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INSANE: 29 | Rare Historical Photos

Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI

Big Tech’s defining financial advantage, an abundant cash flow, is colliding with the physical demands of generative AI. Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms, Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL) continue to post strong revenue growth and operating cash flow – yet, their forward free cash flow is…

Benzinga

Exclusive: Even Realities CEO slams Meta Ray-Bans — we 'don’t thrive on selling data’

In an exclusive interview, Even Realities CEO Will Wang calls out Meta and Google for using smart glasses cameras to harvest AI training data.

Tom’s Guide

More bad news for Valve and its still unreleased Steam Frame as Qualcomm is set to raise the price of its chips, like everyone else

Valve's new VR headset is due to launch soon.

PC Gamer

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Mag 7 Q2 Earnings Haven’t Been So ‘Magnificent.’ What META, MSFT, and AMZN Need to Report to Turn the Tide.

Both Tesla and Alphabet plunged after their respective Q2 2026 earnings. Can Meta Platforms, Microsoft, and Amazon turn the tide with their earnings this week?

Barchart

Option Volatility And Earnings Report For July 27-31

It is a mammoth week on the earnings front with a plethora of important companies reporting. This week could make or break the market. This week we have Apple, Microsoft, Amazon, Meta Platforms, Exxon Mobil, Starbucks, Robinhood and Coinbase all reporting in what shapes as a busy and pivotal week…

Barchart

How an ex-AWS scientist plans to take on OpenAI and Meta in voice AI models

Boson AI founder Alex Smola believes voice models are ready to take AI, and human-machine interaction, to the next level.

Fortune

Stocks Set to Open Sharply Higher as Oil Prices Sink, Big Tech Earnings and Fed Meeting in Focus

September S&P 500 E-Mini futures (ESU26) are up +0.98%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.59% this morning, pointing to a sharply higher open on Wall Street as a slump in oil prices boosted investor sentiment at the start of a busy week.

Barchart

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Michael Burry Says Wall Street Has Turned on Big Tech's AI Spending: 'The Market Has Voted'

The ‘Big Short’ investor Michael Burry on Sunday said the market has delivered its verdict on Big Tech’s artificial intelligence (AI) spending, with investors increasingly favoring companies showing stronger returns over larger capital commitments.

Benzinga

Bombay HC allows Nitin Gadkari to sue Meta, X over alleged E20 deepfakes

The Bombay High Court permitted Union Minister Nitin Gadkari to file a civil suit. He is suing Meta Platforms, X Corp, and others over defamatory deepfake content. The court accepted that part of the cause of action arose within its jurisdiction. Gadkari seeks removal of AI-generated posts falsely linking him…

The Economic Times

How Meta Chose Workers for Layoffs: Sworn Court Filing Reveals the Decision Process

A court filing reveals Meta's layoff criteria amid allegations of AI involvement and visa holder concerns. Meta denies AI's role, stating decisions were based on business needs and human judgement.

International Business Times UK

US Stock Market: Wall Street eyes Fed decision, AI earnings as traders navigate rising uncertainty

Investors await the Federal Reserve's policy decision and major tech earnings this week. Alphabet and Tesla results have already caused market unease regarding AI spending. Microsoft, Amazon, and Meta Platforms will also report their artificial intelligence investment updates. The Federal Reserve is expected to keep interest rates unchanged at its…

The Economic Times

Fear and hate force Rohingya refugee schools to shut in Malaysia

Rohingya children in Malaysia are now afraid to attend school after receiving threats. At least nine refugee schools have shut nationwide due to safety concerns. Online hate speech and misinformation have fueled increased scrutiny of the Rohingya community. Authorities have closed some Rohingya businesses and schools operating without proper permits.…

The Economic Times

Fed Decision, Tech Earnings and Other Can't Miss Items this Week

Markets face the week's most consequential moment Wednesday at 2:00pm when the Federal Reserve announces its rate decision and Fed Chair Kevin Warsh holds his first post-decision press conference, setting policy direction.

Barchart

Broadcom May Be the Biggest Winner From Alphabet's Earnings

Alphabet raised its 2025 CapEx guidance to $195-$205 billion and posted 82% Cloud growth, signaling stronger TPU and AI infrastructure demand for chip partner Broadcom.

MarketBeat

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AAP

Through the looking glass: smartglasses face scrutiny

Wearing cameras and speakers powered by artificial intelligence comes with benefits but critics warn it also presents serious privacy concerns.

Benzinga

Tesla, Intel, Google All Dropped After Earnings - Will Microsoft, Amazon, Meta Follow?

Top technology stocks plunged after releasing their second-quarter results. Tesla (NASDAQ:TSLA) fell to $306, its lowest level since August 4 and down 39% from its all-time high. The stock retreated after its earnings per share missed analysts’ estimates and after the company recorded negative free cash flow.

Barchart

No Matter Who Wins the Smartphone and AI Chip Races, ARM Stock Still Benefits

Arm now leads x86 in AI servers and collects royalties from every chipmaker, including the ones it competes with.

Barchart

Cathie Wood Just Poured $18 Million Into Meta Stock. Here’s Why.

Cathie Wood's latest trade makes a strong case for Meta stock prior to Q2 earnings.

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TechRadar

OpenAI quietly signs letter from Nvidia, Microsoft, and Meta warning about dangers of 'premature restrictions' on open-weight AI models — as the White House accuses China of stealing from Anthropic

With China's open-weight AI models continuing to improve, US companies want to see a free market for all.

The Economic Times

Meta quits clean energy pledge amid gas-powered data center push

The departure comes amid a frenzied data centre buildout by leading tech companies. Meta has struck deals paying utilities to bring new natural gas power plants online, including 10 to power its Hyperion data centre in Louisiana alone. Meta joined the pledge in 2016 according to a Wayback Machine archive…

International Business Times

Washington Is Weighing Curbs On Chinese AI. Nvidia, Microsoft And Meta Warn Open Models Shouldn't Be Included

Nvidia, Microsoft, Meta and more than two dozen technology companies are urging U.S. policymakers not to impose broad restrictions on open-weight artificial intelligence models, arguing that doing so could undermine American innovation and hand an advantage to foreign competitors.

Benzinga

Oil Broke $100, Alphabet's AI Bill Scares Investors: What Moved Wall Street This Week

Two of America’s largest companies reported earnings this week. Neither was punished for what it sold.

Tom’s Hardware

Nvidia and 24 other companies sign open-weights letter as Washington weighs Chinese AI model ban — OpenAI, Anthropic, and Google absent from the list

Signatories include chipmakers, server vendors, cloud operators, enterprise software firms, security companies, and venture funds

Barchart

Nvidia’s Rivals Are Coming for Its Crown, But the Smartest AI Bet Sits Further Down the Tech Stack

Hyperscalers are building custom AI chips to cut their reliance on Nvidia. But whoever wins, every chip still runs through the same handful of companies, from Broadcom and TSMC down to ASML.

The Economic Times

Nvidia CEO Jensen Huang backs open AI models, coalition for safety and innovation

A broad coalition of companies and institutions, including Nvidia, Meta, Microsoft, Hugging Face, and the Linux Foundation signed a letter, arguing that open-weight models, which are systems anyone can download, inspect, and modify, deserve a major place in the US' AI strategy, not a defensive afterthought.

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