Tech

Sources: SoftBank gave $50M to Trump's library; Apple, Microsoft, and Amazon gave $25M, $10M, and $5M to his WH ballroom; Meta gave $10M to a pro-Trump group (www.wsj.com)
1 day ago Trump Amazon Microsoft Apple

Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 5%+ after hours (www.bloomberg.com)
1 day ago Apple 4Q

Sources: Tesla execs were told to prepare for a separation of its China unit ahead of a potential SpaceX merger; advisers weighed a sale, spinoff, or closure (www.wsj.com)
1 day ago China Tesla SpaceX

Shares of SK Hynix and Samsung surge more than 20% in Seoul on Friday, marking a sharp reversal from this week's sell-off (www.cnbc.com)
1 day ago Samsung

Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11% (www.cnbc.com)
1 day ago Microsoft Intel AMD

Anthropic's Claude breached 3 orgs, uploaded PyPI malware during tests (www.bleepingcomputer.com)
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Apple CFO Kevan Parekh says Services surpassed 1.5B paid subscriptions, up from 1B in January 2025, but a gaming slowdown and App Store changes hurt growth (techcrunch.com)
1 day ago Apple

Claude uploaded malware to PyPI in Anthropic's botched test (www.bleepingcomputer.com)
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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)
1 day ago 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)
1 day ago 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)
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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)
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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)
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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)
1 day ago 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)
1 day ago 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)
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New MCP Specification Addresses the Main Barrier To Enterprise Adoption (slashdot.org)
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South Korea fines telco giant KT $39 million for customer data breach (www.bleepingcomputer.com)
1 day ago Korea

JetBrains warns of critical TeamCity remote code execution flaw (www.bleepingcomputer.com)
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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)
1 day ago 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)
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A Fundamental Flaw Leaves LLMs Strikingly Vulnerable To Attack (slashdot.org)
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Microsoft's $450 Billion Jump Is Biggest In Stock Market History (news.slashdot.org)
1 day ago 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)
1 day ago 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)
1 day ago 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)
1 day ago 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)
1 day ago Reddit

ABC Accuses FCC of 'Attempted Censorship' (yro.slashdot.org)
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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)
1 day ago 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)
1 day ago Amazon

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