Anthropic's Threat Intelligence report for August says Claude was weaponized for sophisticated cybercrimes, including a “vibe-hacking” data extortion scheme
and It Could Happen Again Vyom Ramani / Digit : Vibe-hacking based AI attack turned Claude against its safeguard: Here's how Charlesarthur / The Overspill : Start Up No.2503: Anthropic's Claude helps ...
The US DOD announces OpenAI, Google, Anthropic, and xAI have each won contracts with a $200M ceiling, aimed at enabling agentic AI national security workflows
Now his AI company is celebrating a $200M Pentagon contract and new unit to get government business Brian Fagioli / NERDS.xyz : Elon Musk wants to infect the government with AI using Grok Brady Knox /...
Palantir reports Q1 revenue up 39% YoY to $884M, below $863M est., US commercial sales up 71% to $255M, and raises 2025 sales guidance to ~$3.9B; PLTR falls 5%+
Our interest in arming the United States of America, in ensuring that its defense … Proactive : Palantir shares drop sharply after results fail to justify lofty valuation Arsheeya Bajwa / Reuters : Pa...
Oracle reports Q2 revenue up 9% YoY to $14.06B, vs. $14.1B est., and signs a deal with Meta to train Llama models on Oracle's cloud; ORCL drops 7%+
Larry Ellison's Fortune Loses $15 Billion Itai Levitan / Forexlive : Mixed signals in the market: Google soars while Oracle dives Andrew Kessel / Yahoo Finance : What Analysts Are Saying After Oracle'...
Apple reports Q2 revenue from Services, which includes Apple TV+ and Apple Music, up 14% YoY to $23.9B, vs. $23.12B estimated, an all-time record
but Tim Cook still keeps us guessing Mike Robuck / Mobile World Live : Apple posts sluggish iPhone sales in Q2 Peter Kafka / Business Insider : Apple can't tell you iPhone sales are booming, so it's t...
Intel reports Q1 revenue up 9% YoY to $12.72B, vs. $12.78B est., Data Center and AI up 5% to $3B, and Q2 revenue guidance below est.; INTC drops 10%+
The company reported a GAAP loss … Josh Lamb / Proactive : Intel sinks as guidance disappoints Tobias Mann / The Register : Intel excited by PC sales pop and GPU prospects, but investors aren't becaus...
Cloud data management company Informatica says it is not currently in acquisition talks, after Salesforce's reported interest in a ~$10B deal; INFA falls 8%+
to Salesforce or anyone else Wall Street Journal : Salesforce's Talks to Buy Informatica Fizzle Larry Dignan / Constellation Research : Informatica says it'll hit Q1 targets, says not actively in acqu...
Apple plans to ship the $3,499+ Vision Pro on February 2 in the US, after opening pre-orders on January 19 at 8am ET, with a Solo Knit Band and a Dual Loop Band
Again Michael Potuck / 9to5Mac : Here's everything that Apple includes in the Vision Pro box Nick Evanson / PC Gamer : The $3,499 Apple Vision Pro finally has an actual release date, and will be on sa...
Broadcom's VMware Cloud Foundation Division ends perpetual licenses, moves to subscriptions, and makes a “dramatic simplification” of its product portfolio
Now that our acquisition by Broadcom has successfully completed … Ed Targett / The Stack : Broadcom is killing off VMware perpetual licences and strong-arming users onto subscriptions Larry Dignan / C...