Amazon (AMZN) saw a PHP2Shell attack attempt four days before disclosure. Governments took websites offline to install the fix.
A leaked CVE number, a deleted exploit video, and an early patch build all came before PHP's release. Amazon still doesn't know how the first attacker learned about the flaw.
3M (MMM) shares rise after Amazon (AMZN) gets a stock warrant tied to $6 billion in data center purchases
The $521 million figure in the headlines is not what the warrant is worth. The 8-K shows how it really vests, a day before 3M's earnings call.
Samsung (005930) will reportedly use TSMC (TSM) to make part of Nvidia's (NVDA) next memory chips
Nvidia asked all three of its HBM suppliers to switch to the same TSMC process. Samsung also has a backup plan if TSMC runs short.
Apple (AAPL) and Amazon (AMZN) say their AI wearables don't store audio. Could wearing one break wiretap laws?
In some states, the legal risk may fall on the person wearing the device. A law professor says New Hampshire's law could cover the Apple Watch's new features.
Meta (META) releases Muse Spark Open, the top US open-weight AI model. Seven Chinese models still rank higher.
Meta says the model runs on two Mac Studios. One ranking still puts seven Chinese models ahead.
Anthropic tells investors quarterly revenue hit $16.8 billion, reports adjusted profit ahead of planned IPO
The numbers came out of Anthropic's investor day in San Francisco, a month before its IPO could start marketing.
Amazon (AMZN) reportedly in talks to buy AI startup Decart for around $7 billion, a month after Anthropic walked away
Amazon is reportedly in talks to buy Decart, a startup whose chip software already runs on Amazon's Trainium, about a month after Anthropic dropped its own pursuit.
AI giants could overtake the big banks as the bond market's biggest concentration risk. One strategist says governments are doing the crowding.
Wellington's Loren Moran says AI hyperscalers will overtake the big banks as the investment-grade bond market's largest concentration risk. A SocGen strategist says governments are doing more of the crowding.
The US imported $45 billion of AI gear from China last year, even as Washington cracks down on Chinese AI
China's share of US AI imports is falling fast. Its optics and AI models are still in the US AI supply chain.
The S&P 500's five biggest stocks now equal the bottom 434. In 2018 it was 282.
Michael Batnick's count has gone from 282 to 350 to 434 since 2018. We ran it ourselves and got 431.
The White House's $6 billion science push includes $2.4 billion in AI credits from 11 companies. Nvidia (NVDA) pledged $1 billion.
The pledges are credits and tools, not government money, and the White House didn't show how its $6 billion total adds up. Three items make up most of it.
SpaceX (SPCX) asked for a band next to its new phone spectrum. Now the FCC will consider auctioning it.
The FCC put SpaceX's request on hold a day before Carr announced the vote. Amazon's phone satellites are in the picture too.
Google will pay Constellation (CEG) to add 890 MW of nuclear power by upgrading existing reactors
The headline number is 3.6 gigawatts. About a quarter of it is new.
Amazon (AMZN) explores $8 billion Nvidia (NVDA) chip sale-and-leaseback deal
Amazon would keep using the chips. A vehicle funded by outside investors would own them.
AI needs $6 trillion a year to fund its buildout, Bain says. Existing uses could bring in less than a third.
Bain named four places the rest of the money could come from. It put no number on one of them.
The 10-year yield closes at a 24-year high despite softer inflation. AI borrowing adds to the pressure
Treasury's own data puts the 10-year above its 2007 peak. A Macquarie strategist says bond issuance matters more this year than inflation.
Anthropic's $518 billion AI buildout: about 80% is reportedly locked in, even if the capacity goes unused
Anthropic must pay Google the difference if its compute spending falls short, Reuters reported, citing the IPO prospectus. Who else is locked in, and which deals can Anthropic cancel?
Anthropic eyes $2 trillion-plus IPO valuation as prospectus reportedly shows $42 billion loss and massive compute commitments
Anthropic's IPO could value the company above $2 trillion, Reuters reported, citing a prospectus that shows a $42 billion loss for 2025. What drove that loss, and who would control Anthropic after the listing?
Anthropic and OpenAI both launched cheaper AI models on the same day. The frontier race is now a price war.
Anthropic and OpenAI both released cheaper AI models on Tuesday. Claude Opus 5.5 costs 20% less than the model it replaces, and OpenAI's new GPT-6 Sol and Luna are about half the price of their predecessors.
What the EU's new data-center energy and water disclosure rules mean for AI stocks
The European Commission proposed energy and water labels for Europe's data centers, covering any facility at 500 kW or more. The rules do not cap energy or water use. Here is what they require, why the EU is acting, and what they mean for AI stocks with the biggest European footprints.
What is an AI kill switch? Shutting down modern AI means finding thousands of off switches, not one.
An AI kill switch is meant to shut down a dangerous AI model in an emergency. The catch is that modern AI runs across thousands of machines, so there is no single thing to turn off.
Virginia targets data center power costs in new rules that put Dominion Energy (D) in the middle
Governor Abigail Spanberger unveiled a Data Center Accountability Framework that would end by-right approvals for large data centers and ban non-disclosure agreements on projects of 25 megawatts or more. Dominion Energy (D) is the utility most exposed.
Amazon (AMZN) gets a Generac (GNRC) stock warrant tied to generator purchases. Generac shares jump 33% after hours.
Generac granted Amazon a warrant covering shares equal to about 2.9% of its stock at $200.9266, above Wednesday's close. Most of it vests only as Amazon's generator purchases reach set thresholds, up to $8 billion. Expected deliveries are $2.4 billion in 2027 and 2028.
Microsoft's $678 billion and Amazon's $496 billion: why AI backlog figures aren't directly comparable
Five companies report their contract books three different ways, and the labels are not interchangeable. What RPO, revenue backlog and performance obligations each mean.