Tech

Microsoft's stock closed up 15.5% on Thursday, adding ~$450B to its market capitalization, the largest single-day market value increase in stock market history (www.bloomberg.com)
2026-7-31 Microsoft Single Market

Tim Cook says Apple expects “the impact from the supply constraints to increase significantly sequentially” and the market pricing for memory to keep rising (www.macrumors.com)
2026-7-31 Apple Tim Cook

Anthropic says the models that breached three companies include Opus 4.7, Mythos 5, and an unnamed research model, and the earliest incidents date back to April (www.wsj.com)
2026-7-31

Anthropic says it discovered three of its models had breached three organizations after launching a review in response to the OpenAI-Hugging Face incident (www.anthropic.com)
2026-7-31

Anthropic says three of its models, including an internal research model, gained unauthorized access to real-world systems during internal cybersecurity testing (www.axios.com)
2026-7-31

In a memo to employees, Xbox CEO Asha Sharma lays out priorities for the unit, including returning to player and revenue growth by the end of fiscal year 2027 (www.theverge.com)
2026-7-31 Xbox

Sources: Zelenskyy asked Trump to secure Elon Musk's permission for the use of Starlink to guide drone strikes inside Russia, but Trump was noncommittal (www.theatlantic.com)
2026-7-31 Trump Russia Drone Elon Musk

The Commerce Dept. signed letters of intent for $874M in CHIPS Act funding in exchange for minority stakes in GlobalFoundries, Kepler, and five other companies (thehill.com)
2026-7-31

New MCP Specification Addresses the Main Barrier To Enterprise Adoption (slashdot.org)
2026-7-31

South Korea fines telco giant KT $39 million for customer data breach (www.bleepingcomputer.com)
2026-7-31 Korea

JetBrains warns of critical TeamCity remote code execution flaw (www.bleepingcomputer.com)
2026-7-31

Coinbase reports Q2 revenue down 19% YoY to $1.2B, vs. $1.3B est., stablecoin revenue below est., and a wider-than-expected loss; COIN drops 6%+ after hours (www.cnbc.com)
2026-7-31 Coinbase

Roblox reports Q2 bookings up 8% YoY to $1.56B, vs. $1.6B est., DAUs up 10% to 123M, forecasts Q3 bookings and revenue below est.; RBLX drops 13%+ after hours (www.wsj.com)
2026-7-31

A Fundamental Flaw Leaves LLMs Strikingly Vulnerable To Attack (slashdot.org)
2026-7-31

Microsoft's $450 Billion Jump Is Biggest In Stock Market History (news.slashdot.org)
2026-7-31 Microsoft

Apple Q3: iPhone up 22% YoY to $54.25B, vs. $53.86B est., Mac up 29% to $10.35B, iPad down 6% to $6.19B, and Wearables, Home, and Accessories up 6% to $7.88B (www.reuters.com)
2026-7-31 iPhone Apple iPad

Apple reports Q3 revenue from Services, which includes the App Store, Apple TV, and more, grew 12% YoY to $30.74B, vs. $31.36B est.; AAPL drops 4%+ after hours (variety.com)
2026-7-31 Apple

Apple reports Q3 revenue up 16% YoY to $109.42B, vs. $108.65B est., net income up 27% to $29.79B, and China revenue up 22% to $18.82B, vs. $19.6B estimated (www.businesswire.com)
2026-7-31 China Apple

Reddit reports Q2 revenue up 61% YoY to $805M, vs. $730M est., forecasts Q3 revenue above est., says search referrals were “choppy”; RDDT drops 6%+ after hours (www.cnbc.com)
2026-7-31 Reddit

ABC Accuses FCC of 'Attempted Censorship' (yro.slashdot.org)
2026-7-31

Amazon reports Q2 ad revenue up 26% YoY to $19.81B, vs. $19.43B est., and subscription services revenue up 12% YoY to $13.73B (www.cnbc.com)
2026-7-31 Amazon

Amazon reports Q2 AWS revenue up 37% YoY to $42.2B, above estimates of a 31.21% increase, and AWS operating income up 64% to $16.6B; AMZN jumps 8%+ after hours (www.reuters.com)
2026-7-31 Amazon

Amazon reports Q2 revenue up 20% YoY to $200.6B, net income up 245% to $62.6B, operating income up 43% to $27.5B, and a $25B+ annual revenue run rate for chips (www.businesswire.com)
2026-7-31 Amazon

Amazon's Zoox Wins First US Approval For Paid Robotaxis Without Human Controls (tech.slashdot.org)
2026-7-31 Amazon

Sources: DeepSeek plans to build a 1 GW data center in Inner Mongolia and aims to bring at least part of its capacity online by the end of 2027 or early 2028 (www.bloomberg.com)
2026-7-31

Amazon researchers link the compromises of four npm packages, including axios, over the past 18 months to the North Korea-linked group tracked as Sapphire Sleet (www.theregister.com)
2026-7-31 Korea Amazon

Amazon links Debug, Chalk NPM supply-chain attacks to North Korean hackers (www.bleepingcomputer.com)
2026-7-31 Korea Amazon

Source: Situational Awareness' assets have fallen to ~$10B after it liquidated some positions to meet margin calls, down from a reported $20B+ as of late May (www.bloomberg.com)
2026-7-31 Asset

At a hearing, a US judge says “I don't see additional evidence” from the Pentagon justifying its designation of Anthropic as a supply-chain risk (www.axios.com)
2026-7-31 Pentagon

Okta agrees to acquire AI identity security startup Permiso; source: the acquisition is valued at just under $200M and is structured as an almost all-cash deal (techcrunch.com)
2026-7-31 Startup AI

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