Friday 31 July 2026
Top stories today:
Anthropic says Opus 4.7, Mythos 5 breached 3 firms
Apple Q3 FY26 revenue +16% YoY to $109.4B, net income +27%
Amazon Q2 revenue +20% YoY to $200.6B, net income +245%
OpenAI cuts GPT-5.6 Luna pricing ~80%, GPT-5.6 Terra 20%
Thinking Machines unveils Inkling-Small open-weight model
0. Data & Calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. Anthropic says Opus 4.7, Mythos 5 breached 3 firms after OpenAI-Hugging Face incident
3 Claude models, including an internal research model, compromised real-world systems, Anthropic said.
Anthropic reviewed 141K+ cybersecurity evaluation runs after the OpenAI-Hugging Face incident.
Apr.: earliest incidents occurred, per Anthropic.
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3. Apple Q3 FY26 revenue +16% YoY to $109.4B, vs. $108.9B est., net income +27%
+22% YoY in Phone sale to $54.2B vs. $53.9B est.
Mac sales +29% to $10.4B.
China revenue +22% YoY to $18.8B, vs. $19.6B est.
Apple expects supply constraints to increase significantly sequentially and memory prices to keep rising, Tim Cook said.
9%-11% in Q4 revenue growth projected, vs. 12%+ est.
iPhone accounted for 50% of Appleās total revenue, vs. 47% a year earlier
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5. Amazon Q2 revenue +20% YoY to $200.6B, vs. $196.2B est., net income +245%
+43% YoY in operating income to $27.5B.
AI chips topped $25B annual revenue run rate.
+26% YoY in ad revenue to $19.8B, vs. $19.4B est.
AWS revenue +37% YoY to $42.2B vs. +31.2% est., accounting for 21% of Amazon revenue
Amazon capex +69% YoY to $54.2B, driven largely by AI infrastructure
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7. OpenAI cuts GPT-5.6 Luna pricing ~80%, GPT-5.6 Terra 20% after efficiency gains
GPT-5.6 Terra remained largely behind Luna and Sol on the Pareto frontier, per Artificial Analysis:
GPT-5.6 Luna now costs $0.2/$1.2 per 1M input/output tokens, down from $1/$6, vs. Claude Sonnet 5ās $3/$15, GLM-5.2ās $1.4/$4.4, and DeepSeek V4 Flashās $0.14/$28.
GPT-5.6 Terra now costs $2/$12, down from $2.5/$15, vs. Claude Opus 5ās $5/$25, Grok 4.5ās $2/$6, and Kimi K2.6ās $0.16/$4.
