Microsoft Corporation

Mira Murati - former CTO of OpenAI and co-founder of startup Thinking Machines Lab - raised $2 billion from investors in July. As <a href="https://techcrunch.com/2025/07/15/mira-muratis-thinking-machines-lab-is-worth-12b-in-seed-round/">noted</a> by TechCrunch, this is one of the largest seed rounds of funding in Silicon Valley history. Thinking Machines Lab's total valuation has reached $12 billion - the company is <a href="https://www.linkedin.com/in/mira-murati-4b39a066/">less than a year old</a>, it hasn't brought a single product to market yet, and Murati hasn't even <a href="https://x.com/miramurati/status/1891918876029616494">told</a> much about what it's going to do yet, other than that it will be a new AI. Still,&nbsp; Thinking Machines Lab is one of the few startups that investors see as a real threat to leading AI modelers like OpenAI, Anthropic and Google DeepMind. Thinking Machines Lab is a level of credibility that many startups can only dream of. Let's try to understand how Albania-born Mira Murati achieved this and what she is going to shake up the market with.

Star on trust: how Mira Murati attracts investment in a startup without a product


Alphabet Inc.

Google's search engine revenue was strong last quarter despite concerns that users were being poached by ChatGPT

Alphabet's revenues beat forecasts, but investors were alarmed by a sharp rise in AI costs

SailPoint, Inc.

Qualys, Inc.

SentinelOne, Inc.

While AI has become a powerful tool for attackers, it dramatically strengthens cyber defenses as well

The head of OpenAI has warned bankers of a wave of AI fraud. How to play it?

Apple Inc.

The prospect of Apple releasing an iPhone with AI features on its own is becoming less and less likely, writes Barron's

'Out of your comfort zone': how could Musk's startup help Apple's AI problems?


Meta Platforms, Inc.

Apple has lost four key employees over the past few weeks.&nbsp;First, it was reported that Apple Chief Operating Officer Jeff Williams, <a href="https://oninvest.com/article/klucevoj-rukovoditel-apple-uhodit-v-sloznyj-moment-stoit-li-perezivat-investoram">considered</a> the company's second-in-command and a possible successor to CEO Tim Cook, had left the company. Meta later said it had hired <a href="https://www.bloomberg.com/news/articles/2025-07-07/apple-loses-its-top-ai-models-executive-to-meta-s-hiring-spree">chief</a> AI officer Zhuomin Pan. And on Friday, July 18, Bloomberg sources reported that Mark Zuckerberg hired two more <a href="https://www.bloomberg.com/news/articles/2025-07-17/meta-hires-two-key-apple-ai-experts-after-poaching-their-boss?srnd=homepage-europe">employees</a> from Apple's AI division - Mark Lee and Tom Gunther.

Systemic failure: will Apple's reshuffle help it catch up in the AI race

Leading AI scientists have warned that new models are starting to "think" in a language humans don't understand

OpenAI and Meta developers are losing control of AI reasoning. Is this dangerous?

CoreWeave, Inc.

One of Coreweave's biggest advantages may be both its Achilles' heel, says a bank analyst


HSBC has given the lowest forecast for Coreweave shares. Why does it recommend selling?

Netflix, Inc.

Netflix beat second-quarter revenue expectations and raised its outlook for the year. The White House is preparing to unveil a major artificial intelligence initiative. Jerome Powell was forced to publicly defend the $2.5 billion Fed headquarters overhaul project amid criticism from Trump. OpenAI unveiled the ChatGPT Agent, a tool that the company claims can handle errands on its own using a "virtual computer." About these and other topics - in our review of key events for the morning of July 18.

Highlights for this morning: a Netflix report, a new White House AI initiative and an assistant from OpenAI

Google's share of the search market still remains at 90%

Citi believes ChatGPT won't replace Google's search engine just yet. Is it worth buying the stock?

NVIDIA Corporation

Donald Trump has named a date to impose a 50 percent duty on copper and threatened Brazil with a similar rate. OpenAI is close to releasing an artificial intelligence browser to compete with Alphabet's market-dominating Google Chrome. Nvidia briefly joined the club of companies with capitalization above $4 trillion. These and other topics - in our review of key events for the morning of July 10.

Highlights for this morning: OpenAI to launch AI browser, Trump names date to impose duties on copper

The company's increased spending on talent threatens to turn into lower margins, which will affect investor sentiment, Rosenblatt warns


Zuckerberg poached Apple's key AI expert. What are the risks for Meta investors?

Meta in June <a href="https://techcrunch.com/2025/06/13/scale-ai-confirms-significant-investment-from-meta-says-ceo-alexandr-wang-is-leaving/">paid</a> $14.3 billion for a 49% stake in Scale AI, a startup that partitions data for machine learning. That's how it was able to hire its co-founder and CEO Alexander Wang. He<a href="https://oninvest.com/article/cukerberg-sobral-gruppu-razrabotcikov-superintellekta-akcii-meta-obnovili-maksimum">headed</a> Meta's new division - Superintelligence Labs, the Superintelligence Lab - and should provide his new employer with leadership in the artificial intelligence race. Roman Mighty tells us who Alexander Wang is.

Open AI