๐บ๐ธ Bank of America sees a major shift in where AI money is flowing
According to the bank, free cash flow is shrinking for hyperscalers like Amazon, Google, Meta, and Microsoft, while chipmakers are seeing the opposite trend as demand for AI hardware keeps surging.
In simple terms, the AI boom is increasingly transferring profits from the companies building data centers to the companies selling them the hardware.
For investors, it highlights an important trend: the biggest winners in AI may no longer be the platform buildersโbut the ones supplying the picks and shovels.
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๐บ๐ธ๐ฎ๐ท IEA says US-Iran war restarting could trigger another global oil shortage.
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The odds of inflation rising above 4.5% in 2026 have dropped to a new low of 19%.
Only 7 weeks ago, the chance was 85%. Inflation expectations continue to decline.
๐ช @FinancialWorldUpdates
Only 7 weeks ago, the chance was 85%. Inflation expectations continue to decline.
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OpenAI and Google Sell Advanced AI Models to Blacklisted Chinese Tech Giants
The two American companies have been supplying advanced AI models to Singapore-based units of blacklisted Chinese tech firms, including Alibaba, Baidu, and Tencent.
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๐ฎ๐ท The IEA says global oil demand is set to decline in 2026 for the first time since the COVID-19 pandemic, citing disruptions caused by the Iran war.
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UK has designated Microsoft, Google Cloud, AWS and Oracle as โcritical third partiesโ to its financial sector, placing them under direct regulatory oversight from July 13.
The move reflects concern that a cyberattack or outage at one major cloud provider could disrupt multiple banks, insurers and financial-market firms at once.
They will face resilience testing, regular assessments and incident-reporting requirements overseen by UK financial regulators.
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๐ฎ๐ท๐บ๐ธ More ships are passing through the Strait of Hormuz despite renewed strikes between Iran and the United States.
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Microsoft lays off 1,600 Xbox employees and gains approval for more than 2,000 H-1B visas to hire foreign workers.
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๐ GenLayer leads 27-firm coalition to build AI agent dispute court
The GenLayer Foundation is leading a 27-firm consortium to build the "Internet Court" โ a dedicated protocol for resolving disputes between AI agents operating autonomously on-chain.
The coalition includes OKX, MetaMask, and Matter Labs. The protocol targets AI-driven payments, escrow, and conflict resolution, aiming to make these functions interoperable across Web3 infrastructure. The initiative addresses a growing gap: as AI agents transact and commit funds without human approval, no standard mechanism exists to handle defaults or disputes.
The Internet Court is positioned as foundational infrastructure for autonomous agent commerce โ a segment gaining traction as AI-native applications expand across DeFi and Web3.
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Berkshire Hathaway's cash reserves hit an all-time high of $397,000,000,000.
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๐บ๐ธ Polymarket files to offer margin trading in the United States.
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Forwarded from POLITICS | FINANCE | WAR | GEOPOLITICS | NEWS
๐ท๐บ Russia hacks doorbell cameras to spy on NATO military bases, The Telegraph reports.
@PoliticFinance
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๐ช๐บ Pavel Durov says procedural tricks once linked to banana republics are now being used in the EU to pass surveillance laws.
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๐บ๐ธ US CBDC ban becomes law through 2030 after Trump skips signing the bill.
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๐จ๐ณ China orders oil refineries to keep fuel output high due to Iran war.
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Forwarded from POLITICS | FINANCE | WAR | GEOPOLITICS | NEWS
U.S. President Donald Trump:
1000 Missiles are Locked and Loaded and aimed at the Islamic Republic of Iran, with thousands of more to immediately follow, should the Iranian Government act on its threat, pronounced in many corners of the Globe, to assassinate, or attempt to assassinate, the sitting President of the United States of America, in this case, ME! Orders have already been given, and the U.S. Military is ready, willing, and able, for a one year period of time, subject to extension, to completely decimate and destroy all areas of Iran - PRAISE BE TO ALLAH!
@PoliticFinance
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Forwarded from Altcointrading Competition
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๐ Ends: 2026-07-18 20:00 UTC
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ENTER TO CLIMB THE LEADERBOARD AND COMPETE FOR USDT!
Invite new members. Climb the leaderboard. Win USDT.
๐ PRIZES
1 Place - 50USDT
2 Place - 40USDT
3 Place - 30USDT
4 Place - 20USDT
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๐ Ends: 2026-07-18 20:00 UTC
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The IMF warns dollar stablecoins could fuel bank-style currency runs during crises.
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Iran's Speaker of the Parliament declares the era of one-sided deals is over after Iran shuts down the Strait of Hormuz.
He warns, "Keep your word or pay the price. Reality is knocking."
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