Wall Street Journal: Sources: Apple has pitched Trump on using Chinese memory chips in its products sold outside the US; Micron warned such a plan could destroy the US chip industry — Two of the president's…
Wall Street Journal: Sources: OpenAI told Hugging Face only this week its models caused the July 11 hack; the models appear to have been active online for days before being stopped — They were like high-school…
Wall Street Journal: A look at China's push to catch up with US AI chips; sources: its Vice Premier warned AI companies that anyone who resisted using local chips was a traitor — Xi confidant leads fevered effort…
Wall Street Journal: Sources: Stripe is in talks to acquire OpenRouter in a deal potentially worth around $10B; PitchBook: OpenRouter was valued at $1.3B in May — Stripe is in talks to acquire OpenRouter, a buzzy…
Grace Yoon / Wall Street Journal: SAP reports Q2 cloud revenue up 22% YoY to €6.28B, vs. €6.26B est., total revenue up 9.4% to €9.88B, and lowers its 2026 non-IFRS operating profit guidance — The…
Justin Lahart / Wall Street Journal: A Google study using millions of de-identified AI interactions finds AI is helping workers, not replacing them, and much AI use is “shallow” for certain tasks &mdash…
Grace Yoon / Wall Street Journal: Texas Instruments reports Q2 revenue up 23% YoY to $5.46B, above $5.26B est., net income up 53% to $1.98B, and forecasts $5.65B-$6.15B in Q3 revenue, above est. — The…
Adrià Calatayud / Wall Street Journal: Dassault Systèmes agrees to acquire ArisGlobal, a US supplier of software to the life sciences industry, from Nordic Capital for ~$2B, set to close in H2 2026…
Anissa Gardizy / Wall Street Journal: Source: OpenAI raised its projected cloud spending to ~$750B through 2030, up from its ~$600B projection earlier in 2026, reflecting its new cloud compute deals — The AI…
Wall Street Journal: Anthropic commits another $20M to Public First Action, after giving $20M earlier in 2026; PFA says it is a counterweight to a16z-backed Leading the Future — WASHINGTON—The…
Amrith Ramkumar / Wall Street Journal: Memo: the White House OSTP plans to redirect federal research funding from universities to individual scientists and AI use, reshaping ~$200B in annual spending — The…
Alexandra Bruell / Wall Street Journal: Sources: Reddit, Politico, and others mull cutting Google's access to their content for AI as traffic drops; Reddit signed a $60M/year deal with Google in 2024 — Reddit…
Wall Street Journal: Doc: nearly 200 US utilities, data center developers, and others have signed Trump's pledge to ensure AI energy use doesn't push up consumer electric bills — Effort could prove difficult to…
Wall Street Journal: OpenAI adds Nubank founder and CEO David Vélez and BNY CEO Robin Vince to its board of directors, as the company moves toward a public listing — AI company names David Vélez of…
Wall Street Journal: Sources: BlackRock leads a $12B+ debt sale for Meta's new El Paso data center, as Meta signs a lease for a BlackRock-backed data-center project in Pennsylvania — Meta also signs lease for a…
Wall Street Journal: How PayPal CEO Enrique Lores, appointed earlier in 2026 to revive the payments pioneer, may handle Stripe and Advent's takeover offer, based on his HP tenure — Enrique Lores took the top job…
Wall Street Journal: A look at Israel's influence campaign in the US that's included millions of AI-driven texts and a $45M+ contract with ex-Trump campaign strategist Brad Parscale — The Israeli government is…
Hannah Erin Lang / Wall Street Journal: Retail traders are shifting from Big Tech to stocks boosted by AI like SK Hynix and Marvell; five of the Magnificent Seven stocks trail the market this year — Once the…
Wall Street Journal: As companies stay private longer, VC firms, like Spark, Gigafund, and Greenoaks, are investing in companies later on and buying stakes without seeking influence — How venture-capital firms…
Belle Lin / Wall Street Journal: As many companies cut AI costs by using cheaper models, some, like Shopify, go all-in on frontier models, barring engineers from using anything else — Despite steep and rising…
Zusha Elinson / Wall Street Journal: A profile of businessman Sebastian Rucci, whose past ventures were subject to legal probes, as he bids to build California's biggest data center, a $10B project — Sebastian…
Wall Street Journal: Sources: CIA operative Jonny Gannon spied on G42 to probe its China ties and helped the UAE gain expanded access to US AI chips by allaying US suspicions — While conducting espionage against…
Wall Street Journal: Prediction market political betting on insider info spreads in DC; sources: WH lawyers raised alarms over anonymous Polymarket bets on the Iran ceasefire timing — White House officials are…
Wall Street Journal: 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 — Startup is also raising capital…
Wall Street Journal: Sources: SpaceX is in talks with the DOD about providing the agency with access to data-center capacity worth billions of dollars for running AI models — Elon Musk's company would sell…
Anissa Gardizy / Wall Street Journal: Sources: Dave Brown, outgoing SVP of AWS Compute, AI, and Platform, will join Meta in the coming weeks; he will work on the company's data center build-out — The social media…
Wall Street Journal: 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 — Startup's valuation jumps 40%…
Wall Street Journal: AI execs are bolstering personal security amid rising AI opposition; Liferaft: digital threats against execs and data centers grew 7x from late February to May — Violent threats against AI…
Jiyoung Sohn / Wall Street Journal: Hyundai's South Korea auto workers have gone on a partial strike over wages, AI, and the prospect of the company deploying its new humanoid robot in factories — Auto workers…
Patrick Coffee / Wall Street Journal: How TikTok Shop sellers are using AI creators and AI twins to boost sales; eMarketer: US sales on TikTok Shop are expected to hit $23.4B in 2026, up 48% YoY — Brands issue…
Stu Woo / Wall Street Journal: China enacts rules forbidding companionship chatbots from encouraging emotional reliance, banning virtual relationships with minors, and more — Beijing sets emotional boundaries…
Wall Street Journal: The UAE gained broader US AI chip access after aiding the US in the Iran war, letting G42 buy freely for at least nine months; G42 plans to become a US company — Gulf state's main AI firm can…
Wall Street Journal: Meta is sued by 26 current and former employees, who allege its use of AI in May layoffs unfairly targeted workers with disabilities or on protected leave — Lawsuit alleges social-media…
Wall Street Journal: Chinese startup DFSX launches an AI chip that it claims uses a fully domestic supply chain and is built on a 14nm process, but says it can rival 4nm chips — DFSX's investors include…
Alison Sider / Wall Street Journal: Discount airline Frontier partners with SpaceX to offer Wi-Fi for the first time from early 2027, as it targets customers willing to pay more for premium travel — Budget…
Wall Street Journal: Sources: Shein is targeting a $40B+ valuation after winning Beijing's approval for a Hong Kong IPO, set for as early as Q3; Shein canceled its US IPO in 2024 — The fast-fashion retailer could…
Julie Jargon / Wall Street Journal: Eating disorder therapists say patients are increasingly using AI chatbots for advice, while AI also appears to be directing more patients to helplines — Even a chatbot trained…