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The latest news and updates from companies in the WLTH portfolio.
Brazil sues Discord for $97 million a day after fining TikTok $30 million - Cryptopolitan
Regulators are now reviewing 22 platforms for compliance with Brazil's new child protection rules, signaling a broader enforcement push. Brazil's government filed a civil collective moral damages lawsuit against Discord seeking 500 million reais, roughly $97 million, over what it says are failures to comply with laws protecting children and women, per Reuters. Solicitor General Jorge Messias announced the action Wednesday. It follows an order this month from the National Data Protection Authority requiring Discord to suspend livestreams and video calls in Brazil, issued after a 13-year-old girl died by suicide following a broadcast in which authorities say she was encouraged to harm herself. Discord filed an appeal against that suspension on Monday, which the agency told AFP is under review. Brazil is using the courts to go beyond the regulator's penalty cap The lawsuit exceeds what the regulator itself could impose. The data protection agency launched its probe in early August upon recommendation by the Digital Rights Secretariat and gave Discord five days to show how it protects children and teenagers, with penalties of up to 50 million reais if it fails, MLex reports. It ordered the suspension on August 12 and Discord complied on August 17, saying it was seeking a solution that would let the features return. Going to court for ten times the administrative maximum is how the government reaches past its own regulator. TikTok was hit with a $30 million child-data fine the day before The Discord suit arrived into a week of enforcement. On Tuesday the authority fined TikTok 153.7 million reais, close to $30 million, for irregularities in processing the data of children and adolescents, and ordered ByteDance to delete data collected in breach of the rules, per AFP. The regulator estimated that the company might have processed data from as many as 8 million children and cited flaws in the process of age verification. TikTok has 10 days to appeal, and the company has said that it will be complying with new rules that include tougher default privacy settings for under-16s, increased parental controls, and enhanced content filtering. The company agreed last week to pay $400 million to settle a separate US Justice Department case over children's privacy. Twenty-two platforms are now under scrutiny as enforcement widens Agency director Lorena Giuberti Coutinho said proceedings began last week to check whether 22 social media networks and platforms comply with a child protection law Brazil passed this year, which requires accounts belonging to users under 16 to be linked to a parent's and obliges platforms to verify ages. I think we can expect much stronger enforcement action in the months ahead. - Lorena Giuberti Coutinho Brazil has moved against large platforms before. X was blocked for 40 days in 2024 until it complied with Supreme Court orders to remove accounts accused of spreading disinformation. Separately, the consumer rights group Collective Defense Institute is seeking 3 billion reais from the Brazilian units of TikTok, Kwai and Meta over minors' use of their services.
New method systematically generates graph XAI benchmarks using
Graph neural networks are rapidly becoming the workhorses of artificial intelligence for molecules, social networks, computer programs and infrastructure -- but their reasoning can remain nearly impossible to inspect. A new study from researchers at the University of Pisa proposes a way to generate large, systematic test collections for graph explainability, potentially giving scientists a far sharper view of whether an AI explanation reflects a model's actual decision process or merely produces a persuasive-looking guess. Published in Data Mining and Knowledge Discovery, the work introduces OpenGraphXAI, a benchmark suite containing 15 graph-classification datasets derived from real-world molecular data. The researchers also release software that can generate more than 2,000 additional benchmarks, aiming to replace a fragmented evaluation landscape with a reproducible testing framework. The problem begins with the unusual structure of graph data. Unlike an image, which is arranged on a regular grid of pixels, or a sentence, which has a sequence of words, a graph consists of entities represented by nodes and relationships represented by edges. In a molecular graph, for example, atoms become nodes and chemical bonds become edges. A graph neural network, or GNN, learns by repeatedly passing information between neighboring nodes. At each layer, a node updates its internal representation by combining its own features with information aggregated from nearby nodes. After several rounds, the network can form a representation of the entire graph and use it to predict a property such as toxicity or anticancer activity. This flexibility has made GNNs powerful, but the same distributed calculations make it difficult to identify which parts of a graph drove a prediction. Graph explainability methods, often grouped under the name explainable artificial intelligence, attempt to solve that problem by highlighting influential nodes, edges or subgraphs. For molecular classification, an explainer might identify a ring structure, a chemical group or a compact arrangement of atoms as the motif that supposedly caused a compound to be classified as active. Some methods learn masks that retain the most important parts of the graph; others assign relevance scores to nodes or bonds, or search for a smaller subgraph that preserves the model's prediction. Yet judging these methods is surprisingly difficult. A visually coherent highlighted region is not necessarily the region used by the GNN. An explainer can also exploit correlations in a dataset, select redundant features or generate an explanation that looks chemically plausible while failing to represent the network's internal logic. The usual solution is to compare an explanation with a ground-truth motif whose importance is already known. Existing benchmarks, however, have serious constraints. Many rely on simple synthetic graphs designed around deliberately inserted patterns. Such datasets are useful for controlled experiments, but they may not reflect the complexity, noise and structural diversity of real applications. Other benchmarks contain only a small number of real-world tasks assembled by domain experts, making it difficult to draw statistically reliable conclusions. If several explainers are evaluated on just one or two datasets, a method may appear superior because it happens to suit those particular graphs. The Pisa team argues that broad collections of tasks are essential: performance should be tested across different graph sizes, motif frequencies, class imbalances and relationships between predictive patterns and background structure. Their proposed solution uses a classic procedure from graph theory and theoretical computer science: the Weisfeiler-Leman color refinement algorithm. Despite its colorful name, the method performs a relatively simple operation. It initially assigns each node a label, or "color," based on its attributes. During each iteration, a node updates its color according to its current label and the multiset of labels belonging to its neighbors. Nodes surrounded by different local structures gradually receive different colors. Repeating the process allows the algorithm to summarize increasingly broad neighborhoods without explicitly comparing every possible subgraph. In graph learning, the procedure is important because standard message-passing GNNs have a closely related expressive limitation: in many settings, they cannot distinguish graph structures that the Weisfeiler-Leman test also considers equivalent. The researchers exploit that connection to mine motifs that separate graph classes while remaining learnable by GNNs. Starting with a generic graph-classification dataset, their method searches for recurring substructures associated with one class more strongly than another. Weisfeiler-Leman color refinement provides an efficient approximation for matching these subgraphs across many graphs. Candidate motifs can then serve as proxy ground-truth explanations: not absolute truths about nature, but structurally defined patterns with measurable class-discriminating power. The method is designed so that the selected motifs align with the expressive capacity of the GNN models being evaluated. This alignment matters because a benchmark would be unfair if it demanded that an explainer identify a pattern the underlying network could not, in principle, represent. The resulting OpenGraphXAI suite is built from molecular classification datasets, including tasks connected to cancer-cell growth inhibition and toxicological assays. Some benchmark datasets originate from NCI1 and NCI109 screens, which classify small molecules according to activity against specific cancer cell lines. Others are derived from Tox21 assays involving the aryl hydrocarbon receptor pathway, the estrogen-receptor ligand-binding domain and the p53 stress-response pathway. Additional tasks come from screens involving MCF-7 breast tumor cells, MOLT-4 leukemia cells, P388 leukemia cells, PC-3 prostate cancer cells and SW-620 colon cancer cells. In each case, the original molecular graphs are transformed into graph-XAI tasks with class-associated structural motifs that can be used to test whether an explainer identifies relevant molecular regions. The suite is intended to make evaluation more rigorous rather than to declare one universal definition of an explanation. A good explainer may need to satisfy several properties at once. It should be faithful, meaning that the highlighted structure genuinely influences the model's output. It should be sufficiently concise to be useful to a human rather than marking most of the graph as important. It should be stable when small, irrelevant changes are made to the input, and it should generalize across examples instead of revealing only one idiosyncratic prediction. The new benchmarks allow researchers to compare such properties over many tasks. The authors report a use case in which several popular graph explainers are evaluated, illustrating how a larger benchmark collection can improve the statistical significance and interpretability of comparisons. The technical foundation also highlights an important boundary. Weisfeiler-Leman refinement is powerful for discovering local structural distinctions, but it is not a complete test for graph equivalence and does not capture every way a graph neural network might behave. A motif identified as class-discriminating in a dataset is therefore a proxy ground truth, not proof that the motif is a causal mechanism in chemistry or biology. Real molecular activity can depend on three-dimensional conformation, stereochemistry, reaction conditions, protein binding and other information absent from a simple graph representation. The benchmarks can test whether an explainer tracks a trained model's structural reasoning, but they cannot by themselves establish that the model has learned a scientifically correct mechanism. That distinction is crucial if these tools are eventually used in drug discovery or other high-stakes settings. OpenGraphXAI is publicly distributed in JSON format through Kaggle, while its generation and evaluation code is hosted on GitHub. The authors' broader goal is to make graph-XAI research easier to reproduce and harder to overinterpret. By automating benchmark construction from generic graph-classification data, the method could let researchers create controlled tests for domains beyond chemistry, including biological interaction networks, power grids, software vulnerability graphs and transportation systems. For developers of GNN explainers, the immediate benefit is a much larger testing ground; for scientists and regulators, the longer-term promise is a clearer way to ask whether an AI system's explanation deserves trust. As graph-based AI moves deeper into medicine, materials science and security, the ability to interrogate not only what a model predicts but why it predicts it may become as important as predictive accuracy itself.
Brazil sues Discord for $100 mn in child safety case
Add Yahoo as a preferred source to see more of our stories on Google. The Brazilian government on Wednesday said it was suing the Discord messaging platform for nearly $100 million in damages over its alleged failure to protect children from harmful content and demanded it adopt stronger safeguards. Brazil's National Data Protection Agency (ANPD) ordered Discord to suspend livestreams earlier this month after a 13-year-old girl was goaded into killing herself during a livestream. A government statement said the lawsuit filed Tuesday in the capital, Brasilia, was brought after failed negotiations with Discord, whose proposals were "deemed insufficient to eliminate the identified risks." "The lawsuit seeks to compel the Discord platform to adopt effective measures to protect children, adolescents, and women in the digital environment," said the statement. "It also requests that the company be ordered to pay R$ 500 million ($97 million) in compensation for collective moral damages." The messaging platform, with over 90 million active daily users, agreed to suspend livestreaming in Brazil on August 17, assuring it was working "to make Discord safer for teens." However, Brasilia said it "continues to exhibit flaws in its age verification and user protection mechanisms," exposing users to serious risks, such as those that resulted in the girl's death in July. Five teenagers and an adult have been arrested in connection with the suicide in a small town in central-western Brazil. Over 45 minutes, the teens allegedly encouraged the girl to kill an animal, and when she failed to do so, they encouraged her to kill herself, according to an official with the Justice Ministry's Ciberlab intelligence unit. One of the teens arrested was just 14. Brazil is demanding that Discord implement stricter parental controls, cooperate more closely with the authorities and implement systems capable of detecting and preventing situations that put minors at risk. In a statement sent to AFP, the platform expressed regret over the legal action and said it had "consistently and in good faith" maintained dialogue with the authorities. "We believe there is a better way and remain committed to working with the relevant authorities to reach a solution that strengthens safety on the platform while allowing Brazilians to continue using Discord," it stated. - 'Powerful signal' - Brazil has taken a tough stance against social media platforms, cracking down on disinformation and requiring users under 16 to link their accounts to those of their parents. On Tuesday, the ANPD fined TikTok nearly $30 million for failing to implement child safety measures in what it called a "powerful signal" to social media companies. ANPD director Lorena Giuberti Coutinho said the agency last week initiated proceedings to verify the compliance of 22 social media networks and platforms with a law passed this year to protect children and teens online. "I think we can expect much stronger enforcement action" in the coming months, she said. Brazil's Supreme Court has also locked horns with Big Tech, specifically Elon Musk's X, over online disinformation. Supreme Court Judge Alexandre de Moraes has been accused by the Brazilian and American right of censorship for, among other things, blocking access to X for 40 days in 2024.
Brazil sues Discord for $100 mn in child safety case
Add Yahoo as a preferred source to see more of our stories on Google. The Brazilian government on Wednesday said it was suing the Discord messaging platform for nearly $100 million in damages over its alleged failure to protect children from harmful content and demanded it adopt stronger safeguards. Brazil's National Data Protection Agency (ANPD) ordered Discord to suspend livestreams earlier this month after a 13-year-old girl was goaded into killing herself during a livestream. A government statement said the lawsuit filed Tuesday in the capital, Brasilia, was brought after failed negotiations with Discord, whose proposals were "deemed insufficient to eliminate the identified risks." "The lawsuit seeks to compel the Discord platform to adopt effective measures to protect children, adolescents, and women in the digital environment," said the statement. "It also requests that the company be ordered to pay R$ 500 million ($97 million) in compensation for collective moral damages." The messaging platform, with over 90 million active daily users, agreed to suspend livestreaming in Brazil on August 17, assuring it was working "to make Discord safer for teens." However, Brasilia said it "continues to exhibit flaws in its age verification and user protection mechanisms," exposing users to serious risks, such as those that resulted in the girl's death in July. Five teenagers and an adult have been arrested in connection with the suicide in a small town in central-western Brazil. Over 45 minutes, the teens allegedly encouraged the girl to kill an animal, and when she failed to do so, they encouraged her to kill herself, according to an official with the Justice Ministry's Ciberlab intelligence unit. One of the teens arrested was just 14. Brazil is demanding that Discord implement stricter parental controls, cooperate more closely with the authorities and implement systems capable of detecting and preventing situations that put minors at risk. In a statement sent to AFP, the platform expressed regret over the legal action and said it had "consistently and in good faith" maintained dialogue with the authorities. "We believe there is a better way and remain committed to working with the relevant authorities to reach a solution that strengthens safety on the platform while allowing Brazilians to continue using Discord," it stated. - 'Powerful signal' - Brazil has taken a tough stance against social media platforms, cracking down on disinformation and requiring users under 16 to link their accounts to those of their parents. On Tuesday, the ANPD fined TikTok nearly $30 million for failing to implement child safety measures in what it called a "powerful signal" to social media companies. ANPD director Lorena Giuberti Coutinho said the agency last week initiated proceedings to verify the compliance of 22 social media networks and platforms with a law passed this year to protect children and teens online. "I think we can expect much stronger enforcement action" in the coming months, she said. Brazil's Supreme Court has also locked horns with Big Tech, specifically Elon Musk's X, over online disinformation. Supreme Court Judge Alexandre de Moraes has been accused by the Brazilian and American right of censorship for, among other things, blocking access to X for 40 days in 2024.
Brazil sues Discord for $97 million over alleged failures to protect children
BRASILIA, Aug 26 (Reuters) - The Brazilian government said on Wednesday it has sued chat platform Discord, seeking 500 million reais ($97 million) through a civil collective moral damages lawsuit as it accuses the firm of failing to comply with laws protecting children and teens. The lawsuit requests Discord to bring safety mechanisms, age-verification systems, parental supervision tools, content moderation practices and communication features into compliance, subject to a daily fine of 500,000 reais ($97,099). The lawsuit before a federal court comes after the country's data protection authority ANPD suspended Discord's livestreaming features earlier this month over child and teens safety concerns. In a statement, Discord said the lawsuit is disproportionate and does not accurately reflect the company's stance regarding safety and compliance with the Brazilian law. Discord added it has presented the office of Brazil's solicitor general with a proposal to improve the safety of its operations in the country through technical adjustments and a financial investment. The government's Solicitor General Jorge Messias told reporters that Discord did not move forward with an agreement with authorities, which would have required the platform to formally commit to bringing its operations into compliance with the law, he added. ($1 = 5.1494 reais) (Reporting by Ricardo Brito and Lisandra Paraguassu in Brasilia and Andre Romani in Sao Paulo; Editing by Chris Reese and Iñigo Alexander)
Brazil sues Discord for USD 97 million over child safety failures
Brazil's government said on Wednesday it has filed a lawsuit in a federal court against Discord, seeking 500 million reais, or about USD 97 million, in damages over the platform's alleged failure to protect children online. The case comes after a suicide in July that was linked to the platform, as authorities step up scrutiny of online safety for minors. The Solicitor-General's office for President Luiz Incio Lula da Silva said the damages are being sought over alleged collective psychological harm that Discord had allowed. In response, Discord in Brazil said the government's move is "disproportionate" and "does not accurately reflect Discord's approach to safety and compliance with Brazilian law." According to Brazil's 25-page lawsuit, obtained by The Associated Press, there are severe gaps in Discord's age-verification systems and user safety protections. The Solicitor-General's office said the company had committed "direct violations to a number of obligations and protective norms of Brazilian law, regarding the special protections and safety of vulnerable groups, including children and teenagers." The office has also asked the court to order Discord to immediately strengthen parental controls, expand cooperation with local law enforcement, and deploy automated tools to detect and remove dangerous content. Earlier this month, Brazil's government had also pushed Discord to suspend its live broadcasts in relation to the July suicide case. The filing said Discord is facing similar legal pressure in other parts of the world, including active lawsuits in US states such as Texas, Nevada and New Jersey. Lula, who is seeking re-election in October, and Brazil's Supreme Court have been trying to regulate internet use by minors, with mixed results so far, at a time when countries including Australia, Canada and Indonesia are pursuing similar efforts. Brazil's first lady Rosngela Lula da Silva, known as Janja, said on August 6 that the platform should be taken offline, citing the suicide case. According to Brazil's justice ministry, five teenagers were arrested in connection with the death. The lawsuit now seeks both damages and court-directed safety measures as Brazil presses Discord over child protection on its platform.
Brazil Sues Discord Over Child Safety Requirements
Brazil has taken Discord to court. The government announced Wednesday it's suing the chat platform for about $97 million, claiming Discord hasn't met Brazilian requirements for protecting children and teenagers, Reuters reports. In a civil lawsuit filed in federal court, authorities say the company must bring its safety tools, age checks, parental controls, content moderation, and communication features into line with local law or face a daily fine. The case follows a move earlier this month by Brazil's data protection authority to suspend Discord's livestreaming features over youth-safety concerns after a suicide.
Salesforce raises annual revenue forecasts, expands AI partnership with Anthropic
Aug 26 (Reuters) - Salesforce lifted its full-year revenue forecast and announced an expanded partnership with AI giant Anthropic on Wednesday, sending the enterprise software company's shares up 14% in extended trading. The companies' new "Claudeforce" initiative will integrate Anthropic's Claude AI models across Salesforce's workplace applications, building on their June partnership where an AI agent was added to the business software company's Slack app. Salesforce has been gaining traction with AI-powered tools and autonomous agents that can automate sales, service, and marketing tasks - an area the company sees as a major growth driver for the future. "We're seeing incredible demand for our AI and data products, with annual recurring revenue about to cross $4 billion," said CEO Marc Benioff. Products such as Headless 360 and Slackbot have created new ways for users to access traditional Salesforce applications and data, helping customers extract more value from their information, said Rebecca Wettemann, CEO of industry analyst firm Valoir. The company now expects fiscal 2027 revenue between $46.1 billion and $46.4 billion, compared with its prior outlook range of $45.9 billion to $46.2 billion. It also raised its annual adjusted earnings per share forecast to be between $16.67 and $16.71, reflecting a reduction in share count, from its earlier outlook range of $14.06 to $14.12 apiece. Salesforce sees third quarter revenue in the range of $11.42 billion to $11.5 billion, slightly above analysts' estimates of $11.41 billion. Revenue for the second quarter ended July 31 grew 11% to $11.35 billion, compared with analysts' expectations of $11.32 billion. (Reporting by Juby Babu in Mexico City; Editing by Leroy Leo) Copyright Reuters or USA Today via Reuters Connect This story was originally published August 26, 2026 at 2:14 PM.
Salesforce raises annual forecasts, expands AI partnership with Anthropic
Aug 26 : Salesforce lifted its annual revenue and profit forecasts on Wednesday and rolled out a new plug-in combining its capabilities with Anthropic's Claude AI models, sending its shares up 14 per cent in extended trading. Dubbed "Claudeforce", the initiative marks an expansion in the companies' partnership, first struck in June, and comes as Salesforce grapples with deeply negative sentiment on software stocks as investors worry about the threat from AI disruption. Salesforce, which is also an investor in Anthropic, recorded a $2.53-per-share gain on an adjusted basis from its strategic investments in the second quarter, which partly helped the company's adjusted earnings more than double to $5.90 per share. The EPS was also boosted by a reduction in outstanding shares due to share buybacks, and strong operational performance. Salesforce has been gaining traction with AI-powered tools and autonomous agents that can automate sales, service, and marketing tasks -- an area the company sees as a major growth driver for the future. Revenue for the quarter ended July 31 grew 11 per cent to $11.35 billion. The company now expects fiscal 2027 revenue between $46.1 billion and $46.4 billion, compared with its prior outlook range of $45.9 billion to $46.2 billion. Salesforce's raised annual revenue guidance is driven by continued momentum in Agentforce, Data 360 and Slack, which are offsetting continued volatility in overall license revenue, finance chief Robin Washington said on a post-earnings call. It also reflects anticipated contribution from the expected closings of its Contentful and Fin acquisitions, announced in June, in the coming weeks. "Some big deals announced in the last quarter are driving the numbers, but so is greater availability of more prepackaged, easier-to-deploy AI agents," said Rebecca Wettemann, CEO of industry analyst firm Valoir. Salesforce also raised its annual adjusted earnings per share forecast to be between $16.67 and $16.71, reflecting a reduction in share count, from its earlier outlook range of $14.06 to $14.12 apiece.
Brazil sues Discord for $100 mn in child safety case; demands stronger safeguards
The Brazilian government on Wednesday said it was suing the Discord messaging platform for nearly $100 million in damages over its alleged failure to protect children from harmful content and demanded it adopt stronger safeguards. Brazil's National Data Protection Agency (ANPD) ordered Discord to suspend livestreams earlier this month after a 13-year-old girl was goaded into killing herself during a livestream. A government statement said the lawsuit filed Tuesday in the capital, Brasilia, was brought after failed negotiations with Discord, whose proposals were "deemed insufficient to eliminate the identified risks." "The lawsuit seeks to compel the Discord platform to adopt effective measures to protect children, adolescents, and women in the digital environment," said the statement. "It also requests that the company be ordered to pay R$ 500 million ($97 million) in compensation for collective moral damages." The messaging platform, with over 90 million active daily users, agreed to suspend livestreaming in Brazil on August 17, assuring it was working "to make Discord safer for teens." However, Brasilia said it "continues to exhibit flaws in its age verification and user protection mechanisms," exposing users to serious risks, such as those that resulted in the girl's death in July. Five teenagers and an adult have been arrested in connection with the suicide in a small town in central-western Brazil. Over 45 minutes, the teens allegedly encouraged the girl to kill an animal, and when she failed to do so, they encouraged her to kill herself, according to an official with the Justice Ministry's Ciberlab intelligence unit. One of the teens arrested was just 14. Brazil is demanding that Discord implement stricter parental controls, cooperate more closely with the authorities and implement systems capable of detecting and preventing situations that put minors at risk. In a statement sent to AFP, the platform expressed regret over the legal action and said it had "consistently and in good faith" maintained dialogue with the authorities. "We believe there is a better way and remain committed to working with the relevant authorities to reach a solution that strengthens safety on the platform while allowing Brazilians to continue using Discord," it stated. 'Powerful signal' Brazil has taken a tough stance against social media platforms, cracking down on disinformation and requiring users under 16 to link their accounts to those of their parents. On Tuesday, the ANPD fined TikTok nearly $30 million for failing to implement child safety measures in what it called a "powerful signal" to social media companies. ANPD director Lorena Giuberti Coutinho said the agency last week initiated proceedings to verify the compliance of 22 social media networks and platforms with a law passed this year to protect children and teens online. "I think we can expect much stronger enforcement action" in the coming months, she said. Brazil's Supreme Court has also locked horns with Big Tech, specifically Elon Musk's X, over online disinformation. Supreme Court Judge Alexandre de Moraes has been accused by the Brazilian and American right of censorship for, among other things, blocking access to X for 40 days in 2024.
Cerebras vs. SpaceX: Which 2026 IPO Is the Better AI Stock to Own for the Next 5 Years?
Cerebras Systems (NASDAQ: CBRS) and Space Exploration Technologies (NASDAQ: SPCX), known as SpaceX, are two prominent companies that went public in 2026. Cerebras started trading on May 14, while SpaceX followed on June 12. Cerebras builds wafer-scale artificial intelligence (AI) systems (computers built around a single large processor) and sells access to its computing power through the cloud. SpaceX operates reusable rockets, the Starlink satellite network, and an AI segment that includes the Grok large language model and AI computing infrastructure. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue " Image source: Getty Images. Cerebras is much smaller than SpaceX in terms of market capitalization. However, its cloud revenue is growing rapidly at a time when more AI spending is shifting from training models toward inference or running them in production. SpaceX has already generated nearly $2.6 billion in revenue from the AI business in the second quarter of fiscal 2026 (ending June 30). But it also has its profitable Starlink-driven Connectivity business to help fund that expansion. Hence, the key question is whether Cerebras' faster growth potential can outweigh SpaceX's greater financial strength over the next five years. Cerebras could benefit more as AI spending shifts to inference Gartner expects global spending on AI inference to reach $23.3 billion in 2026, overtaking the $19 billion spent on training. Inference is expected to account for 59% of AI-optimized cloud infrastructure spending by 2027. Cerebras is already benefiting from this trend. The company's non-GAAP (generally accepted accounting principles) cloud and services revenue jumped 287% year over year to $127.7 million in the second quarter (ending June 30). Total non-GAAP revenue (core revenue) was up 103.3% year over year to $209.9 million, ahead of management's non-GAAP revenue guidance of around $194 million.The company also raised full-year core revenue guidance to $880 million to $890 million, up from the previous outlook of $855 million to $865 million. However, Cerebras is exposed to customer concentration risk. Three customers accounted for about 76% of the company's second-quarter revenue. Additionally, while Cerebras had $25.4 billion in remaining performance obligations (RPO) at the end of the second quarter, only 22% is expected to be recognized as revenue over the two years ending June 2028. SpaceX can fund its AI expansion more easily SpaceX's Connectivity segment generated around $4.3 billion of revenue and roughly $1.7 billion of operating income in the second quarter (ending June 30). This profitable business provides SpaceX with an important source of revenue to support its AI expansion. However, the AI segment posted an operating loss of around $1.3 billion while consuming $15.8 billion of capital expenditures during the quarter. Management expects SpaceX to reach a $100 billion annualized revenue run rate by December 2026, but achieving that target will require enormous investment. Which is the better AI-powered pick? Cerebras is currently trading at around 14.9 times analysts' expected 2027 revenue of $2.95 billion. SpaceX is even more expensive at roughly 17.4 times analysts' expected 2027 revenue of $105.47 billion (as of Aug. 24). While SpaceX clearly has the stronger financial base, the company's AI expansion is already extremely capital-intensive. Cerebras appears to offer the better five-year risk-reward balance. The risk is much higher, particularly because of customer concentration and the long timeline for converting its RPO into revenue. But if Cerebras can scale capacity while improving margins, its growth could justify that risk. Should you buy stock in Cerebras Systems right now? Before you buy stock in Cerebras Systems, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now... and Cerebras Systems wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $443,461!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,307,633!* Now, it's worth noting Stock Advisor's total average return is 973% -- a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks " *Stock Advisor returns as of August 26, 2026. Manali Pradhan, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Brazil sues online platform Discord over alleged failures in children protection
SAO PAULO -- Brazil's government said on Wednesday it filed a lawsuit in a federal court against Discord, the popular platform for gamers to communicate online, seeking damages of 500 million reais (about $97 million) for the company's alleged failure to protect children online. The move comes in the wake of a July suicide case linked to the platform. Earlier this month, Brazil's government pushed Discord to suspend its live broadcasts in relation to the incident. The Solicitor-General's office for President Luiz Inácio Lula da Silva said in a statement the damages it is seeking from Discord are due to alleged collective psychological harm it has allowed. Discord in Brazil said in a statement that the move by the country's government is "disproportionate" and "does not accurately reflect Discord's approach to safety and compliance with Brazilian law." Brazil's government's 25-page long lawsuit, which was obtained by The Associated Press, says there are severe gaps in its age-verification systems and user safety protections. The company has committed "direct violations to a number of obligations and protective norms of Brazilian law, regarding the special protections and safety of vulnerable groups, including children and teenagers," Brazil's Solicitor-General's office said. The office is also asking the court to order Discord to immediately strengthen parental controls, expand cooperation with local law enforcement, and deploy automated tools to detect and remove dangerous content. The filing also notes that Discord faces similar legal pressure globally, including active lawsuits in U.S. states like Texas, Nevada and New Jersey. Lula, who is seeking reelection in October, and Brazil's Supreme Court have tried to regulate the use of the internet by minors, with mixed results so far, at a moment when countries, including Australia, Canada and Indonesia, are undertaking similar efforts. Brazil's first lady Rosângela Lula da Silva, known as Janja, said on Aug. 6 that the platform should be taken offline, citing the suicide case. Five teenagers were arrested in connection with the death, according to Brazil's justice ministry. Discord has more than 90 million active daily users worldwide, according to its website.
Brazil sues Discord, seeks hefty compensation over minors' protections | MLex | Specialist news and analysis on legal risk and regulation
By Henrique Santiago ( August 26, 2026, 22:09 GMT | Insight) -- The Brazilian Attorney General's Office filed a lawsuit against Discord after negotiations over a settlement agreement failed. The office wants the platform to adopt several safety measures and is seeking compensation for collective moral damages in the amount of 500 million reais, or nearly $100 million.The Brazilian government filed a public civil action Wednesday against Discord following unsuccessful negotiations over a settlement agreement with the platform aimed at strengthening protections for children and adolescents under the Digital Statute for Children and Adolescents, or ECA Digital.... Prepare for tomorrow's regulatory change, today MLex identifies risk to business wherever it emerges, with specialist reporters across the globe providing exclusive news and deep-dive analysis on the proposals, probes, enforcement actions and rulings that matter to your organization and clients, now and in the longer term. Know what others in the room don't, with features including: * Daily newsletters for Antitrust, M&A, Trade, Data Privacy & Security, Technology, AI and more * Custom alerts on specific filters including geographies, industries, topics and companies to suit your practice needs * Predictive analysis from expert journalists across North America, the UK and Europe, Latin America and Asia-Pacific * Curated case files bringing together news, analysis and source documents in a single timeline Experience MLex today with a 14-day free trial.
Cerebras vs. SpaceX: Which 2026 IPO Is the Better AI Stock to Own for the Next 5 Years?
Cerebras Systems (NASDAQ: CBRS) and Space Exploration Technologies (NASDAQ: SPCX), known as SpaceX, are two prominent companies that went public in 2026. Cerebras started trading on May 14, while SpaceX followed on June 12. Cerebras builds wafer-scale artificial intelligence (AI) systems (computers built around a single large processor) and sells access to its computing power through the cloud. SpaceX operates reusable rockets, the Starlink satellite network, and an AI segment that includes the Grok large language model and AI computing infrastructure. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue " Cerebras is much smaller than SpaceX in terms of market capitalization. However, its cloud revenue is growing rapidly at a time when more AI spending is shifting from training models toward inference or running them in production. SpaceX has already generated nearly $2.6 billion in revenue from the AI business in the second quarter of fiscal 2026 (ending June 30). But it also has its profitable Starlink-driven Connectivity business to help fund that expansion. Hence, the key question is whether Cerebras' faster growth potential can outweigh SpaceX's greater financial strength over the next five years. Cerebras could benefit more as AI spending shifts to inference Gartner expects global spending on AI inference to reach $23.3 billion in 2026, overtaking the $19 billion spent on training. Inference is expected to account for 59% of AI-optimized cloud infrastructure spending by 2027. Cerebras is already benefiting from this trend. The company's non-GAAP (generally accepted accounting principles) cloud and services revenue jumped 287% year over year to $127.7 million in the second quarter (ending June 30). Total non-GAAP revenue (core revenue) was up 103.3% year over year to $209.9 million, ahead of management's non-GAAP revenue guidance of around $194 million.The company also raised full-year core revenue guidance to $880 million to $890 million, up from the previous outlook of $855 million to $865 million. However, Cerebras is exposed to customer concentration risk. Three customers accounted for about 76% of the company's second-quarter revenue. Additionally, while Cerebras had $25.4 billion in remaining performance obligations (RPO) at the end of the second quarter, only 22% is expected to be recognized as revenue over the two years ending June 2028.
Brazil sues online platform Discord over alleged failures in children protection
SAO PAULO -- Brazil's government said on Wednesday it filed a lawsuit in a federal court against Discord, the popular platform for gamers to communicate online, seeking damages of 500 million reais (about $97 million) for the company's alleged failure to protect children online. The move comes in the wake of a July suicide case linked to the platform. Earlier this month, Brazil's government pushed Discord to suspend its live broadcasts in relation to the incident. The Solicitor-General's office for President Luiz Inácio Lula da Silva said in a statement the damages it is seeking from Discord are due to alleged collective psychological harm it has allowed. Discord in Brazil said in a statement that the move by the country's government is "disproportionate" and "does not accurately reflect Discord's approach to safety and compliance with Brazilian law." Brazil's government's 25-page long lawsuit, which was obtained by The Associated Press, says there are severe gaps in its age-verification systems and user safety protections. The company has committed "direct violations to a number of obligations and protective norms of Brazilian law, regarding the special protections and safety of vulnerable groups, including children and teenagers," Brazil's Solicitor-General's office said. The office is also asking the court to order Discord to immediately strengthen parental controls, expand cooperation with local law enforcement, and deploy automated tools to detect and remove dangerous content. The filing also notes that Discord faces similar legal pressure globally, including active lawsuits in U.S. states like Texas, Nevada and New Jersey. Lula, who is seeking reelection in October, and Brazil's Supreme Court have tried to regulate the use of the internet by minors, with mixed results so far, at a moment when countries, including Australia, Canada and Indonesia, are undertaking similar efforts. Brazil's first lady Rosângela Lula da Silva, known as Janja, said on Aug. 6 that the platform should be taken offline, citing the suicide case. Five teenagers were arrested in connection with the death, according to Brazil's justice ministry. Discord has more than 90 million active daily users worldwide, according to its website.
Brazil sues online platform Discord over alleged failures in children protection - WTOP News
SAO PAULO (AP) -- Brazil's government said on Wednesday it filed a lawsuit in a federal court against Discord, the popular platform for gamers to communicate online, seeking damages of 500 million reais (about $97 million) for the company's alleged failure to protect children online. The move comes in the wake of a July suicide case linked to the platform. Earlier this month, Brazil's government pushed Discord to suspend its live broadcasts in relation to the incident. The Solicitor-General's office for President Luiz Inácio Lula da Silva said in a statement the damages it is seeking from Discord are due to alleged collective psychological harm it has allowed. Discord in Brazil said in a statement that the move by the country's government is "disproportionate" and "does not accurately reflect Discord's approach to safety and compliance with Brazilian law." Brazil's government's 25-page long lawsuit, which was obtained by The Associated Press, says there are severe gaps in its age-verification systems and user safety protections. The company has committed "direct violations to a number of obligations and protective norms of Brazilian law, regarding the special protections and safety of vulnerable groups, including children and teenagers," Brazil's Solicitor-General's office said. The office is also asking the court to order Discord to immediately strengthen parental controls, expand cooperation with local law enforcement, and deploy automated tools to detect and remove dangerous content. The filing also notes that Discord faces similar legal pressure globally, including active lawsuits in U.S. states like Texas, Nevada and New Jersey. Lula, who is seeking reelection in October, and Brazil's Supreme Court have tried to regulate the use of the internet by minors, with mixed results so far, at a moment when countries, including Australia, Canada and Indonesia, are undertaking similar efforts. Brazil's first lady Rosângela Lula da Silva, known as Janja, said on Aug. 6 that the platform should be taken offline, citing the suicide case. Five teenagers were arrested in connection with the death, according to Brazil's justice ministry. Discord has more than 90 million active daily users worldwide, according to its website. ___ Follow AP's Latin America coverage at https://apnews.com/hub/latin-america
Chronograph and Perplexity Announce Integration of Private Capital Data into Perplexity Computer
NEW YORK, Aug. 26, 2026 /PRNewswire/ -- Chronograph, leading global provider of portfolio monitoring, valuations, and analytics technology for private capital investors, announced a partnership with Perplexity to bring clients' trusted Chronograph data into Perplexity's answer engine, and its agent platform, Perplexity Computer. The integration enables private capital professionals to query their validated, auditable portfolio data in plain language within Perplexity, alongside the licensed research sources their teams already rely on. As institutional investors increasingly adopt AI to accelerate research, valuation, and reporting, the importance of a well-governed data foundation only grows. Chronograph is now available among Perplexity's new Licensed Finance Data Sources, bringing the most trusted private capital data to one of the most widely adopted AI research surfaces in a single workflow. Through the connector, teams can pull validated portfolio data straight from Chronograph to drive analytics, generate reporting, and leverage advanced AI to create finished work, built against a trusted data foundation. Reported figures trace back to their source documents, so teams doing mission-critical work always know which data set produced which number. "Private markets intelligence has traditionally been difficult to access and even harder to put to work," said Jeff Grimes, Head of Live Events Products, Perplexity. "By bringing Chronograph's institutional-quality data into Perplexity Finance, we're giving investors a faster, more intuitive way to research private markets, compare opportunities, and turn complex information into decision-ready insight." "For 10 years we have worked to integrate trusted private capital data directly into investor workflows," said Divya Odayappan, Product Lead, Chronograph LP. "With the launch of Perplexity Computer, it was only natural to partner to unlock Chronograph data within it. The value of Chronograph's connector goes beyond speed and accessibility; an analyst can be confident when querying portfolio data and analyzing investments in Perplexity. This is key for an industry where trust and accuracy are everything." The Chronograph connector for Perplexity is now available to Chronograph clients with an eligible Perplexity Pro, Max, or Enterprise subscription. Customers authenticate their own entitlements; there is no separate data contract to negotiate. Please reach out to Chronograph at [email protected] for more information. About Chronograph Chronograph was founded in 2016 to bring trust and efficiency to private capital markets data. The firm's products help institutional limited partners and general partners -- including many of the world's largest private equity and private credit investors -- streamline and automate portfolio monitoring, valuations, analytics, and reporting. The firm is backed by Sixth Street, Summit Partners, Carlyle AlpInvest, and Nasdaq, Inc. with offices in Brooklyn, NY and London, UK. For further information, visit www.chronograph.pe, and follow Chronograph on LinkedIn. Contact Fred Bower, Head of Marketing
Anthropic to rent AI computing power from Nscale for $45 billion, source says
Aug 26 (Reuters) - Anthropic will spend $45 billion to rent AI cloud computing power from Nscale's West Virginia data center campus, a person familiar with the matter said on Wednesday. The move comes as the AI startup looks to secure capacity to meet an anticipated surge in demand for products such as its AI coding tool, Claude Code. Nscale, a cloud infrastructure provider, will deploy Nvidia's new Vera Rubin chips to support Anthropic's computing needs, the person said. The six-year agreement represents about 460 megawatts of power capacity. Anthropic has moved aggressively in recent months to overcome capacity constraints for its services. It agreed in May to rent the full computing power of SpaceX's Colossus 1 facility in Memphis, which houses more than 220,000 Nvidia processors and 300 megawatts of new capacity. Anthropic declined to comment. Bloomberg News first reported the development earlier on Wednesday. (Reporting by Juby Babu in Mexico City and Anzar Mehraj in Bengaluru; Editing by Sahal Muhammed)
Cerebras vs. SpaceX: Which 2026 IPO Is the Better AI Stock to Own for the Next 5 Years?
Cerebras Systems (CBRS -0.96%) and Space Exploration Technologies (SPCX +1.22%), known as SpaceX, are two prominent companies that went public in 2026. Cerebras started trading on May 14, while SpaceX followed on June 12. Cerebras builds wafer-scale artificial intelligence (AI) systems (computers built around a single large processor) and sells access to its computing power through the cloud. SpaceX operates reusable rockets, the Starlink satellite network, and an AI segment that includes the Grok large language model and AI computing infrastructure. Cerebras is much smaller than SpaceX in terms of market capitalization. However, its cloud revenue is growing rapidly at a time when more AI spending is shifting from training models toward inference or running them in production. SpaceX has already generated nearly $2.6 billion in revenue from the AI business in the second quarter of fiscal 2026 (ending June 30). But it also has its profitable Starlink-driven Connectivity business to help fund that expansion. Hence, the key question is whether Cerebras' faster growth potential can outweigh SpaceX's greater financial strength over the next five years. Cerebras could benefit more as AI spending shifts to inference Gartner expects global spending on AI inference to reach $23.3 billion in 2026, overtaking the $19 billion spent on training. Inference is expected to account for 59% of AI-optimized cloud infrastructure spending by 2027. Cerebras is already benefiting from this trend. The company's non-GAAP (generally accepted accounting principles) cloud and services revenue jumped 287% year over year to $127.7 million in the second quarter (ending June 30). Total non-GAAP revenue (core revenue) was up 103.3% year over year to $209.9 million, ahead of management's non-GAAP revenue guidance of around $194 million.The company also raised full-year core revenue guidance to $880 million to $890 million, up from the previous outlook of $855 million to $865 million. However, Cerebras is exposed to customer concentration risk. Three customers accounted for about 76% of the company's second-quarter revenue. Additionally, while Cerebras had $25.4 billion in remaining performance obligations (RPO) at the end of the second quarter, only 22% is expected to be recognized as revenue over the two years ending June 2028. SpaceX can fund its AI expansion more easily SpaceX's Connectivity segment generated around $4.3 billion of revenue and roughly $1.7 billion of operating income in the second quarter (ending June 30). This profitable business provides SpaceX with an important source of revenue to support its AI expansion. However, the AI segment posted an operating loss of around $1.3 billion while consuming $15.8 billion of capital expenditures during the quarter. Management expects SpaceX to reach a $100 billion annualized revenue run rate by December 2026, but achieving that target will require enormous investment. Which is the better AI-powered pick? Cerebras is currently trading at around 14.9 times analysts' expected 2027 revenue of $2.95 billion. SpaceX is even more expensive at roughly 17.4 times analysts' expected 2027 revenue of $105.47 billion (as of Aug. 24). While SpaceX clearly has the stronger financial base, the company's AI expansion is already extremely capital-intensive. Cerebras appears to offer the better five-year risk-reward balance. The risk is much higher, particularly because of customer concentration and the long timeline for converting its RPO into revenue. But if Cerebras can scale capacity while improving margins, its growth could justify that risk.
Salesforce's stock gets an Anthropic boost - and more highlights from earnings
Salesforce clears Wall Street's second-quarter expectations and deepens its ties with AI lab Anthropic Salesforce reaffirmed that it's on track for organic revenue reacceleration in the second half of the year. Investors were impressed by Salesforce's artificial-intelligence progress in the latest quarter as the software giant on Wednesday reported an earnings beat driven by growing demand for the company's agentic-AI tools. The company posted $11.35 billion of revenue for the second quarter of fiscal 2027, growing 11% from a year before and surpassing Wall Street's estimates of $11.33 billion. Salesforce shares (CRM) popped 13% higher in the extended session. It's the biggest post-earnings jump for the stock since August 2024, when shares jumped 26%, according to Dow Jones Market Data. "AI is delivering value across every layer of our platform," Salesforce CEO Marc Benioff said in a statement. "We're seeing incredible demand for our AI and data products, with ARR about to cross $4 billion." Annual recurring revenue from the company's Agentforce and Data 360 products grew over 210% relative to a year earlier, to just shy of $3.9 billion. Adjusted earnings per share of $5.90 cleared the $3.27 consensus estimate thanks to a large paper gain on the company's strategic investment in Anthropic. Salesforce has been an investor in the AI company since its Series C funding round in 2023. Stripping out the gain on investments, Salesforce's adjusted earnings would be $3.37 a share. Salesforce and Anthropic also deepened their relationship through a strategic partnership called "Claudeforce" on Wednesday. This integrates Anthropic's Claude directly into Salesforce's platform. While Salesforce shares are down 23% so far this year, they've begun to stage a comeback over the past month. The stock has risen 33% from its recent low at the end of July as investors have started taking a second look at the AI bear thesis that has gripped software names. "AI is amplifying the value of our entire platform," Robin Washington, chief financial and chief operating officer at Salesforce, told MarketWatch. The company has delivered over 7 billion agentic work units - a metric Salesforce uses to measure work completed by AI - across Agentforce and Slack, with 3.2 billion in the second quarter alone. Washington noted that higher usage of agentic work units is complementing core seat growth. Most importantly, Salesforce's pipeline of future business served as an encouraging signal, according to a Wednesday note from Evercore ISI analyst Kirk Materne. Current remaining performance obligations, or the value of signed contracts expected to convert into revenue within the next 12 months, amounted to $33.5 billion. That marked 14% year-over-year growth and exceeded Wall Street's estimates of $33.4 billion. After two quarters of 13% growth previously, Salesforce's cRPO acceleration is one of the "biggest highlights" of the report, Jefferies trading-desk analyst Jeffrey Favuzza wrote in a note. The company has been signaling for organic revenue to reaccelerate in the back half of this calendar year. Washington said that net new annual order value, which reached its strongest growth in four years, is keeping the company on track. For the fiscal third quarter, Salesforce guided for revenue between $11.42 billion and $11.5 billion, beating the $11.415 billion anticipated by analysts polled by FactSet. The third-quarter guidance calls for another quarter of 14% cRPO growth, according to Evercore's Materne. The company raised full-year guidance to between $46.1 billion and $46.4 billion. Analysts were expecting $46.112 billion. -Christine Ji This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. (END) Dow Jones Newswires 08-26-26 1850ET Copyright (c) 2026 Dow Jones & Company, Inc.
