Tuesday 4 August 2026
Top stories today:
White House hosts OpenAI, Google, Anthropic on AI framework
OpenAI disputes Appleās lawsuit, shares iMessages, emails
Palantir Q2 revenue +93% YoY to $1.9B, net income +224%
Valar Atomics, nuclear startup for data centers, raises $1B
Amazon tops $3T market cap, joining NVIDIA, Alphabet
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. White House hosts OpenAI, Google, Anthropic on AI oversight framework
Tue.: the Trump admin invited staffers from OpenAI, Google, Anthropic and other tech companies to review the AI framework.
Mon.: the White House said the framework met its Aug. 1 deadline and was finalized, without detailing its contents.
The framework would set up a voluntary model submission process for the government.
Unclear whether the White House will be taking feedback at the meeting or sharing a final version.
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3. OpenAI disputes Appleās confidentiality lawsuit, shares iMessages, emails
~1 month after Appleās lawsuit, OpenAI published a detailed blog on the matter.
āCareless, aggressive, and oddly personal,ā OpenAI called the lawsuit.
OpenAI alleged Apple did not properly notify the company before filing the lawsuit.
Separately, Apple sought a preliminary injunction against OpenAI and two former employees.
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5. Palantir Q2 revenue +93% YoY to $1.9B, net income +224%
+115% YoY in U.S. revenue to $1.6B.
+149% YoY in U.S. commercial revenue to $764M.
Closed 220 deals worth at least $1M and 98 deals worth at least $5M in Q2.
+12% in Palantir shares after the earnings release.
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7. Valar Atomics, nuclear startup for data centers, raises $1B at $6B valuation
Sequoia Capital led the Series B, with Atreides Management, Point72, and Snowpoint Ventures participating.
The company also secured a $200M credit facility.
