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Top stories today:
1. Microsoft signs 10-year CoD deal with Sony as August UK approval likely
2. xAI promoted by Elon as being worth $20B, spending $800M on GPUs
3. Twitter: only 17% of usage comes from U.S., platform remains unprofitable
4. China grows at 0.8% QoQ, 6.3% YoY in Q2

0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 close (4 PM ET / 1 PM PT).

All times are ET.

1. Microsoft signs 10-year Call of Duty deal with Sony as UK suggests August approval

Twitter: Phil Spencer.

Microsoft signs 10-year Call of Duty deal with Sony as UK suggests August approval

0. Data and calendar

1. Microsoft signs 10-year Call of Duty deal with Sony as UK suggests August approval

Keep reading

Grok 4.6 debuts as SpaceXAI takes on OpenAI, Anthropic

CoreWeave +18% as Q2 revenue +112% YoY to $2.6B, backlog reaches $104B

GPT-5.6-Cyber debuts for select partners as OpenAI expands Daybreak

Apple said to test China’s CXMT RAM as U.S. rules block technical sharing

Microsoft signs 10-year Call of Duty deal with Sony as UK suggests August approval

0. Data and calendar

1. Microsoft signs 10-year Call of Duty deal with Sony as UK suggests August approval

Subscribe to keep reading

Keep reading

Grok 4.6 debuts as SpaceXAI takes on OpenAI, Anthropic

CoreWeave +18% as Q2 revenue +112% YoY to $2.6B, backlog reaches $104B

GPT-5.6-Cyber debuts for select partners as OpenAI expands Daybreak

Apple said to test China’s CXMT RAM as U.S. rules block technical sharing