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Stripe says thousands of solo operators on its service generate $1M+ in annual revenue, and those making $10M+ nearly tripled between 2023 and 2025, aided by AI (Te-Ping Chen/Wall Street Journal)

Stripe says thousands of solo operators on its ser...

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Q&A with CuspAI's Max Welling on its AI Materials Foundry, partnerships with Nvidia and others, Geoff Hinton and Yann LeCun joining its advisory board, and more (John Thornhill/Financial Times)

Q&A with CuspAI's Max Welling on its AI Materials ...

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Though Google's SynthID tech for watermarking AI images is hard to break, there will always be ways to create AI-generated content without any labeling (Ryan Whitwam/Ars Technica)

Though Google's SynthID tech for watermarking AI i...

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A look at ByteDance's efforts to become China's leading company across all aspects of AI, from frontier models and video generation to infrastructure and chips (Financial Times)

A look at ByteDance's efforts to become China's le...

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Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares (K Oanh Ha/Bloomberg)

Airlines are using AI to adjust seat prices more q...

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As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning rules and low prices for underinvestment (Financial Times)

As the UK slips in Ookla's mobile download speed a...

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In Q4, Microsoft's Anthropic investment saw a $3.2B gain, while its OpenAI investment was marked down ~$600M but has generated a $5B gain on a full-year basis (Julie Bort/TechCrunch)

In Q4, Microsoft's Anthropic investment saw a $3.2...

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The FCC's ban on foreign "advanced robotic devices" includes any new ground-based, software-controlled wireless robot over 4.4 pounds, including robot vacuums (Sean Hollister/The Verge)

The FCC's ban on foreign "advanced robotic devices...

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Onyx Security, whose platform enables enterprises to deploy AI agents securely, raised a $113M Series B led by Bessemer, taking its total funding to $153M (Meir Orbach/CTech)

Onyx Security, whose platform enables enterprises ...

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Samsung reports Q2 revenue up 130% YoY to ~$118.1B, vs. ~$118.9B est., and operating profit up 1,814% to ~$61.46B, vs. ~$60.68B est., on robust AI demand (Jenny Lee/CNBC)

Samsung reports Q2 revenue up 130% YoY to ~$118.1B...

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Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged (Reuters)

Microsoft reports Q4 capex up 70% YoY to $41B; an ...

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In an internal meeting, OpenAI finance chief Sarah Friar told employees that the company's annualized recurring revenue in July was higher than in Q2 as a whole (CNBC)

In an internal meeting, OpenAI finance chief Sarah...

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Source and docs: Intel has given access to its Atom processor tech to Rosaic, a new startup led by Amarjit Gill; Lip-Bu Tan and Gill are longtime co-investors (Reuters)

Source and docs: Intel has given access to its Ato...

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Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as "very large online platforms" under the DSA as soon as August (Bloomberg)

Source: the European Commission plans to designate...

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Robinhood reports Q2 revenue up 32% YoY to $1.31B, vs. $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% to $100M (Bill Peters/MarketWatch)

Robinhood reports Q2 revenue up 32% YoY to $1.31B,...

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Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13%, and Xbox content and services revenue down 10% (Emma Roth/The Verge)

Microsoft reports Q4 Windows OEM and Devices reven...

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Arm reports Q1 revenue up 22% YoY to $1.29B, vs. $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above estimates (Reuters)

Arm reports Q1 revenue up 22% YoY to $1.29B, vs. $...

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Meta reports Reality Labs Q2 revenue up 16% YoY to $431M, vs. $423.4M est., and a $4.62B operating loss, vs. $5.07B estimated (Jonathan Vanian/CNBC)

Meta reports Reality Labs Q2 revenue up 16% YoY to...

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