Filing: SK Hynix plans a ~$29B share buyback, repurchasing and canceling up to 24M treasury shares, in a bid to calm worries about the durability of AI spending (Denny Thomas/Bloomberg)
AI evaluation lab Irregular's report on its role in hacking incidents involving OpenAI, Anthropic, and Meta models faces criticism over unanswered questions (Alexander Martin/The Record)
Nvidia, with quarterly free cash flow up 18x over the past three years to $48.5B, is using its balance sheet and credit rating to build an AI capital moat (Ari Levy/CNBC)
Apple's macOS Tahoe 26.7 RC has references to unreleased products: a Home Hub, home accessories, new Beats, AirPods Pro 4, Apple Intelligence in China, and more (Juli Clover/MacRumors)
In filings, Apple acknowledges App Store regulatory changes are weighing on its $100B+ services business; US App Store spend fell 6% in Q2, per Sensor Tower (Michael Acton/Financial Times)
Rogue Studio, which calls itself a "playground for creative ethical mischief", launches Rogue 1.0, an AI video tool to make adult content of Hollywood quality (Jason Parham/Wired)
Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex (Wall Street Journal)