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Sources: SpaceX started turning away satellite operators seeking dedicated Falcon 9 rides beyond 2028, and stopped building some non-reusable Falcon components (Bloomberg)
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Amazon tells third-party sellers to label product ads with AI-generated people to comply with a NY law requiring the disclosure of "synthetic performers" in ads (Annie Palmer/CNBC)
Annie Palmer / CNBC : Amazon tells third-party sellers to label product ads with AI-generated people to comply with a…
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Ukraine ratchets up its attacks on warehouses of Russian e-commerce giant Wildberries, signaling a new phase in the war as it seeks to hamper Russia's economy (Sam Meredith/CNBC)
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Google says it has $811B in contracted future spending commitments as of June, up ~$500B from March, covering chips, data centers, electricity, and more (Davey Alba/Bloomberg)
Davey Alba / Bloomberg : Google says it has $811B in contracted future spending commitments as of June, up ~$500B from…
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The Pentagon signs an up-to-10-year contract with Oracle worth up to $7B to consolidate department's on-premises software licenses into a single contract (Mike Stone/Reuters)
Mike Stone / Reuters : The Pentagon signs an up-to-10-year contract with Oracle worth up to $7B to consolidate…
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Intel reports Q2 revenue up 25% YoY to $16.1B, vs. $14.42B est., its fastest sales growth in ~15 years on "unprecedented" demand; INTC jumps 10%+ after hours (Kif Leswing/CNBC)
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Tesla stock closed down 14.52% and Alphabet closed down 6.89% after they signaled increased AI spending, amid worries about the mounting costs of the AI boom (Arjun Kharpal/CNBC)
Arjun Kharpal / CNBC : Tesla stock closed down 14.52% and Alphabet closed down 6.89% after they signaled increased AI…
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Patreon lays off 20% of its employees, or 93 people, citing a "painful" restructuring due to "profound" changes in the creator economy (Corbin Bolies/Variety)
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Microsoft replaces OpenAI's image-generating models with its MAI models in its products; Mustafa Suleyman says MAI models are ~85% cheaper to run in PowerPoint (Brody Ford/Bloomberg)
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Germany's Black Forest Labs launches Flux 3 and Flux-mimic, its first models for robotics, as it expands from generative AI into physical AI (Yazhou Sun/Bloomberg)
Yazhou Sun / Bloomberg : Germany's Black Forest Labs launches Flux 3 and Flux-mimic, its first models for robotics, as…
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AI inference chip startup Etched raised a $300M Series C led by Sequoia, with a16z, SK Hynix, others participating, at a $10.3B valuation, up from $5B in Dec. (Julie Bort/TechCrunch)
Julie Bort / TechCrunch : AI inference chip startup Etched raised a $300M Series C led by Sequoia, with a16z, SK…
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The European Commission approves the $55B acquisition of EA by a group of investors including Saudi Arabia's PIF, Silver Lake, and Affinity (Foo Yun Chee/Reuters)
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IBM acquires HRL Laboratories from Boeing and General Motors, seeking to integrate HRL's electron spin quantum circuits into its quantum computers (Stephen Nellis/Reuters)
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Sources: OpenAI staff were "freaked out" when GPT-Sol 5.6 breached Hugging Face, as OpenAI used more aggressive training methods to compete with Anthropic (Financial Times)
Financial Times : Sources: OpenAI staff were “freaked out” when GPT-Sol 5.6 breached Hugging Face, as OpenAI used more…
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The Little Tech Association, a new group of ~200 companies across the startup community, including Y Combinator, urges Trump not to ban Chinese open-weight AI (Sophia Cai/Politico)
Sophia Cai / Politico : The Little Tech Association, a new group of ~200 companies across the startup community,…
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Google says its cloud computing unit had a $514B backlog of contracted work that hasn't been recorded as revenue yet, up from ~$460B held during Q1 (Julia Love/Bloomberg)
Julia Love / Bloomberg : Google says its cloud computing unit had a $514B backlog of contracted work that hasn't been…
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Sony Music files a second copyright suit against Udio, alleging the AI music company copied 30,117 recordings without permission to train its AI models (Murray Stassen/Music Business Worldwide)
Murray Stassen / Music Business Worldwide : Sony Music files a second copyright suit against Udio, alleging the AI…
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GitHub says individuals and orgs have invested $100M+ in open source maintainers and projects via GitHub Sponsors since 2019, with $10M in the past five months (Stephanie Lincoln/The GitHub Blog)
Stephanie Lincoln / The GitHub Blog : GitHub says individuals and orgs have invested $100M+ in open source maintainers…
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Singapore-based Ant International, a payments company which spun out of Ant Group in 2024, raised $1.2B from investors including Ant Group and Alibaba (Reuters)
Reuters : Singapore-based Ant International, a payments company which spun out of Ant Group in 2024, raised $1.2B from…
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Study: off-balance sheet debt at Alphabet, Microsoft, Amazon, Meta, and Oracle grew an est. ~8x since 2022 to ~$1.65T, eclipsing ~$1.35T in balance sheet debt (Kohei Yamada/Nikkei Asia)
Kohei Yamada / Nikkei Asia : Study: off-balance sheet debt at Alphabet, Microsoft, Amazon, Meta, and Oracle grew an…
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South Korea reports that, for the first 20 days of July, chip exports climbed 180.6% from the same period in 2025; computer-related product shipments grew ~232% (Heesu Lee/Bloomberg)
Heesu Lee / Bloomberg : South Korea reports that, for the first 20 days of July, chip exports climbed 180.6% from the…
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Google's AI Search is endangering the open web; Cloudflare: between June 2025 and April 2026, human traffic to sites of businesses in many industries fell ~40% (Kate Conger/New York Times)
Kate Conger / New York Times : Google's AI Search is endangering the open web; Cloudflare: between June 2025 and April…
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AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+ (Katie Tarasov/CNBC)
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Sources: Google is developing a specialized server chip, informally dubbed "Frozen v2", that integrates Gemini AI model blueprints in the silicon, set for 2028 (The Information)
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Filing: Zhongji Innolight, China's leading optical transceiver maker, aims for an $8B Hong Kong IPO, the city's largest since Alibaba's $12.9B debut in 2019 (Dave Sebastian/Bloomberg)
Dave Sebastian / Bloomberg : Filing: Zhongji Innolight, China's leading optical transceiver maker, aims for an $8B…
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Sources detail Kalshi's and Polymarket's efforts to undermine each other, including lobbying regulators, trying to derail deals, and waging influence campaigns (New York Times)
New York Times : Sources detail Kalshi's and Polymarket's efforts to undermine each other, including lobbying…
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Blackstone agrees to invest an undisclosed sum in South Korea-based Futronic, which makes actuators used in industrial robots, sources say at a ~$675M valuation (Manuel Baigorri/Bloomberg)
Manuel Baigorri / Bloomberg : Blackstone agrees to invest an undisclosed sum in South Korea-based Futronic, which…
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LSEG: Morgan Stanley collected $2.3B in debt and equity capital market fees in H1 2026, up from $1.4B in H1 2025, driven by AI infrastructure financing deals (Financial Times)
Financial Times : LSEG: Morgan Stanley collected $2.3B in debt and equity capital market fees in H1 2026, up from…
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TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to expand its Arizona capacity amid a "multi-year demand mega trend" (Jenny Lee/CNBC)
Jenny Lee / CNBC : TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to…
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France's National Gambling Authority blocks access to Polymarket's website, citing concerns of exposing users to significant losses and manipulated trading (Sudip Kar-Gupta/Reuters)
Sudip Kar-Gupta / Reuters : France's National Gambling Authority blocks access to Polymarket's website, citing…
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Hugging Face says it used the open-weight GLM-5.2 hosted on its own compute for breach forensics, after US frontier model safety guardrails blocked the requests (Edward Targett/The Stack)
Edward Targett / The Stack : Hugging Face says it used the open-weight GLM-5.2 hosted on its own compute for breach…
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A look at AI's potential impact on insurance-coverage decisions like prior authorization as the Trump admin starts to pilot using AI to evaluate Medicare claims (Joshua Cohen/Ars Technica)
Joshua Cohen / Ars Technica : A look at AI's potential impact on insurance-coverage decisions like prior authorization…
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UK's incoming PM Andy Burnham is expected to scrap Keir Starmer's plans for digital ID cards; last year a petition opposing the cards attracted ~3M signatures (Geraldine McKelvie/The Guardian)
Geraldine McKelvie / The Guardian : UK's incoming PM Andy Burnham is expected to scrap Keir Starmer's plans for…
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A review of Microsoft's 13-inch Surface Laptop shows 8GB of RAM is not enough for a good Windows 11 experience; PC makers have unveiled upcoming 8GB laptops (Antonio G. Di Benedetto/The Verge)
Antonio G. Di Benedetto / The Verge : A review of Microsoft's 13-inch Surface Laptop shows 8GB of RAM is not enough…
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Anthropic says Claude Fable 5 will be included in Max and Team Premium plans at 50% of limits from July 20 and via usage credits for Pro and Team Standard users (Claude/@claudeai)
Claude / @claudeai : Anthropic says Claude Fable 5 will be included in Max and Team Premium plans at 50% of limits…
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Sources: AI inference chip startup Etched is raising funds at a ~$20B valuation and is raising capital at a $10B valuation in a separate round led by Sequoia (Wall Street Journal)
Wall Street Journal : Sources: AI inference chip startup Etched is raising funds at a ~$20B valuation and is raising…
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Court doc: a US federal jury says Japanese chipmaker Kioxia owes Viasat $229M for infringing Viasat's flash-memory patent that helps devices use less energy (Blake Brittain/Reuters)
Blake Brittain / Reuters : Court doc: a US federal jury says Japanese chipmaker Kioxia owes Viasat $229M for…
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Source: Demis Hassabis plans to hold meetings with US policymakers in Washington next week about his proposed US-based Standards Body for "Frontier-class" AI (Shirin Ghaffary/Bloomberg)
Shirin Ghaffary / Bloomberg : Source: Demis Hassabis plans to hold meetings with US policymakers in Washington next…
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Sources: Coatue is leading a $3B investment in Databricks that values the data analytics software company at $188B, a 40% increase from its December valuation (Wall Street Journal)
Wall Street Journal : Sources: Coatue is leading a $3B investment in Databricks that values the data analytics…
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US chip, memory, and storage stocks fell sharply on Thursday, with Sandisk down 13%, Seagate 10%, Western Digital 9%, and Intel and Micron 6% each (George Steer/Financial Times)
George Steer / Financial Times : US chip, memory, and storage stocks fell sharply on Thursday, with Sandisk down 13%,…
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The EU accepts X's plan to meet DSA transparency obligations and give researchers access to data, giving X six months to implement it, following a €120M fine (Foo Yun Chee/Reuters)
Foo Yun Chee / Reuters : The EU accepts X's plan to meet DSA transparency obligations and give researchers access to…
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Sources: Dassault Systèmes is in talks to buy drug trial software maker ArisGlobal from Nordic Capital for about $2B, extending its push into life sciences (Financial Times)
Financial Times : Sources: Dassault Systèmes is in talks to buy drug trial software maker ArisGlobal from Nordic…
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Source: PayPal's board sees Stripe and PE firm Advent International's $53B takeover bid as undervaluing the company and facing regulatory and financing hurdles (Reuters)
Reuters : Source: PayPal's board sees Stripe and PE firm Advent International's $53B takeover bid as undervaluing the…
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Google renames NotebookLM to Gemini Notebook and rolls out an update giving every notebook a secure cloud computer, letting it write and execute code natively (Josh Woodward/Google)
Josh Woodward / Google : Google renames NotebookLM to Gemini Notebook and rolls out an update giving every notebook a…
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A US federal judge rules the State Department engaged in unconstitutional viewpoint discrimination by denying visas to researchers studying misinfo and disinfo (Mike Masnick/Techdirt)
Mike Masnick / Techdirt : A US federal judge rules the State Department engaged in unconstitutional viewpoint…
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Filing: AST SpaceMobile delays the launch of its satellite-to-phone service to 2027 after the Blue Origin mishap and plans to raise $1B in convertible notes (Michael Kan/PCMag)
Michael Kan / PCMag : Filing: AST SpaceMobile delays the launch of its satellite-to-phone service to 2027 after the…
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Hyundai says it would make Boston Dynamics a wholly owned subsidiary by acquiring SoftBank's ~10% stake; Hyundai bought an 80% stake in Boston Dynamics in 2021 (Reuters)
Reuters : Hyundai says it would make Boston Dynamics a wholly owned subsidiary by acquiring SoftBank's ~10% stake;…
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Anthropic, Blackstone, and Hellman & Friedman's $1.5B AI implementation company, announced in May, launches with the name Ode with Anthropic and 100 engineers (Rebecca Bellan/TechCrunch)
Rebecca Bellan / TechCrunch : Anthropic, Blackstone, and Hellman & Friedman's $1.5B AI implementation company,…
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Israel-based Oak, which is building an AI-native identity access management system, comes out of stealth with a $60M seed (Anna Heim/TechCrunch)
Anna Heim / TechCrunch : Israel-based Oak, which is building an AI-native identity access management system, comes out…
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