Articles from www.wsj.com

Articles from www.wsj.com

Lumilens, which is building data center optical-interconnection tech to replace wires with light, raised $700M at a $5.5B valuation, for $900M in total funding (www.wsj.com)
2026-8-6

AppLovin reports Q2 revenue up 53% YoY to $1.92B, below $1.94B est., and forecasts Q3 revenue within estimates; APP drops 16% after hours (www.wsj.com)
2026-8-6

Meta is offering a cheaper Muse Spark 1.2 “contributor” tier priced at $0.10/1M input and $0.20/1M output tokens in exchange for using user prompts for training (www.wsj.com)
2026-8-6

How Pringles maker Kellanova is using AI and a partnership with Siemens to improve production of the chip in Europe, including making digital twins of its dough (www.wsj.com)
2026-8-5 Europe AI Siemens

FanDuel parent Flutter says CEO Peter Jackson is stepping down, replaced by President Dan Taylor, and reports a lower profit outlook as its US business falters (www.wsj.com)
2026-8-5

A profile of livestream shopping app Whatnot, which added 20M accounts in 2025, facilitated the sale of ~$8B in goods, and is set for $1B+ in revenue in 2026 (www.wsj.com)
2026-8-5

SpaceX says its Q2 capex was $18.4B, up from $2.8B a year ago, including $15.8B for AI (www.wsj.com)
2026-8-5 AI SpaceX

Sources: to fight critics on social media, DHS sent platforms hundreds of subpoenas and asked posters to sign letters saying speech about ICE “may” be a crime (www.wsj.com)
2026-8-4

Visa plans to acquire Israeli company BioCatch, which uses AI to detect fraud and distinguish legitimate users from attackers in real time, for $2.4B in cash (www.wsj.com)
2026-8-3 Israel AI

A look at the US open-weight AI model ecosystem, as VCs question the revenue potential of open-weight startups like Arcee, Reflection AI, and Poolside (www.wsj.com)
2026-8-3 Startup AI

Researchers used AI-assisted code to undetectably tamper with data from computerized scans of physical DNA evidence produced by widely used crime-lab machines (www.wsj.com)
2026-8-3 AI

A profile of Jacob Tsimerman, who won the Fields Medal last week and is taking a leave from the University of Toronto to join OpenAI and work on AI safety (www.wsj.com)
2026-8-2 AI Toronto

Malaysia shuts down Network School, Balaji Srinivasan's techno-utopian project, over licensing issues; Srinivasan says he is opening a new campus in Kazakhstan (www.wsj.com)
2026-8-2 Malaysia

Sources detail how OpenAI fell behind Anthropic in revenue growth and valuation after prioritizing consumer chatbots and flashy side projects over coding tools (www.wsj.com)
2026-8-1 chatbot

FBI and EPA say water and wastewater utilities in at least seven states reported cyberattacks this week, with some causing flooding and other operational issues (www.wsj.com)
2026-8-1 FBI

An in-depth account of the past two days inside Situational Awareness, as Aschenbrenner assured investors he would focus on changes to his portfolio management (www.wsj.com)
2026-8-1

OpenAI says its models now have more than 1B active users and are used by more than 2M businesses (www.wsj.com)
2026-8-1

Sources: the Trump admin is weighing a $100K fee for foreign students seeking to work in the US after graduation; a judge blocked Trump's $100K H-1B fee in June (www.wsj.com)
2026-7-31 Trump H1B

Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it planned to sell $3.5B of its Anthropic stake but backed out (www.wsj.com)
2026-7-31

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)
2026-7-31 Trump Amazon Microsoft Apple

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)
2026-7-31 China Tesla SpaceX

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

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

Sources: a group of banks is in talks to lend $15B to Nexus to build a Texas data center; Anthropic will lease it and Google has provided financial guarantees (www.wsj.com)
2026-7-31 Google Texas

Sources: AI-focused hedge fund Situational Awareness sold the bulk of its stock portfolio to Ken Griffin's Citadel after suffering deep losses (www.wsj.com)
2026-7-31 AI

Intercontinental Exchange agrees to acquire electronic fixed-income trading platform MarketAxess for ~$6B in cash, a 33% premium, set to close in H1 2027 (www.wsj.com)
2026-7-30

The EU formally launches a bidding process to develop AI Gigafactories, expecting to unlock ~€30B of investment, closing on November 12 with awards in July 2027 (www.wsj.com)
2026-7-30 AI

Stripe says thousands of solo operators on its service generate $1M+ in annual revenue, and those making $10M+ nearly tripled between 2023 and 2025, aided by AI (www.wsj.com)
2026-7-30 AI

Brookfield and NextEra partner to develop a $100B, 1.2GW+ AI data center campus at a former DOE uranium-enrichment site in Kentucky, set to open in 2032 (www.wsj.com)
2026-7-29 AI

Anthropic faces backlash from Silicon Valley partners, founders, and researchers for competitive tactics, guardrails, and lack of support for open-weight models (www.wsj.com)
2026-7-29

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