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.

U.S. humanoid robot maker Agility Robotics is preparing to list on Wall Street through a SPAC merger with Churchill Capital. The companies said Wednesday they signed a definitive merger agreement, valuing Agility at $2.5 billion pre-money. The combined company is expected to trade under the ticker “AGLT” on a major North American exchange.

OpenAI will begin using its first custom AI chip, “Jalapeño,” built by Broadcom. The chip is intended to handle the compute-heavy work of running AI models.

Qualcomm is reported to be in talks with ByteDance to design customized chips for the TikTok parent. The discussions underscore a widening push by tech groups to develop AI silicon outside Nvidia’s orbit. A successful deal would build on a relationship that has already produced results, after Qualcomm agreed in May to supply ByteDance with millions of ASICs for AI data center use, according to Reuters.

SKYAI is consolidating after a mid-June rally, with price holding near $0.37-$0.39 as volume fades. Open interest has fallen about 30.4% from its June 17 peak of approximately $173 million to around $120 million. Traders are watching liquidity around $0.4792 on the upside and $0.3285-$0.3286 on the downside, with resistance clustered near $0.398-$0.41.

AI agents can’t open bank accounts, but they can hold crypto wallets and use stablecoins to pay one another. The x402 protocol turns the web’s “payment required” response into a machine-readable paywall. This makes it possible for software to purchase data, APIs, or services directly from other software without using cards or banks.

Coinbase began trading in ANTHROPIC-PERP and OPENAI-PERP pre-IPO perpetual futures on June 22. The USDC-settled contracts track each company’s private valuation rather than shares and do not confer equity, voting rights, or dividends. They are available only to eligible non‑US users, with US persons barred from trading them.