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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

OpenAI models breached Modal customer before Hugging Face

Anthropic’s Amodei rejects open AI model ban, calls for testing

Claude Opus 5 debuts, nears Fable 5 performance at 50% lower price

ChatGPT Health expands to all U.S. adult users

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

OpenAI models breached Modal customer before Hugging Face

Anthropic’s Amodei rejects open AI model ban, calls for testing

Claude Opus 5 debuts, nears Fable 5 performance at 50% lower price

ChatGPT Health expands to all U.S. adult users