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July 31, 2026, 3:25 AM
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Top News

Anthropic:
Anthropic says it discovered three of its models had breached three organizations after launching a review in response to the OpenAI-Hugging Face incident  —  In a review of our cybersecurity evaluation transcripts, we found three incidents in which a Claude model reached the internet …
Sam Sabin / Axios:
Anthropic says three of its models, including an internal research model, gained unauthorized access to real-world systems during internal cybersecurity testing  —  Some of Anthropic's most powerful models — including Mythos 5 and an internal research model — gained unauthorized access …
Apple:
Apple reports Q3 revenue up 16% YoY to $109.42B, above $108.65B est., net income up 27% to $29.79B, and China revenue up 22% to $18.82B, below $19.6B est.  —  CUPERTINO, Calif.—(BUSINESS WIRE)—Apple® today announced financial results for its fiscal 2026 third quarter ended June 27, 2026.
Reuters:
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
Juli Clover / MacRumors:
Tim Cook says Apple expects “the impact from the supply constraints to increase significantly sequentially” and the market pricing for memory to keep rising
Amazon:
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  —  SEATTLE—(BUSINESS WIRE)—Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its second quarter ended June 30, 2026.
Deborah Sophia / Reuters:
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
Annie Palmer / CNBC:
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
Wall Street Journal:
Sources: AI-focused hedge fund Situational Awareness sold the bulk of its stock portfolio to Ken Griffin's Citadel after suffering deep losses  —  The highflying hedge fund run by Leopold Aschenbrenner is in crisis mode after AI-related bets sank  —  Situational Awareness …
David Faber / CNBC:
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
Financial Times:
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
Ina Fried / Axios:
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  —  OpenAI said Thursday it is cutting prices for two GPT-5.6 models after improving the efficiency of the systems that serve them.
Jonathan Vanian / CNBC:
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  —  Reddit reported second-quarter earnings on Thursday that beat on the top and the bottom lines, and the company issued guidance that sailed past expectations.
Thinking Machines Lab:
Thinking Machines releases Inkling-Small, an open-weight model with 276B total and 12B active parameters, saying it “achieves comparable performance” to Inkling  —  Try on Tinker Model card Hugging Face  —  Today, we are releasing Inkling-Small, an efficient open-weights model …
Will Knight / Wired:
Google DeepMind releases Gemini Robotics 2, which combines several different AI models into a single system to control a range of robots, including humanoids  —  The latest version of Google DeepMind's AI model includes a significant jump into “physical AGI.”  But plopping AI into the real world comes with risks.
CNBC:
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  —  Coinbase shares dropped in extended trading on Thursday after the crypto platform posted a wider-than-expected loss for the second quarter …
Andy Greenberg / Wired:
A leaked memo, issued by the water utilities information sharing group WaterISAC, links dozens of cyberattacks against Minnesota water utilities to Iran  —  A memo obtained by WIRED, issued by the water utilities information sharing group WaterISAC, links dozens of cyberattacks against Minnesota water utilities to Tehran.
The Verge:
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  —  Asha Sharma wants Xbox to return to growth. Asha Sharma wants Xbox to return to growth.
More: Kotaku, PC Gamer, and CNBC
X: @asha_shar and @tomwarren
Forums: r/xbox and r/Minecraft
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Wall Street Journal:
Sources: Tesla prepared to separate its China unit before a potential SpaceX merger; advisers weighed a sale, spinoff, or closure; Musk calls it “fake news”  —  The U.S. automaker could sell or spin off the business in its second-largest market over geopolitical concerns

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Introducing Zoho Expense Integrated Travel solution : The Smarter Way to Manage Business Travel  —  Business travel has become increasingly complex.  Employees expect consumer-grade booking experiences …
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Newest

Casey Newton / Platformer:
An interview with Granola CEO Chris Pedregal on making the AI note taker invisible and work across apps, and why he rejects executives seeking employees' notesFind
55 minutes ago
Ethan Gach / Kotaku:
Sony reports Q1 PS5 sales of 1.38M units, down from 1.56M a year ago, taking total sales of the console to 95.3M units, and 125M PlayStation MAUs, up 2M YoYFind
2 hours ago
Sam Nussey / Reuters:
Sony reports Q1 operating profit up 40% YoY to ~$2.92B, raises FY profit forecast by 8% to ~$10.56B, and says it secured enough memory chip supply for the FYFind
2 hours ago
Eduardo Baptista / Reuters:
MiniMax releases H3, a video model that generates up to 15-second clips in 2K resolution with native stereo sound, and plans to release its weights within daysFind
2½ hours ago
Financial Times:
Google, Amazon, Microsoft, and Meta spent a combined $1.1T in capex from the start of the AI boom in 2023 through June 2026 and plan to spend $745B this yearFind
3 hours ago
Andy Greenberg / Wired:
A leaked memo, issued by the water utilities information sharing group WaterISAC, links dozens of cyberattacks against Minnesota water utilities to IranFind
3½ hours ago
Wall Street Journal:
Sources: SoftBank gave $50M to Trump's library; Apple, Microsoft, and Amazon gave $25M, $10M, and $5M to his WH ballroom; Meta gave $10M to a pro-Trump groupFind
4 hours ago
Full Time-Sorted List

From Mediagazer

Nellie Andreeva / Deadline:
Sources: Disney is selling its 50% stake in A+E Global Media to co-owner Hearst Communications in a deal believed to be all in cash and worth north of $1B

Minho Kim / New York Times:
Sarah B. Rogers, Trump's nominee to lead USAGM, says she would reinstate some agency employees; if confirmed, she would still serve in the State Department

Gene Maddaus / Variety:
Swiss film producer Simon Afram sues Netflix for $105M, saying Netflix lost an unencrypted copy of a film starring Nicolas Cage that he spent $45M to produce

More News

Wall Street Journal:
Sources: SoftBank gave $50M to Trump's library; Apple, Microsoft, and Amazon gave $25M, $10M, and $5M to his WH ballroom; Meta gave $10M to a pro-Trump group
Miranda Nazzaro / The Hill:
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
Maria Curi / Axios:
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

Earlier Picks

Jagmeet Singh / TechCrunch:
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
Joseph Cox / 404 Media:
LinkedIn introduces a “seems like AI slop” button to allow users to report posts they think are AI-generated
Raphael Satter / Reuters:
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”
More: wiz.io, SC Media, and The Hacker News
X: @quinnypig.  LinkedIn: Wiz.  Bluesky: @justingarrison.com.  Mastodon: @[email protected].  Forums: Hacker News
Sri Muppidi / New York Times:
Simile, which offers “agentic twins” of real people to assess companies' products, brands, and services, raised $200M led by Greenoaks at a $2B valuation
Abhirup Roy / Reuters:
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
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