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July 30, 2026, 12:55 PM
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| 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 Information, Axios, Bloomberg, New York Times, and TheEnergyMag
X: @ashleymayer, @gurgavin, @danprimack, @devahaz, @amitisinvesting, @pitdesi, @fintechfrank, @packym, @luke_metro, @mitchmartan98, @highyieldharry, @jackzampolin, @thelonginvest, @geiger_capital, @kawzinvests, @packym, @drorpoleg, @thelonginvest, @gzuckerman, @zephyr_z9, @anissagardizy8, @mattzeitlin, @paradislabs, @sell9000, @thestalwart, @andreassteno, @investorslive, @eliant_capital, @notthreadguy, and @notthreadguy. Bluesky: @peark.es
Forums: r/wallstreetbets, r/Superstonk, and r/NBIS_Stock
| 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 — Hedge fund has held talks with existing investors and lenders in recent days — Situational Awareness, the $20bn hedge fund founded …
More: The Verge, ZeroHedge News, Benzinga, New York Times, and Cointelegraph
X: @scaling01, @thestalwart, @citrini, @geiger_capital, @crowded_mkt_rpt, @michaelsikand, @firstadopter, @martinshkreli, @pequityresearch, @richardchen39, @neilcybart, @jukan05, @martinshkreli, @rickyho_1989, @aleabitoreddit, @odddiligence, @bfaviero, @jukan05, @semiconductorsx, @melt_dem, @burrytracker, and @zackvoell
Forums: r/wallstreetbets, r/NBIS_Stock, r/stocks, and r/StockMarket
| 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 — Leopold Aschenbrenner's hedge fund suffered steep losses in recent days from tech sell-off — Situational Awareness rapidly sold …
More: Capital Brief, Bloomberg, and Dow Jones Newswires
X: @dogetoshi, @firstadopter, @arashmassoudi, and @arashmassoudi
| 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: Eschaton. X: @thezvi, @thestalwart, @mattzeitlin, @amitisinvesting, @thinkingusd, @andreassteno, @martinshkreli, @jukan05, and @zephyr_z9
Forums: r/SKHynix and r/MU_Stock
| 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.| 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 — Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
More: Samsung Newsroom, Bloomberg, Reuters, Implicator.ai, TechSpot, Noahpinion, SamMobile, MarketWatch, Quartz, Engadget, ZeroHedge News, The Asia Business Daily, SammyGuru, Seoul Economic Daily, Nikkei Asia, The Korea Herald, Wall Street Journal, Korea JoongAng Daily, and The Korea Times
X: @jukan05, @jukan05, @skundojjala, @jukan05, @thetranscript_, and @jukan05
Forums: r/MU_Stock and r/wallstreetbets
| 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% — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026.
More: The Verge, CNBC, International Business Times, CNBC, Business Insider, Tech Times, BBC, Forbes, Reuters, PC Gamer, The Information, Music Ally, Fast Company, Quartz, Watcher Guru, PetaPixel, finbold.com, Verdict, Yahoo Finance, DigiTimes, SiliconANGLE, Mumbrella, Fortune, Reuters, CNET, Bloomberg, Axios, Business Insider, Bloomberg, colinhughesuk, mwi.invest, Adweek, TechCrunch, Reuters, CHOSUNBIZ, Threads, Business Insider, Bloomberg, The Guardian, Inc.com, The Music Network, GamesBeat, Business Insider, Constellation Research, Deadline, AdNews News, New York Times, Wall Street Journal, Wall Street Journal, Reuters, Financial Times, Reuters, The Wrap, Variety, Motley Fool, and Investor's Business Daily
X: @metanewsroom, @supbagholder, @supbagholder, @supbagholder, @rihardjarc, @munster_gene, @munster_gene, @munster_gene, @firstadopter, @munster_gene, @conorsen, @munster_gene, @munster_gene, @munster_gene, @jackfarley96, @joecarlsonshow, @firstadopter, @charliebilello, @munster_gene, @munster_gene, @realroseceline, @zerohedge, @munster_gene, @eric_seufert, @munster_gene, @bobspaysubstack, @zerohedge, @stockmarketnerd, and @danielnewmanuv
LinkedIn: Alexandra Levine and Kevin Wong 黄.和
Forums: r/StockMarket, r/news, and r/StockMarket
| 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, Digit, Hackread, The Hacker News, and Cyber Security News
| 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% — A sped-up video of GPT-5.6 Sol attempting to solve puzzles in the ARC-AGI-3 benchmark, with the official harness (left) …
More: The Decoder and RuntimeWire
X: @thsottiaux, @openai, @_xjdr, @realchillben, @sama, @openai, @kimmonismus, @emollick, @daniel_mac8, @dbredvick, @teortaxestex, @thsottiaux, @scaling01, @steipete, @ns123abc, @charliermarsh, @rohanpaul_ai, and @chrisgpt. Mastodon: @carnage4life@mas.to
| 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 — Scale AI has hired former Google Cloud COO Francis deSouza as CEO, year after Scale AI founder Alexandr Wang left the AI infrastructure company for Meta.| 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| 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 … | 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 — AI tools make it easier for founders to get started alone, and many stay that way as they grow
More: Mirror and RuntimeWire
| 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%+ — REDMOND, Wash. — July 29, 2026 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2026 …
More: GamesBeat, Game World Observer, International Business Times, HotHardware, TechCrunch, Neowin, TechCrunch, GamingBolt, TechSpot, Tech Times, Silicon Canals, Bloomberg, Forbes Middle East, CNBC, MediaPost, Tomasz Tunguz, Fortune, This Week in Videogames, The Register, Fortune, Search Engine Roundtable, and The Verge
X: @brad_setser, @firstadopter, @timadeline, @jaminball, @mukund, @charliebilello, @thekenyeung, @stocksavvyshay, @beth_kindig, @mathlonning, @danielnewmanuv, @microsoft, and @stocksavvyshay
LinkedIn: Satya Nadella and Emil Protalinski
| 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 — Did you hear it was just a ban on Chinese humanoid robots? It's not. … But spying doesn't require legs — and neither does the FCC's robot ban.
More: Ars Technica, Tom's Hardware, TalkAndroid.com, Dexerto, Federal Communications Commission, Straight Arrow, The Decoder, Neowin, Tom's Guide, Android Headlines, Ace of Spades HQ, Digital Trends, T3, The Overspill, Boing Boing, PCMag, Reuters, Ubergizmo, Android Authority, Gizmodo, 9to5Mac, 9to5Google, and Engadget
X: @raywongy. Bluesky: @aaronrosspowell.com. Forums: r/politics, r/RobotVacuums, r/Roborock, r/technology, r/technology, and Ars OpenForum
| 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 — Simile, a fast-growing start-up, says it can provide companies with accurate insights by surveying millions of A.I.-generated consumers.| 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 — OpenAI's ChatGPT and video game company Roblox Corp. will be subject to stricter scrutiny and monitoring requirements under … | 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 — He sits on the couch in his living room, clad in an orange shirt emblazoned with a cartoon version of the motorcycle driven by Italian racer Valentino Rossi.| 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 — Cloud provider Nscale agreed to acquire software startup Anyscale to help customers use AI computing power more efficiently.
More: TechCrunch, Nscale, Reuters, Anyscale, Blockchain.News, TheEnergyMag, RuntimeWire, and Unite.AI
X: @edzitron and @brodyford_
LinkedIn: Josh Payne and Zack Yaguda
| 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 — If a human-level software engineer that could run on an H100 equivalent, at current market rates for software engineers, that H100 should rent for over $250k a year.
X: @dwarkesh_sp, @dwarkesh_sp, @tokenbender, @dwarkesh_sp, @toptickcrypto, @gavinsbaker, @cryptopunk7213, @midwit_capital, @thestalwart, @daniel_mac8, @taliagold, @phl43, @hersh_desai, @8teapi, @levie, @nicbstme, @devahaz, @downingark, @dwarkesh_sp, @politicalkiwi, @thestalwart, @distributionat, @quantian1, and @kylereidhead
| 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 — ZDNET's key takeaways — Google Earth can now generate AI images with Nano Banana. — The tool is entertaining, but weak for serious geographic work.| 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 — Globetrotters hunting for airfare bargains are in for a rude awakening: the days of stumbling across a cheap seat on a popular flight could soon disappear.
More: PYMNTS and Simple Flying
| 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 — The commission expects the call to unlock around $34.40 billion in investment — The European Union formally launched …
More: Sifted, European Commission, Reuters, Silicon Republic, Politico, and Euronews. Forums: r/accelerate
| 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 — Taiwan Semiconductor Manufacturing Co. is developing an advanced chip-packaging technology similar to what Intel already offers … | 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 — Has now raised $4bn, the most of any fusion company — Google-backed nuclear fusion company Commonwealth Fusion Systems (CFS) … | 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 — Streaming has been a drag on Disney's share price as subscriber growth stalled. A tech overhaul and more foreign-language shows are in the cards.| 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 — Startup K2 Space, which builds large satellites for high-power tasks like data-heavy communications and defense missions … | 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 — Graphics processing units are all the rage, but startups developing the networking equipment that connects GPUs to one other are getting some love from investors, too.
More: Globes, CTech, xsight labs, RuntimeWire, and Unite.AI
| 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” — As OpenAI chases rival Anthropic in the enterprise and tries to sustain growth in the face of new competition …
More: The Information, Quartz, and The Economic Times
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