01
BBC Technology ↗
Meta shares dropped after the company reported second quarter revenue up 28 percent year over year to 60.8 billion dollars and family daily active people up 3 percent to 3.6 billion, but paired the results with a lackluster sales forecast. Investors reacted to mounting concern over Meta's soaring AI capital spending, sending the stock down sharply in after hours trading. Chief executive Mark Zuckerberg said Meta intends, for the first time, to sell its AI tools to other companies.
02
Bloomberg Technology ↗
Microsoft's cloud unit grew at its fastest pace in four years, a sign that its computing infrastructure and AI services keep gaining traction with businesses. Azure cloud revenue rose 43 percent in the fiscal fourth quarter, the quickest growth since early 2022 and ahead of analysts' roughly 40 percent estimate. Azure sales also topped 100 billion dollars for the first time over the full fiscal year ended in June.
03
The Verge ↗
xAI is suing Minnesota Attorney General Keith Ellison over a law passed in May that broadly targets nudification apps, which the company says leaves it no practical choice but to restrict Grok Imagine's image editing features. xAI argues the statute's punitive provisions violate the First Amendment. The suit is the latest flashpoint over Grok's image generation and state level efforts to rein in AI powered deepfakes.
04
VentureBeat ↗
Visa pointed Anthropic's Claude Mythos model at the infrastructure behind billions of daily transactions across more than 200 countries, and the model stitched minor weaknesses deep in the stack into working exploit chains that normally surface only late in penetration testing. Visa then open sourced the harness that governed the hunt, the Visa Vulnerability Agentic Harness, as a public reference implementation any security team can inspect and adapt. The company also published a technical white paper detailing the architecture and the 12 practices it deems non negotiable for critical infrastructure.
05
Forbes Tech ↗
IBM's latest data breach report finds that roughly one in four malicious breaches now involve AI in some way, marking a sharp rise in AI assisted attacks. The report highlights how AI generated code is introducing new vulnerabilities, giving attackers fresh openings even as defenders adopt the same tools. The findings predate the recent Hugging Face incident, suggesting the true scope of AI enabled breaches is still growing.
06
TechCrunch AI ↗
Data security company Cyera, valued at 12 billion dollars, has agreed to buy Oasis Security for roughly 1 billion dollars, mostly in cash. Oasis specializes in monitoring and controlling non human identities, primarily the AI agents that enterprises are now deploying at scale. The deal is Cyera's third acquisition this year, following Ryft and Genie Security, as it consolidates identity and data security capabilities.
07
TechMeme ↗
OpenAI is launching ChatGPT for Academic Researchers, a program that will give 100,000 researchers at selected institutions free access to its frontier models, including GPT 5.6 Sol Pro, through 2027. It begins with 10,000 researchers this summer at schools such as the Institute for Advanced Study and Ecole normale superieure, with each participant able to invite up to four collaborators. Workspaces include business grade privacy, and the effort is part of a broader commitment of more than 250 million dollars through 2027 to support external scientific research.
08
Forbes Tech ↗
Google has updated its Gemini app for Mac with system wide voice dictation that launches when users long press the Fn key, automatically transcribing speech and stripping filler words before dropping the text into any document. A new screen aware reasoning mode lets Gemini see what is on screen so users can have it edit, summarize, or compose content inside the app they are working in. Rolling out worldwide from July 29 in English, the update positions Gemini as a direct rival to Apple Intelligence on the Mac desktop.
09
Business Insider Tech ↗
Investor Mark Cuban warned that Nvidia is effectively acting as the market's IPO, funding everyone and anyone by financing customers' purchases of its chips for data center buildouts, and called the dynamic analogous to the dot com burst. Michael Burry, who has taken short positions against Nvidia, argues the chipmaker is overreaching with its deals and that much of its demand is propped up by off balance sheet financing rather than genuine end use customers. Cuban tempered his warning by noting this is not a traditional dot com bubble, since far fewer companies are going public at extreme valuations with no revenue.
10
Business Insider Tech ↗
Physical AI startup Generalist AI is in talks to raise a new funding round at a 3 billion dollar valuation, with venture firm 8VC expected to lead. The robotics company, founded by researcher Pete Florence to build general purpose intelligence for real world robots, would see its valuation climb from the 2 billion dollars it reached in a 400 million dollar round in June. The talks reflect a surge of investor money pouring into physical AI and robotics.