Saturday August 8, 2026

◾ Senate delays Clarity Act vote until after summer recess (The Block)

◾ US and UK to coordinate on stablecoin, tokenization oversight (US Treasury)

◾ Sen Warren questions Commerce Department’s UAE tech export easing following World Liberty investment (CNBC)

◾ Wintermute launches US broker-dealer (PR Newswire)

◾ Western Union $WU launches stablecoin-backed Visa card (Western Union)

◾ Appeals court upholds Sam Bankman-Fried’s conviction (ABC News)

◾ Voluntary White House AI guidelines exempt US-made open-weight models from government review (WSJ)

◾ Congressional Dems unveil bill to tax AI development companies (Politico)

◾ Appeals court allows Perplexity shopping bot back on Amazon $AMZN (Bloomberg Law)

◾ $META ordered to pay $567M over youth mental health harms (CNBC)

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

◾ Meta $META says its own model hacked another company during testing (The Information)

◾ Chinese AI model Kimi K3 escapes its own testing environment (Reuters)

◾ $NVDA considers removing memory from chips (The Information)

◾ Anthropic planning to build in-house AI chips (Business Insider)

◾ Meta $META launches low-cost coding agent, Muse Code (WSJ)

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

◾ Bitdeer $BTDR signs $4.7B, 16-year AI data center lease in Norway (Bitdeer)

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

◾ Electronic Arts completes acquisition by PIF, Silver Lake, Affinity Partners (EA)

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

◾ OpenAI’s new AI device is $300+ donut-shaped speaker (Bloomberg)

◾ Blue Origin says New Glenn explosion originated at main oxygen valve (X)

◾ SpaceX $SPCX and Nvidia $NVDA to build Starmind orbital satellite constellation (Breaking The News)

◾ SpaceX $SPCX planning Starship’s first orbital flight, chopsticks-catch later this month (SpaceNews)

◾ Pieces of 2025 SpaceX $SPCX rocket believed crashed into moon, forming new crater (Reuters)

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

◾ T-Mobile CEO says Starlink threat to mobile operators exaggerated (FT)

◾ 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 A 0.00%↑ APL 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)
◾ AMD $AMD Q2’26: Revenue $11.5B +50% y/y | Op income $2.0B | Net income $2.3B (AMD)
◾ Galaxy Digital $GLXY Q2’26: Revenue $8.7B | Net loss $85.3M | aEBITDA loss $77.3M (Galaxy Digital)
◾ SpaceX $SPCX Q2’26: Revenue $7.8B +92% y/y | Net loss $541M | aEBITDA $3.5B +191% y/y (SEC Filing)
◾ Block $XYZ Q2’26: Revenue $6.6B | Op income $446.9M | Net income $88.5M | aEBITDA $1.2B (Block)
◾ Spotify $SPOT Q2’26: Revenue €4.8B +14% y/y | Op income €655M (Spotify)
◾ Nintendo $NTDOY Q1’27: Revenue ¥517.8B -9.5% y/y | Op income ¥142.6B +150.5% y/y | Net income ¥147.4B +53.5% y/y (Nintendo)
◾ Palantir $PLTR Q2’26: Revenue $1.9B +93% y/y | Op income $912M | Net income $1.1B | aEBITDA $1.2B (SEC Filing)
◾ Snap $SNAP Q2’26: Revenue $1.6B +19% y/y | Op loss $171M -34% y/y | Net loss $164M -38% y/y | aEBITDA $250M +505% y/y (Business Wire)
◾ 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)
◾ Viasat $VSAT Q1’27: Revenue $1.2B -1% y/y | aEBITDA $381M -7% y/y (Viasat)
◾ Circle $CRCL Q2’26: Revenue $701M +7% y/y | Op income $34.4M | Net income $48.0M | aEBITDA $143M +8% y/y (Circle)
◾ Unity $U Q2’26: Revenue $546.5M +24% y/y | Op loss $32.2M | Net loss $23.6M | aEBITDA $160.2M (Unity)
◾ Sportradar $SRAD Q2’26: Revenue €378M +19% y/y | Net loss €3.5M | aEBITDA €76M +19% y/y (Sportradar)
◾ Accel Entertainment $ACEL Q2’26: Revenue $368.1M +10% y/y | Op income $32.1M | Net income $12.5M +72% y/y | aEBITDA $58.9M +11% y/y (Business Wire)
◾ MARA Holdings $MARA Q2’26: Revenue $174.9M -27% y/y | Op loss $521.1M | Net loss $611.3M | aEBITDA loss $360.9M (MARA)
◾ CleanSpark $CLSK Q3’26: Revenue $138.0M -30.5% y/y | Op loss $232.4M | Net loss $239.8M | aEBITDA loss $113.0M (CleanSpark)
◾ Hut 8 $HUT Q2’26: Revenue $74.9M | Op loss $206.3M | Net loss $177.1M | aEBITDA $10.4M (PR Newswire)
◾ American Bitcoin $ABTC Q2’26: Revenue $67.0M +8% q/q (PR Newswire)
◾ TeraWulf $WULF Q2’26: Revenue $44.8M | Op loss $140.5M | Net loss $939.9M | aEBITDA loss $18.3M (TeraWulf)
◾ Cipher Digital $CIFR Q2’26: Revenue $25M | Op loss $78.5M | Net loss $267.5M | aEBITDA loss $30.0M (Globe Newswire)
◾ Kodiak AI $KDK Q2’26: Revenue $3.5M | Op loss $43.7M | Net income $12.5M (Globe Newswire)

◾ OpenAI generated $24.1B in $MSFT sales last year, 70% of AI revenue (Bloomberg)

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

◾ First SpaceX $SPCX lock-up releases 912M shares tomorrow (Reuters)

◾ Why AI is a risk to Communist China (TheEconomist)

◾ Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the A.I. Bubble? (NYTimes)

◾ The 72-hour crisis that could upend Meta’s business in India as firm risks losing legal protection (CNBC)

◾ Tish James, Kathy Hochul’s pursuit of Kalshi raises questions about why they’re ignoring Polymarket (NYPost)

◾ The Paper in Your Paper Towel Is a Candidate for a Radical Overhaul (WSJ)