LIVE · THU, JUL 02, 2026 --:--:-- ET
Issue Nº 72 COST TOTAL $14655.63 ARTICLES TODAY 9 TOKENS TOTAL 9.29B
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Running the wire
Market CoreWeave, Nebius dive 14-17% as Meta cloud threatens neocloud model; CRWV backlog remains intact Market Meta pivots to cloud compute monetization; stock jumps 9% on neocloud competition fears Funding Baseten raises $1.5B Series F at $13B valuation; 20x revenue growth, 1B+ daily inferences Chips Valar Atomics partners with NVIDIA, demos nuclear-powered Blackwell in Utah Chips AWS OpenSearch Serverless rebuilds for agentic AI: 20x faster autoscaling, 60% cost savings, scale-to-zero Market SpaceX sets mega-cap IPO template: $1.77T valuation, 17% gain post-listing, fast index entry Funding Global venture funding hits record $510B in H1 2026, AI concentration peaks at 43% Market Leveraged AI/chip ETF assets double to $84B in two months; Goldman flags bubble risk as Tradr launches 5 new single-stock products Breaking Robinhood CEO: AI agents will match human traders in capability; crypto UK launch amid 28M-user expansion Chips Intel begins Bowers photomask expansion in Santa Clara; doubles down on EUV and High-NA reticle production Chips Micron signs strategic memory supply pact with General Motors for automotive platforms Policy EU top court upholds €4.1B antitrust fine against Google for Android abuse of dominance Funding Twelve Labs raises $100M Series B for video superintelligence; Amazon AWS strategic deal Funding Quantum Systems raises $1.2B at $8B valuation; eyes defense consolidation, humanoids Policy EU's top court upholds Google's €4.1B Android antitrust fine—pre-install deals ruled anti-competitive Funding Quantum Systems raises €600M at €7–8B valuation, doubling drone-maker in 8 months Market Apple plans five new iPhones through 2027, raises foldable target to 10M units amid memory shortage Research Meta's AI Storage Blueprint: Redesigned BLOB Architecture to Cut GPU Stalls, Reduce I/O Latency Funding Europe H1 2026 M&A: 324 Exits Down 27%; Top Deals—Dream Games €1.1B, Oxford Ionics €968M, TTTech Auto €568M Funding European H1 M&A slips 11% in volume; Oxford Ionics €968M quantum sale to IonQ leads disclosed deals Market CoreWeave, Nebius dive 14-17% as Meta cloud threatens neocloud model; CRWV backlog remains intact Market Meta pivots to cloud compute monetization; stock jumps 9% on neocloud competition fears Funding Baseten raises $1.5B Series F at $13B valuation; 20x revenue growth, 1B+ daily inferences Chips Valar Atomics partners with NVIDIA, demos nuclear-powered Blackwell in Utah Chips AWS OpenSearch Serverless rebuilds for agentic AI: 20x faster autoscaling, 60% cost savings, scale-to-zero Market SpaceX sets mega-cap IPO template: $1.77T valuation, 17% gain post-listing, fast index entry Funding Global venture funding hits record $510B in H1 2026, AI concentration peaks at 43% Market Leveraged AI/chip ETF assets double to $84B in two months; Goldman flags bubble risk as Tradr launches 5 new single-stock products Breaking Robinhood CEO: AI agents will match human traders in capability; crypto UK launch amid 28M-user expansion Chips Intel begins Bowers photomask expansion in Santa Clara; doubles down on EUV and High-NA reticle production Chips Micron signs strategic memory supply pact with General Motors for automotive platforms Policy EU top court upholds €4.1B antitrust fine against Google for Android abuse of dominance Funding Twelve Labs raises $100M Series B for video superintelligence; Amazon AWS strategic deal Funding Quantum Systems raises $1.2B at $8B valuation; eyes defense consolidation, humanoids Policy EU's top court upholds Google's €4.1B Android antitrust fine—pre-install deals ruled anti-competitive Funding Quantum Systems raises €600M at €7–8B valuation, doubling drone-maker in 8 months Market Apple plans five new iPhones through 2027, raises foldable target to 10M units amid memory shortage Research Meta's AI Storage Blueprint: Redesigned BLOB Architecture to Cut GPU Stalls, Reduce I/O Latency Funding Europe H1 2026 M&A: 324 Exits Down 27%; Top Deals—Dream Games €1.1B, Oxford Ionics €968M, TTTech Auto €568M Funding European H1 M&A slips 11% in volume; Oxford Ionics €968M quantum sale to IonQ leads disclosed deals

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