasts Q3 revenue below est.; MTCH drops 8%+ after hours |
| 5:30 PM • | Sam Sabin / Axios: The UK AISI says it observed a total of 19 instances where Mythos and GPT-5.6 Sol tried to hack people and companies during a routine cyber evaluation in July |
| 5:25 PM • | Maria Curi / Axios: Sources: the US' AI framework excludes open models and defines a covered frontier model as closed source with SOTA capabilities and national security risks |
| 5:15 PM • | Micah Maidenberg / Wall Street Journal: SpaceX says Q2 capex rose to $18.4B from $2.8B a year earlier, including $15.8B for its AI segment and $1.4B for connectivity; SPCX drops 7%+ after hours |
| 5:10 PM • | Nathan Bomey / Axios: SpaceX reports Q2 revenue from its AI segment up 247% YoY to $2.56B, vs. $2.18B est., $100B of cash and marketable securities, and a $47.5B order backlog |
| 5:06 PM • | Jonathan Vanian / CNBC: Pinterest reports Q2 revenue up 18% YoY to $1.18B, vs. $1.15B est., MAUs up 11% to 640M, forecasts Q3 revenue in line with estimates; PINS drops 8%+ after hours |
| 5:00 PM • | Blake Brittain / Reuters: A US appeals court overturns a ruling that had temporarily barred Perplexity from using its agentic shopping tools on Amazon's platform |
| 4:51 PM • | Ian King / Bloomberg: AMD reports Q2 revenue up 50% YoY to $11.5B, vs. $11.3B est., Data Center revenue up 107%, forecasts Q3 revenue below some estimates; AMD drops 7%+ after hours |
| 4:45 PM • | Jay Peters / The Verge: EA says its $55B acquisition by PIF, Silver Lake, and Affinity Partners has closed, taking the company private; the deal includes $20B in debt financing |
| 4:25 PM • | Yoolim Lee / Bloomberg: Samsung previews zHBM, which vertically stacks HBM atop AI accelerators, and zNAND-O, built on V-NAND, and unveils the industry's first V10 BV-NAND architecture |
| 4:11 PM • | Bloomberg: SpaceX reports Q2 revenue up 92% YoY to $7.8B, vs. $6.81B est., AI operating loss of $1.26B, vs. $2.39B est., says capex in Q3 and Q4 will remain similar to Q2 |
| 3:51 PM • | ABC News: Sources: possible cyberattacks targeting water and wastewater utilities have now been reported in at least 12 US states, and Iran is the prime suspect |
| 3:40 PM • | Emma Roth / The Verge: Pavel Durov says an extortionist planted “illegal porn in a public chat” to get the app pulled from the App Store and manipulated Apple into “overreacting” |
| 2:55 PM • | Mistral AI Blog: Mistral releases Shieldstral, a 3B multimodal safety classifier that it says matches models up to 7x its size on text safety, available under Apache 2.0 |
| 2:35 PM • | Maria Curi / Axios: Sources: the White House doesn't plan to publicly release its voluntary AI framework; details will be available to the companies that are part of the process |
| 2:05 PM • | Emanuel Maiberg / 404 Media: Internal email: Microsoft introduces token budget limits for employees' AI use, saying “tokenmaxxing is not what we are optimizing for” |
| 1:15 PM • | Jeffrey Dastin / Reuters: Anthropic names Mariano-Florentino Cuéllar, an ex-California Supreme Court justice and a special assistant in Obama's WH, as its first global affairs chief |
| 1:00 PM • | Anton Shilov / Tom's Hardware: Sandisk and SK Hynix announce the High Bandwidth Flash (HBF) open specification that enables up to 512GB memory modules with 0.4 TB/s to 3.0 TB/s bandwidth |
| 12:30 PM • | Reuters: Sources: the US is preparing to set a price floor and impose tariffs on polysilicon, a material critical to chips, later this month, in a bid to counter China |
| 12:10 PM • | Jimmy Jenkins / Bloomberg: The DOJ secures a $3.2M settlement from OpenAI to resolve allegations it discriminated against US workers by preferring workers with temporary employment visas |
| 11:45 AM • | Bill Toulas / BleepingComputer: Researchers: ChainDrop, a Shai-Hulud-based worm, has compromised 1,300+ npm packages, like Keyv, Cacheable, and flat-cache, with a combined 2B monthly downloads |
| 11:40 AM • | Duncan Riley / SiliconANGLE: Oligo, which offers runtime security tools, raised $60M from Ballistic Ventures, Canon Capital, and others, bringing its total funding to $140M |
| 11:35 AM • | Jessica Soares / NVIDIA: Nvidia makes Alpamayo 2 Super, its frontier open reasoning model for robotaxis and AVs, available for commercial use under the OpenMDW-1.1 license |
| 11:30 AM • | Alex Konrad / Upstarts Media: Ambrook, which offers accounting software, raised a $30M Series B led by Lachy Groom as it expands beyond farming into trucking, construction, and real estate |
| 11:05 AM • | Jody Godoy / Reuters: New Jersey files an antitrust lawsuit against Amazon, alleging it abuses its dominance to impose low pay and poor conditions on independent delivery drivers |
| 10:25 AM • | Joseph Cotterill / Financial Times: A World Bank report says developing economies stand to benefit more from AI boosting their workers' output than they will lose in jobs being replaced by AI |
| 10:20 AM • | Maria Deutscher / SiliconANGLE: Convex, which provides an AI-optimized application backend for developers, raised a $57M Series B led by Insight Partners, taking its total funding to $110.5M |
| 9:55 AM • | Joe Wilkins / Futurism: Analysis: in 2026 so far, US police arrested at least 37 people in connection to data center protests and intervened to prevent confrontations in 12 more cases |
| 9:15 AM • | Akash Sriram / Reuters: Obsidian Security, which helps companies secure AI agents, raised an $85M Series D at a $1.1B valuation, after raising a $90M Series C in April 2022 |
| 9:05 AM • | Lily Mae Lazarus / Fortune: HappyRobot, which uses AI to automate freight operator communications, raised a $150M Series C at a $1.2B valuation, after a $44M Series B in September 2025 |
| 8:40 AM • | Todd Gillespie / Bloomberg: Sources: Polymarket is in early talks with prospective investors to raise ~$1B at a $20B+ valuation, up from $15B in April 2026 and $9B in October 2025 |
| 8:25 AM • | Bloomberg: Sources: Anthropic agreed to a six-year, $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta Infra and bitcoin miner Bitdeer |
| 7:35 AM • | Dina Bass / Bloomberg: AI cloud startup Volta Infra raised $300M led by a16z and Altimeter at a $2.4B valuation and says it landed a $10B contract with an unnamed leading AI developer |
| 7:20 AM • | Bloomberg: Sources: CXMT is set to manufacture small quantities of LPDDR6 smartphone memory around 2026's end, as it seeks to compete with Micron, SK Hynix, and Samsung |
| 7:10 AM • | Alexandra Alper / Reuters: Sources: the FCC is drafting a restriction on US imports of new models of Chinese data center optical transceivers, set to take effect upon publication in 2026 |
| 7:00 AM • | Emily Steel / New York Times: Uber is defending 4,000+ rider sexual-violence lawsuits by aggressively examining plaintiffs' drinking, clothing, and more, after promising to protect survivors |
| 6:50 AM • | Bloomberg: In a rare interview, Huawei's top chip scientist, Liao Heng, warns of the looming physical limits Western chipmakers face and lauds Huawei's Tau Scaling Law |
| 6:35 AM • | New York Times: Sources: the US is focused on promoting US AI models to be more competitive, after officials considered taking a more interventionist approach to open-source AI |
| 6:30 AM • | Reuters: Bending Spoons agrees to acquire Airtable in an all-cash deal valuing the US software company at $1.285B, set to close by 2026's end, its first post-IPO deal |
| 6:25 AM • | Nikou Asgari / Financial Times: How Wall Street learned to love the blockchain, as US regulators accept tokenized assets can offer significant advantages in speed and efficiency |
| 6:15 AM • | Todd Spangler / Variety: Spotify reports Q2 revenue up 14% YoY to €4.78B, Premium Subscribers up 9% YoY to 300M, MAUs up 12% YoY to 777M, below its 778M guidance, and a €545M net income |
| 6:00 AM • | Sankalp Phartiyal / Bloomberg: Source: Apple passed $10B in annual sales in India for the first time in FY 2026, up from $9B in 2024-25 and $6B in 2022-23, as it expands its retail footprint |
| 5:50 AM • | Bloomberg: Sources: Beijing is growing concerned about the cyber capabilities of Mythos and other US-developed frontier AI models and their potential as offensive weapons |
| 4:25 AM • | Financial Times: Sources and filings: Google assembled a ~$200B financing program for Anthropic, with $150B+ tied to TPUs and involving Broadcom, Blackstone, Apollo, and others |
| 3:50 AM • | Harry McCracken / Fast Company: A look at Alphabet's moonshot lab X and interviews with its employees, including CEO Astro Teller, on reinventing itself and what its next big thing might be |
| 2:50 AM • | Reuters: Filing: Apple asks a US judge for a preliminary injunction barring two former staff and OpenAI from accessing, acquiring, using, or disclosing confidential info |
| 2:45 AM • | OpenAI: OpenAI disputes Apple's account of pre-lawsuit communications, rejects claims that ex-employees used confidential info, shares iMessages and emails, and more |
| 2:25 AM • | Nilay Patel / The Verge: Q&A with Bluesky CEO Toni Schneider on the AT Protocol, ActivityPub, scaling moderation, Bluesky's reputation as a progressive social media network, and more |
| 1:35 AM • | Nikkei Asia: Sources: HP, Asus, and Acer have started using small amounts of DRAM chips from CXMT in their laptops for non-US markets, amid an unprecedented memory shortage |
| 11:45 PM • | Marcus Mendes / 9to5Mac: Apple says it “briefly removed Telegram from the App Store” over CSAM on Monday, restoring it after Telegram “promptly removed the content and banned the user” |
| 10:15 PM • | Wall Street Journal: Sources: to fight social media critics, the DHS sent platforms hundreds of subpoenas and asked posters to sign letters saying speech about ICE “may” be a crime |
| 8:15 PM • | Dietrich Knauth / Reuters: TikTok agrees to settle three teen social media lawsuits by minors ahead of trial; 2,600 cases making similar claims are pending in California federal court |
| 7:58 PM • | The Texas Tribune: Texas halts approval of data center grid connections until regulators can perform audits; 474+ GW of projects are in the queue, over 5x the grid's peak demand |
| 5:35 PM • | Jeran Wittenstein / Bloomberg: Amazon becomes the fifth company to pass a $3T market cap, joining Nvidia, Alphabet, Microsoft, and Apple, after hitting $2T in June 2024; AMZN closed up 4.58% |
| 4:55 PM • | Jonathan Vanian / CNBC: Snap reports Q2 revenue up 19% YoY to $1.599B, above $1.54B est., DAUs up 5% YoY to 493M, vs. 487M est., and forecasts Q3 revenue above est.; SNAP jumps 10%+ |
| 4:35 PM • | Samantha Subin / CNBC: Palantir reports Q2 revenue up 93% YoY to $1.94B, above $1.8B est., US commercial revenue up 149% YoY to $764M, and lifts FY26 revenue guidance; PLTR jumps 20%+ |
| 3:45 PM • | Zack Whittaker / TechCrunch: Samsung says it's restricting app registrations and removing apps with SDKs that can turn smart TVs into residential proxy exit nodes, after a similar ban by LG |
| 2:00 PM • | Devlin Barrett / New York Times: Court docs: an FBI agent has been charged with amassing ~$1M worth of cryptocurrency, largely by making unauthorized withdrawals from a criminal target overseas |
| 1:40 PM • | Michael Kan / PCMag: US satellite internet provider Hughesnet files for Chapter 11 after losing subscribers to Starlink and plans to focus on business and government customers |
| 1:05 PM • | The Verge: Doc: Microsoft asks Xbox 360 game developers to opt in for PC compatibility, bringing the games to its next-gen Project Helix console, “Xbox PCs”, and handhelds |
| 12:45 PM • | Maria Curi / Axios: The White House says it met its deadline to establish a voluntary framework for evaluating advanced AI models, but did not provide details of the framework |
| 12:20 PM • | Eduardo Baptista / Reuters: China revises its regulations to tighten protection of chip layout designs, including punitive damages for serious infringement, taking effect from October 15 |
| 12:15 PM • | Bloomberg: Valar, which is making small modular nuclear reactors to power data centers, raised a $1B Series B led by Sequoia at a $6B post-money valuation |
| 12:10 PM • | Allie Garfinkle / Fortune: Mariana Minerals, which builds and operates mines using its MarianaOS software platform, raised a $310M Series B, bringing its total funding to $400M |
| 11:25 AM • | Reuters: India proposes extending tax exemptions until 2041 for foreign companies that provide machinery to contract manufacturers, changes that Apple had lobbied for |
| 10:35 AM • | The Information: Sources: the Trump administration invites staffers from OpenAI, Google, Anthropic, and others to the White House on Tuesday to review the AI oversight framework |
| 10:20 AM • | Tim Bradshaw / Financial Times: UK court filing: in July, Apple launched a new legal challenge against the UK government's attempt to create a “backdoor” to access encrypted customer data |
| 9:46 AM • | Meir Orbach / CTech: Zenity, which develops a platform for securing AI agents, raised a $125M Series C led by Norwest Venture Partners, taking its total funding to ~$185M |
| 9:16 AM • | Katherine Hamilton / Wall Street Journal: Visa plans to acquire Israeli company BioCatch, which uses AI to detect fraud and distinguish legitimate users from attackers in real time, for $2.4B in cash |
| 9:01 AM • | Kate Park / TechCrunch: Horizon3, whose AI penetration testing platform NodeZero helps find and exploit attack paths in production systems, raised a $250M Series E at a $2B valuation |
| 8:25 AM • | James Hunt / The Block: Michael Saylor's Strategy sold 1,638 bitcoin for ~$104.7M from July 27 to August 2, reducing its holdings to 842,138, with a $10.9B paper loss at current prices |
| 7:50 AM • | Tim Fernholz / TechCrunch: June, which aims to help enterprise AI deployment by finding bottlenecks and building agents, emerges from stealth with $20M led by Marc Benioff's Time Ventures |
| 7:35 AM • | Kai Nicol-Schwarz / CNBC: The EU's AI Act enforcement powers take effect, letting it evaluate AI models before regional release, restrict EU market access, fine model providers, and more |
| 7:20 AM • | Axios: Source: Dario Amodei expressed concern about staff coming to Anthropic for the money rather than the mission, as Anthropic, OpenAI, and others battle for talent |
| 7:01 AM • | Yoolim Lee / Bloomberg: Sources: South Korean AI chip designer DeepX raised a ~$29M Series D at a ~$2.2B valuation, and is in talks to raise ~$209M at a ~$2.4B valuation by September |
| 6:45 AM • | Henry Siu / The Information: Alibaba prices Qwen3.8-Max at $2 per 1M input tokens and $6 per 1M output tokens via its API, below Kimi K3's $3/1M input tokens and $15/1M output tokens |
| 6:30 AM • | Eduardo Baptista / Reuters: Artificial Analysis estimates DeepSeek V4-Flash's average cost at $0.03 per test, compared with Kimi K3's $0.86, GPT-5.6 Sol's $1.86, and Claude Fable 5's $3.15 |
| 6:15 AM • | Daniel Thomas / Financial Times: Ofcom Chair Ian Cheshire says he is overseeing a “wide-ranging” review aimed at refitting the regulator to new duties overseeing Big Tech and enforcing the OSA |
| 6:05 AM • | Anthony Ha / TechCrunch: YouTuber Hank Green faces online criticism for using ChatGPT to research a script, and says interacting with LLMs “is not healthy for me or good for the world” |
| 5:45 AM • | Tim Bradshaw / Financial Times: London-based AI chip startup Olix raised $312M led by Fundomo, with participation from Arm, at a $3.3B valuation, up from $1B+ after raising $220M in February |
| 4:50 AM • | Sapna Maheshwari / New York Times: A profile of Nanit, a maker of AI-equipped baby cameras for hyper-detailed health data tracking, which says it has 1M daily users and $100M+ in annual revenue |
| 4:20 AM • | Washington Post: An analysis of US police and court records: authorities charged or accused 50+ officers of misusing license-plate readers like Flock's, including for stalking |
| 4:01 AM • | Francesca Perry / Financial Times: How the government is prioritizing AI data centers over housing in London, Europe's biggest data center hub, as they compete for energy, space, and water |
| 3:45 AM • | Irina Anghel / Bloomberg: Indeed: UK employers are creating jobs for senior staff in software engineering and IT, where AI enhances the value of experience, while cutting back elsewhere |
| 1:50 AM • | Mitsuru Obe / Nikkei Asia: Japanese startups race into defense drone production, as Tokyo seeks to cut reliance on Chinese suppliers, which control 91% of Japan's industrial drone market |
| 1:10 AM • | Zvi Mowshowitz / Don't Worry About the Vase: A detailed look at OpenAI and Anthropic models hacking real targets during cyber evaluations, exposing failures in AI alignment training and supervision |
| 12:50 AM • | New York Times: An unsecured police dashboard exposed China's extensive tracking of foreigners, aggregating data from surveillance cameras, facial recognition tools, and more |
| 12:10 AM • | Yevgeniya Mikhailidi / Nikkei Asia: A look at Central Asia's emerging data center race, led by Uzbekistan's 6MW TAS-1 due by year-end and Kazakhstan's 125MW facility with 100K Nvidia chips by 2027 |
| 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 |