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от 14 Юли 2026
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OpenAI's computing chief exits as the company navigates a massive $750 billion infrastructure push, highlighting the growing logistical friction of AI megaprojects. Meanwhile, U.S. inflation rebounds to 3.7%, driving Treasury yields higher and forcing markets to rethink rate cuts. Plus, Netflix sla…

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Global banking regulators are scrutinizing the deployment of AI and autonomous agents by major financial institutions, signaling a shift toward strict operational liability. Meanwhile, a physical strike on Saudi Aramco's headquarters and a massive FinCEN penalty for Bank of America highlight escala…
Major technology companies are accumulating a record $90 billion in new debt to finance upstream AI infrastructure, while simultaneously pushing inference costs onto client devices. This defensive shift toward local hardware raises questions about credit risk in private markets. Meanwhile, the 2026…
Apple is making a major push into the smart home market with its new HomeView display, betting that local AI processing and privacy can help it capture ecosystem share from Amazon and Alphabet. Meanwhile, global finance leaders convene in Bangkok as sovereign debt strains peak, and a controversial …
OpenAI's annualized revenue misses prior signals by a massive margin, revealing how cloud partner channels may obscure true enterprise generative AI demand. Meanwhile, an unprecedented U.S. freeze on PERM labor certifications for major tech firms threatens to disrupt talent pipelines and accelerate…
SpaceX's massive debt issuance for Nvidia AI chips is sending ripples through the corporate bond market, widening credit spreads and raising questions about the financial mechanics of the AI infrastructure boom. Meanwhile, European logistics face a squeeze as diesel prices surge, and global trade t…
Google and Constellation Energy have signed a landmark 20-year agreement to power AI data centers, sending Constellation's stock up 14%. By financing capacity uprates at existing nuclear plants, tech giants are bypassing gridlock to secure immediate baseload power rather than waiting for new constr…
Brazil's unexpected first-round election results are forcing markets to brace for a sharp regulatory pivot that could reshape the Amazon and South America's largest economy. Meanwhile, a third US Carrier Strike Group in the Middle East is threatening to send global trade costs and war-risk insuranc…
A landmark antitrust case against Thomson Reuters could redefine Silicon Valley exit strategies, potentially crashing AI startup valuations if legacy buyouts are blocked. Meanwhile, a high-stakes election in Brazil threatens to upend global commodity markets, and a new four-nation military bloc in …
Global bond yields are hitting multi-decade highs, threatening to choke corporate capital spending as refinancing costs skyrocket. Meanwhile, the AI industry faces a critical maturation test as Anthropic seeks Wall Street validation, just as severe price wars force a massive $4 billion reality chec…
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