WSJ Tech News Briefing

Imani Moise reports that Amazon’s market valuation surpassed $3 trillion, joining Apple, Microsoft, Nvidia, and Alphabet.

WSJ’s Nicole Nguyen explores how generative AI is blurring reality through deepfake movie dubs and viral AI influencers like "Granny Spills.

Apple shares plummeted nearly 9% after disappointing forecasts, marking a historic market cap decline that weighed on the tech sector.

Julie Chang reports on Apple’s record June quarter earnings, driven by strong iPhone and Mac sales.

The EU launched a bidding process for seven AI gigafactories backed by $11.

Julie Chang reports Meta’s record Q2 sales and increased AI infrastructure spending, alongside Microsoft’s strong cloud growth and Azure revenue surpassing $100 billion.

SK Hynix reported record profits but saw its stock drop as investors questioned the AI boom's durability.

Julie Chang reports that EssilorLuxottica’s AI-powered smart glasses sales nearly doubled, though competition from Google and Apple looms.

Imani Moise reports on Apple’s new leasing program with Klarna, which replaces its existing upgrade plans ahead of earnings.

WSJ’s Tech News Briefing examines why tech firms like OpenAI and Palantir are launching high-priced fashion lines to build brand loyalty despite public backlash.

NVIDIA shares tumbled after WSJ reported a $250 billion backstop for OpenAI’s data center, raising concerns about circular AI financing.

Imani Moise reports on the Open Secure AI Alliance, a coalition including NVIDIA and Microsoft formed to combat AI cyber threats after the OpenAI hack.

Julie Chang reports that President Trump threatened EU tariffs after Google’s $1 billion antitrust fine.

Imani Moise reports that the EU warns TikTok may breach safety rules by allowing minors' content to be public and recommended.

Tesla’s stock fell after heavy AI and robotics spending pushed free cash flow negative, despite strong EV sales.

WSJ’s Imani Moise reports that Alphabet holds a 6% stake in SpaceX amid discussions for orbital data centers.

WSJ’s Imani Moise reports that investors are nervous about big tech’s AI spending, with Tesla and Alphabet shares slipping despite revenue gains due to negative free cash flow.

Amazon cut jobs in its AI unit to sharpen focus, while Tesla reported negative free cash flow due to heavy AI and robotics spending despite revenue growth.

Danny Lewis hosts the WSJ Tech Minute, covering Anthropic’s $40 million push for AI regulation and OpenAI’s models accidentally hacking HuggingFace during a test.

GM faces a shrinking EV market, cutting less profitable models and incurring $10.

Imani Moise reports that Microsoft is deepening its AI partnership with Mistral to build European data centers and integrate models.

WSJ’s Imani Moise hosts Lindsay Ellis and Ellie Davis to discuss AI-native startups operating with smaller, flatter teams and higher engineering ratios.

BlackRock is raising $12 billion for a Texas data center with Meta, continuing its AI infrastructure push.

Julie Chang reports on major tech market shifts, noting SpaceX’s valuation dropped to $1.

Trump Media plans to launch a real-time feed for institutional traders, highlighting the intersection of the Trump family’s business and political interests.

SpaceX shares dipped below their IPO price amid market volatility, with investors eyeing an upcoming Starship test.

Danny Lewis reports that Stripe and Advent International have launched a $53 billion takeover bid for PayPal, sparking a 19% pre-market surge in shares.

WSJ’s Imani Moise reports that Uber is in advanced talks to acquire German food delivery app Delivery Hero, aiming to expand its global footprint.

WSJ’s Pierre Bien-Aimé reports that New York Governor Kathy Hochul is imposing a one-year moratorium on large data center construction to regulate the AI boom.

This episode examines how cheap, uncertified USB-C chargers are damaging iPhones, urging consumers to buy from trusted brands to avoid costly repairs.

A coalition of 12 states led by California is suing to block Paramount’s $81 billion acquisition of Warner Bros.

WSJ’s Danny Lewis reports that OpenAI’s No.

WSJ’s Imani Moiz discusses how tech giants underreport water usage by excluding indirect consumption from power generation, with columnist…

WSJ’s Imani Moise reports on Apple supplier Luxshare’s muted Hong Kong IPO debut despite strong institutional backing.

Blue Origin is raising $10 billion in its first outside funding round to compete with SpaceX.

China flagged security vulnerabilities in Anthropic’s Claude code, escalating US-China AI tensions.

Amazon plans to issue $25 billion in bonds to fund AI infrastructure, joining peers like Meta and NVIDIA in tapping debt markets.

Imani Moise reports on N-Scale Global Holdings securing a $900 million credit line for global data centers amid fears of an AI spending bubble.

WSJ’s Imani Moise hosts Tina Lee to discuss college students skipping internships for Silicon Valley startup incubators, where some drop out to build AI ventures.

WSJ’s Imani Moise reports on UN Secretary-General Antonio Guterres’ call to ban autonomous weapons, citing moral concerns.