• MongoDB reports Q2 revenue up 30% YoY to $771.8M, vs. $735M est., Atlas revenue up ~29% YoY, below major hedge funds' expectations; MDB drops 12%+ after hours (Mariapaula Gonzalez/Barron's Online)
• Google rolls out its September Android Drop, with remembered items in Find Hub, Guided vision in Gemini Live, Motion Assist to reduce motion sickness, and more (Ryan Whitwam/Ars Technica)
• Filing: Apple says John Ternus will get a compensation package worth ~$58M in FY 2027, while Tim Cook's role as executive chairman will pay ~$47M (Mark Gurman/Bloomberg)
• Sources: Google plans to release Gemini 3.8 Flash as soon as Wednesday; Gemini 4 has done well on pre-training evals but still needs to complete post-training (Erin Woo/Wall Street Journal)
• The US urged G20 members to avoid writing entirely new AI regulations, and instead focus on writing rules for "novel" situations that involve the tech (Reuters)
• Palo Alto Networks reports Q4 revenue up 34% YoY to $3.41B, vs. $3.35B est., and acquires Console, which provides AI-powered IT service management (Samantha Subin/CNBC)
• Claude Fable 5.1 and Mythos 5.1 are Anthropic's first models to watermark text outputs; a detection API is available to eligible groups as required under EU law (Ben Patterson/PCWorld)
• Apple updates Apple Maps to show Lake America for US users, Lake Ontario for Canadian users, and both for the rest of the world, following Trump's EO (Mark Gurman/Bloomberg)
• Memo: Alexandr Wang says Meta is switching from Google Chat to Slack for internal communications as Slack is the "strongest platform available today for agents" (Business Insider)
• Dell reports Q2 revenue up 58% YoY to $46.97B, vs. $44.92B est., and forecasts $192B in FY 2027 revenue, vs. $172.67B est.; DELL jumps 9%+ after hours (Jordan Novet/CNBC)
• OpenAI says Astra is its first model to reach its "Critical" cyber threshold and warns safeguards may mistakenly flag legitimate activity as cyber misuse (Ina Fried/Axios)
• OpenAI says it plans to publicly release a version of Astra "soon" but will make its advanced cyber capabilities available only to select partners (Wired)
• Sources: AfterQuery, which sells coding and finance training data to AI labs, has hit a valuation of $3.2B, up from $300M in April, and is profitable (Anna Tong/Forbes)
• Meta launches Muse Voice Transcribe, MSL's first real-time audio perception model, with streaming automatic speech recognition, trained with 70+ languages (Meta AI Research)
• Wafer, which makes AI agents that optimize open-source models for a business's workload, raised a $40M Series A, a source says at a $200M+ valuation (Stephanie Palazzolo/The Information)
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