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French carrier Orange and infrastructure investor Morrison agree to create a data center platform in France targeting 400 MW, backed by a €3B investment program (Molly Schuetz/Bloomberg)
A federal judge issues a preliminary injunction blocking Minnesota from enforcing a newly enacted law that banned prediction markets like Kalshi and Polymarket (Nate Raymond/Reuters)
Cadence reports Q2 revenue up 24.2% YoY to $1.58B and raises its annual revenue forecast to between $6.26B and $6.34B vs. $6.21B est.; CDNS up 4%+ after hours (Reuters)
Dario Amodei says Anthropic has never backed an open-weights model ban, lists reasons top chips shouldn't be sold to China, calls for global model testing, more (Anthropic)
Claude chats showed in Google and Bing search results, despite Anthropic's robots.txt saying not to crawl them, likely because the pages lacked a "noindex" tag (Maddy Varner/Wired)
Apple releases updates for iOS, macOS, iPadOS, watchOS, tvOS, and visionOS with a huge number of security fixes; macOS Tahoe 26.6 alone addresses 155 CVEs (Zac Hall/9to5Mac)
Several digital-asset treasury firms have pivoted to AI amid a slump in crypto prices, but their poor stock performance suggests the strategy is not working (Monique Mulima/Bloomberg)
ChatGPT appears to block direct requests to copy an author's style, instead offering to capture the overall "feeling", amid its legal battles with book authors (Kyle Orland/Ars Technica)
At market open Korean chipmakers' stocks plunged, with Samsung Electronics dropping 11%+, SK Hynix down 12%+, and the Korea Composite Stock Price Index down 9%+ (Youkyung Lee/Bloomberg)
How Chinese platforms like ActID and New Claw are paying people to license their likeness for AI-generated dramas and ads, often using vague licensing terms (Rest of World)
How TikTok, Reels, and Amazon storefronts enabled microinfluencers with less than 100K followers to earn middle-class salaries via brand and affiliate deals (Melos Ambaye/Bloomberg)
Nvidia says it made a "substantial" investment in Safe Superintelligence, which will get access to Nvidia GPUs to up computing power by an "order of magnitude" (Keach Hagey/Wall Street Journal)
Enigma, which runs large-scale experiments exploring how humans interact with robots, emerges from stealth with a $70M seed led by Index Ventures and Ribbit (Marina Temkin/TechCrunch)
Amazon files an FCC application to deploy a constellation of up to 5,105 satellites starting in 2028 to provide direct-to-device voice and data connectivity (Akash Sriram/Reuters)
NBCU and YouTube reach a multiyear deal to include all Peacock content in YouTube Premium subscriptions in the US starting in early 2027 (Lillian Rizzo/CNBC)
Framework Laptop 13 Pro review: very good Intel Core Ultra X7 performance, excellent build quality and keyboard, but expensive because of high RAM prices (Antonio G. Di Benedetto/The Verge)
Source: Sam Altman will meet with senior US officials, lawmakers, and economists in Washington, DC, this week to preview OpenAI's upcoming family of AI models (CNBC)
Antares, which is developing reactors with 1 MW of capacity for US military bases, raised $370M in equity and $100M in debt co-led by Paradigm and Caffeinated (Will Wade/Bloomberg)
ASML shares fall 7%+ after a report that a Chinese state-backed company has begun manufacturing DUV machines; Applied Materials fell 6.5%+ and Lam Research 7%+ (Sarah Jacob/Bloomberg)
Moonshot AI releases model weights for Kimi K3 under the "Kimi K3 License" (Bloomberg)

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