Author: Admin

Welcome to Eye on AI. Beatrice Nolan here. In today’s issue: Has OpenAI quietly hit pause on some AI development? Trump says the government is “looking at controls” for AI. Another Thinking Machines co-founder hops back to OpenAI. And OpenAI’s rogue agents breached more than just Hugging Face. Sam Altman has spent this week in DC getting questioned by various reporters between meetings. He’s in Washington to preview OpenAI’s next family of models to senior Trump administration officials—including Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick. He’s also been fielding questions on cybersecurity, a potential AI slowdown, and OpenAI’s…

Adyen is coming for agentic payments. Can startups keep up?

Blue Owl Capital expects to hold the final close on its sixth GP stakes flagship this year, having raised $10.6 billion against a $13 billion target. Speaking on the firm’s Q2 2026 earnings call on Thursday, chief financial officer Alan Kirshenbaum said the vehicle is in the “final stretch” of fundraising.

Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York on Feb. 26, 2025.Michael Nagle | Bloomberg | Getty ImagesAmazon is set to announce its second-quarter earnings after the bell on Thursday. Here’s what analysts are expecting, according to estimates compiled by LSEG:Earnings per share: $1.82 Revenue: $196.47 billion Wall Street is also looking at other key revenue numbers: Amazon Web Services: $40.54 billion expected, according to StreetAccountAdvertising: $19.43 billion expected, according to StreetAccountInvestors are watching Amazon and the rest of the so-called hyperscalers’ capital expenditures as the mood around massive investments in artificial intelligence has grown…

Reformation Inc. signage as traders work during the company’s initial public offering (IPO) on the floor of the New York Stock Exchange (NYSE) in New York, US, on Thursday, July 30, 2026. Michael Nagle | Bloomberg | Getty ImagesWomen’s clothing retailer Reformation began trading on the New York Stock Exchange on Thursday, with the stock essentially unchanged after pricing its IPO at $15.The company, which is trading under the ticker symbol “REF,” is offering 14,062,500 shares, putting its IPO raise at $210.9 million.”Reformation is ready, and that is really the driving reason we’ve spent a lot of time working to…

This paper uses computational linguistics to introduce a novel measure of firm-level cyber risk exposure based on the quarterly earnings calls of listed firms. Our measure covers more than 14,000 firms from over 90 countries between 2003 and 2025. The measure is validated using human auditors and a large language model. We show that cyber risk exposure affects stock returns and profits, is priced in the options market, predicts actual cyberattacks, and propagates from firm to sector level. Back-of-the-envelope estimates suggest that the global cost of cyber risk exposure is around $1 trillion per year. That is from a recent…

BB cuts policy rate by 50 basis points after 2 years The Business Standard

Microsoft is spending heavily on AI but is also taking a “responsible” approach to its financials, an analyst said.

Please enable JavaScript if it is disabled in your browser or access the information through the links provided below. July 30, 2026 Federal Reserve Board issues enforcement action with Iuka Bancshares, Inc. and The Iuka State Bank For release at 11:00 a.m. EDT The Federal Reserve Board on Thursday announced the execution of the following enforcement action listed below: Iuka Bancshares, Inc., Salem, Illinois and The Iuka State Bank, Salem, Illinois Written Agreement dated July 15, 2026 Additional enforcement actions can be searched for here. For media inquiries, please email [email protected] or…

My morning train WFH reads: • The economy is just a VIP list now: The economy increasingly rewards people who can afford to never wait, mix or be observed. (Your Brain on Money) •  Blame Canada: You Aren’t Going to Like What Comes After America: The New York Times opinion on the post-American world order — the Canada tariff fight, South Park’s satire, and the uncomfortable truth that whatever replaces American hegemony will likely be worse.(New York Times) but see also Canada’s MAGA-Friendly Premier Advances Her Pro-Oil Agenda: Alberta’s Danielle Smith spent three years fighting with the previous government. Now…