Macroeconomics & Geopolitics - Brent crude oil surged above $100 per barrel, reaching $100 after rising 7%, driven by Middle East conflicts and U.S. strikes on Iran[1][30][35] - U.S. Treasury yields hit yearly highs, with the 2-year yield climbing to 4.37% due to rising inflation and rate hike expectations[1][66][106] - The U.S. implemented new 10.1% tariffs covering nearly 90% of exports across 60 economies under Section 301 targeting forced labor[45][46][143] - Japan's June core CPI accelerated to 1.6% year-on-year growth, while the yen hovered near the 163-164 level against the U.S. dollar, driving expectations for Bank of Japan rate hikes[4][53][55] Technology & Semiconductors - Intel doubled its second-quarter profit estimates and reported a 59% growth in data center revenue, while capital expenditures are projected to exceed 20 billion dollars next year[2][5][124][125] - SpaceX halted commercial Falcon rocket reservations beyond 2028 to focus on the Starship program and its integration with Starlink and space-based AI data centers[41][43] - Technology and semiconductor sectors across Asia experienced downward pressure, with South Korea's Kospi losing over 1.5% and SK Hynix dropping more than 2%[96][103] Corporate & Financial Services - HSBC agreed to sell its life and health insurance business in Singapore to Allianz for 2.1 billion dollars, generating an expected pretax gain of 1.8 billion dollars[28] - Global financial markets experienced increased volatility, impacting equity indexes such as Japan's Nikkei 225 falling over 1% and the S&P 500 seeing its biggest drop in a month[52][122]

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Technology Strategy - Microsoft is replacing OpenAI's image models in PowerPoint and Bing with proprietary AI technology [1] Industry Dynamics - Technology sector prioritizes faster processing speeds, lower operational costs, and higher-quality outputs in AI integration [1]

Alphabet sell off today, it's worse in nearly three years, now spreading across the hyperscalers. With that specific subset of the Mag 7 erasing more than half a trillion dollars in market cap just today as investors reassess how much more AI spending is coming. Now the streets 2027 CapEx estimates for Alphabet now range from 320 billion to nearly 380 billion at JP Morgan, almost as much as the company generated in revenue in all of last year after management signaled another significant increase ahead.>> T ...

Microsoft is replacing OpenAI’s image-generating models with its own technology in popular products like PowerPoint and Bing https://t.co/v1rwFRhL9D ...

Download Edge pleasehttps://t.co/vPrPaf20fw ...