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



A look at Chinese state-owned investment bank CICC, which sponsored multibillion-dollar listings of China's tech champions, including CXMT and Zhongji Innolight (Financial Times)

Financial Times : A look at Chinese state-owned investment bank CICC, which sponsored multibillion-dollar listings of China's tech ch...