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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 (K Oanh Ha/Bloomberg)
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…
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Though Google's SynthID tech for watermarking AI images is hard to break, there will always be ways to create AI-generated content without any labeling (Ryan Whitwam/Ars Technica)
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A look at ByteDance's efforts to become China's leading company across all aspects of AI, from frontier models and video generation to infrastructure and chips (Financial Times)
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As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning rules and low prices for underinvestment (Financial Times)
Financial Times : As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings,…
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In Q4, Microsoft's Anthropic investment saw a $3.2B gain, while its OpenAI investment was marked down ~$600M but has generated a $5B gain on a full-year basis (Julie Bort/TechCrunch)
Julie Bort / TechCrunch : In Q4, Microsoft's Anthropic investment saw a $3.2B gain, while its OpenAI investment was…
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The FCC's ban on foreign "advanced robotic devices" includes any new ground-based, software-controlled wireless robot over 4.4 pounds, including robot vacuums (Sean Hollister/The Verge)
Sean Hollister / The Verge : The FCC's ban on foreign “advanced robotic devices” includes any new ground-based,…
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Onyx Security, whose platform enables enterprises to deploy AI agents securely, raised a $113M Series B led by Bessemer, taking its total funding to $153M (Meir Orbach/CTech)
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Samsung reports Q2 revenue up 130% YoY to ~$118.1B, vs. ~$118.9B est., and operating profit up 1,814% to ~$61.46B, vs. ~$60.68B est., on robust AI demand (Jenny Lee/CNBC)
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Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged (Reuters)
Reuters : Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B…
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In an internal meeting, OpenAI finance chief Sarah Friar told employees that the company's annualized recurring revenue in July was higher than in Q2 as a whole (CNBC)
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Source and docs: Intel has given access to its Atom processor tech to Rosaic, a new startup led by Amarjit Gill; Lip-Bu Tan and Gill are longtime co-investors (Reuters)
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Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as "very large online platforms" under the DSA as soon as August (Bloomberg)
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Robinhood reports Q2 revenue up 32% YoY to $1.31B, vs. $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% to $100M (Bill Peters/MarketWatch)
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Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13%, and Xbox content and services revenue down 10% (Emma Roth/The Verge)
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Meta reports free cash flow of $784M in Q2, down 91% YoY, and now expects 2026 capex to be $130B-$145B, compared with its prior forecast of $125B-$145B (Reuters)
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Qualcomm reports Q3 revenue down 4% YoY to $9.95B, vs. $9.67B est., forecasts Q4 profit below est., expects revenue from Apple products to decline more quickly (Reuters)
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Arm reports Q1 revenue up 22% YoY to $1.29B, vs. $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above estimates (Reuters)
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Meta reports Reality Labs Q2 revenue up 16% YoY to $431M, vs. $423.4M est., and a $4.62B operating loss, vs. $5.07B estimated (Jonathan Vanian/CNBC)
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Meta reports $2.4B in charges related to legal proceedings in Q2 and $1.18B in severance expenses in connection with the May 2026 layoff of about 8,000 staff (Todd Spangler/Variety)
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Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, vs. 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time (Jordan Novet/CNBC)
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Microsoft reports Q4 revenue up 18% YoY to $90B, net income up 31% to $35.8B, and Microsoft Cloud revenue up 27% to $59.3B; MSFT jumps 3%+ after hours (Microsoft)
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Meta reports Q2 revenue up 28% YoY to $60.8B and family daily active people up 3% to 3.6B on average for June 2026; META drops 4%+ after hours (Meta)
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Waymo gradually resumes freeway routes, starting with Phoenix, more than two months after suspending them to improve performance around construction zones (Kirsten Korosec/TechCrunch)
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Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control (Google)
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Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns (The Information)
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OpenAI launches ChatGPT for Academic Researchers, giving 100K scientists, mathematicians, and engineers free access to its frontier models through 2027 (Ina Fried/Axios)
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Qualcomm says it has signed a 10-year deal to supply chips for BMW's future digital cockpit and advanced driver-assistance systems (Harshita Mary Varghese/Reuters)
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Investors continue to dump chipmaker stocks on Wednesday following disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm 6.5%+, and AMD 6.5%+ (Financial Times)
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Anthropic's cryptanalysis results on HAWK and AES show AI can now understand existing cryptanalysis results, turn them into new attacks, and even extend them (Matthew Green/A Few Thoughts ...)
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Groundcover, which provides observability software that can monitor AI agents, raised a $100M Series C led by One Peak, bringing its total funding to $160M (Meir Orbach/CTech)
Meir Orbach / CTech : Groundcover, which provides observability software that can monitor AI agents, raised a $100M…
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Encore AI, which studies companies' customer interactions to train and deploy AI voice agents, raised a $30M Series A led by Team8, Planven, and The Garage (Ram Iyer/TechCrunch)
Ram Iyer / TechCrunch : Encore AI, which studies companies' customer interactions to train and deploy AI voice agents,…
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ChipAgents, which uses AI agents to help speed up the process of chip design, raised a $60M Series A2 led by B Capital, bringing the expanded round to $134M (Max A. Cherney/Reuters)
Max A. Cherney / Reuters : ChipAgents, which uses AI agents to help speed up the process of chip design, raised a $60M…
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Survey: 77% of US adults support in-class cellphone bans for middle and high school students, up from 74% in 2025 and 68% in 2024; just 18% oppose such bans (Jeffrey Gottfried/Pew Research Center)
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A look at OpenAI's open-source agent harness that now powers Codex and ChatGPT Work, as the company works to optimize the harness to cut runaway token usage (Jason Hiner/The Deep View)
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Brookfield and NextEra partner to develop a $100B, 1.2GW+ AI data center campus at a former DOE uranium-enrichment site in Kentucky, set to open in 2032 (Robb M. Stewart/Wall Street Journal)
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Eliyan, which aims to license tech and make physical "chiplets" to ease AI chip data transfer bottlenecks, raised a $145M Series C at a $1B valuation (Stephen Nellis/Reuters)
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X settles a long-running legal battle with the World Federation of Advertisers, ending a case that accused brands like Mars and Shell of illegally boycotting X (Daniel Thomas/Financial Times)
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DoorDash says the FAA granted it Part 135 air carrier certification to operate a drone delivery service and it plans to launch drone deliveries in the fall (Natalie Lung/Bloomberg)
Natalie Lung / Bloomberg : DoorDash says the FAA granted it Part 135 air carrier certification to operate a drone…
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Source: OpenRouter was recently generating ~$140M in annualized revenue, or ~$12M per month, up nearly 3x since April, making Stripe's $10B offer a big premium (The Information)
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GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers (Reuters)
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Samsung Galaxy Z Fold 8 review: comfortable when shut, the 4:3 inner display is great, and impressive battery life, but no telephoto or IP68 and some app errors (Dominic Preston/The Verge)
Dominic Preston / The Verge : Samsung Galaxy Z Fold 8 review: comfortable when shut, the 4:3 inner display is great,…
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The UK CMA opens an investigation into Microsoft over a potential consumer law breach involving users paying more to renew Microsoft 365 after it added Copilot (Upmanyu Trivedi/Bloomberg)
Upmanyu Trivedi / Bloomberg : The UK CMA opens an investigation into Microsoft over a potential consumer law breach…
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New York-based AI detection startup Pangram raised $9M led by Menlo, and releases Pangram 4.0 and its first AI image detection model, claiming 99.5% accuracy (Niko Gallogly/New York Times)
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BNY, the world's top bank for safeguarding assets, plans to use blockchain tech for its transfer agency record-keeping systems, which service $8.6T in assets (Financial Times)
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Lake Mary, Florida-based Spur Intelligence, which helps distinguish human and bot traffic to find fake users and threats, raised $200M led by Insight Partners (Julie Bort/TechCrunch)
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OpenAI, Google, Meta, BlackRock, and others are recruiting electricians and carpenters by the thousands, with some of the highest pay the industry has ever seen (Lydia DePillis/New York Times)
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Freehand, which builds AI agents to manage supply chain spend and operations for Fortune 500 companies, raised a $75M Series B, after a $25M Series A in 2024 (Mary Ann Azevedo/Crunchbase News)
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London-based Agon, which is developing sovereign AI training infrastructure for European defense, emerges from stealth with a $7M pre-seed and a $23M seed (Ingrid Lunden/Resilience Media)
Ingrid Lunden / Resilience Media : London-based Agon, which is developing sovereign AI training infrastructure for…
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Sources: Moonshot AI hit a $35B valuation after closing a $3.5B round, exceeding its initial target of $1B to $2B, and plans a Hong Kong IPO as soon as 2026 (Bloomberg)
Bloomberg : Sources: Moonshot AI hit a $35B valuation after closing a $3.5B round, exceeding its initial target of $1B…
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