MAGNIFICENT SEVEN'S EARNINGS LOOM AS CENTRAL BANK WATCH INTENSIFIES
Five of the Magnificent 7 tech companies will release earnings next week. Find out how this affects the market and investor decisions.
#TechEarnings, #Magnificent7, #CentralBanks, #AIinvesting, #MarketNews
https://newsletter.tf/tech-earnings-magnificent-7-central-bank-watch/
Five of the top tech companies, the 'Magnificent 7', will share their financial results next week. This is a key moment for investors watching AI spending.
#TechEarnings, #Magnificent7, #CentralBanks, #AIinvesting, #MarketNews
https://newsletter.tf/tech-earnings-magnificent-7-central-bank-watch/
SIPRI is an independent international institute that researches conflict, armaments, arms control and disarmament.
This backgrounder from SIPRI aims to provides an overview of the military AI industry to help policymakers and civil society, to understand the wide variety of products, actors and relationships involved: https://www.sipri.org/commentary/topical-backgrounder/2026/mapping-military-ai-industry
#arms #armsTrade #weapons #militaryAI #military #AIindustry #Magnificent7 #technoCriticism #SIPRI
Tech billionaires consider a threat everything from documentation to whistleblowing.
“Another way to look at this is that billionaires have joined a war on professional administrative class of public servants precisely because of their proximity to formal mechanisms of accountability.”
https://donmoynihan.substack.com/p/palantir-wants-power-without-accountability by @donmoyn.bsky.social
#techBros #accounts #SiliconValley #Karp #Palantir #software #SaaS #security #Magnificent7 #MagnificentSeven #accountancy #accountability
…
"The thesis is that the [physical and electrical] wall wins the first round, the demand narrative fractures in the second."
The first hints of invalidation would be if the Wood Mackenzie quarterly survey, expected in July 2026, reported power transformer lead times below the past assessment of 128 weeks.
https://shanakaanslemperera.substack.com/p/the-power-wall
#AIBubble #infrastructure #planning #projectManagement #timeToDeliver #markets #economy #dataCenters #energy #Cloud #magnificent7 #emissions #power #powerGrid #grid
South Korea’s National Pension Service trimmed its US equity portfolio in Q4 2025, selling only Tesla among the Magnificent 7, while increasing stakes in other tech giants and reducing holdings in Costco and Roblox amid shifting market valuations.
Surging semiconductor prices are pressuring global big tech stocks, with South Korea, Taiwan, and Japan emerging as safe havens as investors anticipate accelerated Fed rate cuts to offset rising AI costs.
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