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August 5, 2026, 3:55 AM
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| 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 — SpaceX stock fell after the company disclosed higher-than-expected spending on its artificial intelligence business …
More: CNBC, SpaceX, Financial Times, TechCrunch, The Verge, CNN, Times of India, Constellation Research, Stocktwits, CoinGape, Quartz, ZeroHedge News, New York Times, Reuters, Wccftech, Forbes Middle East, Gizmodo, Reuters, Wall Street Journal, Cautious Optimism, Bloomberg, CoinDesk, Fortune, Wall Street Journal, Bloomberg, and MarketWatch
X: @elonmusk, @munster_gene, @munster_gene, @munster_gene, @spacex, @firstadopter, @munster_gene, @munster_gene, @sawyermerritt, @munster_gene, @rmac18, @zerohedge, @sawyermerritt, @sawyermerritt, and @munster_gene
LinkedIn: Carmen Arroyo Nieto, Akash Sriram, and Jeremy Sullivan, JP
| Micah Maidenberg / Wall Street Journal: |
SpaceX says Q2 capex rose to $18.4B from $2.8B in Q2 2025, including $15.8B for its AI segment and $1.4B for connectivity; SPCX drops 7%+ pre-market — SpaceX laid out $18.4 billion in capital investments during the April-to-June quarter, with most of the spending supporting artificial-intelligence efforts.
| 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 — The White House does not plan to publicly release its new framework for evaluating advanced AI models, three sources familiar with the discussions told Axios.
More: Fortune, Neowin, Reuters, Wired, NewsMax.com, NBC News, SiliconANGLE, Gizmodo, RuntimeWire, BNN Bloomberg, CNBC, The Indian Express, CNN, and Politico
| 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 — The White House is excluding open models from its framework to test advanced AI capabilities, sources familiar with the matter told Axios.| 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 — The U.K. AI Security Institute said it observed nearly 20 instances of Anthropic and OpenAI's most advanced models trying …
More: AI Security Institute, OpenAI, The Hans India, BBC, CNN, Sky News, Telegraph, Reuters, Gizmodo, Politico, Financial Times, Bloomberg Law, and Bloomberg
X: @openai, @aisecurityinst, @fjzzq2002, @tszzl, @kanishkanarayan, @chrisrmcguire, @heidykhlaaf, @andrewcurran_, @tenobrus, @kanishkanarayan, @kanishkanarayan, @garrisonlovely, @shakeelhashim, @kanishkanarayan, @boazbaraktcs, @mikeisaac, @prerat, @nickswan73, @suchenzang, @kanishkanarayan, @zackkorman, @anthropicai, @joshua_saxe, @zackkorman, @yonashav, @tab_delete, @gerritd, @shakeelhashim, @mikeisaac, and @discoplomacy. Bluesky: @ericjgeller.com
Forums: r/singularity and r/neoliberal
| 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 — The field of agentic commerce—a term that describes the use of bots for online buying and selling—is evolving fast.
More: Cloudflare, Cloudflare, Cointelegraph, crypto.news, Bitcoin News, Tech Times, NullTX, Blockchain.News, PYMNTS, The Block, Forkast, and RuntimeWire
X: @fayazara, @trustlessstate, @vicvijayakumar, @imlunahey, @antoniogm, @ajrgd, @cloudflare, @sytaylor, @willpapper, @cloudflaredev, @yoimnotkesku, and @mollysoshea. Bluesky: @bmannconsulting.com. Forums: Hacker News
| 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 — A confidential document says an algorithm adjustment was kept from many users “by design,” as part of an experiment to measure engagement.| Yoolim Lee / Bloomberg: |
Coupang reports Q2 revenue up 4% YoY to $8.9B and an operating loss of $556M, above $361M est., due to a $409M data breach fine; CPNG drops 7%+ pre-market — Coupang Inc. reported a larger-than-expected loss, underscoring the damage from a massive personal data leak that resulted … | 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 — Advanced Micro Devices Inc. tumbled in late trading after giving an underwhelming sales outlook, a sign shareholders expected …
More: Advanced Micro Devices, The Information, CNBC, The Verge, Thurrott, The Straits Times, The Asia Business Daily, Business Insider, Blockonomi, SiliconANGLE, Quartz, Constellation Research, Reuters, Watcher Guru, and Benzinga
X: @patrickmoorhead, @benbajarin, @danielnewmanuv, @firstadopter, @midnight_captl, @stocksavvyshay, and @patrickmoorhead
Forums: r/hardware and r/wallstreetbets
| 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 — Samsung Electronics Co. offered a glimpse of its most advanced memory hardware, touting improved performance and power efficiency … | Anton Shilov / Tom's Hardware: |
More: Sandisk, SK hynix Newsroom, ETNEWS, Wccftech, StorageReview.com, The Elec, HotHardware, The Korea Herald, PC Gamer, OC3D, Wccftech, VideoCardz.com, and Korea JoongAng Daily
X: @vikramskr, @trendforce, @jukan05, @bubbleboi, and @skhynix
| 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 — Match Group Inc. gave a revenue forecast for the current quarter that narrowly missed analysts' estimates …
More: Reuters, Wall Street Journal, Match Group, Barron's Online, and Reuters
| 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 — A U.S. appeals court on Tuesday overturned a ruling that had temporarily barred Perplexity from using its AI-powered agentic shopping tools on Amazon's (AMZN.O) platform.
More: Bloomberg Law, Electronic Frontier Foundation, Engadget, San Francisco Chronicle, RuntimeWire, PYMNTS, and MediaPost. Forums: r/law
| 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 — The massive deal has closed. The massive deal has closed. … Electronic Arts has officially become a private company.
More: Electronic Arts Inc., Game Developer, Ghacks, 80 Level, BBC, Digit, PC Gamer, Video Games Chronicle, Game Informer, MobileSyrup, DayOne, This Week in Videogames, Rock, Paper, Shotgun, Neowin, GamesBeat, Push Square, The Wrap, and Thurrott
X: @kalaelizabeth and @longislandviper
Forums: r/xbox, r/SocialistGaming, r/gaming, r/Argaming, r/DefJamFightForNY, r/PS5, r/Battlefield, r/Madden, r/EA_NHL, and r/EASportsFC
| 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 — Pinterest shares fell 7% in extended trading on Tuesday after the company reported better-than-expected earnings and revenue but issued lukewarm sales guidance.
More: Bloomberg, Proactive, Pinterest, Social Media Today, Reuters, Benzinga, and Barron's Online
| 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 — So far, there's been no widespread disruptions to water supplies or treatment. — Luke Barr, Jack Date, Katherine Faulders, Josh Margolin, and Aaron Katersky
More: SecurityWeek, GovTech, NewsMax.com, Axios, and The Guardian
| Reuters: |
Sources: Samsung and SK Hynix are evaluating chipmaking equipment from China's AMEC for possible use at their Chinese factories, as they hedge against US curbs — Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment (AMEC) …
More: Hello China Tech
| Mia Sato / The Verge: |
How Reddit moderators are battling AI-powered astroturfing ad campaigns that exploit the platform's trusted reputation to promote skincare and other products — Earlier this year, a Reddit user had asked members of a skincare-focused subreddit if anyone had tried a specific hypochlorous acid spray, a product often used for acne.| Reuters: |
Innolight falls after a report said the US plans to restrict imports of new Chinese data center optical transceivers; 62% of its Q1 revenue came from the US — Shares of Chinese optical module makers such as Zhongji Innolight (300308.SZ) slumped on Wednesday after a Reuters report …
More: Financial Times, Bloomberg, and Dow Jones Newswires
| Alexandra Alper / Reuters: |
More: Tom's Hardware, Irrational Analysis, Politico, Network World, The Hill, FUNDA, and Bisnow
X: @kawzinvests, @benbajarin, @loyndsview, @aschmitt, @rennyzucker, @aleabitoreddit, @zephyr_z9, @jukan05, and @jukan05
Forums: r/MU_Stock, r/wallstreetbets, r/singularity, r/worldnews, r/StockMarket, and r/hardware
| 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 — Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup …
More: Bitdeer Technologies Group, TechCrunch, Volta, Quartz, WOWTALE, Tech Times, Inc, Telegraph, Coinpedia Fintech News, and Startup.eu
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