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July 30, 2026, 9:10 PM
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WeSmirchTop News
| Apple: |
Apple reports Q3 revenue up 16% YoY to $109.42B, vs. $108.65B est., net income up 27% to $29.79B, and China revenue up 22% to $18.82B, vs. $19.6B estimated — CUPERTINO, Calif.—(BUSINESS WIRE)—Apple® today announced financial results for its fiscal 2026 third quarter ended June 27, 2026.
More: CNBC, Macworld, CNET, Thurrott, AppleInsider, Ars Technica, Appleosophy, 9to5Mac, Bloomberg, MacRumors, New York Times, 9to5Mac, Yahoo Finance, Mashable, Benzinga, Baha News, Quartz, Cult of Mac, The Mac Observer, Bloomberg, Wccftech, and MacStories
X: @mweinbach, @stocksavvyshay, @caro_milanesi, @neilcybart, @asymco, @lanceulanoff, @danielnewmanuv, @lanceulanoff, @munster_gene, @charliebilello, @wolf_financial, @munster_gene, @zerohedge, @munster_gene, @neilcybart, and @zerohedge. LinkedIn: Emil Protalinski
Forums: r/apple and MacRumors Forums
| Todd Spangler / Variety: |
| Stephen Nellis / Reuters: |
More: PCMag, 9to5Mac, The Verge, Wall Street Journal, Financial Times, and Reuters
X: @neilcybart, @asymco, @asymco, @asymco, and @deitaone
| 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 — Some of Anthropic's most powerful models — including Mythos 5 and an internal research model — gained unauthorized access …
More: Reuters, CNBC, and RuntimeWire
| 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 — In a review of our cybersecurity evaluation transcripts, we found three incidents in which a Claude model reached the internet …
More: New York Times, Bloomberg, TechCrunch, BleepingComputer, Simon Willison's Weblog, Blockchain.News, and RuntimeWire. Forums: r/singularity
| 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 — The highflying hedge fund run by Leopold Aschenbrenner is in crisis mode after AI-related bets sank — Situational Awareness …
More: The Verge, New York Times, MarketWatch, Key Context, Axios, Bloomberg, Reuters, The Big Picture, Fast Company, Implicator.ai, Paul Kedrosky, The Block, and Business Insider
X: @amitisinvesting, @jackzampolin, @gzuckerman, @thelonginvest, @paradislabs, @geiger_capital, @luke_metro, @notthreadguy, @mattzeitlin, @mitchmartan98, @gurgavin, @stocksavvyshay, @sell9000, @thelonginvest, @pitdesi, @notthreadguy, @eliant_capital, @anissagardizy8, @sharongoldman, @fintechfrank, @highyieldharry, @drorpoleg, @packym, @zephyr_z9, @kawzinvests, @packym, @thestalwart, @devahaz, @danprimack, @ashleymayer, @investorslive, and @andreassteno. LinkedIn: Rahul Dcunha. Bluesky: @peark.es
Forums: r/wallstreetbets, r/NBIS_Stock, and r/Superstonk
| 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 — Assets at Leopold Aschenbrenner's hedge fund Situational Awareness have slumped to about $10 billion after it was forced to liquidate some positions to meet margin calls.| 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 — The battered hedge fund founded by former OpenAI researcher Leopold Aschenbrenner is unwinding many of its trades after big losses …
More: Business Insider, TBPN, Bloomberg, Forbes, and International Business Times
X: @thinkingusd, @martinshkreli, @thezvi, @mattzeitlin, @thestalwart, @jukan05, @andreassteno, @zephyr_z9, and @amitisinvesting. Bluesky: @lopatto
Forums: r/KEEL_, r/MU_Stock, and r/SKHynix
| Financial Times: |
More: TechCrunch, Bloomberg, Fortune, ZeroHedge News, and The Verge
X: @citrini, @crowded_mkt_rpt, @thestalwart, @martinshkreli, @neilcybart, @scaling01, @rickyho_1989, @aleabitoreddit, @geiger_capital, @semiconductorsx, @richardchen39, @bfaviero, @zackvoell, @melt_dem, @jukan05, @jukan05, @firstadopter, @michaelsikand, @pequityresearch, @odddiligence, @burrytracker, and @martinshkreli
Forums: r/BetterOffline, r/wallstreetbets, r/NBIS_Stock, r/stocks, and r/StockMarket
| Financial Times: |
More: Bloomberg and International Business Times
| 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 — SEATTLE—(BUSINESS WIRE)—Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its second quarter ended June 30, 2026.
More: New York Times, SiliconANGLE, Thurrott, Financial Times, CNBC, Axios, and The Wrap
X: @jimcramer, @zephyr_z9, @rihardjarc, and @stocksavvyshay. LinkedIn: Emil Protalinski. Forums: r/technology
| 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 — Amazon reported better-than-expected revenue and cloud growth for the second quarter. The stock shot up more than 10% in extended trading.
More: The Guardian, Capital Brief, TechCrunch, The Information, Bloomberg, Adweek, Deadline, Variety, Media Play News, Quartz, and WTOP News
Forums: r/technology and r/StockMarket
| Deborah Sophia / Reuters: |
More: The Information, Benzinga, Wall Street Journal, CNBC, Bloomberg, Associated Press, Motley Fool, and Blockonomi. Bluesky: @carnage4life
| 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 — OpenAI said Thursday it is cutting prices for two GPT-5.6 models after improving the efficiency of the systems that serve them.
More: OpenAI, Business Insider, PYMNTS, 9to5Mac, CNBC, Reuters, The Deep View, Implicator.ai, Wccftech, Unite.AI, The Information, Neowin, The New Stack, The Tech Portal, The Mac Observer, iClarified, ZeroHedge News, and RuntimeWire
X: @openai, @sama, @nicdunz, @gdb, @gdb, @kimmonismus, @gdb, @hypertechinvest, @mweinbach, @natolambert, @chetanp, @openai, @zephyr_z9, @openai, @kunchenguid, @zephyr_z9, @thsottiaux, @tenobrus, @mweinbach, @kimmonismus, @sama, @levie, and @openai
Bluesky: @carnage4life and @ed3d.net
Forums: r/codex, r/BetterOffline, r/codex, r/accelerate, r/codex, and r/OpenAI
| 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 — The latest version of Google DeepMind's AI model includes a significant jump into “physical AGI.” But plopping AI into the real world comes with risks.
More: Google DeepMind, Google, SiliconANGLE, The Deep View, Bloomberg, Axios, The Chosun Daily, RuntimeWire, Blockchain.News, The Verge, and MarkTechPost
X: @googledeepmind, @google, @dynamicwebpaige, @apptronik, @googledeepmind, @demishassabis, @googledeepmind, @newsfromgoogle, @googledeepmind, @googleai, @officiallogank, and @thehumanoidhub
LinkedIn: Jérémy Plassmann and Karl Weinmeister
Forums: Hacker News, r/Bard, and Slashdot
| 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 — Try on Tinker Model card Hugging Face — Today, we are releasing Inkling-Small, an efficient open-weights model …
More: VentureBeat, Thinking Machines, and Blockchain.News
X: @thinkymachines, @artificialanlys, @chhillee, @lu__jasper, @litianleli, @thinkymachines, @thinkymachines, @genai_is_real, @nvidiaai, @mervenoyann, @neal_wu, @soumithchintala, @teortaxestex, @natolambert, @designarena, @thinkymachines, @arena, @alhyunsoo, @miramurati, @ziqiao_ma, @guangxuan_xiao, and @lmsysorg. Forums: r/LocalLLaMA
| 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 10%+ after hours — Reddit reported second-quarter earnings on Thursday that beat on the top and the bottom lines, and the company issued guidance that sailed past expectations.| 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 13%+ after hours — The company projects revenue to increase by 4% to 10%, slowing from recent double-digit growth
More: Reuters, Bloomberg, and Investing.com
| 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 5%+ after hours — Coinbase shares dropped in extended trading on Thursday after the crypto platform posted a wider-than-expected loss for the second quarter … | 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 — Asha Sharma wants Xbox to return to growth. Asha Sharma wants Xbox to return to growth.
More: Kotaku, DayOne, CNBC, and PC Gamer
X: @asha_shar and @tomwarren
Forums: r/Minecraft and r/xbox
| 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 — The two Chrome updates in June patched more bugs than the 23 updates before them. Now, Google is ramping up its patching schedule thanks …
More: Google, TechCrunch, OSnews, 9to5Google, The Deep View, TechTarget, Digital Trends, Android Authority, The Verge, PCMag, BleepingComputer, and Ars Technica
LinkedIn: James Bankoski and Parisa Tabriz
| Joseph Cox / 404 Media: |
LinkedIn introduces a “seems like AI slop” button to allow users to report posts they think are AI-generated — Following 404 Media's reporting on how LinkedIn is full of AI slop, the platform is giving users a chance to report it when they see it.
More: The Verge, The Register, TechCrunch, Gizmodo, Business Insider, Kotaku, IGN, Bloomberg, MediaPost, Fast Company, Forbes, CNET, The Stranger, and The Mac Observer
X: @zeffmax. LinkedIn: Hari Srinivasan. Bluesky: @samleecole, @oregonthedm, @tomwarren.co.uk, @evangreer, @ibogost.com, and @hypervisible.blacksky.app. Threads: @joshpetersel
Forums: r/BetterOffline, r/nottheonion, and r/technology
| 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 — Okta on Thursday agreed to acquire AI identity security startup Permiso Security, betting that demand for protecting AI agents …
More: Okta, SC Media, CRN, CyberScoop, SiliconANGLE, and SecurityWeek
LinkedIn: Ely Kahn, Permiso Security, Paul Nguyen, Jason Martin, Okta, Jason Kaser, and Jared Elder
| 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 — Researchers say Sapphire Sleet socially engineered maintainers before publishing malicious updates through trusted accounts
More: Amazon Web Services, OpenSourceMalware.com, and BleepingComputer
| 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” — Alphabet-owned (GOOGL.O) cybersecurity company Wiz said on Thursday it had found a sweeping flaw …
More: wiz.io, SC Media, The Hacker News, Hackread, Digit, and Cyber Security News
| 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 — E-commerce giant's staff said the new technology had caused budget overruns that sometimes took months to detect
More: Tom's Hardware and Unite.AI
| 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 — Ukraine wants to start using Musk's Starlink to target ballistic-missile launchers inside Russia. — During closed-door talks … | 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 — Microsoft Corp. made market history on Thursday, adding nearly half a trillion dollars to its value, the most by any stock in a single day.| 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 — A federal judge on Thursday signaled she's become even more skeptical of the Pentagon's decision to blacklist Anthropic …
More: Gizmodo, Daily Mail, Lawfare, Bloomberg, TechCrunch, Courthouse News Service, Politico, and NOTUS
| 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 — The Department of Commerce quietly announced this week it will designate more than $870 million in federal incentives …
More: NewsMax.com, NIST, Joe.My.God., and Implicator.ai
Bluesky: @dystopian-fashion and @markjacob
Forums: r/Economics and r/politics
| 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 — Amazon's (AMZN.O) Zoox won U.S. approval on Wednesday for limited commercial deployment of its novel steering-wheel-free robotaxis … Sponsor Posts
Subquadratic:
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.
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.
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