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July 6, 2026, 10:35 AM
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| Bloomberg: |
Memo: Xbox CEO Asha Sharma says the unit will divest five studios, including Ninja Theory, alongside ~3,200 job cuts, to streamline the business, in a “reset” — Compulsion and Double Fine studios will become independent; Undead Labs and Ninja Theory will be sold.
More: XBOX Wire, The Verge, IGN, The Information, Wall Street Journal, Kotaku, Game Developer, GamesBeat, VideoCardz.com, New York Times, GamesIndustry.biz, Dexerto, TheGamer, Video Games Chronicle, Comic Book, Deadline, Digital Trends, Polygon.com, Quartz, PC Gamer, DayOne, Push Square, Pure Xbox, Mobilegamer.biz, Press Start, ScreenRant, and GamesRadar
X: @asha_shar, @thetranscript_, @knoebelbroet, @zacbowden, @wario64, and @bdsams. LinkedIn: Sam Carlisle
Bluesky: @jasonschreier, @jasonschreier, @mattmday, and @jasonschreier
Forums: r/wow, r/Games, r/NoSodiumStarfield, r/Steam, r/gamernews, r/dishonored, r/GearsOfWar, r/gaming, r/StateOfDecay, r/kindafunny, and r/pcgaming
| Tom Warren / The Verge: |
Memo: Microsoft is laying off ~4,800 employees, or ~2.1% of its workforce; most are in sales or Xbox, where ~20% of jobs are set to be cut by the end of FY 2027 — Most of the job losses are in Microsoft's Xbox and commercial sales organizations. … A year after cutting around 9,100 employees …
More: CNBC, Moneycontrol, Thurrott, GeekWire, Windows Central, Business Insider, Bloomberg, Variety, Business Insider, Polygon.com, Aftermath, and Benzinga
| Bill Toulas / BleepingComputer: |
Researchers document JadePuffer, the first known “agentic ransomware”, which adapts in real time by retrying steps to execute an end-to-end extortion operation — Researchers identified what they believe is the first documented case of a ransomware operation, JadePuffer … | Anniek Bao / CNBC: |
SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture — NVIDIA's next marquee product — the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips …
More: Bloomberg, DatacenterDynamics, International Business Times, Tom's Hardware, The Next Web, Benzinga, Blockonomi, Quartz, The Decoder, Blockchain.News, Sweden Herald, Neowin, Seoul Economic Daily, and Tech in Asia
X: @semianalysis_, @ckcapitalxx, @jukan05, @babyfolio, @scaling01, @moodywriter13, @jwt0625, @semianalysis_, @bubbleboi, @semianalysis_, @pequityresearch, @semianalysis_, @zephyr_z9, and @damnang2
Forums: r/AMD_Stock and r/AMD_Stock
| Ming-Chi Kuo: |
Kuo: Apple suppliers plan to ship <1M foldable iPhones in Q3 2026, which may push the start of device preorders and sales to Q4, with weeks of delivery delays — My latest industry survey indicates that assembly shipments for the foldable iPhone in 2H26 will be roughly 7-8 million units …
More: Macworld, 9to5Mac, Barron's Online, iPhone in Canada, The Independent, Tom's Guide, Fortune, Gizchina, Cult of Mac, The Mac Observer, Mashable, Neowin, Benzinga, Engadget, Digit, Phandroid, The Indian Express, Livemint, Seoul Economic Daily, AppleInsider, Digital Trends, Notebookcheck, Forbes, GSMArena.com, iThinkDifferent, MacRumors, and iClarified. X: @mingchikuo
| Akash Sriram / Reuters: |
Broadcom agrees to expand its Apple partnership through 2031 to develop and supply custom chips; in 2023, the companies announced a multibillion-dollar 5G deal — Broadcom (AVGO.O) said on Monday it has agreed to expand its partnership with Apple (AAPL.O) through 2031 to develop and supply custom chips …
More: AppleInsider, 9to5Mac, MacRumors, The Information, Bloomberg, Quartz, Blockonomi, The Straits Times, MacDailyNews, Dow Jones Newswires, Benzinga, and MacTech.com. X: @markgurman
| CNBC: |
Anthropic signs a 20-year, ~$19B lease to use a TeraWulf data center in Kentucky, set to have a ~400MW capacity and to start delivering power in H2 2027 — Anthropic on Monday signed a 20-year lease to use a TeraWulf data center in Kentucky. — The data center, located about an hour southwest … | Reuters: |
SK Hynix launches a US share sale on the Nasdaq to raise ~$28B, selling 17.79M new shares; the final listing price is due Thursday before trading starts Friday — South Korean chipmaker SK Hynix (000660.KS) on Monday launched a U.S. share sale to raise 43 trillion won ($28.07 billion) … | Connie Loizos / TechCrunch: |
An interview with Agility Robotics CEO Peggy Johnson on why the startup is going public via a SPAC, the physical layer as its core advantage, safety, and more — The humanoid robotics market is awash in money right now. Last week, AI2 Robotics, a Shenzhen-based startup that makes wheeled humanoid robots …
More: Benzinga
| Eric Katz / NOTUS: |
Doc: a draft US Treasury Department report is set to warn about the AI market's risks, likening key aspects to the dotcom bubble bursting in the early 2000s — Publicly, the Trump administration is bullish about AI. Privately, some of its analysts are weighing AI against the dotcom bust.| James Hunt / The Block: |
Filing: Strategy sold 3,588 bitcoin for ~$216M between June 29 and July 5 to replenish its USD reserve; its holdings have an $11.4B paper loss at current prices — Quick Take — Strategy has sold 3,588 BTC for approximately $216 million, reducing its total holdings to 843,775 BTC.| David Keohane / Financial Times: |
How Masayoshi Son is remaking SoftBank in his own image, betting on AI; SoftBank trades at a ~50% discount to its net asset value, as some question his strategy — The veteran investor has put himself at the centre of the global AI boom. Some think he now has too much control| Jennifer Medina / New York Times: |
Some US voters are using AI tools as nonpartisan researchers, seeing them as a viable alternative to traditional news coverage, voter guides, and social media — It takes effort to be an informed citizen. Artificial intelligence tools offer an alluring shortcut — but they're not without risk.| Kate Park / TechCrunch: |
Shenzhen-based Even Realities, a startup that makes smart glasses without cameras, raised a $150M pre-Series B led by Meituan and Tencent — Meta and Snap rolled out new smart glasses last month, the latest sign that the industry is racing to put a camera and an AI assistant onto users' faces.
More: Road to VR, Quartz, CNBC, and Tech Funding News
| Brian Danga / The Block: |
Ripple secures CASP authorization from Luxembourg's financial regulator, making it fully MiCA-compliant to offer crypto services across 30 EEA countries — Quick Take — Ripple said it received CASP authorization from Luxembourg's CSSF, making it fully MiCA-compliant to offer crypto services across 30 EEA countries.Sponsor Posts
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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.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Pro Tips: 4 tips to overcome data problems in your CRM — Most CRM data problems don't look like problems. At a glance, your CRM looks fine: records exist, fields are filled, and reports run.
Pro Tips: 4 tips to overcome data problems in your CRM — Most CRM data problems don't look like problems. At a glance, your CRM looks fine: records exist, fields are filled, and reports run.
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
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Sources:
Satya Nadella on Microsoft's agent bet and AI's trust problem
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
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