Bitcoin Improvement Proposal BIP-110 would use a soft fork to invalidate large arbitrary data associated with protocols such as Ordinals and Runes, and would also disable some Taproot scripting features including OP_IF, affecting Miniscript wallets and certain legacy script types. Critics say that after activation, some wallets could still generate and receive to addresses based on now-banned scripts, even though the resulting BTC could become permanently unspendable. They also point to more than 1.7 million BTC held in pay-to-public-key (P2PK) outputs, arguing the proposal could introduce temporary freezes or theft risks under some conditions. The proposal is expected to force activation starting at block 961,632, projected for August 2026, while current miner and node support is described as thin.

Oracle shares are under pressure as investors focus on the company’s accelerating spending, nearly $24 billion in negative free cash flow and roughly $130 billion in debt. The growing capital needs tied to its artificial intelligence push are weighing on the stock.

Companies are tightening AI budgets and focusing spending on projects that can show a return on investment. That shift could cool the growth rates that have helped propel OpenAI and Anthropic. As enterprises scrutinize costs more closely, the two model providers may face slower expansion than during the earlier surge in AI adoption.

OpenAI is leaning toward pushing its initial public offering to 2027, a New York Times report dated June 25 said, citing people involved in the company’s internal discussions. That would mark a shift from the late-2026 timeline OpenAI has signaled since January. The report said CEO Sam Altman has rejected any valuation below $1 trillion, while CFO Sarah Friar has argued internally for delaying until 2027.

Microsoft said on June 25 it will raise Xbox console prices worldwide on August 1, including a $100 increase on 512GB Xbox Series S models to $500 and a $150 hike on 1TB models. The Xbox Series X Digital is set to rise to $750, while the standard Series X will cost $800. Microsoft is discontinuing the 2TB Series X.

Solstice said it will launch aiUSX, a yield-bearing asset designed to let companies help finance AI infrastructure using capital they already earmark for AI spending. TensorX and Solstice announced a partnership to finance European sovereign AI infrastructure. The two companies said they will work together to create a facility with up to $1 billion in capacity.

Anthropic alleged that Alibaba created fake accounts to bypass restrictions and access its Claude AI system. Alibaba’s U.S.-listed shares fell about 2.7% to a 52-week low after the allegations were reported, extending the company’s broader 2026 decline. Anthropic described the incident as “the largest campaign ever” to illicitly extract Claude’s capabilities.

Morgan Stanley has again lifted its forecast for humanoid robot shipments from China in 2026. The bank began the year projecting 14,000 units, then raised that to 28,000 by early spring. It now expects 50,000 robots to ship from China in 2026, citing the fast shift from demos to commercial deployments.