Sapiom, which is developing a financial layer for enterprises to let AI agents automatically buy the services they need, raised a $15M seed led by Accel (Marina Temkin/TechCrunch)

Marina Temkin / TechCrunch:
Sapiom, which is developing a financial layer for enterprises to let AI agents automatically buy the services they need, raised a $15M seed led by Accel  —  People without coding backgrounds are discovering that they can build their own custom apps using so-called vibe coding …

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Tether acquires a 12% stake, worth $150M, in Gold.com, which enables access to physical and tokenized gold, and plans to integrate its gold-backed XAUT token (CoinDesk)

CoinDesk:
Tether acquires a 12% stake, worth $150M, in Gold.com, which enables access to physical and tokenized gold, and plans to integrate its gold-backed XAUT token  —  What to know: … Tether, issuer of the world's most popular stablecoin USDT … , has acquired a $150 million minority stake in Gold.com …

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Alphabet, Amazon, Meta, and Microsoft forecast capital expenditures that reach a combined ~$650B in 2026, a 60% YoY increase driven by data center construction (Bloomberg)

Bloomberg:
Alphabet, Amazon, Meta, and Microsoft forecast capital expenditures that reach a combined ~$650B in 2026, a 60% YoY increase driven by data center construction  —  Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 …

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French authorities charge four people with spying for China by allegedly seeking to obtain satellite data from Starlink and other critical entities (Jenny Che/Bloomberg)

Jenny Che / Bloomberg:
French authorities charge four people with spying for China by allegedly seeking to obtain satellite data from Starlink and other critical entities  —  French authorities charged four people with spying for China in a case that targeted Elon Musk's satellite Internet provider Starlink.

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Only 35 nations signed a declaration affirming "human responsibility over AI-powered weapons", with the US and China opting out; the US endorsed prior pledges (Victoria Waldersee/Reuters)

Victoria Waldersee / Reuters:
Only 35 nations signed a declaration affirming “human responsibility over AI-powered weapons”, with the US and China opting out; the US endorsed prior pledges  —  Around a third of countries attending a military AI summit agreed on Thursday to a a declaration on how to govern deployment …

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A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable (Emily Steel/New York Times)

Emily Steel / New York Times:
A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable  —  In the first of thousands of forthcoming sexual assault cases, the ride-hailing giant was ordered to pay $8.5 million to Jaylynn Dean, who said a driver raped her in 2023.

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Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours (Reinhardt Krause/Investor's Business ...)

Reinhardt Krause / Investor's Business Daily:
Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours  —  Consumer financing firm Affirm Holdings (AFRM) reported fiscal second quarter earnings and revenue that topped consensus estimates.

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Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming (Hayden Field/The Verge)

Hayden Field / The Verge:
Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming  —  Boris Cherny gets recognized in public relatively often.  At the bar, at the airport, and in generally any public space …

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Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (Vicky Ge Huang/Wall Street Journal)

Vicky Ge Huang / Wall Street Journal:
Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year  —  Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October

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Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health  —  Apple Inc. is scaling back plans for a virtual health coach, according to people with knowledge of the matter …

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