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07.07.26 - 03:06
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Samsung SDI secures AI data center battery supply deal with Simplo (Digitimes)
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Samsung SDI has started supplying battery cells for AI data centers to Taiwan-based Simplo Technology, according to The Elec. The deal connects a South Korean cell maker with a module assembler that ships battery backup units and other products to major North American technology companies, including Amazon and Meta....
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07.07.26 - 02:54
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This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year (24/7 Wall St.)
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An ESG-screened equity fund has quietly delivered a big year while sitting out one of the most-traded megacap names on the market. The iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) climbed 22.29% in the year ending July 2, 2026, riding an AI-heavy roster that includes Alphabet and Intel. What it does not own is Meta ... This ESG ETF Owns Google and Intel but Won't Touch Meta, and It's Up 22% in a Year...
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06.07.26 - 22:09
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Mag 7 Stocks: Risk Or Opportunity In The Making? (ZeroHedge)
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Mag 7 Stocks: Risk Or Opportunity In The Making?
Authored by Lance Roberts via RealInvestmentAdvice.com
? Mag 7 Stocks: What Is Causing The Drag
For the past few months, the “Magnificent 7”, or more colloquially known as “Mag 7,” stocks have looked more like the “Lag 7.” The market's largest growth names, Apple (AAPL), Microsoft (MSFT), Google (GOOG), Amazon (AMZN), Tesla (TSLA), Meta (META), and Nvidia (NVDA), have trailed badly. Those Mag 7 stocks now carry a bearish story built around one word: capex. As we noted in last weekend's report, the selling has been sharp. The question is simple. Does it reflect a real problem, or just a narrative investors tell themselves to justify chasing something else?
The Selling Is Concentrated In The Spenders
Start with what the headline hides. This was not the whole group falling together. Microsoft is down roughly 22% this year and just closed its worst month since 2000. Meta is off about 14% over six months. Yet Alphabet is up ...
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06.07.26 - 20:06
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Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook (24/7 Wall St.)
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Meta Platforms (NASDAQ:META) has spent the year getting punished for the exact strategy that may end up minting money. Meta runs the largest advertising machine outside of Google, powered by Facebook, Instagram, WhatsApp, Threads, and Messenger, and has quietly become one of the most aggressive infrastructure builders on the planet. Full-year 2025 capex hit $69.7 ... Zuckerberg's Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX's Playbook...
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06.07.26 - 16:24
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China Becomes Biggest Enemy Of US AI (24/7 Wall St.)
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OpenAI and Anthropic may want to get their companies public as soon as possible. Microsoft and Meta may want to close financial deals for data centers sometime this year. Several sources say a new AI model from China has already caught up to US AI models across several features. The model in question is GLM-5.2 ... China Becomes Biggest Enemy Of US AI...
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