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DX Today AI Daily Brief - Thursday, July 30, 2026

Published 1 month ago
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DX Today AI Daily Brief - Thursday, July 30, 2026

Meta's second quarter results land with revenue up twenty eight percent to $60.8 billion but free cash flow down ninety one percent to $784 million on $31.1 billion of quarterly capital spending, while Microsoft closes its fiscal year at roughly $90 billion in revenue and Amazon prepares to report after the bell with AWS growth and a projected $200 billion capital budget in focus. Qualcomm posts third quarter results after telling customers it will raise chip prices by double digits from September, and semiconductor shares stage their strongest session in weeks as Intel climbs about thirteen percent. On the funding side, Eliyan reaches a $1 billion valuation with a $145 million Series C for electro optical chiplet interconnects, DataBahn raises $40 million led by Insight Partners for its agentic data control plane, Encore AI takes $30 million to build revenue focused customer interaction agents, Polar raises $5.7 million for a browser aimed at knowledge work, and ThreatLocker closes a $190 million Series F as zero trust controls extend to autonomous agents. Plus Workiva ships three specialized reporting agents with traceable audit trails, and Genesis Automation Healthcare opens a design partner program for surgical supply chain savings agents.

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