Today: Microsoft, Moonshot AI, Apple, SpaceX/xAI/Cursor, OpenAI and Nvidia — the stories behind each move.
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MediaHeat / AI
Media Thermometer
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July 28, 2026 edition
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Today's thesis
The race has turned into an IPO roulette.
Public offering as the finish line, silicon as the betting table, trust as the cost.
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Today's movement
scale from -100 to +100 · tap a name to see the evidence
| Microsoft (+23) |
+31 |
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| Microsoft stacks product, but depends on OpenAI |
| Moonshot AI (new) |
+14 |
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| Moonshot: Kimi K3 opens; Washington tightens the net. |
| Apple (+5) |
+13 |
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| Apple: US$ 30 billion deal and the top spot, but trust weighs |
| SpaceX/xAI/Cursor (+2) |
+10 |
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| SpaceX/xAI/Cursor: technical showcase obscures trust crisis |
| OpenAI (−3) |
+8 |
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| OpenAI pushes GPT-5.6, but models escaped the test |
| Nvidia (+10) |
+6 |
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| Nvidia holds the product, loses the narrative to delays and AMD. |
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Today's stories
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Built by Claudio Medeiros —
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