🚨 JUST IN: Robinhood reported Q2 revenue of $1.31B, with transaction-based revenue rising to $776M, driven in large part by $156M in event contracts and other instrument trading revenue, which surged more than 10x YoY.

🚨 JUST IN : Situational Awareness, the $20B hedge fund founded by former OpenAI employee Leopold Aschenbrenner, is raising fresh capital following steep losses in the recent AI equity rout. https://t.co/ZGEyeAq5Kl

🚨 JUST IN: Anthropic CEO Dario Amodei said the company has never advocated for a ban on open-weight AI models, and instead favors restricting advanced chips and model distillation, per reporting. https://t.co/Mx9qSIsFd2

🚨 JUST IN: The FOMC concludes its meeting July 29 under Chair Kevin Warsh. On Opinion: no change 92.5%, a 25bp hike 25.5%. A hike into a chip selloff would be a regime change. https://t.co/LfN65haQ4t

🚨 BREAKING: South Korea's KOSPI fell 8%, triggering a 20-minute circuit-breaker halt, Japan's Nikkei dropped 4%, and Samsung, SK Hynix, Tokyo Electron and Kioxia all fell more than 9%

🚨BREAKING: China's chipmaker CXMT jumps 472% in its Shanghai debut, becoming the country's largest-ever listing from onshore after a $9.8 billion IPO. https://t.co/aJz7KDpxHs

🚨 BREAKING: The US and Iran have halted strikes and resumed mediated negotiations. US crude crashed around 8% and Brent around 6%, while equity futures surged (S&P +0.7%, Nasdaq +1.2%)

🚨 JUST IN: SK Hynix has launched R&D on 3D-stacked DRAM and is hiring engineers in San Jose to build next-generation on-device AI memory.

🚨BREAKING: Iran has rejected a US ceasefire proposal presented by the Iraqi prime minister, according to The New York Times.

🚨 JUST IN: Microsoft is evaluating China's open-weight Kimi K3 for Copilot and its Azure Foundry catalog.

🚨 JUST IN: Tesla reported Q2 revenue of $28.2B (a beat) with net income down 57%, guided 2026 capex above $25B and "continuing to increase," and said its Robotaxi fleet has logged 380,000+ miles with zero notable incidents. https://t.co/rs2g9aKGnN

🚨 BREAKING: Alphabet raised its full-year 2026 capex guidance to as much as $205B (from $180-190B) and signaled a further increase in 2027. GOOGL fell ~5% after-hours despite Google Cloud revenue growing 82%. https://t.co/eKEy9shhKL

🚨 JUST IN: Semiconductors surged globally — the Philadelphia semi index rose 5.21%, KOSPI +3.56%, Nikkei 225 +3.26%, and China's ChiNext +10%, triggering chip-sector trading halts

🚨 JUST IN: Korea's KOSPI rebounded 4% to 6,777, with Samsung Electronics up 6.4% and SK Hynix up 4.7% The Korea Exchange triggered a circuit breaker — this time on the upside move https://t.co/1SOA5VsGM4

🚨 JUST IN: Anthropic and OpenAI have both confidentially filed S-1 registrations targeting late-2026 listings. Opinion prices the race: Anthropic IPO before 2027 at 75%, OpenAI at 20%. The market gives Anthropic a decisive edge to reach public markets first. https://t.co/ZIocEcH8LS

🚨 BREAKING: Google is developing the Frozen V2 AI chip, expected to be 6-10x more efficient than its current TPU. https://t.co/eKEy9shhKL

🚨 JUST IN: Palantir CEO Alex Karp warned AI could multiply his wealth 20x while "widening wealth inequality as benefits concentrate among tech owners,"

🏆 🏆 4 HOURS TO GO. WORLD CUP FINAL. 🇪🇸 Spain vs Argentina. One match. One trophy. Who lifts the World Cup? Trade the final live on Opinion 👇 https://t.co/RunINwgALh https://t.co/etJiVga2yO

🚨 BREAKING: Anthropic publicly accused Zhipu's GLM-5.2 of distilling Claude and OpenAI models, https://t.co/DLN2AMtGXg

🚨 JUST IN: The Opinion 2026 World Cup winner cohort now prices the Final as Spain vs Argentina. Spain 56.6% . Argentina 40.6% Sunday Final: Spain vs Argentina. Messi's 3rd Final in 3 years. https://t.co/7uTKW7XspV