Techmeme
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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)
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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)
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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)
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X rolls out X Money to US Premium and Premium+ subscribers, combining a deposit account with up to 6% APY, free instant transfers on X, and a Visa debit card (Zac Hall/9to5Mac)
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The US National Vulnerabilities Database recorded 45,207 software security flaws so far in 2026, on pace to roughly double the tally of flaws recorded in 2025 (Patrick Howell O'Neill/Bloomberg)
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Xbox says it is working to resolve a "major outage" affecting its Account & Profile, Store & Subscriptions, and Apps & Mobile services (Chris Scullion/Video Games Chronicle)
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Microsoft says MAI-Cyber-1-Flash and MDASH, its vulnerability identification harness, deliver "world-class performance at 50% of the cost of leading models" (Microsoft AI)
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Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (Shirin Ghaffary/Bloomberg)
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Microsoft introduces MAI-Cyber-1-Flash, an AI model trained for cybersecurity, and launches Perception, an agentic security system to patch vulnerabilities (New York Times)
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Moonshot AI releases model weights for Kimi K3 under the "Kimi K3 License" (Bloomberg)
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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)
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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)
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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)
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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)
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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)