Thursday 13 August 2026

Top stories today:
Grok 4.6 debuts as SpaceXAI takes on OpenAI, Anthropic
Googleās Pixel 11 lineup goes official with Tensor G6
CPI (core) at 0.1% / 0.2% MoM in Jul. as war-driven inflation fades
Cerebras -17% as Q2 revenue +74% YoY to $180.1M
Anthropic in talks to buy AI startup Decart for ~$6B
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. Grok 4.6 debuts as SpaceXAI takes on OpenAI, Anthropic
Grok 4.6 matched GPT-5.6 Sol and trailed Claude Fable 5 slightly on the Artificial Analysis Intelligence Index:
Grok 4.6 costs $2/$6 per 1M input/output tokens, unchanged from Grok 4.5, vs. GPT-5.6 Solās $5/$30, Fable 5ās $10/$50, and Kimi K3ās $0.3/$15.
500K-token context window, unchanged from Grok 4.5.
Available through Cursor, Grok Build, the API, and third-party partners.
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3. Googleās Pixel 11 lineup goes official with Tensor G6, HiLight status light, starting at $899
New Gemini features including table reservations and sign language translation, and Magic Capture to pick the best frames are preloaded.
Pixel 11 Pro and Pro XL feature space-grade aluminum frames and a coating thatās twice as scratch-resistant.
Pixel 11 Pro Fold debuted with a 20% brighter displays, starting at $1,899
A stronger hinge and an upgraded 48MP camera are also featured.
$29 Pixel Tag announced, debuting on Nov. 11.
Google has also reduced the Google One AI Pro trial bundled with Pixel 11 devices.
Datos Insights surveyed 200 lenders and 1,500 consumers to understand how lenders are rethinking credit in a changing economic landscape.
What they found: more are leaning into alternative dataāand seeing a measurable impact on portfolio performance.
Plaid partnered with Datos Insights to uncover how leading lenders use cash flow data to drive performance, and capture borrowers traditional credit reports miss.
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5. CPI (core) at 0.1% / 0.2% MoM in Jul. as war-driven inflation fades
CPI: 0.3% MoM / 3.4% YoY in Jul., matching estimates, vs. -0.4% / 3.5% in Jun.
Core CPI: 0.2% MoM / 2.5% YoY, matching estimates, vs. 0.0% / 2.6%.
Pressure on Fed rate hikes is likely to ease.
Computer software and accessories +21.2% YoY, a record, while computers, peripherals, and smart home assistants rose the most in 4+ years.
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7. Cerebras -18% as Q2 revenue +74% YoY to $180.1M vs. $194.0M est.
-23% YoY in hardware revenue to $54.1M.
$450.5M in Q2 net loss, tied to $386.6M of stock-compensation costs, vs. $309.5M in net profit a year earlier.
~$215M in Q3 revenue projected, vs. $220M est.














