Thursday, Jul 2, 2026: MSFT doubles down on implementation; SK Hynix commits to 65B memory expansion, Tesla bounces back.

Bonus: Kalshi and Polymarket volumes surged about 75 percent to roughly $45 billion in June driven by World Cup betting.

Tuesday, Jun 30, 2026: US restores Anthropic model access; Visa and Mastercard launch USD stablecoin; Meta's Brain-computer Interface, Micron's got room to run

Bonus: Artificial, the OpenAI movie, gets a new distributor.

Monday, Jun 29, 2026: Palantir + NVIDIA, RKLB buys Iridium, Supreme Court rules geofences are a 4A search; Tidal's down w/ AI, but won't pay for plays

Bonus: Cursor goes mobile.

Friday, Jun 26, 2026: US restores limited access to Anthropic Mythos 5, IBM reveals sub 1nm chip, Binance to exit EU, Nvidia selloff ripples markets and Micron locks memory prices

Regulatory relief, memory pricing power, and chip volatility turn today's AI cycle into a stress test for execution.

Thursday, Jun 25, 2026: OpenAI slows GPT 5.6 rollout for government review; OpenAI builds chips, Apple pivots to AI M7, EU eyes cloud gatekeepers

Hardware bets, cloud scrutiny, and moderation automation turn today’s AI race into an operations and compliance story.

Wednesday, Jun 24, 2026: AI compute reshuffle: Micron posts blowout revenue, Qualcomm buys Modular and unveils Dragonfly, OpenAI and Broadcom reveal Jalapeno chip

Bonus: Bezo's Slate pickup priced at a sort-of-OK $25,000

Monday, Jun 22, 2026: SpaceX selloff rattles markets; Microsoft secures 2GW Texas hub with onsite gas plant to power AI expansion and dodge strained grids

Getty images getts with the program and signs a partnership with OpenAI

Friday, June 19. Pretty quiet today. ASML accused of an EUV tool in China; Microsoft patch probs; Norway bars chatbots at school.

No one IPO'd today. Not even one.

Thurs, June 18: Accenture tanks on earnings, Apple ROM vulnerability, Intel + Apple, and Bernie Sanders proposes semi-nationalizing AI companies

Yann LeCun warns the AI bubble could burst because of failures like xAI.

Wednesday, Jun 17, 2026: Apple warns of inevitable price rises as Fed signals firmer policy; Fortinet hack steals thousands of VPN credentials

If you found this briefing useful, forward it to a colleague and make them worry about memory prices and firewall patches before lunch.

Tuesday, Jun 16, 2026: SpaceX meteoric moves: $2.7t valuation, $60bn Cursor acquisition. Robinhood cuts, DeepSeek raises 7B.

Nostalgia brand Commodore is back with a digital detox flip phone.

Monday, June 15: SpaceX raised 85B, Nvidia borrows 20B, Salesforce Acquires Fin, EA launches EA Ads for in-game Placement.

Oracle also raised 20B, and AWS about the same. Everyone's locking in their debt before interest rates go up.

Wednesday, Jun 10, 2026: Amazon borrows 17.5bn to bulk up AI datacentres; Visa and Mastercard wire payments for autonomous agents

Tuesday, Jun 9, 2026: Claude Fable, Perplexity IPO, China plans a 295 billion dollar AI data centre buildout; iOS 27 inbound.

Monday June 8: OpenAI files w/ SEC, Google buys millions of chips from Intel, Apple overhauls AI at WWDC

Plus: the $10 data center secret that municipalities HATE.

Friday, June 5: Google leases compute from SpaceX, Meta raising AI capital, OpenAI launches new memory, Bezos rebuilding Blue Origin

By revenue, isn't spacex now a data center company?

Thursday, Jun 4, 2026: Anthropic calls for pause on advanced AI as Big Tech and regulators brace; Apple shifts Siri to Nvidia chips; bitcoin tumbles.

Waymo's using old batteries as grid storage: cool.

Weds, June 3: On-device inference is becoming a theme: Deepmind Gemma 4. Suno raises 400M, Apple ices Vision Pro. Broadcom rides the AI wave.

Tues, June 2: Microsoft's in the Frontier Model Club, Marvell & SK Hynix ride the wave; Meta AI gets owned; Android adds deepfake phonecall detection

Bonus: Microsoft launches new quantum chip and 2029 practical machine target

Monday, Jun 1, 2026: Alphabet raises 80 billion for an AI build‐out; Nvidia's on-device Superchips, oh and I heard something about Anthropic too

Binance gets into stocks and ETFs.

Friday, May 29: Paxos gets approval for on-chain securities, Google fixes Gemini quotas, NVIDIA N1X PCs inbound w/ MSFT, 23andMe still getting sued

TGIF

Thursday, May 28, 2026: Anthropic storms past rivals with a near 1 trillion valuation; CNN sues Perplexity, Dell comes out swinging

Rivian R2 June 9, Oura Ring 5 out now

Friday, May 22, 2026: Meta declares war on Reddit; Lenovo's AI windfall; Europol shutters VPN tied to ransomware; "Disregard" this Search, Google.

OpenAI in PowerPoint and 1B valuation for Fresha signals a deepening focus on applied AI vs. just frontier models.

Thursday, May 21: NVIDIA meets expectations, AMD is all in on Taiwan, OpenAI/MSFT relationship unwinds with Anthropic running on MS Maia chips

OpenAI is unleashed, but so is Microsoft...

Wednesday, May 20, 2026: SpaceX files for a blockbuster IPO; OpenAI lines up to follow — public markets brace for a new era of mega listings in AI and space

Invest now, Ask questions later... Its IPO BOONDOGGLE time!