| Bloomberg: |
SpaceX reports Q2 revenue up 92% YoY to $7.8B, vs. $6.81B est., and AI segment operating loss of $1.26B, vs. $2.39B est.; SPCX drops 5%+ after hours — SpaceX's revenue exceeded Wall Street's expectations in the company's first quarterly financial report following its blockbuster initial public offering in June.| Micah Maidenberg / Wall Street Journal: |
| OpenAI: |
OpenAI disputes Apple's account of pre-lawsuit communications, rejects claims that ex-employees used confidential info, shares iMessages and emails, and more — Apple is one of the greatest companies of all time, and built a reputation for obsessing over the smallest details.| Reuters: |
| 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.| 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.| 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 — Bending Spoons (BSP.O) has agreed to buy Airtable in an all-cash deal valuing the U.S. software firm at $1.285 billion … | 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 — The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components … | 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 — Self-propagating malware named ‘ChainDrop’ has compromised more than 1,300 packages with a combined 2 billion monthly downloads on the Node Package Manager (npm) registry.| Bloomberg: |
Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta Infra, which says the deal is for six years — Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup … | 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 … | 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” — Update: 11:00 p.m. ET: In a statement to 9to5Mac, Apple said: … Update, August 4, 9:43 a.m. ET: In a statement to 9to5Mac, Telegram said:| 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” — Pavel Durov claims attackers post illegal content and manipulate reports to ‘trigger the removal of legitimate communities.’| 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. disappointed investors with its latest sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers.| 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| 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 — The specification is here, but what about the interest? … The specification was released through the Open Compute Project (OCP) … | 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.| 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 — Every product that ships a model needs to answer questions like these — but the right answer depends on the product, the audience, and the moment.| 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 — New Jersey sued Amazon.com on Tuesday, accusing the online retailer of abusing its market power over independent delivery drivers.| Emanuel Maiberg / 404 Media: |
Internal email: Microsoft introduces token budget limits for employees' AI use, saying “tokenmaxxing is not what we are optimizing for” — Microsoft is introducing budget limits for AI use but says it still wants to be an ‘AI-first’ company. — Microsoft has introduced … | 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 — A unit of OpenAI has reached a settlement with the US Justice Department to resolve allegations that the California-based … | 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.| 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 — Private credit, chip leases and data centre guarantees underpin a vast new model for AI spending| 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 … | 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 … | 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.| 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 — Anthropic on Tuesday named Mariano-Florentino Cuéllar its first chief global affairs officer, as the developer … | 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.
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.
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Control before consequence: Governing enterprise email with Zoho Mail rules — At 9:17 AM, the CFO receives an email.It looks legitimate.It references an ongoing vendor payment.It uses the correct company logo …
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.
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| Alex Konrad / Upstarts Media: |
| Lily Mae Lazarus / Fortune: |
| Emily Steel / New York Times: |
| Todd Spangler / Variety: |
| The Texas Tribune: |