OpenAI announced it will end model access for Cursor by Nov. 12, 2026, citing concerns that new owner SpaceX will not comply with its terms of service — the latest flashpoint in the long-running conflict between Elon Musk and OpenAI's leadership.
Salesforce reported $11.35 billion in quarterly revenue and 104 trillion customer records ingested as AI agent adoption accelerated, with CEO Marc Benioff declaring fears of a "SaaSpocalypse" unfounded.
Meta has agreed to an $18 billion settlement with a coalition of U.S. states over claims its platforms harmed younger users, with $5.3 billion of that sum contingent on TikTok and YouTube adopting similar teen-safety measures.
Meta has agreed to a roughly $17 billion settlement with 52 state attorneys general over allegations that Facebook and Instagram were designed to harm children, with mandatory new safeguards for teen users required to remain in place for 10 years.
An Anthropic-backed nonprofit has directed $500,000 to a PAC supporting Sen. Ed Markey in next Tuesday's Massachusetts Democratic primary, as Rep. Seth Moulton attacks the incumbent's familiarity with artificial intelligence.
U.S. District Judge Rita Lin ruled that the Department of Defense violated the First Amendment by designating Anthropic a supply chain risk in retaliation for the company's public criticism of the administration's AI policies. Anthropic's parallel lawsuit in Washington, D.C., remains ongoing.
Nvidia and Salesforce surged 8% and 22%, respectively, after Wednesday earnings reports dismantled persistent Wall Street bear cases, while CrowdStrike jumped 20.5% on its own strong results and broader tech indexes climbed to multi-week highs.
Nvidia and Salesforce surged 8% and 22%, respectively, after Wednesday earnings reports dismantled persistent Wall Street bear cases, while CrowdStrike jumped 20.5% on its own strong results and broader tech indexes climbed to multi-week highs.
Nvidia's CFO guided for 70% revenue growth in fiscal 2028 — well above the 44% Wall Street consensus — which would put projected sales at roughly $673 billion and place the chipmaker ahead of Apple and Alphabet among U.S. tech companies by revenue.
Salesforce posted fiscal Q2 revenue of $11.35 billion and net income up 87% year over year, fueled by a $2.6 billion gain on its Anthropic stake. Agentforce AI annualized revenue surpassed $1.5 billion, rising 240% from a year ago.
OpenAI announced it will end model access for Cursor by Nov. 12, 2026, citing concerns that new owner SpaceX will not comply with its terms of service — the latest flashpoint in the long-running conflict between Elon Musk and OpenAI's leadership.
Salesforce reported $11.35 billion in quarterly revenue and 104 trillion customer records ingested as AI agent adoption accelerated, with CEO Marc Benioff declaring fears of a "SaaSpocalypse" unfounded.
U.S. District Judge Rita Lin ruled that the Department of Defense violated the First Amendment by designating Anthropic a supply chain risk in retaliation for the company's public criticism of the administration's AI policies. Anthropic's parallel lawsuit in Washington, D.C., remains ongoing.
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.