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FOUND: 3 - You Need To See This

Here’s What Magnificent 7 Earnings Tell Us About the AI Trade in 2026

The Magnificent 7 companies, except Nvidia, have reported their June quarter earnings. Here are the key takeaways from their earnings and the implications for the AI trade.

Barchart

2 Consumer Staples Stocks Giving Investors a Break From the AI Trade

Coca-Cola and Hershey posted strong Q2 2026 earnings and offer dividend growth track records, making them notable consumer staples picks amid renewed interest in defensive, dividend-paying stocks.

MarketBeat

HFCL shares rebound 5% on Rs 523 crore order win. Still time to buy after 195% rally in 6 months?

HFCL shares rose sharply on Monday after the company secured an international order worth Rs 522.73 crore, extending investor optimism around the telecom equipment maker. The stock has rallied 195% in six months, while brokerages remain bullish, citing strong order visibility, AI data centre opportunities and defence-led growth as key…

The Economic Times

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ZiNRAi Launches STUDIO Membership to Help Build Practical Skills in AI, Content Creation, Ecommerce, and Digital Marketing

A comprehensive educational membership designed to prepare entrepreneurs, creators, and professionals for the future of digital business.

International Business Times

'It can be a win-win situation': Xero explains why giving businesses more control over their finances might actually be the key to AI success

As AI plays an increasingly vital role in business, Xero wants to help add control and peace of mind for workers everywhere.

TechRadar

Trump Staff Cuts Blamed After Watermarked OpenAI Map Mislabels Africa at AIDS Conference

A US State Department map made with OpenAI tools mislabelled every African country at the AIDS 2026 summit, and a former official blamed Trump's deep staffing cuts.

International Business Times UK

Anthropic admits its most powerful AI model hacked into three organisations' systems during testing phase

The announcement comes just days after rivals OpenAI revealed that their popular ChatGPT platform went rogue during its testing phase of its most powerful AI model, where it too infiltrated other organisations’ cyberspace.

Euronews

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Sam Altman says we’re ‘in the singularity’ with AI. Here’s why he’s wrong

“We are now, like, in the singularity”.

The Conversation

As Sam Altman Celebrates the Singularity, Palantir CEO Alex Karp Warns: ‘There Are Dangers… We Are Going to End Up Having to Regulate AI’

OpenAI CEO Sam Altman says the AI singularity has already arrived. Palantir CEO Alex Karp says it’s time for Silicon Valley to get serious about the risks of this game-changing technology.

Barchart

Steve Eisman Says Cutting AI Capex Would Sink the Market. Spending Too Much Could Be Just as Dangerous for Hyperscaler Stocks.

Steve Eisman warns that cutting AI capital expenditures could trigger a broad market selloff. But investors should also consider whether ever-rising hyperscaler spending carries risks of its own.

Barchart

The changing face of diversity in the UK cabinet

Andy Burnham’s first cabinet includes four ministers from visible ethnic minority backgrounds: home secretary Shabana Mahmood, energy security secretary Miatta Fahnbulleh, AI minister Kanishka Narayan, and Lisa Nandy as culture secretary. A decade ago, this team alone would probably have generated headlines. Now, it has barely registered.

The Conversation

Viral Canadian Politician Who Read AI Slop in Speech Apologises, Says He 'Learned an Important Lesson'

New Brunswick MLA Bill Oliver mistakenly read AI prompts aloud in a speech, sparking debate on AI's role in politics and public trust. The incident highlights the need for careful review.

International Business Times UK

Meta’s AI Spending Problem Just Found a BlackRock Solution

Meta Platforms shifted an El Paso data center into an 80/20 joint venture with BlackRock, using a $12.3 billion bond sale to offload CapEx risk while retaining compute capacity through a long-term lease.

MarketBeat

NVIDIA’s OpenAI Backstop Puts AI Financing Risk in Focus

NVIDIA's proposed $250 billion credit backstop for OpenAI's Ohio data center highlights AI vendor financing risk, as CoreWeave faces losses, insider selling and Meta's new competing cloud service.

MarketBeat

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Tom’s Hardware

Memory maker SK hynix's profit rises 557% amid global shortage, expansion costs climb to $27 billion — shares slide despite mammoth earnings as expectations outpace reality and global AI selloffs continue

SK hynix has reported second-quarter revenue of 79.32 trillion won, and operating profit of 60.54 trillion won, the latter up 557% year over year.

The Independent UK

Alabama animal shelter sues to stop massive data center that risks health of thousands of pets

The Birmingham shelter says it is not against data centers but wants transparency, due diligence and proper approvals for a project planned near its new facility

The Economic Times

India's AI boom is rewarding engineers more than coders

India's AI and manufacturing push is reshaping job market, with engineers, technical support professionals and infrastructure roles seeing stronger salary growth than software developers, according to TeamLease. Backed by govt investments in semiconductors, electronics and EVs, the country's next wage boom appears increasingly tied to building and running AI infra.

Fortune

Meet the 'AI Centurions'—6 formerly sleepy stocks that now have market caps over $100 billion

How the AI boom has transformed six spectacular stocks.

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Benzinga

Nvidia Reportedly Moves to Backstop $250 Billion in OpenAI Data Center Financing, Michael Burry Says, 'Around and Around We Go'

Over the weekend, ‘Big Short’ investor Michael Burry and tech commentator Ed Zitron voiced concerns after a report said Nvidia Corp (NASDAQ:NVDA) is considering backing billions of dollars in financing to support OpenAI’s massive AI infrastructure expansion.

The Economic Times

Applying Chinese ecosystem learning to build Indian smartphone; eyes Rs 7,500 crore sales: NxtQuantum founder

NxtQuantum Shift Technology is a 100% Indian company. With more than two decades of experience in this industry, building brands into the Chinese ecosystem like Realme, learning the Chinese supply chain to economies of scale, the company is building a particular homegrown brand from scratch, Sheth said.

The Economic Times

AI+ wants to be India's answer to global smartphone brands

Madhav Sheth aims to build India's first globally competitive smartphone brand, AI+.He is leveraging two decades of experience from China's smartphone market.The company has already achieved significant revenue growth in its initial operations.AI+ is investing heavily in research and development for indigenous technology.This initiative seeks to strengthen India's component manufacturing…

Fortune

Did OpenAI's models just breach its own 'red line'? Outside safety experts think so

Outside safety experts say the models behind this week's hack may have crossed OpenAI's own 'critical' risk line, something that would require the company to halt development.

Barchart

2 Stocks to Buy Now as Google Raises Its AI Spending Forecast Yet Again

Alphabet's AI spending spree could hand Lumentum and Celestica another tailwind as demand outpaces infrastructure supply.

Fortune

Defense tech investors thought the war in Iran could make them millionaires. Instead, some of the industry's biggest names have faced a bloodbath

Firms like Northrop Grumman are struggling on the market despite record military spending. Investors are now watching Congress—and a new generation of startups.

Tom’s Hardware

South Korean memory giants Samsung and SK Hynix are set to announce massive deals with leading U.S. tech firms, report claims — Korean president arrives in Silicon Valley for meetings and high-profile AI summit

Samsung and SK Hynix are expected to unveil multibillion-dollar memory-chip partnerships with major U.S. technology companies during South Korean President Lee Jae Myung’s visit to San Francisco

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