WHAT’S INSIDE

Top Signals: Mag 7 loses $797B, Alphabet raises AI capex to $195-205B, Nvidia $500B SK Hynix deal, & Samsung-Broadcom $200B AI chip pact

Big Movers: World $52.5M iris-token raise, Moonshot AI scrutiny, Robinhood prediction markets, & Patreon 20% layoffs

Open Deals: Anduril $100B valuation talks, Moonshot $31.5B round, Genesis AI $500M, & Prentis AI Lab $100M raise

Mega Rounds: Atoms $1.7B, Etched $300M at $10.3B, Sila $300M, Glow $180M, Augustus $180M, & Cathedral $160M

Exit Watching: Stripe-Advent $53B PayPal bid, Midjourney buys Co-Star, Cognition buys Poke, Revolut $115B secondary, & MetaX Hong Kong IPO

The Funding Buzz: Khosla $5.5B fundraise, Dimension Capital $800M, AlphaSense $700M+ ARR IPO steps, & SuperCharger €10M fund

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TOP SIGNAL ALERTS

The hottest Signals & News To Watch This Week

Big Tech Earnings Reports

Magnificent Seven — Group's index fell 4.8% erasing $797B in market value as investors fear AI costs and macroeconomic uncertainty amid geopolitical tensions.

Alphabet posted $119.8B in Q2 revenue (up 24%) with Cloud surging 82% — then raised 2026 capex guidance to $195-205B. Investors cheered the growth and flinched at the bill.

Tesla's Q2 revenue rose 26% to $28.6B, but EPS missed estimates and operating margin fell to 1.4% from 4.1%, as AI and R&D spending outpaced growth. The margin line is the number to watch next quarter.

Intel +12% — Shares rose after record revenue growth in 15 yrs on AI chip demand with data-center, AI hardware unit up 59% to $6.3B highlighting CPU strength.

AI Infrastructure Deals

Nvidia — Secured $500B memory agreement with SK Hynix effective July 27 enhancing AI data-center capabilities positioning strongly in competitive AI sector.

Oracle — Secured $7B contract with Pentagon bolstering position in government contracts showcasing growing influence handling large-scale defense projects.

Samsung and Broadcom — Formed $200B strategic partnership developing AI chips by 2030 focusing advanced packaging, 2nm processes, high-bandwidth memory enhancing semiconductor/AI accelerator positions.

AMD and Cerebras — Partnering building disaggregated AI inference platform combining AMD Helios EPYC CPUs, Instinct GPUs and Cerebras Wafer-Scale Engine available via Cerebras Cloud 2026.

Etched — San Jose AI chip startup raised $300M Series C at $10.3B valuation led by Sequoia with a16z, Jane Street, SK Hynix total raised $1B+.

Big Movers

Big tech moves, movers and trends to watch this week

World — Raised $52.5M through crypto token sale developing eyeball-scan-based digital identity system facing privacy, regulatory, and market challenges.

Moonshot — Chinese AI model developer under scrutiny by White House for allegedly using restricted Nvidia chips/stealing American IP. Also closing funding at $31.5B valuation backed Meituan, Tencent targeting follow-on at $50B.

Robinhood — Bernstein raised price target to $160 forecasting 64% annual growth in prediction-market revenue surpassing crypto trading by 2028 with Arbitrum-based Robinhood Chain expansion.

Patreon — SF creator platform announced 20% workforce reduction adjusting cost structure to respond to market changes despite a strong core business.

Binance — Aiming to transform into a comprehensive crypto “super app,” Binance is expanding its services and ecosystem. This evolution seeks to attract more users and solidify its market position, marking a significant strategic shift.

OPEN DEALS

Open Funding Rounds or VC Fund Raises to watch this week

Anduril — Costa Mesa autonomous drones/defense startup reportedly in talks securing funding at $100B valuation up from $61B in May signaling rapid growth.

Moonshot — Beijing LLM/AI chat startup closing funding at $31.5B valuation backed Meituan, Tencent targeting follow-on at $50B signaling rapid generative AI sector growth.

Genesis AI — Paris/San Carlos robotics startup in talks raising $500M at $3B pre-money valuation founded 18 months ago. Focus general-purpose robotics models.

Prentis AI Lab — Founded by Hoffman/Pincus focusing AI agents, workplace automation currently seeking $100M round to accelerate growth/innovation.

IN THE MONEY

Companies that raised money in the past week and why they matter

Massive Deals

Atoms — LA robotics startup founded Travis Kalanick secured $1.7B led a16z with Bain Capital, Uber, Fifth Wall and others.

Sila — Alameda CA silicon-carbon anode materials company secured $300M co-led Atreides Management, Sutter Hill with 8VC, Bessemer, T. Rowe Price.

Etched — San Jose AI chip startup raised $300M Series C at $10.3B valuation led Sequoia with a16z, Jane Street, SK Hynix total raised $1B+.

Glow — Palo Alto employee device monitoring startup raised $180M Series A at $1.2B valuation co-led Sequoia, Cyberstarts, Greenoaks, Redpoint with Index, Lux.

Augustus — NY federally chartered clearing bank for stablecoin era secured $180M at $1B valuation led Tiger Global with Hummingbird, QED.

LeapXpert — NY AI-powered governed communication leader secured $180M from Riverwood Capital enhancing financial services/public sector compliant messaging solutions.

Cathedral — NY DOGE alumni military AI cyber operations startup raised $160M at $1.4B valuation co-led a16z, Sequoia Capital.

Humanoid — London humanoid factory logistics robot startup secured $152M Series A at $1.35B valuation led Prime Movers Lab with Schaeffler, Bosch, Fubon.

Corgi — SF business insurance startup secured undisclosed Series B2 extension at $4B valuation marking third funding round in eight weeks.

Neo — Tel Aviv/Boston AI agent/software management startup raised $75M Series A led a16z, Bessemer with Craft Ventures previously secured $25M seed.

Candid Health — SF autonomous healthcare billing/claims startup raised $120M Series D led Sixth Street Growth with Oak HC/FT, 8VC, Y Combinator.

Large Deals

Singularity — El Segundo counter-weapons startup raised $80M Series A at $400M valuation co-led Khosla Ventures, Felicis.

Flex — SF private banking startup for business owners raised $70M Series B1 at $1.2B valuation led Halo Fund totaling $180M equity/$300M debt.

State Affairs — DC legislation/policy tracking startup raised $70M led Founders Fund, Khosla enhancing statehouse reporting/government data services.

World Foundation — SF biometric iris-scanning identity startup co-founded Sam Altman raised $52.5M via 12-month locked WLD token sale led Pantera Capital.

Auger — Bellevue supply chain automation startup raised $50M Series B led Eclipse totaling $150M integrating ERP/warehouse/transport systems.

Sable — SF AI agents navigating software/demos/customer conversations raised $45M co-led Sequoia, 8VC with BoxGroup, SV Angel.

Genius AI — NY service business automation startup raised $44M Series D at $1.15B valuation led Lux Capital with Bessemer, Imaginary totaling $125M+.

TYLsemi — San Jose chiplet-based AI accelerator startup secured $43M early-stage led Matter Venture Partners with Viola Ventures, Egis Technology.

AegisAI — NY email security startup ex-Google security executives raised $36M Series A led Battery Ventures with Accel, Foundation Capital totaling $49M.

Paper — SF design-to-production code platform startup raised $34M Series A co-led Accel, ICONIQ with Designer Fund.

Gritt — Raised $34M advancing AI-driven automation technology expediting, reducing costs of solar-farm construction enhancing renewable energy efficiency.

Arrakis — London/Paris aerospace/energy/logistics/manufacturing automation startup raised $30M Series A at $140M valuation led Blossom Capital with Accel totaling $38M.

Twenty — Arlington VA offensive cyber operations AI startup for US military raised $30M at $1.2B valuation led Khosla Ventures totaling $168M.

Feathery — SF AI financial services startup raised $30M total including recent Series A backed Portage, Index Ventures, Allstate Strategic, Bain Capital.

Smaller Deals

Hadrius — NY AI compliance risk startup for financial services raised $27M seed/Series A led CRV with Y Combinator, Pathlight.

Fluxco — SF AI transformer selection startup raised $26M led Benchmark with Greylock, Lightspeed revolutionizing transformer technology applications.

Abstract Security — Palo Alto data routing/threat detection startup secured $25M Series A extension co-led Cheyenne, Atlantic Vantage totaling ~$50M.

Bunkerhill Health — SF AI hospital automation startup secured $25M Series B led Khosla Ventures totaling $55M expanding FDA-cleared AI agents/clinical algorithms.

Rime — SF voice model enterprise phone call automation startup raised $24M Series A led M13 Ventures with Twilio Ventures, Unusual.

Thira — Bellevue enterprise IT back-office AI agents startup raised $21M seed led Madrona with FUSE advancing automation technology.

Andrenam — Hawthorne CA buoy-based underwater acoustic sensor startup raised $18M Series A led Upfront Ventures with Valor Equity, First Round totaling $30M.

Infinity — AI inference startup raised $15M boosting inference technology expanding presence in AI sector enhancing performance/scalability.

Cyclops — Miami stablecoin settlement/cross-border payments startup raised $20M Series A led Nava Ventures totaling $28M.

Applied Computing — AI solutions startup focused oil/gas sector raised $20M Series A enhancing industrial operations using foundation/vertical AI models.

Runta — SF runtime controls/sandboxing for safe AI agent deployment raised $20M seed led a16z reaching $100M+ post-money valuation.

EXIT WATCHING

Mergers & Acquisitions and IPOs

Stripe and Advent International — Proposed $53B takeover bid for PayPal at $60.50/share backed $50B bank financing creating largest US PSP with $3.7T TPV integrating payments/stablecoin capabilities.

Cognition — SF autonomous coding agent Devin creator acquired Interaction Company behind Poke assistant for low nine-figures enhancing everyday task management via messaging apps.

Midjourney — AI image/video startup acquired Co-Star social astrology app with 4.3M monthly users and 24-person team specializing AI/human-written horoscopes with undisclosed terms.

Sierra — Bret Taylor AI customer support company acquired Takeoff startup nearing $10M annualized revenue expanding beyond AI support into broader task automation.

Revolut — London app-based banking fintech initiated secondary share sale at $115B valuation up significantly from $75B last year.

IPO Watch

Open or upcoming IPOs to watch:

AlphaSense — AI-powered search/market research startup valued at $7.5B is considering an IPO following 40% ARR increase to $700M+.

MetaX — Shanghai high-performance GPU/AI computing chipmaker confidentially filed Hong Kong IPO targeted year-end aligning with China's AI-chip funding wave.

THE FUNDING BUZZ

VC & PE Activity To Watch

[OpenDeal] Thrive Holdings — The OpenAI-backed AI holding company is raising $2B from Altimeter/D1 Capital/SoftBank to acquire traditional service businesses transforming with AI tools partnering Accenture on ChatGPT Enterprise.

Khosla Ventures — Menlo Park VC raising $5.5B across new funds in largest yet effort with $1B early-stage, $2B venture, $2.5B mature startup allocations.

Dimension Capital — NY VC raised $800M third fund 60% larger than prior $500M vehicle backing startups at intersection of science/compute.

SuperCharger Ventures — Malta VC launched €10M fund supporting 25 pre-seed/seed EdTech/future-of-work startups globally with initial capital up to €250K.

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