Wall Street Journal coverage.

Visa plans to acquire Israeli company BioCatch, which uses AI to detect fraud and distinguish legitimate users from attackers in real time, for $2.4B in cash (Katherine Hamilton/Wall Street Journal)

A look at the US open-weight AI model ecosystem, as VCs question the revenue potential of open-weight startups like Arcee, Reflection AI, and Poolside (Wall Street Journal)

Researchers used AI-assisted code to undetectably tamper with data from computerized scans of physical DNA evidence produced by widely used crime-lab machines (Mariah Timms/Wall Street Journal)

Mariah Timms / Wall Street Journal : Researchers used AI-assisted code to undetectably tamper with data from computerized scans of physical DNA evidence produced by widely used cri…

A profile of Jacob Tsimerman, who won the Fields Medal last week and is taking a leave from the University of Toronto to join OpenAI and work on AI safety (Ben Cohen/Wall Street Journal)

Malaysia shuts down Network School, Balaji Srinivasan's techno-utopian project, over licensing issues; Srinivasan says he is opening a new campus in Kazakhstan (Wall Street Journal)

Sources detail how OpenAI fell behind Anthropic in revenue growth and valuation after prioritizing consumer chatbots and flashy side projects over coding tools (Berber Jin/Wall Street Journal)

FBI and EPA say water and wastewater utilities in at least seven states reported cyberattacks this week, with some causing flooding and other operational issues (James Rundle/Wall Street Journal)

An in-depth account of the past two days inside Situational Awareness, as Aschenbrenner assured investors he would focus on changes to his portfolio management (Wall Street Journal)

OpenAI says its models now have more than 1B active users and are used by more than 2M businesses (Katherine Hamilton/Wall Street Journal)

Sources: the Trump admin is weighing a $100K fee for foreign students seeking to work in the US after graduation; a judge blocked Trump's $100K H-1B fee in June (Michelle Hackman/Wall Street Journal)

Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it planned to sell $3.5B of its Anthropic stake but backed out (Wall Street Journal)

Sources: SoftBank gave $50M to Trump's library; Apple, Microsoft, and Amazon gave $25M, $10M, and $5M to his WH ballroom; Meta gave $10M to a pro-Trump group (Wall Street Journal)

Sources: Tesla execs were told to prepare for a separation of its China unit ahead of a potential SpaceX merger; advisers weighed a sale, spinoff, or closure (Wall Street Journal)

Anthropic says the models that breached three companies include Opus 4.7, Mythos 5, and an unnamed research model, and the earliest incidents date back to April (Robert McMillan/Wall Street Journal)

Roblox reports Q2 bookings up 8% YoY to $1.56B, vs. $1.6B est., DAUs up 10% to 123M, forecasts Q3 bookings and revenue below est.; RBLX drops 13%+ after hours (Kelly Cloonan/Wall Street Journal)

Kelly Cloonan / Wall Street Journal : Roblox reports Q2 bookings up 8% YoY to $1.56B, vs. $1.6B est., DAUs up 10% to 123M, forecasts Q3 bookings and revenue below est.; RBLX drops …

Sources: a group of banks is in talks to lend $15B to Nexus to build a Texas data center; Anthropic will lease it and Google has provided financial guarantees (Anissa Gardizy/Wall Street Journal)

Sources: AI-focused hedge fund Situational Awareness sold the bulk of its stock portfolio to Ken Griffin's Citadel after suffering deep losses (Wall Street Journal)

Intercontinental Exchange agrees to acquire electronic fixed-income trading platform MarketAxess for ~$6B in cash, a 33% premium, set to close in H1 2027 (Katherine Hamilton/Wall Street Journal)

The EU formally launches a bidding process to develop AI Gigafactories, expecting to unlock ~€30B of investment, closing on November 12 with awards in July 2027 (Edith Hancock/Wall Street Journal)

Stripe says thousands of solo operators on its service generate $1M+ in annual revenue, and those making $10M+ nearly tripled between 2023 and 2025, aided by AI (Te-Ping Chen/Wall Street Journal)

Brookfield and NextEra partner to develop a $100B, 1.2GW+ AI data center campus at a former DOE uranium-enrichment site in Kentucky, set to open in 2032 (Robb M. Stewart/Wall Street Journal)

Anthropic faces backlash from Silicon Valley partners, founders, and researchers for competitive tactics, guardrails, and lack of support for open-weight models (Wall Street Journal)

Wall Street Journal : Anthropic faces backlash from Silicon Valley partners, founders, and researchers for competitive tactics, guardrails, and lack of support for open-weight mode…