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• Cloudflare announces Cloudflare Wallets for users to pay for APIs and content via stablecoins, with the ability to create virtual wallets for agentic shopping (Jeff John Roberts/Fortune)
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• SpaceX reports Q2 revenue from connectivity, which includes Starlink, up 66% YoY to $4.29B vs. $3.83B est., Starlink subscribers up 100% to 12M vs. 12.19M est. (Todd Bishop/GeekWire)
• House panel report: US telcos connected their systems to data centers in a way that exposed them to vulnerabilities, potentially enabling Salt Typhoon hacks (Kelcee Griffis/Bloomberg)
• OpenAI says one of its models exploited a website after third-party AI security lab Irregular mistakenly gave it access to the internet during evaluations (Wired)
• Coupang reports Q2 revenue up 4% YoY to $8.9B and an operating loss of $556M, vs. $361M est., due to a $409M data breach fine; CPNG drops 7%+ after hours (Yoolim Lee/Bloomberg)
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• Match reports Q2 revenue down 1% YoY to $853M, vs. $856.6M est., 13.3M paying users, vs. 13.4M est., forecasts Q3 revenue below est.; MTCH drops 8%+ after hours (Samantha Kelly/Bloomberg)
• The UK AISI says it observed a total of 19 instances where Mythos and GPT-5.6 Sol tried to hack people and companies during a routine cyber evaluation in July (Sam Sabin/Axios)
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• SpaceX says Q2 capex rose to $18.4B from $2.8B a year earlier, including $15.8B for its AI segment and $1.4B for connectivity; SPCX drops 7%+ after hours (Micah Maidenberg/Wall Street Journal)
• SpaceX reports Q2 revenue from its AI segment up 247% YoY to $2.56B, vs. $2.18B est., $100B of cash and marketable securities, and a $47.5B order backlog (Nathan Bomey/Axios)
• Pinterest reports Q2 revenue up 18% YoY to $1.18B, vs. $1.15B est., MAUs up 11% to 640M, forecasts Q3 revenue in line with estimates; PINS drops 8%+ after hours (Jonathan Vanian/CNBC)
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