Workday reports Q2 revenue up 12.8% YoY to $2.65B vs. $2.63B est., and total subscription revenue backlog up 8% YoY to $27.4B, vs. $28.6B est. (Brody Ford/Bloomberg)

Over 100 firms, including OpenAI, Anthropic, AWS, and Microsoft, warned of a limited window for AI-enabled cyberattacks and called for coordinated defense. The Trump administration is reviewing broad semiconductor tariffs. Anthropic introduced a Model Hardware Standard for AI agents. Nvidia paused parts of its AI-cloud revenue-sharing program. Abu Dhabi investors acquired a 49% stake in the company behind the Trump family’s crypto bank. Google launched Gemini Omni 1.1 Flash for studio-quality video, and Alphabet settled a £260 million Google Play overcharge claim.