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Top of the Hour — 5:00 PM · Mon Aug 3, 2026

Monday, August 3: AMD's Q2 report lands tonight with Wall Street expecting $11.3B and MI350 chip orders in focus; plus Google Search goes full Gemini, Intel beats estimates, and the AI safety index lands grades that sting. In this hour: AMD's $11.3B Moment Arrives Tonight — MI350 and Helios in the Dock · Google Search Goes Full Gemini — Blue Links Give Way to AI Pages · FLI Summer Index: Anthropic C+, Meta D+ — Industry-Wide Gaps Documented · OpenAI's $1M-Plus Legal-Fee Motion Against xAI Lands in Federal Court.

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