← Back to news
T

Techmeme

Apple CFO Kevan Parekh says Services surpassed 1.5B paid subscriptions, up from 1B in January 2025, but a gaming slowdown and App Store changes hurt growth (Sarah Perez/TechCrunch)

T

Microsoft's stock closed up 15.5% on Thursday, adding ~$450B to its market capitalization, the largest single-day market value increase in stock market history (Subrat Patnaik/Bloomberg)

T

Tim Cook says Apple expects "the impact from the supply constraints to increase significantly sequentially" and the market pricing for memory to keep rising (Juli Clover/MacRumors)

T

Anthropic says the models that breached three companies include Opus 4.7, Mythos 5, and an unnamed research model, and the earliest incidents date back to April (Robert McMillan/Wall Street Journal)

T

Anthropic says it discovered three of its models had breached three organizations after launching a review in response to the OpenAI-Hugging Face incident (Anthropic)

T

Sources: Zelenskyy asked Trump to secure Elon Musk's permission for the use of Starlink to guide drone strikes inside Russia, but Trump was noncommittal (The Atlantic)

T

In a memo to employees, Xbox CEO Asha Sharma lays out priorities for the unit, including returning to player and revenue growth by the end of fiscal year 2027 (The Verge)

T

Anthropic says three of its models, including an internal research model, gained unauthorized access to real-world systems during internal cybersecurity testing (Sam Sabin/Axios)

T

The Commerce Dept. signed letters of intent for $874M in CHIPS Act funding in exchange for minority stakes in GlobalFoundries, Kepler, and five other companies (Miranda Nazzaro/The Hill)

T

Coinbase reports Q2 revenue down 19% YoY to $1.2B, vs. $1.3B est., stablecoin revenue below est., and a wider-than-expected loss; COIN drops 5%+ after hours (CNBC)

T

Roblox reports Q2 bookings up 8% YoY to $1.56B, vs. $1.6B est., DAUs up 10% to 123M, forecasts Q3 bookings and revenue below est.; RBLX drops 13%+ after hours (Kelly Cloonan/Wall Street Journal)

T

Apple Q3: iPhone up 22% YoY to $54.25B, vs. $53.86B est., Mac up 29% to $10.35B, iPad down 6% to $6.19B, and Wearables, Home, and Accessories up 6% to $7.88B (Stephen Nellis/Reuters)

T

Apple reports Q3 revenue from Services, which includes the App Store, Apple TV, and more, grew 12% YoY to $30.74B, vs. $31.36B est.; AAPL drops 5%+ after hours (Todd Spangler/Variety)

T

Apple reports Q3 revenue up 16% YoY to $109.42B, vs. $108.65B est., net income up 27% to $29.79B, and China revenue up 22% to $18.82B, vs. $19.6B estimated (Apple)

T

Reddit reports Q2 revenue up 61% YoY to $805M, vs. $730M est., forecasts Q3 revenue above est., says search referrals were "choppy"; RDDT drops 10%+ after hours (Jonathan Vanian/CNBC)

T

Amazon reports Q2 AWS revenue up 37% YoY to $42.2B, above estimates of a 31.21% increase, and AWS operating income up 64% to $16.6B; AMZN jumps 8%+ after hours (Deborah Sophia/Reuters)

T

Amazon reports Q2 ad revenue up 26% YoY to $19.81B, vs. $19.43B est., and subscription services revenue up 12% YoY to $13.73B (Annie Palmer/CNBC)

T

Amazon reports Q2 revenue up 20% YoY to $200.6B, net income up 245% to $62.6B, operating income up 43% to $27.5B, and a $25B+ annual revenue run rate for chips (Amazon)

T

Sources: DeepSeek plans to build a 1 GW data center in Inner Mongolia and aims to bring at least part of its capacity online by the end of 2027 or early 2028 (Bloomberg)

T

Amazon researchers link the compromises of four npm packages, including axios, over the past 18 months to the North Korea-linked group tracked as Sapphire Sleet (Carly Page/The Register)

T

At a hearing, a US judge says "I don't see additional evidence" from the Pentagon justifying its designation of Anthropic as a supply-chain risk (Maria Curi/Axios)

T

Source: Situational Awareness' assets have fallen to ~$10B after it liquidated some positions to meet margin calls, down from a reported $20B+ as of late May (Bloomberg)

T

Okta agrees to acquire AI identity security startup Permiso; source: the acquisition is valued at just under $200M and is structured as an almost all-cash deal (Jagmeet Singh/TechCrunch)

T

Thinking Machines releases Inkling-Small, an open-weight model with 276B total and 12B active parameters, saying it "achieves comparable performance" to Inkling (Thinking Machines Lab)

T

Sources: a group of banks is in talks to lend $15B to Nexus to build a Texas data center; Anthropic will lease it and Google has provided financial guarantees (Anissa Gardizy/Wall Street Journal)

T

Google pilots a faster twice-a-week schedule for Chrome security releases as AI tools drive a surge in bug discoveries; Chrome 149 and 150 fixed 1,072 bugs (Lily Hay Newman/Wired)

T

OpenAI says it is cutting the price of GPT-5.6 Luna by ~80% and the price of GPT-5.6 Terra by 20% after improving the efficiency of the systems that serve them (Ina Fried/Axios)

T

LinkedIn introduces a "seems like AI slop" button to allow users to report posts they think are AI-generated (Joseph Cox/404 Media)

T

Friend announces an AI pendant with a speaker for spoken replies for $249, up from its original necklace's $129 price, with an optional $10 monthly subscription (Boone Ashworth/Wired)

T

Wiz says a now-patched flaw in Azure CosmosDB would have let a hacker remotely compromise any of its users; Microsoft has seen "no evidence of customer impact" (Raphael Satter/Reuters)

T

Source: Situational Awareness has a $5B stake in Anthropic, and will continue to run as a private investment firm after suffering heavy losses in recent days (Financial Times)

T

Sources: AI-focused hedge fund Situational Awareness sold the bulk of its stock portfolio to Ken Griffin's Citadel after suffering deep losses (Wall Street Journal)

T

Google DeepMind releases Gemini Robotics 2, which combines several different AI models into a single system to control a range of robots, including humanoids (Will Knight/Wired)

T

Israel-based Xsight, which makes server networking and storage chips, raised $300M led by Fidelity Investments at a $2.8B post-money valuation (Phoebe Liu/The Information)

T

Enterprise data pipeline startup DataBahn raised a $40M Series B led by Insight Partners, bringing its total funding to $59M (Duncan Riley/SiliconANGLE)

T

Sources: Situational Awareness has sold all of its public stock holdings; the fund grew to as big as $45B at the start of July before big losses took hold (David Faber/CNBC)

T

London-based Inforcer, which helps managed service providers handle their clients' Microsoft 365 accounts, raised a $50M Series C led by Insight Partners (Dominic-Madori Davis/TechCrunch)

T

Scale AI hires former Google Cloud COO Francis deSouza as CEO, replacing interim CEO Jason Droege, who took over last year after Alexandr Wang left for Meta (Madison Mills/Axios)

T

Simile, which offers "agentic twins" of real people to assess companies' products, brands, and services, raised $200M led by Greenoaks at a $2B valuation (Sri Muppidi/New York Times)

T

Amazon's Zoox receives the NHTSA's first US approval for paid deployment of its steering wheel-free robotaxi and can deploy up to 2,500 per year through 2028 (Abhirup Roy/Reuters)

T

K2 Space, which builds satellites for tasks like data-heavy communications and may power space-based data centers, raised a $500M Series D at a $6.8B valuation (Rebecca Torrence/Bloomberg)

T

Sources: TSMC is developing advanced AI chip packaging tech, internally called "EMIB-like", similar to Intel's Embedded Multi-die Interconnect Bridge technique (Qianer Liu/The Information)

T

London-based Nscale agrees to acquire Anyscale, a source says for ~$1.65B; Anyscale, which helps AI workloads run more efficiently, had a $1B+ valuation in 2022 (Brody Ford/Bloomberg)

T

Google-backed nuclear fusion company Commonwealth Fusion Systems raised $1B, after raising a $1.8B Series B in 2021 and $863M in 2025, and plans a 2030s launch (Zachary Skidmore/DatacenterDynamics)

T

Google integrates Nano Banana 2 into Google Earth via a new Create Image button, letting users prompt to create infographics or visual alterations of locations (David Gewirtz/ZDNET)

T

Filing: Meta reports $279B in future lease agreements in Q2 related to AI data centers that are not reflected on its balance sheet, up 53% from the prior period (Shona Ghosh/Bloomberg)

T

Intercontinental Exchange agrees to acquire electronic fixed-income trading platform MarketAxess for $6B in cash, a 33% premium, set to close in H1 2027 (Katherine Hamilton/Wall Street Journal)

T

Sources: Amazon staff find "catastrophically expensive" AI costs due to a lack of controls, like $1.8M on Claude to fail to match author details with listings (Rafe Rosner-Uddin/Financial Times)

T

LinkedIn says it will keep its investments in GPUs, compute, and storage capacity flat during FY 2027, after doubling its GPU efficiency in the past six months (Paresh Dave/Wired)

T

Disney CEO Josh D'Amaro is leading a tech overhaul of Disney+ to close the gap with Netflix and YouTube, including better recommendations and vertical videos (Bloomberg)

T