LinkedIn adds a button to report AI-generated ‘slop’ https://t.co/QhnBsTvI8k ...

A new divide has opened up in AI. Open versus closed >> scaling of of of open- source models. I think it's going down a very dangerous path.>> Open source models uh that are excellent should be used. >> Closed AI is what most people know. Open AI is chatbt anthropics cloud Google's Gemini their most powerful models.They control the price the rules you pay for access. Open weight AI is different. The model can be downloaded, inspected, customized, run on your own infrastructure, and it's often cheaper.China' ...

Macro Economy & Monetary Policy - U.S. GDP growth was weaker than expected, driven heavily by government and inventories, while core PCE inflation cooled down in June[5][6][7] - The 30-year U.S. Treasury yield surged to a 19-year or multi-decade high following comments from Fed officials, reflecting a significant steepening of the yield curve and rising long-term rates[5][8][133] - Consumer savings rates fell significantly to 2.7% in June from 4.4% in January, signaling growing pressure on consumer financial health[7] Technology & AI Sector Performance - Microsoft reported exceptional cloud revenue growth, with Azure growing 43%, while adding 30 million paid Copilot users, leading to a strong equity rally and reduced capital expenditure burn concerns[20][125][139][145] - Meta faced a 9% stock decline due to a softer outlook, higher spending forecasts, and growing investor scrutiny over artificial intelligence investments and a projected $130 billion to $145 billion in 2026 capital expenditures[16][98][100][138] - Qualcomm shares dropped nearly 5% due to component shortages and supply chain difficulties impacting its semiconductor outlook[2][66] Consumer Goods & Retail Sector - Starbucks and Chipotle raised their guidance following stronger-than-expected quarterly results driven by trendy new menu items, revamped loyalty programs, and strong transaction growth across income groups[2][67][71] - Mastercard reported a 21% profit surge as the company successfully expanded beyond traditional payment network services into agentic commerce and security efforts[3][166] - Consumer brands like Jersey Mike's and Reformation made their public market debuts, with Jersey Mike's raising $1 billion in its initial public offering[154]

Market Trends & Industry Dynamics - Fracking technology transformed the energy sector and helped the United States transition away from coal, reduce greenhouse gas emissions, and decrease reliance on foreign oil and gas [3] - Fracking counties experienced high GDP growth from 2008 to 2023, driven by high capital intensity, but household incomes did not rise commensurately and local jobs actually declined [6] - The current artificial intelligence and data center boom mirrors the historical fracking revolution by requiring massive upfront investments reaching billions of dollars for infrastructure and power models [7] - Energy represents the primary bottleneck and a major tension point in local communities due to the massive power demands of data centers [9][10] - Within the PJM grid operator network managing Pennsylvania and other states, 97% of energy projects in the interconnection queue consist of clean and reliable solar and battery initiatives [10] Investment Opportunities & Potential Risks - Fracking operations required high capital investments to acquire land, mineral rights, and equipment, yet created limited long-term job opportunities while introducing environmental and health concerns such as elevated asthma rates and rare cancers [2][6] - Artificial intelligence data centers involve billions of dollars in upfront capital expenditure for construction and power infrastructure, raising concerns regarding equitable benefit distribution between remote shareholders and local communities [7][8] - Strategic industry regulations involve federal government implementation of golden shares to secure taxpayer representation, analogous to the Alaska Permanent Fund distributing oil revenue checks to state citizens [13][14] - Proposed structural improvements for the artificial intelligence infrastructure boom include streamlining the permitting system with mandated timelines to accelerate the solar and battery grid interconnection process [9][11] - Proposed community-centric financial models advocate for local taxpayer ownership stakes, quarterly or annual tax relief, and dividend distributions to fund education and healthcare, supported by industry leaders like Microsoft implementing community-first artificial intelligence infrastructure plans [15][16]

I'm Jessica Edinger, CNBC. The rally continues this afternoon on Wall Street after yesterday's stock selloff led by Microsoft shares and chip makers. The Dow popped back up.It had faded a bit with its rally, but it is back up 366 points. That's 7/10en of a percent. Microsoft shares now up almost 16% after strong quarterly results.The S&P 500 index up 90, that's 1 and a4%. The Nasdaq up 605 points, almost 2.5%. The Nasdaq's now in the green for the week.Chipmaker shares are mostly higher and boy are they soa ...

After earnings: $MSFT 🚀 +10%, $META 📉 -9%But it's not over yet!@Bybit_Learn shares the market's predictions for $AAPL and $AMZN post-earnings moves https://t.co/q4pK4WzVOB ...

Chipotle, Crocs, Meta, Microsoft, Starbucks. Here’s what’s getting Wall Street's attention before the bell. https://t.co/DaOzUzL3XX ...

US futures rose on Thursday as Microsoft jumped 9.8% after reporting the fastest cloud unit growth in four years. Top semiconductor companies, like Micron and Nvidia, rallied as well. https://t.co/P6DYFoshyJ ...

Microsoft shares soared after the company reported the fastest cloud growth in four years, suggesting its AI and computing services are making inroads with customers https://t.co/hbXf5FjGLW ...

I'm Jessica Edinger, CNBC. Wall Street with some gains out of the gate after yesterday's stock selloff led by Microsoft shares and chip makers today. The Dow up 200 points.Microsoft shares leading it higher. They're up 14% this morning. The S&P 500 index is up 61 points.That's 8/10en of a percent. The Nasdaq up 405 points, 1 and a half%. chip makers in the green except for Qualcomm which is falling 5% this morning but Micron's up 9% Intel up 7% AMD also up 7%.Oil prices ticking lower although now Iran is sa ...