Techmeme
-
Match reports Q2 revenue down 1% YoY to $853M, vs. $856.6M est., 13.3M paying users, vs. 13.4M est., forecasts Q3 revenue below est.; MTCH drops 8%+ after hours (Samantha Kelly/Bloomberg)
-
The UK AISI says it observed a total of 19 instances where Mythos and GPT-5.6 Sol tried to hack people and companies during a routine cyber evaluation in July (Sam Sabin/Axios)
-
Sources: the US' AI framework excludes open models and defines a covered frontier model as closed source with SOTA capabilities and national security risks (Maria Curi/Axios)
-
SpaceX says its Q2 capex was $18.4B, up from $2.8B a year ago, including $15.8B for AI (Micah Maidenberg/Wall Street Journal)
-
SpaceX reports Q2 revenue of $4.29B from its connectivity division, which includes Starlink, $100B of cash and marketable securities, and a $47.5B order backlog (Nathan Bomey/Axios)
-
Pinterest reports Q2 revenue up 18% YoY to $1.18B, vs. $1.15B est., MAUs up 11% to 640M, forecasts Q3 revenue in line with estimates; PINS drops 8%+ after hours (Jonathan Vanian/CNBC)
-
A US appeals court overturns a ruling that had temporarily barred Perplexity from using its agentic shopping tools on Amazon's platform (Blake Brittain/Reuters)
-
AMD reports Q2 revenue up 50% YoY to $11.5B, vs. $11.3B est., Data Center revenue up 107%, forecasts Q3 revenue below some estimates; AMD drops 7%+ after hours (Ian King/Bloomberg)
-
EA says its $55B acquisition by PIF, Silver Lake, and Affinity Partners has closed, taking the company private; the deal includes $20B in debt financing (Jay Peters/The Verge)
-
Samsung previews zHBM, which vertically stacks HBM atop AI accelerators, and zNAND-O, built on V-NAND, and unveils the industry's first V10 BV-NAND architecture (Yoolim Lee/Bloomberg)
-
SpaceX reports Q2 revenue up 92% YoY to $7.8B, vs. $6.81B est., and AI segment operating loss of $1.26B, vs. $2.39B est.; SPCX drops 5%+ after hours (Bloomberg)
-
Sources: possible cyberattacks targeting water and wastewater utilities have now been reported in at least 12 US states, and Iran is the prime suspect (ABC News)
-
Pavel Durov says an extortionist planted "illegal porn in a public chat" to get the app pulled from the App Store and manipulated Apple into "overreacting" (Emma Roth/The Verge)
-
Mistral releases Shieldstral, a 3B multimodal safety classifier that it says matches models up to 7x its size on text safety, available under Apache 2.0 (Mistral AI Blog)
-
Sources: the White House doesn't plan to publicly release its voluntary AI framework; details will be available to the companies that are part of the process (Maria Curi/Axios)