Sunday, July 26, 2026

Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over Azure cloud customers (Ashley Stewart/Business Insider)

Ashley Stewart / Business Insider:
Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over Azure cloud customers  —  Microsoft went all in on AI.  Is its North Star now a noose?  —  Three years ago, Satya Nadella catapulted Microsoft to the front …



Shein's IPO prospectus shows Q1 revenue of $9.05B, up 1% YoY, as it swings from $395M profit in Q1 2025 to $99M loss partly due to US' "de minimis" rule removal (Reuters)

Reuters:
Shein's IPO prospectus shows Q1 revenue of $9.05B, up 1% YoY, as it swings from $395M profit in Q1 2025 to $99M loss partly due to US' “de minimis” rule removal  —  Shein swung to a $99 million net loss in the first quarter of this year, the draft Hong Kong listing prospectus …



Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta's glasses created for the category, as it works to address the issues (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta's glasses created for the category, as it works to address the issues  —  Company debated whether glasses will be able to record video.  —  Apple's upcoming smart glasses have a major challenge in front of them …



Crypto exchanges like tradeXYZ are giving global investors exposure to Chinese AI-linked stocks like CXMT, bypassing Beijing's control on foreign capital access (William Sandlund/Financial Times)

William Sandlund / Financial Times:
Crypto exchanges like tradeXYZ are giving global investors exposure to Chinese AI-linked stocks like CXMT, bypassing Beijing's control on foreign capital access  —  Perpetual futures let investors circumvent restrictions on foreign access to China's equity market



Saturday, July 25, 2026

SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)

Ian King / Bloomberg:
SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions  —  AI developer Anthropic PBC has asked SK Hynix Inc., one of the world's biggest manufacturers of memory chips …



As student protests spread across India, Narendra Modi turns to Reels, swapping his trademark cinematic videos for self-recorded messages aimed at Gen Z (Akriti Sharma/Bloomberg)

Akriti Sharma / Bloomberg:
As student protests spread across India, Narendra Modi turns to Reels, swapping his trademark cinematic videos for self-recorded messages aimed at Gen Z  —  As student protests spread across India, Prime Minister Narendra Modi has turned to Meta Platforms Inc.'s Instagram Reels …



A profile of Hangzhou-based Unitree, which shipped 5,500 humanoid robots in 2025, accounting for 25%+ of the global market, as it prepares for a Shanghai IPO (Charlie Campbell/Time)

Charlie Campbell / Time:
A profile of Hangzhou-based Unitree, which shipped 5,500 humanoid robots in 2025, accounting for 25%+ of the global market, as it prepares for a Shanghai IPO  —  Spectators typically leave a UFC fight with ringing ears and a sheepish resolve to get back to the gym.  Wang Xingxing went straight to his laboratory.



Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over Azure cloud customers (Ashley Stewart/Business Insider)

Ashley Stewart / Business Insider : Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to ...