Apple CEO Transition and Earnings
According to Bloomberg, “Apple Earnings Become Sideshow With New CEO Ready to Grab Reins”, investors are watching John Ternus as Apple reports quarterly results...
AI Capacity Crunch Fuels Big Tech Capex Rush
According to Reuters Breakingviews, “AI’s glut-to-drought shift is Big Tech’s big boon”, four giants will pour over $600bn in 2026 as cloud demand...
OpenAI Ends Microsoft Exclusivity
According to Microsoft, “The next phase of the Microsoft-OpenAI partnership”, the companies rewrote terms letting OpenAI sell models on non‑Azure clouds; this...
China Blocks Meta-Manus Deal
According to Bloomberg, “China Blocks Meta’s $2 Billion Acquisition of AI Firm Manus”, the NDRC ordered the parties to withdraw the takeover, underscoring that...
Google-Anthropic Deal
According to Bloomberg, “Google Plans to Invest Up to $40 Billion in Anthropic”, the pact commits $10B now and up to $30B on milestones; the move is a major AI INVESTMENT...