Edition №54

The One Thing

• Samsung expects memory shortage to worsen through 2027 and last until 2028

Signals

• Managers say they are using AI to make layoff decisions
• Papa Murphy’s Is Closing Stores, Joins List of National Pizza Chains to Shutter Locations in 2026
• Florida employers can ding workers for off-duty medical marijuana use, state appeals court says
• Investors may want to focus on front end of yield curve — as Street anticipates next Fed meetings
• Time has started serving ads to AI agents
• Amazon’s live sports land grab helps boost ad segment to $19.8B in Q2
• The cyclospora outbreak is creating a PR headache for food businesses
• NRF finds shoplifting stabilizing as online fraud grows
• Fed holds benchmark rate steady in vote with three dissents
• Tankers near Oman come under fire as Iran threatens to choke off shipping routes
• US bank places trust in ransomware crew that promised to delete its data
• AI firms must answer for rogue bots, says boss of hacked company

Watch Your Back

• Making forensic observability the norm for network devices
• Diversity Visa Lottery Winner Found Guilty of Visa Fraud

Antics

• Tesla weighs selling China business to clear path for SpaceX merger
• Parish Tractor Acquires Crain Tractor
• The equal-weighted S&P 500 just smoked the Nasdaq-100 in July — outperforming amid the violent chip-stock unwind

What's Being Built

• DeepSeek-V4-Flash-0731 — Frontier agent intelligence at Flash prices
• Port22 — Claude Code, Codex & more on your phone
• NudgeForMe — AI follow-up agent for missed email opportunities