Articles from www.wsj.com

Articles from www.wsj.com

Mark Zuckerberg argues that superintelligence should be widely distributed as a tool that empowers everyone, rather than centralized in a few institutions (www.wsj.com)
2026-7-28 Zuckerberg

Corning's shares fall 16%+ after weak Q3 guidance, as its growth is squeezed by production limits on its AI connectivity products; Q2 sales rose 17% to $4.74B (www.wsj.com)
2026-7-28 AI

PayPal reports Q2 revenue up 5% YoY to $8.68B, above $8.47B est., transaction margin dollars up 1% YoY to $3.9B, and a $1.1B profit, down from $1.26B in Q2 2025 (www.wsj.com)
2026-7-28

Nvidia says it made a “substantial” investment in Safe Superintelligence, which will get access to Nvidia GPUs to up computing power by an “order of magnitude” (www.wsj.com)
2026-7-27 Nvidia

How some young adults are using AI to navigate social situations, from drafting pickup lines and texts to formulating responses in face-to-face conversations (www.wsj.com)
2026-7-27 AI

Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10 GW data center project that SoftBank is developing in Ohio (www.wsj.com)
2026-7-27 Nvidia

How US companies flipped from “tokenmaxxing” to “thrift-maxxing”, mixing cheaper Chinese models with OpenAI and Anthropic, threatening the labs' IPO valuations (www.wsj.com)
2026-7-27 China IPO

Sources including AI lab staff say users have been persuading chatbots to accurately answer prompts about planning mass-casualty attacks and making bio-weapons (www.wsj.com)
2026-7-26 AI chatbot

Sources: Apple has pitched Trump on using Chinese memory chips in its products sold outside the US; Micron warned such a plan could destroy the US chip industry (www.wsj.com)
2026-7-25 Trump China Apple

Sources: OpenAI told Hugging Face only this week its models caused the July 11 hack; the models appear to have been active online for days before being stopped (www.wsj.com)
2026-7-24

A look at China's push to catch up with US AI chips; sources: its Vice Premier warned AI companies that anyone who resisted using local chips was a traitor (www.wsj.com)
2026-7-24 China AI

SAP reports Q2 cloud revenue up 22% YoY to €6.28B, vs. €6.26B est., total revenue up 9.4% to €9.88B, and lowers its 2026 non-IFRS operating profit guidance (www.wsj.com)
2026-7-24

Sources: Stripe is in talks to acquire OpenRouter in a deal potentially worth around $10B; PitchBook: OpenRouter was valued at $1.3B in May (www.wsj.com)
2026-7-24

A Google study using millions of de-identified AI interactions finds AI is helping workers, not replacing them, and much AI use is “shallow” for certain tasks (www.wsj.com)
2026-7-23 Google AI

Texas Instruments reports Q2 revenue up 23% YoY to $5.46B, above $5.26B est., net income up 53% to $1.98B, and forecasts $5.65B-$6.15B in Q3 revenue, above est. (www.wsj.com)
2026-7-23 Texas

Dassault Systèmes agrees to acquire ArisGlobal, a US supplier of software to the life sciences industry, from Nordic Capital for ~$2B, set to close in H2 2026 (www.wsj.com)
2026-7-23

Source: OpenAI raised its projected cloud spending to ~$750B through 2030, up from a projection of ~$600B earlier this year, reflecting new cloud agreements (www.wsj.com)
2026-7-22

AMD and Anthropic sign an AI server deal worth tens of billions; Anthropic will buy up to 2GW of MI450 chips from H1 2027, and AMD will invest $5B in Anthropic (www.wsj.com)
2026-7-22 AI AMD

Anthropic commits another $20M to Public First Action, after giving $20M earlier in 2026; PFA says it is a counterweight to a16z-backed Leading the Future (www.wsj.com)
2026-7-22

Memo: the White House OSTP plans to redirect federal research funding from universities to individual scientists and AI use, reshaping ~$200B in annual spending (www.wsj.com)
2026-7-22 AI

Sources: Reddit, Politico, and others mull cutting Google's access to their content for AI as traffic drops; Reddit signed a $60M/year deal with Google in 2024 (www.wsj.com)
2026-7-22 Google AI Reddit

Doc: nearly 200 US utilities, data center developers, and others have signed Trump's pledge to ensure AI energy use doesn't push up consumer electric bills (www.wsj.com)
2026-7-22 Trump Energy AI

OpenAI adds Nubank founder and CEO David Vélez and BNY CEO Robin Vince to its board of directors, as the company moves toward a public listing (www.wsj.com)
2026-7-22

Microsoft and Mistral sign a multibillion-dollar deal to build European data centers and integrate Mistral models into Foundry, Copilot Studio, and Azure Local (www.wsj.com)
2026-7-21 Europe Microsoft

Sources: BlackRock leads a $12B+ debt sale for Meta's new El Paso data center, as Meta signs a lease for a BlackRock-backed data-center project in Pennsylvania (www.wsj.com)
2026-7-21

Retail traders are shifting from the Magnificent Seven to AI infrastructure stocks, like SK Hynix and Marvell; five of the Mag Seven stocks trail the market YTD (www.wsj.com)
2026-7-21 Retail AI

How PayPal CEO Enrique Lores, appointed earlier in 2026 to revive the payments pioneer, may handle Stripe and Advent's takeover offer, based on his HP tenure (www.wsj.com)
2026-7-20

A look at Israel's influence campaign in the US that's included millions of AI-driven texts and a $45M+ contract with ex-Trump campaign strategist Brad Parscale (www.wsj.com)
2026-7-20 Trump Israel AI

Retail traders are shifting from Big Tech to stocks boosted by AI like SK Hynix and Marvell; five of the Magnificent Seven stocks trail the market this year (www.wsj.com)
2026-7-20 Retail AI

As companies stay private longer, VC firms, like Spark, Gigafund, and Greenoaks, are investing in companies later on and buying stakes without seeking influence (www.wsj.com)
2026-7-20

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