Anthropic told the Senate that Alibaba ran the largest AI model-theft op it's seen: 25,000 fake accounts, 28.8M queries to Claude in 6 weeks — more than DeepSeek, Moonshot and MiniMax combined. The new way to steal a frontier model: ask 29 million times.
https://t.co/KiEWJpwLdE
OpenAI just shipped GPT-5.6 — but you can't have it. Locked preview for ~20 orgs, API/Codex only, no ChatGPT. The reason: a June 2 executive order forcing feds to vet frontier models first. AI releases now clear Washington before they clear you.
https://t.co/jIkeqP7tjW
Binance is pulling out of the EU. After failing to land a MiCA license by the July 1 deadline, it withdrew its Greek bid and told users in France, Italy, Spain & Poland to move funds. Europe's crypto rulebook just bounced the world's biggest exchange.
https://t.co/4sPURJVgJQ
OpenAI just unveiled 'Jalapeño,' its first custom AI chip built with Broadcom. Hock Tan says the inference processor rivals Nvidia's Blackwell. The biggest buyer of Nvidia silicon is becoming a builder — that's the threat Nvidia can't price in.
https://t.co/8uTofpCsdd
Oracle just logged its worst week since the 2001 dot-com crash: stock down 19%, ~29% for June. $130B in debt, $24B negative free cash flow, all chasing AI data centers. The AI-buildout trade just sprung its first real leak.
https://t.co/28D52h13FJ
CISA confirms hackers are actively exploiting a Lantronix EDS5000 flaw: CVSS 9.8, root-level command execution from an unsanitized username field. US agencies had until today to patch. A failed-login logging bug became the front door. Check your firmware.
https://t.co/dyR2CGVg7i
OpenAI shipped GPT-Rosalind — a frontier reasoning model built only for life sciences: drug discovery, genomics, protein reasoning. Live now as a research preview in ChatGPT and the API. The intern that's read every paper in biology just became a model.
https://t.co/lK1cKv7FUu
Apple posted its worst day in a year: stock down 6%, ~$265B wiped out, after hiking MacBook and iPad prices up to $200. MacBook Neo jumped $599→$699. The culprit? AI's memory binge, now nicknamed "RAMageddon." The AI boom just hit your laptop receipt.
https://t.co/URqxhCrgBp
Alphabet joins the Dow on June 29, bumping out Verizon. That puts Nvidia, Apple, Amazon, Microsoft and now Google atop the 130-year-old index. The "industrial average" is quietly becoming an AI index. The market just told you what it's actually tracking.
https://t.co/V6hZ4GPJuR
SK Hynix just filed to raise $29B on the Nasdaq, bigger than Aramco's IPO and the largest share sale in history. Every dollar earmarked for HBM fabs and EUV tools. Stock's up 12% today. The AI memory bottleneck just became the biggest capital raise ever recorded.
https://t.co/mvcdy7zFcG
Micron just dropped the cleanest AI proof point yet: $41.5B revenue (up ~4x), $25.11 EPS, crushing a $35.7B estimate, and guided Q4 to $50B. Chip stocks ripped after hours. Memory stopped being a commodity. It's the tax every AI buildout now pays.
https://t.co/XIBEAM6BKI
The AI trade just wobbled: Micron -10%, Sandisk -11%, Marvell -8%, Nikkei down 3.55% in a global chip sell-off — hours before Micron's earnings land today. Memory is the new oil of the AI boom, and the market just remembered the cycle cuts both ways.
https://t.co/abCdrFOJL6
Oracle cut 21,000 jobs — nearly 13% of staff — and said the quiet part: AI adoption is reducing headcount. Restructuring costs hit $1.8B, up from $374M. 196 tech firms have cut ~119,800 jobs in 2026. The AI productivity story has a payroll line.
https://t.co/z688VoXiTM
China retook the world's #1 supercomputer: LineShine hit 2.198 exaflops on all-domestic LingKun chips — the first CPU-only machine past 2 exaflops. First TOP500 crown since 2017, zero US silicon inside. Export controls were meant to prevent exactly this.
https://t.co/IoaVMdFkHz
A Munich court just ruled Google directly liable for false claims in its AI Overviews, rejecting the "just algorithmic output" defense. In Europe, an AI answer now carries publisher-level accountability. Every AI "answer" is now a new legal risk.
https://t.co/KzDEMZA7vh
SpaceX just signed a $6.3B compute deal with Reflection AI — committed Colossus revenue now tops $80B in two months. Then SPCX fell 10%. The catch: 90-day exit clauses turn that "$80B" into ~$1.5B. A rocket maker is now an AI cloud, priced like a bet.
https://t.co/pWG5yLuQfN
OpenAI just shipped GPT-5.5-Cyber and pointed it at the Linux kernel: 24 privilege-escalation exploits across 30M+ lines of code, plus hundreds of bugs in cURL, Python and Go. The same model that hardens open source can hunt it. Both sides just got an AI.
https://t.co/pWG5yLuQfN
A vaccine designed by AI just cleared its first human trial. Cambridge's DIOS-CoVax — antigen built entirely in silico — passed Phase 1 in 39 volunteers, needle-free, targeting the whole SARS family at once. We just outsourced immunity to a model.
https://t.co/0PM0QEo6TF
Nvidia Blackwell just swept every MLPerf Training 6.0 benchmark — the only platform to even submit on all of them — training DeepSeek-V3 671B to target in 2.02 minutes across 8,192 GPUs. There's no second place. The AI training race has one entrant.
https://t.co/s0ekUZu7J8
Waymo just recalled 3,871 robotaxis — its entire 5th-gen fleet — after the cars drove into active freeway construction zones 13 times. Freeway rides have been suspended since May 19 and the fix still isn't shipped. "Eyes on the road" is now a code review.
https://t.co/nUg9X9Hqr9