Meta raises 2026 capex to $125B-$145B, above est.; capex for Meta, Alphabet, Microsoft, Amazon combined hit record $130B in Q1, set to reach $725B in 2026
Financial Times · signal 27.0
14.8
Microsoft
NSA testing Anthropic's Mythos model to find vulnerabilities in Microsoft products; Q3 Intelligent Cloud revenue $34.68B, Azure up 40% YoY
Bloomberg · signal 14.8
14.6
OpenAI
Musk v. Altman: Musk says he was a "fool" for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions
Wall Street Journal · signal 14.6
10.6
Apple
Apple Q2 revenue up 17% YoY to $111.18B, EPS $2.01 vs $1.95 est.; iPhone up 22% to $56.99B, held back by chip supply constraints
Apple · signal 10.6
10.6
Google
Google rolling out Gemini to cars with Google built in, replacing Assistant; says it "proudly" works with US military and will continue to do so
The Verge · signal 10.6
10.5
Anthropic
White House opposes Anthropic's plan to expand Mythos access to ~70 additional companies over security concerns; NSA testing Mythos for vulnerabilities
Wall Street Journal · signal 10.5
5.7
Elon Musk
Musk v. Altman: says he was a "fool" for backing OpenAI, and xAI has "partly" distilled tech from OpenAI models
Wired · novel · signal 5.7
4.3
Samsung
Samsung Q1 revenue up 69% to ~$90.2B, operating profit up 756% to ~$38.5B, driven by AI memory demand; projects shortage worsening in 2027