Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
BREAKING OpenAI adds Private Safety Processing to ZDR; enterprise customers retain data without API access
CHIPS LiquidAI LFM2.5-DSpark hits 3.18x GPU speedup via speculative decoding; function-calling latency down 57%
FUNDING Tabs AI fintech startup hits $400M valuation; automates billing and revenue recognition
BREAKING OpenAI launches Private Safety Processing for Zero Data Retention on frontier models; diverges from Anthropic
CHIPS Synopsys launches CXL 4.0 IP with 128 GT/s bandwidth for disaggregated AI memory infrastructure
BREAKING AI data center backlash becomes bipartisan midterm rallying cry; election consequences emerging
MARKET Memory prices spike 500% in 12 months; AI data centers lock 2027 capacity
FUNDING Fractile closes $600M Series B at $6.5B valuation, led by Lightspeed & Redpoint
MARKET Chip stocks enter bear market; Philadelphia Semiconductor Index drops 20% amid AI financing, China concerns
RESEARCH DeepSeek V4 Pro reaches general availability; introduces peak/off-peak pricing, $3.96/M output tokens
MARKET Baidu GPU Cloud Explodes 283% YoY; AI Business Now 50% of Revenue as Search Declines 19%
BREAKING Cursor Ships Origin, Agent-Native GitHub Rival, Powered by SpaceX Backing
RESEARCH New Method Proves Model Reasoning Path in 128 Test Cases, Fails on Standard Models
BREAKING OpenAI launches ChatGPT for Teens with stronger safety guardrails ahead of regulation
POLICY Apple restructures EU App Store fees: 26% on native, 15% for web link-out, 5% for third-party stores
BREAKING Model Context Protocol 2026-07-28: stateless core eliminates session pinning, formalizes 12-month deprecation floor
POLICY OpenAI commits $5M to bolster democratic oversight of AI in national security
BREAKING Cursor launches Origin, GitHub alternative built for agent-scale code review, syncs with GitHub
BREAKING LangChain launches LangSmith Tuned Evaluators for agent quality; 82% cheaper than frontier models
BREAKING Anthropic cuts Claude Code built-in API skill from 200k to 25k tokens via on-demand loading
RESEARCH IBM Study: Curated Memory Boosts Mid-Tier Agents 16 Points
MARKET QTS Microsoft data center bond yields 7.63%, junk levels despite investment-grade rating—signals tightening AI infrastructure credit
MARKET OpenAI ARR surges to $40B in July, up 20% month-on-month; trails Anthropic's $65B as token prices plummet
BREAKING Unitree Robotics IPO oversubscribed 8,000x in Shanghai; raises $904M at $9B valuation for humanoid manufacturing
MARKET Intel raises $20B via stock offering to fund 14A foundry and AI chip capex through 2028 RESEARCH METR Finds AI Accelerates Vulnerabilities But Not Optimization
BREAKING ElevenLabs MCP Now Lets Claude Manage Voice Agents, Including Deletion, From Chat
POLICY DJI Wins Partial Reversal: Court Orders Pentagon Review of 'Defense Industrial Base' Claim with Redacted Rationale
INDUSTRY Cloudflare's WriteGuard Adds Access Control to MCP Servers
RESEARCH DeepSeek launches V4-Pro GA: agent-optimized, 1M context, peak pricing $3.96/M output tokens
RESEARCH Z.ai releases GLM-5.3 with 84.5% CyberGym score; delays open weights for safety review
BREAKING Kraken fintech launches Krak debit card with up to 2% crypto-native rewards INDUSTRY Marvell's three-tier memory disaggregation tackles AI inference bottleneck
INDUSTRY Netflix OCI Agent Cuts LLM Overestimation by 4×
CHIPS Marvell launches memory-disaggregation portfolio: CXL, optical fabric to decouple AI memory from compute
MARKET BofA: NVIDIA trading at 34–50% FCF discount; analyst sees $350 target vs. $219 current
CHIPS Etched Targets $20B Valuation on Jane Street Backing; $1B in Pre-Commercial Demand
FUNDING Groq Raises $350M at $3.5B Valuation; Now Neocloud Operator with NVIDIA Participation
CHIPS AMD Claims 2026 Rack-Scale AI 4x More Efficient Than 2024; Targeting 20x by 2030