Monday August 3,2026

We're deep in the dog days of summer and the newsflow is slowing.

◾ Anthropic says its models accessed internet, hacked 3 unsuspecting companies in April (Anthropic)

◾ Tesla $TSLA considering China business sale ahead of SpaceX $SPCX merger (WSJ)

◾ Amazon $AMZN completes OpenAI investment with $35B tranche (FT)

◾ New York sues Kalshi over alleged illegal gambling (NY AG)

◾ SEC pauses Nasdaq bitcoin options approval amid CME challenge (Federal Register)

◾ BOJ warns AI demand could have sticky inflationary effect (Reuters)

◾ Interpol says AI enabling 55% of cybercrimes in Africa (Interpol)

◾ Minnesota bitcoin ATM ban goes into effect (Fox Business)

◾ Russia to ban Moscow-area crypto mining until 2032 (Crypto Briefing)

◾ BIS pilots $1M tokenized cross-border payments across 6 currencies, 28 banks (BIS)

◾ ECB digital euro app to exceed EU accessibility requirements (ECB)

◾ Bank of Italy finds stablecoin remittances not reliably cheaper than traditional (Bank of Italy)

◾ Financial updates:

• Amazon.com $AMZN Q2’26: Revenue $200.6B +20% y/y | Op income $27.5B +43% y/y | Net income $62.6B +245% y/y (Amazon)

• Apple $AAPL Q3’26: Revenue $109.4B | Op income $35.7B | Net income $29.8B (Apple)

• Sony $SONY Q1’26: Revenue ¥2,837.8B +8% y/y | Op income ¥476.5B +40% y/y | Net income ¥342.2B +32% y/y (SEC Filing)

• Roblox $RBLX Q2’26: Revenue $1.5B +36% y/y | Op loss $229M | Net loss $183M | aEBITDA $152M (Roblox)

• Coinbase $COIN Q2’26: Revenue $1.2B -19% y/y | Op loss $113M | Net loss $360M | aEBITDA $208M -59% y/y (Coinbase)

• American Bitcoin $ABTC Q2'26: Revenue $67.0M +8% q/q (PR Newswire)

◾ Tether reports $1.5B operating profit, $4.1B reserve buffer in latest attestation (Tether)

◾ Trump Media $DJT sells 2,628 bitcoin (X)

◾ K Wave $KWM announces 30-for-1 reverse split (GlobeNewswire)

◾ Dubai exchange Shelbit helped Iran dodge $4B in sanctions (Reuters)

◾ Bithumb releases roadmap for 2028 IPO (Bithumb)

◾ Circle $CRCL gets NY trust charter for USDC (Circle)

◾ HashKey gets Asia’s first JPMorgan client fund account approval (HashKey)

◾ Bitget exiting Japanese market (Bitget)

◾ OpenAI cuts price for latest GPT 5.6 models (CNBC)

◾ CXMT plans second chip plant in Beijing (Reuters)

◾ Alibaba $BABA releases latest Qwen model (Bloomberg)

◾ $GOOGL temporarily disables AI image generator after policy-violating images (Benzinga)

◾ New DeepSeek models reportedly cheapest frontier model to run (Reuters)

◾ Data center operator CyrusOne looking to go public (The Information)

◾ OpenAI previews newest model, Astra, to DC (The Information)

◾ Electronic Arts $EA expects to close PIF acquisition tomorrow, August 4th (SEC Filing)

◾ UK’s IG Group buying Underdog for $1.3B (Reuters)

◾ Unity $U launching dedicated engine support for Netflix $NFLX gaming (GamesIndustry.biz)

◾ Trump Media $DJT launched new paid data service August 1st (CNBC)

◾ DraftKings $DKNG building in-house market making operation for prediction markets (Prediction News)

◾ Former Rep. George Santos agrees pay $35K settling CFTC charges over prediction bets (Bloomberg)

◾ SpaceX $SPCX planning rocket-launching spaceport in Louisiana (Nola.com)

◾ USSF selects 15 companies competing for $981M space training program (SpaceNews)

◾ Germany’s Rocket Factory Augsburg delays rocket launch (X)