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Sat Jul 4
SpaceX reports Q2 revenue of $4.29B from its connectivity division, which includes Starlink, $100B of cash and marketable securities, and a $47.5B order backlog (Nathan Bomey/Axios)
19m
T
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 (Jonathan Vanian/CNBC)
22m
T
A US appeals court overturns a ruling that had temporarily barred Perplexity from using its agentic shopping tools on Amazon's platform (Blake Brittain/Reuters)
28m
T
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 (Ian King/Bloomberg)
38m
T
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 (Jay Peters/The Verge)
44m
T
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 (Yoolim Lee/Bloomberg)
1h
T
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 (Bloomberg)
1h
T
Sources: possible cyberattacks targeting water and wastewater utilities have now been reported in at least 12 US states, and Iran is the prime suspect (ABC News)
1h
T
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" (Emma Roth/The Verge)
1h
T
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 (Mistral AI Blog)
2h
T
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 (Maria Curi/Axios)
2h
T
Internal email: Microsoft introduces token budget limits for employees' AI use, saying "tokenmaxxing is not what we are optimizing for" (Emanuel Maiberg/404 Media)
3h
T
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 (Jeffrey Dastin/Reuters)
4h
T
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 (Anton Shilov/Tom's Hardware)
4h
T
Sources: the US is preparing to set a price floor and impose tariffs on polysilicon, a material critical to chips, later this month, in a bid to counter China (Reuters)
4h
T
The DOJ secures a $3.2M settlement from OpenAI to resolve allegations it discriminated against US workers by preferring workers with temporary employment visas (Jimmy Jenkins/Bloomberg)
5h
T
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 (Bill Toulas/BleepingComputer)
5h
T
Oligo, which offers runtime security tools, raised $60M from Ballistic Ventures, Canon Capital, and others, bringing its total funding to $140M (Duncan Riley/SiliconANGLE)
5h
T
Nvidia makes Alpamayo 2 Super, its frontier open reasoning model for robotaxis and AVs, available for commercial use under the OpenMDW-1.1 license (Jessica Soares/NVIDIA)
5h
T
Ambrook, which offers accounting software, raised a $30M Series B led by Lachy Groom as it expands beyond farming into trucking, construction, and real estate (Alex Konrad/Upstarts Media)
5h
T
New Jersey files an antitrust lawsuit against Amazon, alleging it abuses its dominance to impose low pay and poor conditions on independent delivery drivers (Jody Godoy/Reuters)
6h
T
A World Bank report says developing economies stand to benefit more from AI boosting their workers' output than they will lose in jobs being replaced by AI (Joseph Cotterill/Financial Times)
7h
T
Convex, which provides an AI-optimized application backend for developers, raised a $57M Series B led by Insight Partners, taking its total funding to $110.5M (Maria Deutscher/SiliconANGLE)
7h
T
Analysis: in 2026 so far, US police arrested at least 37 people in connection to data center protests and intervened to prevent confrontations in 12 more cases (Joe Wilkins/Futurism)
7h
T
Obsidian Security, which helps companies secure AI agents, raised an $85M Series D at a $1.1B valuation, after raising a $90M Series C in April 2022 (Akash Sriram/Reuters)
8h
T
HappyRobot, which uses AI to automate freight operator communications, raised a $150M Series C at a $1.2B valuation, after a $44M Series B in September 2025 (Lily Mae Lazarus/Fortune)
8h
T
Sources: Polymarket is in early talks with prospective investors to raise ~$1B at a $20B+ valuation, up from $15B in April 2026 and $9B in October 2025 (Todd Gillespie/Bloomberg)
8h
T
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 (Bloomberg)
9h
T
AI cloud startup Volta Infra raised $300M led by a16z and Altimeter at a $2.4B valuation and says it landed a $10B contract with an unnamed leading AI developer (Dina Bass/Bloomberg)
9h
T
Sources: CXMT is set to manufacture small quantities of LPDDR6 smartphone memory around 2026's end, as it seeks to compete with Micron, SK Hynix, and Samsung (Bloomberg)
10h
T
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 (Alexandra Alper/Reuters)
10h
T
Uber is defending 4,000+ rider sexual-violence lawsuits by aggressively examining plaintiffs' drinking, clothing, and more, after promising to protect survivors (Emily Steel/New York Times)
10h
T
In a rare interview, Huawei's top chip scientist, Liao Heng, warns of the looming physical limits Western chipmakers face and lauds Huawei's Tau Scaling Law (Bloomberg)
10h
T
Sources: the US is focused on promoting US AI models to be more competitive, after officials considered taking a more interventionist approach to open-source AI (New York Times)
10h
T
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 (Reuters)
10h
T
How Wall Street learned to love the blockchain, as US regulators accept tokenized assets and other tech can offer significant advantages in speed and efficiency (Nikou Asgari/Financial Times)
11h
T
Spotify reports Q2 revenue up 14% YoY to €4.8B, Premium Subscribers up 9% YoY to 300M, MAUs up 12% YoY to 777M, below 778M guidance, and a €545M net income (Todd Spangler/Variety)
11h
T
Source: Apple passed $10B in annual sales in India for the first time in FY 2026, up from $9B in 2024-25 and $6B in 2022-23, as it expands its retail footprint (Sankalp Phartiyal/Bloomberg)
11h
T
Sources: Beijing is growing concerned about the cyber capabilities of Mythos and other US-developed frontier AI models and their potential as offensive weapons (Bloomberg)
11h
T
Sources and filings: Google assembled a ~$200B financing program for Anthropic, with $150B+ tied to TPUs and involving Broadcom, Blackstone, Apollo, and others (Financial Times)
13h
T
A look at Alphabet's moonshot lab X and interviews with its staff, including CEO Astro Teller, on reinventing itself and what its next big thing might be (Harry McCracken/Fast Company)
13h
T
Filing: Apple asks a US judge for a preliminary injunction barring two former staff and OpenAI from accessing, acquiring, using, or disclosing confidential info (Reuters)
14h
T
OpenAI disputes Apple's account of pre-lawsuit contacts, rejects claims that ex-staff used confidential information, shares iMessages and emails, and more (OpenAI)
14h
T
Q&A with Bluesky CEO Toni Schneider on the AT Protocol, ActivityPub, scaling moderation, Bluesky's reputation as a progressive social media network, and more (Nilay Patel/The Verge)
15h
T
Sources: HP, Asus, and Acer have started using small amounts of DRAM chips from CXMT in their laptops for non-US markets, amid an unprecedented memory shortage (Nikkei Asia)
15h
T
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" (Marcus Mendes/9to5Mac)
17h
T
Sources: to fight critics on social media, DHS sent platforms hundreds of subpoenas and asked posters to sign letters saying speech about ICE "may" be a crime (Wall Street Journal)
19h
T
TikTok agrees to settle three more teen social media lawsuits ahead of trial; 2,600 cases with similar claims are pending in California federal court (Dietrich Knauth/Reuters)
21h
T
Texas halts approval of data center grid connections until audits are performed; projects representing 474+ GW are in the queue, over 5x the grid's peak demand (The Texas Tribune)
21h
T
Amazon becomes the fifth company to reach a $3T market cap, joining Nvidia, Alphabet, Microsoft, and Apple, after hitting $2T in June 2024; AMZN closed up 4.58% (Jeran Wittenstein/Bloomberg)
23h
T
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