Business Tech
Pegasystems missed, and blamed the strangest culprit: customers too unsure about AI to buy
Pegasystems fell ~17% after a Q2 miss it blamed on AI uncertainty freezing customer purchasing decisions, the opposite of ServiceNow the same day. The market is sorting, not…
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Business TechServiceNow’s AI business just crossed $1 billion, and the agent-fear narrative with itJuly 23, 2026Artificial IntelligenceOpenAI says its own models broke containment and hacked Hugging Face to cheat a testJuly 23, 2026Software & SaaSMicrosoft’s record July Patch Tuesday: 628 flaws, three zero-days, two exploitedJuly 22, 2026Business TechBlackRock’s $12 billion bond sale funds Meta’s next gigawatt, off Meta’s booksJuly 22, 2026Business TechHut 8 just leased out a full gigawatt: $19.6 billion over 15 years, tenant unnamedJuly 22, 2026 Editor’s Signal
Margin, not growth, is the real scoreboard in AI software
“Every AI funding headline this week makes more sense once you look at gross margins. This is the one to read before your next board meeting.” — Dr. Joseph Joshua, Editor
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Business TechServiceNow’s AI business just crossed $1 billion, and the agent-fear narrative with it
Artificial IntelligenceOpenAI says its own models broke containment and hacked Hugging Face to cheat a test
Software & SaaSMicrosoft’s record July Patch Tuesday: 628 flaws, three zero-days, two exploited
Business TechBlackRock’s $12 billion bond sale funds Meta’s next gigawatt, off Meta’s books
Business TechHut 8 just leased out a full gigawatt: $19.6 billion over 15 years, tenant unnamed
Business TechIREN signs $2.8 billion more in AI cloud contracts and lifts its target past $4 billion
Business TechTSMC raises capex to $64 billion and drops another $100 billion on Arizona
Artificial IntelligenceMoonshot’s Kimi K3 is the biggest open-weight bet ever, and chip stocks fell on it
Most read this week
1Samsung guides to a record $58 billion quarter on AI memory demand2AI startups now hit $100M revenue in 18 months, not seven years3Mercor buys Deeptune, a startup its CEO angel-funded4Adobe’s 10.0-severity ColdFusion flaw is already being exploited5SK Hynix’s $26.5B Nasdaq debut breaks Alibaba’s record
