| 10:45 PM • | Michael Martina / Reuters: Source and letter: the US plans to tell 35 partner countries they'll be excluded from the US-led Pax Silica initiative if they also join China's rival framework |
| 9:55 PM • | M. Sriram / Newcomer: How dual-valuation deals became pervasive in the current frenzied AI funding cycle, with prestige VC firms monetizing their brand names by getting better prices |
| 9:25 PM • | Wall Street Journal: Commerce Secretary Howard Lutnick says the US is “not in favor” of Apple buying Chinese memory chips, and there have to be “other solutions to the memory issue” |
| 9:00 PM • | Echo Wang / Reuters: Sources: Anthropic projects 2028 revenue of ~$190B-$200B, vs. a revenue run rate of $47B in May, as bankers and investors price the company ahead of an IPO |
| 8:30 PM • | Fred Lambert / Electrek: Waymo receives approval from the California Public Utilities Commission to expand across 18 counties, including Sacramento and San Diego |
| 7:50 PM • | Anissa Gardizy / Wall Street Journal: Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop |
| 7:40 PM • | Bloomberg: SpaceX closes its $60B acquisition of Cursor, two months after SpaceX formally announced it had agreed to acquire the startup |
| 6:15 PM • | Reuters: Z.ai says GLM-5.3 scores 84.5% on CyberGym, vs. Mythos 5's 83.8%, and its most sensitive cybersecurity functions will only be available to verified users |
| 5:50 PM • | Lynn Doan / Bloomberg: Filing: Nvidia has a nearly $21B stake in SpaceX and a $30B stake in Intel; Nvidia invested as much as $2B in xAI in 2025 and $5B in Intel |
| 5:31 PM • | Bloomberg: Docs: Anthropic told investors it generated $11.5B+ in revenue, with positive adjusted operating income, in Q2, up from $787M in Q2 2025 and $4.73B in Q1 2026 |
| 5:05 PM • | Spencer Soper / Bloomberg: Amazon adds a clause in its user agreement that seeks to prevent shoppers from filing class-action lawsuits against it, after removing a similar clause in 2021 |
| 4:40 PM • | Reuters: The US OCC conditionally approves a bank charter application for Trump family's World Liberty Financial, allowing it to directly issue its USD1 stablecoin |
| 4:25 PM • | Natasha Mascarenhas / Bloomberg: Investor letter: Thrive's 2022 early-stage $516M fund that invested in OpenAI and SpaceX was worth $3.7B+ as of the end of June, net of fees and other charges |
| 4:02 PM • | Wall Street Journal: Sources: PayPal is in talks to sell itself to a group including Stripe and Advent, which proposed paying $60.50/share in July; PayPal is seeking a higher price |
| 3:45 PM • | Madison Mills / Axios: Risk report: Anthropic raises misalignment risk estimate from very low to low and says it doesn't plan to release a stronger internal model called “Model 2” |
| 3:40 PM • | Kate Rooney / CNBC: Source: OpenAI CFO told investors that enterprise business now generates more revenue than ChatGPT-led consumer business; enterprise customers grew 32% in July |
| 2:35 PM • | Joann Muller / Axios: Nevada granted Tesla a robotaxi permit, but capped the fleet at 10 vehicles, not 5,000 that Tesla sought, banned airport pickups, and ordered other restrictions |
| 1:00 PM • | Emma Roth / The Verge: Google adds a toggle in Gemini and Flow to remove visible watermarks from AI-generated images, videos, and music; SynthID watermarks and C2PA metadata remain |
| 12:45 PM • | Ryan Christoffel / 9to5Mac: Apple officially opens ad bookings for businesses on Apple Maps ahead of an upcoming full rollout across the US and Canada |
| 12:12 PM • | @alibaba_qwen: Alibaba releases weights for Qwen3.8 models under Apache 2.0 license, including Qwen3.8-27B, which it says beats Qwen3.7-Plus and excels in real-world coding |
| 11:30 AM • | Jonathan Weil / Wall Street Journal: In Q2, “other income”, mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits |
| 10:15 AM • | Madison Mills / Axios: Source: Greg Brockman is “in founder mode” and getting more involved across every level of OpenAI to build out a leadership team ahead of an expected IPO |
| 9:55 AM • | Reuters: France's top court blocks a bill banning social media for under-15s, saying it infringed upon freedom of expression; Macron orders the PM to rework the bill |
| 7:15 AM • | Bloomberg: Sources: stablecoin payments company RedotPay has delayed its plans for a US IPO to 2027 or later, as it seeks regulatory approvals and deals with legal issues |
| 7:05 AM • | Anzar Mehraj / Reuters: Chip equipment maker Lam Research plans to invest $3B+ over five years to expand its global R&D network, as it seeks to increase its experiment capacity by 50%+ |
| 6:40 AM • | Carl Franzen / VentureBeat: DeepSeek debuts DeepSeek Harness under the MIT license in developer preview, touting a design where “everything is a plugin” that can be swapped out |
| 6:20 AM • | Bloomberg: Sources: Alibaba is nearing a deal to sell its Lingxi Games to PE firm Trustar Capital at a potential $1.5B+ valuation, as Alibaba continues its reorganization |
| 6:05 AM • | Sean Hollister / The Verge: Epic v. Google: in a compliance hearing, a judge orders Google to remove “anticompetitive friction” for installing third-party app stores from its Play Store |
| 6:00 AM • | Financial Times: Sources: JPMorgan Chase terminated its banking relationship with Polymarket in 2025 over regulatory concerns, though it still maintains some ties to the company |
| 4:30 AM • | Australian Financial Review: Blackbird and Airtree revalue Canva at $34.9B, down from $42B in 2025, as it struggles in the AI era; Canva's internal valuation falls to $31B, down from $38.9B |
| 2:50 AM • | Z.ai: Z.ai debuts GLM-5.3, which uses the same base model as GLM-5.2 with scaled post-training for stronger coding skills, and says it'll release weights in two weeks |
| 2:25 AM • | Nathaniel Meyersohn / CNN: A look at Quincy, a rural Washington farming town of 8,500 that benefited from a data center boom as its poverty rate fell from 29.4% in 2012 to 6.2% in 2024 |
| 1:10 AM • | Demetri Sevastopulo / Financial Times: The White House puts tariffs on drones and their components, including a 100% levy on “particularly sensitive” models, aiming to cut US reliance on Chinese tech |
| 12:55 AM • | Reuters: Sources: Apple trained a China-specific LLM with Alibaba's support, which would make Apple the first foreign company to offer a proprietary AI model in China |
| 12:45 AM • | Reuters: SMIC co-CEO Zhao Haijun says the company raised its prices following negotiations with customers in Q1, and that it will charge more for wafers processed in Q3 |
| 11:15 PM • | Bobby Allyn / NPR: Sources: the CFTC has launched a probe into prediction markets' “mention markets”, prompting Kalshi to remove bets on word choices from sports-related offerings |
| 10:30 PM • | Bloomberg: Pony AI plans to deploy 2,000+ robotaxis across Europe in partnership with Uber, add four more European cities after Zagreb, and expand to the Middle East later |
| 9:55 PM • | Veronica Irwin / Transformer: A profile of Amy Kremer, a pro-Trump activist who helped organize the January 6 rally and currently chairs the grassroots anti-data center group Humans First |
| 9:00 PM • | Maxwell Zeff / Wired: Current and former OpenAI employees say pressure to quickly ship new AI models and products cut into safety time, leading to incidents like the rogue agent hack |
| 7:55 PM • | Elias Schisgall / Wall Street Journal: Applied Materials reports Q3 revenue up 25% YoY to $9.12B, vs. $8.99B est., net income up 43% YoY to $2.54B, and forecasts Q4 revenue above est.; AMAT drops 4%+ |
| 7:45 PM • | Patience Haggin / Wall Street Journal: Charter receives final state approval to buy Cox for $21.9B after making concessions to California regulators, including affordable internet for some households |
| 7:10 PM • | Marcus Mendes / 9to5Mac: Epic v. Apple: Apple offers 15% commissions on US linked-out purchases for standard apps, 10% for partner programs and renewals, and 5% for Small Business apps |
| 6:50 PM • | J.J. McCorvey / Bloomberg: A judge orders Kalshi to stop offering most of its prediction market contracts in Washington state, after finding it likely violated state gambling-related laws |
| 6:25 PM • | Bloomberg: Sources: OpenAI is on track to generate annualized revenue of $40B+ based on its current performance, roughly doubling its run rate from the end of 2025 |
| 6:15 PM • | The Information: A profile of Camilla Clark, quiet adviser to husband Dario Amodei and behind-the-scenes player at Anthropic; she once pitched a porn startup to Jeffrey Epstein |
| 6:10 PM • | Jonathan Vanian / CNBC: Reddit will join the S&P 500 on August 18, replacing AvalonBay and becoming the second pure-play social media company in the index, after Meta; RDDT jumps 10%+ |
| 5:40 PM • | Frederic Lardinois / The New Stack: OpenAI launches Computer History, an opt-in feature that turns day-to-day computer activity on macOS into memories and a timeline that ChatGPT and Codex can use |
| 5:15 PM • | Stephen Totilo / Game File: Netflix closes game studios Los Angeles-based Night School Studio, which it acquired in 2021, and Helsinki-based Moonloot, founded in 2022, and cuts games jobs |
| 4:50 PM • | Rebecca Bellan / TechCrunch: Anthropic details multiagent experiments showing Claude agents can wage a “turf war” over incompatible goals, fail to coordinate, collude on prices, and more |
| 3:25 PM • | Milana Vinn / Reuters: Sources: Private equity firm Silver Lake is in talks to acquire HR and financial management software maker Workday; WDAY jumped 15%+ to hit a ~$50B market cap |
| 3:15 PM • | Krisztian Sandor / CoinDesk: Tether says KPMG completed Tether's first full audit and found its 2025 financial statements fairly presented its financial position in all material respects |
| 3:01 PM • | Reuters: Sources: Vantage Data Centers, a major hyperscale developer and operator, is exploring options including a sale or an IPO at a ~$100B valuation as soon as 2027 |
| 2:30 PM • | Chris Welch / Bloomberg: US-based robot vacuum maker Matic rolls out a firmware update to add Matic Cues, which lets users control its $1,245 vacuum with voice commands in 70+ languages |
| 1:35 PM • | Zac Hall / 9to5Mac: OpenAI previews Ultrafast, an API tier powered by Cerebras that runs GPT-5.6 Sol up to 14× faster and generates up to 750 output tokens per second |
| 1:06 PM • | Tulsee Doshi / Google: Google unveils Gemini 3.7 Flash, its “most intelligent workhorse model” for coding and agents, priced at $0.75/1M input and $3.75/1M output tokens through 2026 |
| 12:55 PM • | Sarah Perez / TechCrunch: X releases its For You algorithm's and core ranking engine's source code on GitHub and adds tools that let users see if X's ranking systems “shadowbanned” them |
| 12:35 PM • | Ara Kharazian / Ramp: Ramp's July AI index: Anthropic's market share hit 43.5%, widening its lead over OpenAI; Fable 5 is only 6% of tokens businesses bought, likely due to high cost |
| 12:20 PM • | Shirin Ghaffary / Bloomberg: OpenAI hires Dali Rajic, COO of Alphabet's Wiz, as chief revenue officer, replacing ex-Slack CEO Denise Dresser, who was hired in December 2025 and will leave |
| 11:50 AM • | Bloomberg: HPE secures court approval for its settlement with the US DOJ over its takeover of networking company Juniper, defeating a challenge by Democratic state AGs |
| 11:45 AM • | Wall Street Journal: Tech hardware companies report the highest US CBP tariff refunds at $2.5B across six companies, including $2.2B in refunds to Apple alone; Amazon received $640M |
| 11:40 AM • | Brian W Smith / Bloomberg: AMD raised $4.75B, in its biggest-ever US dollar bond offering, as it ramps up spending to meet surging demand for computing capacity driven by the AI boom |
| 11:35 AM • | Saritha Rai / Bloomberg: DeepSeek raises V4 model prices, adding dynamic pricing from August 16; V4-Flash output tokens go from $0.28/1M to $1.32 during peak hours and $0.66 in off-peak |
| 10:25 AM • | Samantha Subin / CNBC: Databricks closed a $5B funding round at a $190B valuation, six months after raising $5B at a $134B valuation, and says it has crossed $7B in revenue run rate |
| 9:45 AM • | Todd Bishop / GeekWire: Microsoft begins merging its consumer and commercial Copilot apps into a single app, with a mobile and web rollout in mid-August and desktop in mid-September |
| 9:15 AM • | Lauren Feiner / The Verge: Flock CEO Garrett Langley acknowledges the startup “got this one wrong” and says Flock is assuming greater responsibility for how law enforcement uses its tech |
| 9:15 AM • | Katie Tarasov / CNBC: Inside SK Hynix's $720B Yongin Cluster, which it says will be the world's largest network of memory factories and is set to go into production in February 2027 |
| 9:10 AM • | Washington Post: Flock says it will now require US law enforcement to label every license plate search with a criminal case number, after a WaPo investigation into police misuse |
| 9:05 AM • | Luz Ding / Bloomberg: Didi reports Q2 revenue up 11% YoY to ~$9.3B, a ~$128M net income after two consecutive quarterly losses, and China mobility transaction value up 9% to ~$13.4B |
| 7:25 AM • | Katherine Hamilton / Wall Street Journal: Accelerant, which uses data analytics to connect insurance underwriters with risk capital partners, agrees to go private with Thoma Bravo in a $4.4B deal |
| 7:15 AM • | Luz Ding / Bloomberg: JD.com reports Q2 revenue down 2.9% YoY to ~$51.4B and net income of ~$1.1B, above ~$964M est., driven by JD Retail profitability and narrowing food losses |
| 7:10 AM • | Sherry Qin / Wall Street Journal: SMIC reports Q2 revenue up 36% YoY to ~$3B, net profit up 3x+ to ~$479.2M, above ~$283.1M est., and a 25.3% gross margin, driven by strong mature-node orders |
| 6:55 AM • | Reuters: Filings and sources: Microsoft closed 15+ branch offices and joint ventures in China over the past five years, amid China pushing domestic software since 2017 |
| 6:45 AM • | Bloomberg: CXMT overtakes Tencent to become the most valuable Chinese company, with a ~$524B market cap, above Tencent's ~$510B; CXMT's Shanghai shares jumped 460%+ at IPO |
| 6:35 AM • | Adam Whittaker / Wall Street Journal: Amsterdam-based Adyen reports H1 2026 net revenue up 19% YoY to €1.3B, processed volumes up 24% YoY to €803.8B, and EBITDA of €641.5M; ADYEN.AS rises 12%+ |
| 6:20 AM • | Financial Times: Sources: Anthropic's investors expect it to float at a $2T+ valuation in an October IPO and to hit $100B to $120B in annualized revenue by the end of 2026 |
| 6:05 AM • | The Information: DeepSeek launches V4-Pro, its most advanced model that rivals Kimi K3 on some benchmarks but is priced much lower, at $0.435/1M input and $0.87/1M output tokens |
| 5:50 AM • | Wall Street Journal: Sources: Demis Hassabis pitched a new independent industry AI safety entity, modeled on the IAEA, to top Trump officials before stepping down as DeepMind's CEO |
| 5:40 AM • | Newley Purnell / Bloomberg: Meta says it has removed 756K accounts in Australia believed to belong to under-16s since complying with the social media ban, including 462K on Instagram |
| 3:35 AM • | Counterpoint Research: In Q2 2026, server-led eSSDs reached 48% of NAND flash shipments as AI workloads shifted from training to inference, driving 5x YoY industry revenue growth |
| 3:25 AM • | Saritha Rai / Bloomberg: A look at workers in India who are paid extra to wear devices that capture first-person video of factory and other work tasks for use as AI robot training data |
| 3:05 AM • | Howard Liu / South China Morning Post: Counterpoint: China-based YMTC accounted for 14% of global NAND flash shipments in Q2, behind Samsung's 25% and SK Hynix's 22%, but ahead of Micron and Kioxia |
| 2:55 AM • | Laurie Chen / Reuters: Lenovo reports Q1 revenue up 43% YoY to $26.94B, vs. $22.3B est., and AI-related revenue up 60% to $9.3B; its shares closed up 20% and are up 277% YTD |
| 2:30 AM • | Shaurya Malwa / CoinDesk: Coinbase, Block, BitGo, and 70+ other crypto companies say frontier AI safety guardrails hinder legitimate security work while cyberattackers use stronger tools |
| 2:25 AM • | Alex Townsend: Mathematicians say a neurosurgery resident used ChatGPT, powered by GPT-5.6, to solve Crouzeix's conjecture, a major open problem in numerical linear algebra |
| 2:10 AM • | Reuters: Taiwan says it detected AI-assisted cyberattacks on government agencies in July from an “overseas source”, but the affected agencies successfully “handled” them |
| 1:45 AM • | Financial Times: Wealth managers are cutting fees and hiring staff in Silicon Valley to win over OpenAI and Anthropic workers before IPOs mint a new class of millionaires |
| 1:35 AM • | Bloomberg: Rapidly advancing AI tools have created investor uncertainty and fear around the risk of the SaaS business model and the private equity and credit on top of it |
| 1:30 AM • | Financial Times: Research: 53M+ people in China worked as food delivery or ridesharing drivers as of 2025, up 10M in two years, amid accelerating automation in manufacturing |
| 1:25 AM • | Ionut Arghire / SecurityWeek: London- and Boston-based Mindgard, whose automated AI security and red-teaming tools help organizations identify and respond to AI risks, raised a $30M Series A |
| 1:15 AM • | Shuhei Ochiai / Nikkei Asia: Foreign investment in Japan's chip industry reaches ~$37B, as government subsidies help attract companies working on logic and memory chips and image sensors |
| 1:05 AM • | Patrick Howell O'Neill / Bloomberg: President Trump signs a memo letting the US government partner with private companies to conduct cyberattacks abroad against criminal groups targeting Americans |
| 12:55 AM • | Financial Times: Sources: legal AI startup Legora is in early talks to raise funds at a $10B+ valuation, up from $5.6B four months ago; its ARR rose 50% QoQ to $150M in Q2 |
| 10:55 PM • | Maria Clara Cobo / Bloomberg: Yuno, a payments infrastructure provider for processing transactions globally, raised a $45M Series B led by Global PayTech, with a16z and others participating |
| 10:05 PM • | Bloomberg: Sources: Anthropic is in talks to acquire Decart, which makes world models and GPU optimization tech to cut training costs, for ~$6B; Decart raised $300M in May |
| 9:10 PM • | Business Insider: Sources: former Google executive Jeff Dean is in talks to raise $1B at a ~$10B valuation for his new science- and engineering-focused AI startup, Discovery Loop |
| 7:10 PM • | Alexandra Bruell / Wall Street Journal: Sources: Apple is discussing multiyear content deals with publishers to deliver current news and information for Siri AI, using a possible nine-figure budget |
| 6:50 PM • | Hugo Lowell / Wired: Sources: the White House is expected to expand its AI oversight framework in the coming months to cover open models once they reach “frontier” capabilities |
| 6:35 PM • | Amanda Silberling / TechCrunch: Twitch says it intends to use videos streamed on its platform to help train Amazon's generative AI content models and adds a setting for creators to opt out |
| 6:11 PM • | Made by Google on YouTube: A recording of the Made by Google 2026 event hosted by Trevor Noah |
| 5:00 PM • | Juby Babu / Reuters: Cisco reports Q4 revenue up 18% YoY to $17.25B, above $16.82B est., $4B in AI infrastructure orders from hyperscalers, and forecasts FY 2027 revenue above est. |
| 4:55 PM • | Reuters: AI chip designer Cerebras reports Q2 revenue up 74% YoY to $180M, below $194.23M est., and raises its annual revenue and gross margin forecasts; CBRS drops 10%+ |
| 4:20 PM • | Mistral AI Blog: Mistral says it will run third-party open models on the same infrastructure, regional controls, and service commitments as its own, starting with Z.ai's GLM-5.2 |
| 3:45 PM • | Bernard Condon / Associated Press: Freedom of the Press Foundation and The Intercept sue Trump after Trump Media & Technology rolled out a subscription service for faster access to Trump's posts |
| 3:20 PM • | Sharon LaFraniere / New York Times: Kalshi referred 32 possible insider traders to the CFTC in the three months through June; sources: CFTC has up to 20 ongoing probes using just Kalshi's evidence |
| 2:50 PM • | Yueqi Yang / The Information: Sources: Kalshi is in advanced talks to raise $750M+ co-led by Sequoia Capital and Wellington Management at a $40B valuation; Kalshi was valued at $22B in May |
| 2:15 PM • | Kenrick Cai / Reuters: Sources detail moves behind Google's AI reshuffle; Sergey Brin urged key staff to go all in on Gemini, and some teams shifted from DeepMind to corporate Google |
| 1:20 PM • | Mark Gurman / Bloomberg: Sources: Apple hired Nate Gatten, an American Airlines executive with GOP ties, as government affairs VP, seeking someone who could align with the White House |
| 12:15 PM • | Ellen Milligan / Bloomberg: Sources: the UK government is planning to regulate the use of AI in gene synthesis to prevent terrorists and other bad actors from using AI for bioweapons |
| 12:10 PM • | Reuters: Bank of America says it plans to deploy $250B by July 2027 to support US digital and infrastructure projects, including data centers and energy infrastructure |
| 11:35 AM • | xAI: SpaceXAI releases Grok 4.6, saying it matches GPT-5.6 Sol on the Artificial Analysis Intelligence Index, and prices it at $2/1M input and $6/1M output tokens |
| 11:35 AM • | Chris Metinko / Axios: Silicon Data, which offers real-time compute pricing data to financial institutions and exchanges, raised a $30.5M Series A led by the Valor Atreides AI Fund |
| 11:25 AM • | Mary Ann Azevedo / Crunchbase News: ClearJet, whose AI-enabled logistics service connects shippers with unused cargo capacity on commercial flights, raised a $25M Series B led by Edison Partners |
| 11:10 AM • | Sumedha Mukherjee / Reuters: FlightAware withdraws its Kalshi lawsuit, after alleging Kalshi used its data to let users bet on flight cancellations; Kalshi no longer names it as a source |
| 10:44 AM • | David Imel / The Verge: Google's Pixel 11 introduces Camera Looks, a total rethink of how the camera captures and styles an image, as users seek “more authentic or traditional” photos |
| 10:39 AM • | Mike Wheatley / SiliconANGLE: Google DeepMind launches SL2T, a multilingual sign-language-to-text model debuting on the Pixel 11 in Gboard and Live Transcribe, first for ASL to English text |
| 10:39 AM • | Mariella Moon / Engadget: Google says the Pixel 11 Pro and Pro XL are its most durable Pixel phones yet, using spacecraft-grade aluminum frames and a twice as scratch-resistant coating |
| 10:30 AM • | Samantha Kelly / Bloomberg: Google introduces an insulin-resistance trend feature that uses AI, an accelerometer, and other sensors, launching first on the Pixel Watch 5 and Fitbit devices |
| 10:30 AM • | Damien Wilde / 9to5Google: Google is cutting the Google One AI Pro trial bundled with the Pixel 11 Pro and other handsets from 12 to six months and removes the free trial for the Pixel 11 |
| 10:23 AM • | Jess Weatherbed / The Verge: Google says Android's AirDrop-like Quick Share will now let some devices exchange files and contact info when tapped together, starting with the Pixel 6 and up |
| 10:23 AM • | Kris Holt / Engadget: Google raises Pixel and Watch prices by $100 and $50 for 2026's models; the base Pixel 11 Pro and Pro XL have 12GB of RAM, down from 16GB in previous models |
| 10:20 AM • | Will Sattelberg / 9to5Google: Google says the Pixel Buds Pro 2 will get new features, including dynamic ANC and sleep sync, via a software update in September, and adds a new Olive color |
| 10:18 AM • | Max Buondonno / The Shortcut: Google Pixel 11 series hands-on: few design changes, a HiLight status light on the rear camera bar, new colors, and small camera and performance improvements |
| 10:18 AM • | Sam Rutherford / Engadget: Google Pixel 11 Pro Fold hands-on: a letdown after Samsung released the Galaxy Z Fold 8, with few design changes, and it feels like Google is coasting this time |
| 10:11 AM • | Dominic Preston / The Verge: Google plans to launch the $29 Pixel Tag on November 11, with a four-pack priced at $99, matching AirTag 2's pricing, offering UWB, Find Hub support, and more |
| 10:11 AM • | Victoria Song / The Verge: Google unveils the $399 Pixel Watch 5 with a satin pyrite case finish, offline Gemini, proactive AI suggestions, better GPS maps, and insulin resistance trends |
| 10:08 AM • | Ivan Mehta / TechCrunch: Google unveils the $899+ Pixel 11, $1,099+ 11 Pro, and $1,299+ 11 Pro XL, with a Tensor G6, new Gemini features, Magic Capture to pick the best frames, and more |
| 10:08 AM • | Jessica Conditt / Engadget: Google unveils the $1,899+ Pixel 11 Pro Fold, with a stronger hinge, inner and outer displays that are 20% brighter, Tensor G6 chip, and an updated 48MP camera |
| 9:50 AM • | Belle Lin / Wall Street Journal: AT&T says open models currently power ~25% of its overall AI usage, and expects that to rise to 70%-80% over time; AT&T uses an average of 45B AI tokens per day |
| 9:30 AM • | Prakhar Srivastava / Reuters: AI code review startup CodeRabbit raised a $143M Series C co-led by Atomico and Smash at a $1.5B valuation, after raising a $60M Series B in September 2025 |
| 8:50 AM • | Michael J. de la Merced / New York Times: Thrive Capital's Thrive Holdings, which acquires traditional service businesses and adds AI, raised $2B from SoftBank, D1, and others at a $12B valuation |
| 8:30 AM • | Paula Doenecke / Bloomberg: Amsterdam-based neocloud Nebius reports Q2 cloud revenue up 514% YoY to $575M and total revenue of $582M, above $557M est.; NBIS jumps 15%+, and is up 145%+ YTD |
| 8:00 AM • | Michael Nuñez / VentureBeat: Skan AI, which is building a “context graph of work” by observing staff using enterprise software, raised a $63M Series C co-led by Cathay Innovation and Dell |
| 7:45 AM • | Kate Knibbs / Wired: A look at AI news website RuntimeWire, which costs $100/day to run and “beat” human reporters to OpenAI's Black Hat disclosure, favoring quantity over quality |
| 7:30 AM • | Loni Prinsloo / Bloomberg: African e-commerce company Jumia raised $50M, including ~$25M from the World Bank; its US-listed shares are down from $60+ in 2021 to $6, valuing Jumia at $743M |
| 7:20 AM • | Wall Street Journal: The NYC Council sent letters to Polymarket, Kalshi, Coinbase, and Gemini Titan as it investigates alleged deceptive marketing practices and targeting minors |
| 7:10 AM • | Jagmeet Singh / TechCrunch: AI code-testing startup Blacksmith raised a $45M Series B led by Peak XV Partners at a $550M valuation, up from $60M after it raised a $10M Series A in 2025 |
| 6:50 AM • | Dwarkesh Patel / Dwarkesh Podcast: Q&A with Redwood Research Chief Scientist Ryan Greenblatt on AI R&D, RSI, human expert data not bottlenecking AI progress, token prices, alignment, and more |
| 6:30 AM • | Kai Nicol-Schwarz / CNBC: A look at the challenges facing incoming Google DeepMind head Koray Kavukcuoglu, who joined DeepMind in 2012 and will oversee Gemini and frontier AI research |
| 6:15 AM • | Juro Osawa / The Information: Former Alibaba star researcher Junyang Lin launches Shanghai-based Pragmatik Labs to build digital and physical AI agents; Pragmatik hit a $2B valuation in June |
| 6:05 AM • | Sherry Qin / Wall Street Journal: Foxconn reports Q2 revenue up 41% YoY to ~$78.4B, with cloud and networking products contributing 50%+ for the first time, and net profit up 35% YoY to ~$1.86B |
| 5:50 AM • | Bloomberg: Tencent reports Q2 revenue up 11% YoY to ~$30.4B, above ~$30B est., driven by surging WeChat advertising and resilient game spending, and net income of ~$8.3B |
| 5:37 AM • | Ben Dummett / Wall Street Journal: Stockholm-based AI coding startup Lovable raised $400M at a $13.3B valuation, up from $6.6B in December 2025, becoming one of Europe's most valuable startups |
| 4:30 AM • | Rebecca Torrence / Bloomberg: Sources: AI coding startup Cognition is in early talks with investors to raise $1B+ at a $40B+ valuation, after raising $1B at a $26B valuation in May |
| 2:30 AM • | Wall Street Journal: Some health and fitness obsessives are using AI for hyperpersonalized training, building dashboards and tools to analyze their sleep, workouts, diet, and more |
| 1:45 AM • | Nduka Orjinmo / Bloomberg: Briter: Africa-focused startups raised $3.3B in H1 2026, up 73% YoY, driven by Zipline's $950M raise; US- and UAE-incorporated entities raised half the capital |
| 1:30 AM • | Jagmeet Singh / TechCrunch: Bengaluru-based Yulu, which gets ~95% of its revenue from renting e-bikes to gig workers, raised a $93M Series C, sources say at a ~$170M post-money valuation |
| 1:15 AM • | Bloomberg: Sources: Singapore-based data center operator DayOne confidentially files for a US IPO, aiming to list as soon as next quarter, and is considering raising ~$5B |
| 1:00 AM • | Tom Wilson / Financial Times: Researchers say suspected Chinese hackers used open-source AI agents to build an autonomous hacking tool that compromised Taiwanese government websites in July |
| 12:55 AM • | Chase DiFeliciantonio / Politico: OpenAI VP of Global Policy Ann O'Leary says AI policy in the US is anchored in the states and still informed by California's AI transparency law passed in 2025 |
| 9:00 PM • | Alanna Okun / Bloomberg: A look at Candy Crush's continued popularity 15 years after its launch, with an estimated 81.5M MAUs, 190.5M installs, and $876.5M in-app revenue in FY 2025 |
| 7:55 PM • | Bloomberg: A profile of Suno, which 100M+ people have used since 2023 and has 2M+ monthly subscribers, as it faces Universal Music Group and Sony Music copyright lawsuits |
| 6:55 PM • | Frederic Lardinois / The New Stack: OpenAI launches a ChatGPT desktop app for Linux in preview, supporting ChatGPT Work, Codex, and more; Computer Use outside the in-app browser is not available |
| 6:40 PM • | Nikhilesh De / CoinDesk: The US CFTC uses its “emergency authority” to order Kalshi to continue operating in New York after the state filed a lawsuit in July seeking to shutter Kalshi |
| 5:55 PM • | Yueqi Yang / The Information: Source: Kalshi's annualized revenue hit $4B+ in July, up from $2B+ two months earlier, and its operating expenses totaled $300M in June, mostly for marketing |
| 5:45 PM • | Natasha Mascarenhas / Bloomberg: Accel raised $3.5B in funds for early-stage investments, including a $1.35B global expansion fund for larger early-stage rounds and rapid follow-on investments |
| 5:10 PM • | Will Knight / Wired: Researchers find that feeding a frontier model's encrypted reasoning traces to a weaker model from the same provider can make it output the traces in plaintext |
| 4:55 PM • | Business Insider: Sources: former OpenAI Chief Product Officer Kevin Weil is aiming to raise $150M for a new AI science startup at a $750M+ valuation; Weil left OpenAI in April |
| 4:40 PM • | Jordan Novet / CNBC: CoreWeave reports Q2 revenue up 112% YoY to $2.58B, vs. $2.56B est., a $104B revenue backlog, and active power up nearly 500 MWs to 1.5 GW; CRWV jumps 20%+ |
| 4:30 PM • | Dina Bass / Bloomberg: Super Micro reports Q4 revenue up 93% YoY to $11.1B, below $11.3B est., and forecasts Q1 and FY 2027 revenue above est.; SMCI jumps 10%+, and is up 15%+ YTD |
| 4:20 PM • | Natalie Lung / Bloomberg: Filings: Uber divested from long-time partner Serve Robotics in Q2, as the companies clash over how to deploy delivery robots; Serve has a DoorDash deal |
| 3:30 PM • | Sarah Perez / TechCrunch: Similarweb: Bluesky's mobile MAUs fell 27% YoY to 10.4M in June and DAUs fell 26% YoY to 3M in July; X's mobile MAUs fell 3% to 302M and DAUs fell 7% to 123.7M |
| 2:25 PM • | The Information: Sources: David Sacks' Craft Ventures is targeting around $1B for a new fund, its first since Sacks stepped down as the White House's AI and crypto czar in March |
| 1:40 PM • | Zac Hall / 9to5Mac: SpaceXAI rolls out AI agent app Grok Bot in beta on macOS, iOS, Windows, and Linux, initially for SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium users |
| 1:20 PM • | The Information: Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models |
| 1:12 PM • | Sundar Pichai / @sundarpichai: Sundar Pichai says Gemini has hit 1B+ MAUs, the company's fastest-growing product ever and its 14th product to hit the 1B-user mark |
| 12:31 PM • | Stephanie Palazzolo / The Information: Brad Lightcap, who most recently led OpenAI's special projects division and formerly was its COO, says he is leaving the startup “to start something new” |
| 12:30 PM • | Jack Morphet / Wall Street Journal: Flight tracking platform FlightAware sues Kalshi in New York, alleging Kalshi is using its data without permission to let users bet on flight cancellations |
| 11:40 AM • | Bloomberg: Sources: Phia co-founders Phoebe Gates and Sophia Kianni pushed for and were aware for seven months of using “cookie stuffing” to claim affiliate commissions |
| 10:55 AM • | Daniel Kuhn / The Block: eToro agrees to acquire US-focused online brokerage TradeZero for up to $231M in cash and stock; TradeZero had ~$80M in revenue over the 12 months ended June 30 |
| 10:30 AM • | Stephanie Palazzolo / The Information: Source: Trajectory, founded by ex-DeepMind, Apple, OpenAI, and Meta staffers to build continual learning models, raised $40M led by Sequoia at a $300M valuation |
| 10:20 AM • | Camila Grigera Naón / Fortune: River Markets, which gives professional traders a single place to trade across multiple prediction markets, raised an $8.5M seed led by Haun Ventures |
| 10:05 AM • | Jing Yang / The Information: Manus says it will “soon return to operating as an independent company”, implying it is close to reversing its acquisition by Meta, after China's order in April |
| 9:35 AM • | Reuters: TSMC and Sony plan to form Advanced Vision Semiconductor Manufacturing Corp, a $4.69B joint venture in Japan to make next-gen smartphone image sensors from 2029 |
| 9:20 AM • | Kyt Dotson / SiliconANGLE: Nvidia releases Nemotron 3.5 Lightning, an open 30B-parameter MoE model, and NeMo Switchyard, an open-source model routing library for AI agents |
| 9:15 AM • | Emma Roth / The Verge: Spotify says it will roll out an “AI Persona” badge in September for profiles that do “not represent a real person” and exclude their music from recommendations |
| 9:00 AM • | Samantha Kelly / Bloomberg: Bumble rolls out a global update that lets any user send an opening message after they match, marking a major reversal from its signature women-go-first model |
| 8:50 AM • | Macworld: Apple's iOS 27 beta 5 contains references to six unreleased iPhones: iPhone Ultra, iPhone Air 2, iPhone 18 Pro, iPhone 18 Pro Max, iPhone 18, and iPhone 18e |
| 8:40 AM • | Anhata Rooprai / Reuters: IBM and Together AI sign a $240M, multiyear deal to build an AI inference cluster on IBM Cloud, using Nvidia's HGX B300 systems, to support open-source models |
| 7:45 AM • | Ben Thompson / Stratechery: Big Tech's AI boom echoes the 1870s railroad buildout, and Nvidia shifting risk to institutional capital may expose investors if AI revenues fail to materialize |
| 7:35 AM • | Bloomberg: An NYC bill, backed by Mayor Zohran Mamdani, calls for Amazon, FedEx, and others to directly employ thousands of delivery workers; the bill could pass this fall |
| 7:20 AM • | Cade Metz / New York Times: xAI co-founder Igor Babuschkin's River AI raised $1.1B led by General Catalyst and AMP PBC to build home or SMB computer servers capable of running AI locally |
| 6:15 AM • | New York Times: How a wave of disinformation on Facebook, WhatsApp, TikTok, Instagram, and Telegram contributed to a surge of migrants from Morocco to Spain's Ceuta enclave |
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