The Supreme Court just made it harder for police to track your phone

Your phone keeps a minute-by-minute diary of where you go. The US Supreme Court has now ruled that police cannot simply demand it. In a major win for digital privacy, the court said geofence searches [...]

An activist investor says the market has decided Lionsgate is an AI casualty. It wants the studio to prove otherwise or sell.

Activist investor Anson Funds is pressing Lionsgate to redefine itself for the AI era or put itself up for sale, according to a July letter to the board reviewed by Semafor. The argument turns on how [...]

OpenAI may delay its IPO to 2027 to hold out for $1tn

Patience has a price, and someone else is paying it. OpenAI may wait until 2027 to go public. The wait is meant to buy a bigger number. OpenAI is weighing a listing as late as 2027, Bloomberg reported [...]

Apple’s suppliers are racing to Hong Kong to fund their robot pivot

Two of Apple’s biggest Chinese suppliers are racing to Hong Kong in the same week. Luxshare wants about $3bn, Lingyi just banked $1.1bn. Both are using the cash to pivot from smartphone parts to AI [...]

A Princeton grad’s $30M AI detector is selling to Superhuman

Superhuman, the company that used to be Grammarly, just bought GPTZero, the startup that catches AI writing. The contradiction is the point. As the internet fills with machine-made text, proving somet [...]

Hadrian’s reported $7.5bn round and the physical-AI rush

Bloomberg says defense-factory startup Hadrian is in talks to raise as much as $1bn at a $7.5bn valuation. Hadrian calls that “inaccurate”. Either way, the rumour shows how hot physical AI and US [...]

Main Capital raised the Netherlands’ biggest-ever fund on boring software

While public markets panic that AI will gut enterprise software, a quiet Dutch firm just raised €5.25bn on the opposite bet. Main Capital’s pitch: boring, essential software is exactly where the n [...]

China takes the supercomputer crown without US chips

A supercomputer in Shenzhen just topped the world rankings for the first time since 2017. The headline is the speed. The real story is the silicon: it runs without a single chip from Nvidia, AMD or In [...]

Cerebras doubled its revenue. The stock fell anyway.

Cerebras nearly doubled its revenue and guided 2026 sales above Wall Street’s estimates. Its stock still fell about 10%. The reason was a margin squeeze, caused not by a shortage of chips but by a s [...]