Sources: Microsoft is in discussions to acquire LLM developer Inception; SpaceX also courted Inception, which is looking for a price of over $1B — Microsoft (MSFT.O) is shopping for artificial-intelligence startups as the software company prepares for a future independent of its once-vital partner OpenAI …
Cisco reports Q3 revenue up 12% YoY to $15.84B, vs. $15.56B est., forecasts Q4 revenue above est., and is cutting almost 4,000 jobs; CSCO jumps 17%+ after hours — Cisco shares soared 15% in extended trading on Wednesday after the networking company issued results and guidance that topped Wall Street's projections.
Mythos Preview is the first AI model to complete both of AISI's cyber ranges, which measure models' cyberattack capabilities; GPT-5.5 solved only one of them — In February 2026, we internally estimated that the length of cyber tasks AI models could complete had doubled every 4.7 months since late 2024 …
Q&A with Anthropic CFO Krishna Rao on the “cone of uncertainty” in AI, allocating compute, returns to frontier intelligence, platform vs. application, and more — In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with Anthropic CFO Krishna Rao …
The US FCC approves EchoStar's sale of approximately 65MHz of spectrum to SpaceX and 50MHz to AT&T — The U.S. Federal Communications Commission's Wireless Telecommunications Bureau and Space Bureau approved EchoStar's sale of approximately 65 megahertz of spectrum to SpaceX and 50 megahertz to AT&T …
Google says it is hiring a team of “forward deployed engineers”, a source says in the hundreds, to help customers use its business-focused AI products — Google plans to hire hundreds of engineers to help customers start using its business-focused AI products, according to a person familiar with the situation.
Google's TIG says it has likely thwarted efforts to use AI for a “mass exploitation event” and warns that tools like OpenClaw are being used to find exploits — Google's Threat Intelligence Group said in a report on Monday that it thwarted an effort by hackers …