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Recent Posts

  • Glow Emerges From Stealth With $180 Million Series A At $1.2 Billion Valuation
  • Cisco Releases Antares-350M and Antares-1B Open-Weight AI Models for Vulnerability Detection
  • OpenAI Models Breached Hugging Face Infrastructure While Cheating on Cybersecurity Benchmark
  • Empirical Security Raises $25 Million Series A to Expand AI-Driven Threat Prediction
  • Synthetic Insiders: How AI-Generated Fake Employees Are Bypassing Corporate Cyber Defenses
  • China’s Kimi K3 Model Is Strong but Not Yet a Frontier AI Security Risk
  • Risk Ledger Raises £24 Million Series B for Supply Chain Cyber Risk Platform
  • Cribl Acquires Israeli Threat Detection Startup CardinalOps for $100 Million
  • Cybersecurity Stocks Rally as IBM CEO Flags Cyber Fears as a Top Customer Priority
  • Trump Administration Launches “Gold Eagle” Federal Clearinghouse for AI Cyber Threat Sharing

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Arkenstone Defense Emerges From Stealth With $35 Million to Fix Pentagon’s Commercial Onboarding Problem
Farnborough International Airshow from 20 to 24 July 2026 at the Farnborough International Exhibition & Conference Centre in Hampshire, UK
NATO to Begin Formal Negotiations with Saab for Up to Ten GlobalEye AEW&C Aircraft
SES Space & Defense Secures Five-Year Space Force Satellite Services Contract
Lockheed Martin and Rheinmetall Sign MOU for European ATACMS Co-Production
Advancing Rapid Defense Innovation Symposium (ARDIS) 2026, September 15-16, 2026, Ridgecrest, CA
Ondas (ONDS) Acquires Cyberhawk for $125 Million, Extending Its Defense Autonomy Platform Into Critical Infrastructure
Teledyne FLIR Defense Selected by U.S. Army for LASSO Loitering Munition Program
Heaviside Industries Raises $28M to Push Autonomous Warfare Into Its Next Phase
Israel Approves F-35 and F-15IA Squadron Purchases Worth Tens of Billions
Ropedia Raises $30 Million for Physical AI Training Data, But the Dataset Math Doesn’t Hold Up
South Korea’s July Chip Exports Surge 180.6% as AI Supercycle Accelerates
How CuspAI’s Inverse Design AI Turns Materials Discovery Into a Search Engine
Etched in Talks to Raise Funds at $20 Billion Valuation, With a Separate $10 Billion Round Led by Sequoia
Moonshot AI Unveils Kimi K3, Raising the Bar for Open AI Models
Nvidia’s Open-Source Bet Is Really a Wager on Where AI Margin Settles
TerraFirma Raises $100M Series A to Turn Heavy Construction Equipment Into Robots
PrismML, the Startup That Shrinks AI Models to Run on an iPhone, Is in Talks With Apple
OpenAI’s First Device Will Be a Moveable, Screenless AI Companion Speaker
IBM’s 25% Stock Fall Is Beginning of the End for Old School Software Giant
SIGGRAPH 2026 in Los Angeles: NVIDIA’s Physical AI Day, a First Games Summit, and the Bolt Graphics Zeus Bet
Inside AMD Advancing AI 2026: Lisa Su Puts Helios on Stage as OpenAI, Meta, Anthropic and Cerebras Line Up Behind It
Remaining 2026 Tech Conferences: Black Hat, Dreamforce, Web Summit Lisbon and AWS re:Invent
2026 Esri User Conference — July 13–17, San Diego
HubSpot UNBOUND 2026: Analyst Day Set for September 17 in Boston
The Signal for the Event-Tech Sector
The 10 Most Significant Tech Events and Earnings to Watch This Summer
RAISE Summit, July 8-9 2026, Paris
CJS Securities 26th Annual New Ideas Summer Conference, July 9, 2026, White Plains, NY
SEMICON West 2026, October 13–15, San Francisco

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Paper Raises $34 Million and Figma (FIG) Has Already Lost Half Its Value on the Thesis
Google Frozen v2 AI Chip Could Deliver 10x Efficiency Gains Over Current TPUs
The Case for Shorting Budget Airlines as Oil Prices Rise
Morgan Stanley’s $2.3 Billion Capital Markets Haul Signals the AI Boom Is Just Getting Started
Blackstone’s Futronic Deal Bets on Actuators as AI Robotics’ Physical Bottleneck
Zhongji Innolight’s $8 Billion IPO Is a Customer Event for Marvell, Not a Competitive One
Wall Street Splits Between Oversupply Fears and an AI-Proof Supercycle Thesis
The AI Iron Curtain: Xi’s Shanghai Keynote Is the Fulton Speech of the AI Cold War
Enterprise Money Is Leaving Old School IBM for AI Infrastructure Companies
Why EU Tech Is Falling Behind the US: A Structural Diagnosis, Not a Cultural One
Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
China’s U.S. Treasury Holdings: The Great Repositioning (2021–2025)
Infographic: Why the 2025 CIPA Data Proves the APS-C Renaissance is Real
How WiFi Changed Media
Canva Acquires Simtheory and Ortto to Build End-to-End Work Platform
Netflix Price Hikes, The Economics of Dominance in a Saturated Streaming Market
America’s Brands Keep Winning Even as America Itself Slips
Tesla (TSLA) Q2 2026: The Stock Fell 14.5% but Only 4% of It Came From the Earnings Release
Intel Q2 2026: $16.1 Billion in Revenue and $293 Million in External Foundry Sales
Super Micro Computer Q4 FY26: Gross Margin Guide Nearly Doubles to 15%-17%
Semiconductor Stocks Rebound After Confirming Bear Market Correction
Tempus AI to Acquire Personalis for $16.25 Per Share in $1.5 Billion MRD Deal
Unity (NYSE: U) Bets on Coding Agents With Unity 7: Does the Roadmap Move the Stock?
South Korean Retail Investors Face 70% Losses as Leveraged Chip ETFs Crash
Hidden Debt at Five AI Hyperscalers Hits $1.65 Trillion, Nikkei Study Finds
TSMC Q2 2026: A 15% Capex Hike Outweighs a Record Profit Beat
Micron’s $500 Million GlobalWafers Financing Points to a New Bottleneck

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