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Micron reports Q2 revenue up 196% YoY to $23.9B, vs. $19.7B est., expects 2026 capex to exceed $25B, vs. $22.4B est., and forecasts Q3 revenue above estimates (Dina Bass/Bloomberg)
Democratic voters in Illinois rejected most candidates supported by the crypto and AI industries, marking an unexpected defeat after industry PACs spent $18M+ (Bloomberg)
Meta confirms a critical security incident after an internal rogue AI agent's actions led to the exposure of sensitive data to employees without authorization (Jyoti Mann/The Information)
NYC-based BusRight, which provides an AI-powered platform to help school bus operators manage routes, communication, and more, raised $30M from Volition Capital (Mike Wheatley/SiliconANGLE)
Perplexity releases its Comet browser app for iOS and iPadOS with a built-in AI assistant, four months after launching on Android (Laurent Giret/Thurrott)
Cloudflare says it has appealed the €14.2M fine issued by Italy for refusing to block pirate sites on its 1.1.1.1 DNS service, calling the amount "staggering" (Jon Brodkin/Ars Technica)
Google DeepMind appoints Jasjeet Sekhon, Bridgewater's chief scientist and head of AI, as chief strategy officer; Sekhon helped build Bridgewater's AIA Labs (Anirban Sen/Reuters)
Investigation: Jeffrey Epstein spent $800K+ on a campaign to manipulate Google search results and sanitize his Wikipedia page, after his 2009 release from jail (New York Times)
Q&A with GV's Tom Hulme on the AI investment cycle, London's and Europe's opportunities, Q.ai and Nothing investments, AI social norms, sovereign AI, and more (Tim Bradshaw/Financial Times)
Chengdu's government says Tim Cook attended Apple's 50th anniversary event in the city; Chinese state media called for Apple to fix its "monopolistic" App Store (Bloomberg)
The US goods trade deficit hit a record $1.2T in 2025, driven by a 60%+ rise in imports of computers and chips to $450B+ since President Trump's inauguration (Ana Swanson/New York Times)
Xbow, which uses AI to probe apps for security vulnerabilities, raised $120M led by DFJ Growth and Northzone at a $1B+ valuation, and reports 100+ clients (Dina Bass/Bloomberg)
The EU unveils EU Inc., a single bloc-wide proposal that lets companies incorporate in 48 hours, to help European startups compete with US and Chinese rivals (Samuel Stolton/Bloomberg)
Sources: Fluidstack withdraws from a €10B, 1GW AI data center project in Bosquel, France, and a Mistral-tied project south of Paris, as it pivots toward the US (Benoit Berthelot/Bloomberg)
Sources: Apple stops vibe coding apps from pushing updates, citing rules on running code; Replit thinks Apple may approve opening AI-generated apps in a browser (The Information)
Jensen Huang dismisses social media criticism of DLSS 5 at GTC 2026, asserting that claims that the generative AI tech homogenizes games are "completely wrong" (Andrew E. Freedman/Tom's Hardware)
Israeli startup Tenzai says its AI hacking agent beat 99% of 125K participants at six competitions, using tailored OpenAI and Anthropic models and costing $5K (Thomas Brewster/Forbes)
Investigation: the US FedRAMP authorized Microsoft service GCC High to handle sensitive government data in 2024, despite years of concerns about its security (ProPublica)
Stripe and Paradigm-backed blockchain startup Tempo launch the Machine Payments Protocol, which uses Tempo's new blockchain to handle AI agents' transactions (Ben Weiss/Fortune)
Google, iVerify, and Lookout researchers discover DarkSword, a hacking tool used by Russia-sponsored and other hackers to target iOS 18 via Ukrainian websites (Andy Greenberg/Wired)

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