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Amsterdam-based Adyen reports H1 2026 net revenue up 19% YoY to â‚¬1.3B, processed volumes up 24% YoY to â‚¬803.8B, and EBITDA of â‚¬641.5M; ADYEN.AS rises 12%+ (Adam Whittaker/Wall Street Journal)

about 2 hours ago

Adam Whittaker / Wall Street Journal Amsterdam-based Adyen reports H1 2026 net...

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CXMT overtakes Tencent to become the most valuable Chinese company, with a ~$524B market cap, above Tencent's $510B; CXMT's Shanghai shares jumped 460%+ at IPO (Bloomberg)

about 2 hours ago

Bloomberg CXMT overtakes Tencent to become the most valuable Chinese company, with...

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Filings and sources: Microsoft shuttered 15+ branch offices and joint ventures in China in the past five years, amid China's push for domestic software (Reuters)

about 2 hours ago

Reuters Filings and sources: Microsoft shuttered 15+ branch offices and joint ventures...

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SMIC reports Q2 revenue up 36% YoY to ~$3B, net profit up 3x+ to ~$479.2M, above ~$283.1M est., and a 25.3% gross margin, driven by strong mature-node orders (Sherry Qin/Wall Street Journal)

about 2 hours ago

Sherry Qin / Wall Street Journal SMIC reports Q2 revenue up 36%...

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JD.com reports Q2 revenue down 2.9% YoY to ~$51.4B and net income of ~$1.1B, above ~$964M est., driven by JD Retail profitability and narrowing food losses (Luz Ding/Bloomberg)

about 1 hour ago

Luz Ding / Bloomberg JD.com reports Q2 revenue down 2.9% YoY to...

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Accelerant, which uses data analytics to connect insurance underwriters with risk capital partners, agrees to go private with Thoma Bravo in a $4.4B deal (Katherine Hamilton/Wall Street Journal)

about 1 hour ago

Katherine Hamilton / Wall Street Journal Accelerant, which uses data analytics to...

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Meta says it removed 750,000+ Australian accounts believed to belong to under-16s to comply with the social media ban, including 462,000 Instagram accounts (Newley Purnell/Bloomberg)

about 3 hours ago

Newley Purnell / Bloomberg Meta says it removed 750,000+ Australian accounts believed...

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Sources: Demis Hassabis pitched a new independent industry AI safety entity, modeled on the IAEA, to top Trump officials before stepping down as DeepMind CEO (Wall Street Journal)

about 3 hours ago

Wall Street Journal Sources: Demis Hassabis pitched a new independent industry AI...

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DeepSeek launches V4-Pro, its most advanced model that rivals Kimi K3 on some benchmarks at much lower prices, costing $0.44/1M input and $0.87/1M output tokens (Juro Osawa/The Information)

about 3 hours ago

Juro Osawa / The Information DeepSeek launches V4-Pro, its most advanced model...

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Sources: Anthropic investors expect it to float at a $2T+ valuation after an October IPO and to hit $100B to $120B in annualized revenue by the end of 2026 (Financial Times)

about 2 hours ago

Financial Times Sources: Anthropic investors expect it to float at a $2T+...

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Lenovo reports Q1 revenue up 43% YoY to $26.94B, its highest quarterly revenue growth in five years, as AI-related revenue rose 60% YoY to $9.3B, 35% of total (Laurie Chen/Reuters)

about 6 hours ago

Laurie Chen / Reuters Lenovo reports Q1 revenue up 43% YoY to...

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Counterpoint: China's YMTC accounted for 14% of NAND flash shipments in Q2, behind Samsung's 25% and SK Hynix's 22%, but ahead of Micron and Kioxia (Howard Liu/South China Morning Post)

about 6 hours ago

Howard Liu / South China Morning Post Counterpoint: China's YMTC accounted for...

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Techmeme

Latest posts

Amsterdam-based Adyen reports H1 2026 net revenue up 19% YoY to â‚¬1.3B, processed volumes up 24% YoY to â‚¬803.8B, and EBITDA of â‚¬641.5M; ADYEN.AS rises 12%+ (Adam Whittaker/Wall Street Journal)

CXMT overtakes Tencent to become the most valuable Chinese company, with a ~$524B market cap, above Tencent's $510B; CXMT's Shanghai shares jumped 460%+ at IPO (Bloomberg)

Filings and sources: Microsoft shuttered 15+ branch offices and joint ventures in China in the past five years, amid China's push for domestic software (Reuters)

SMIC reports Q2 revenue up 36% YoY to ~$3B, net profit up 3x+ to ~$479.2M, above ~$283.1M est., and a 25.3% gross margin, driven by strong mature-node orders (Sherry Qin/Wall Street Journal)

JD.com reports Q2 revenue down 2.9% YoY to ~$51.4B and net income of ~$1.1B, above ~$964M est., driven by JD Retail profitability and narrowing food losses (Luz Ding/Bloomberg)

Accelerant, which uses data analytics to connect insurance underwriters with risk capital partners, agrees to go private with Thoma Bravo in a $4.4B deal (Katherine Hamilton/Wall Street Journal)

Meta says it removed 750,000+ Australian accounts believed to belong to under-16s to comply with the social media ban, including 462,000 Instagram accounts (Newley Purnell/Bloomberg)

Sources: Demis Hassabis pitched a new independent industry AI safety entity, modeled on the IAEA, to top Trump officials before stepping down as DeepMind CEO (Wall Street Journal)

DeepSeek launches V4-Pro, its most advanced model that rivals Kimi K3 on some benchmarks at much lower prices, costing $0.44/1M input and $0.87/1M output tokens (Juro Osawa/The Information)

Sources: Anthropic investors expect it to float at a $2T+ valuation after an October IPO and to hit $100B to $120B in annualized revenue by the end of 2026 (Financial Times)

Lenovo reports Q1 revenue up 43% YoY to $26.94B, its highest quarterly revenue growth in five years, as AI-related revenue rose 60% YoY to $9.3B, 35% of total (Laurie Chen/Reuters)

Counterpoint: China's YMTC accounted for 14% of NAND flash shipments in Q2, behind Samsung's 25% and SK Hynix's 22%, but ahead of Micron and Kioxia (Howard Liu/South China Morning Post)

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