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Meta Officially Launches Meta Business Agent AI to Automate Sales for Global Enterprises

Amazon Expands Carbon Credit Services to Eligible UK Companies for First Time Outside US

DeepMind Economist: No AI Job Cuts Yet, Warns of Potential Chain Reaction

Bank of America Maintains Buy Rating on Apple, Sets Target Price at $380

Cercano and others increase Meta holdings, executives sell shares for taxes

AI Data Center 800V HVDC Power Supply Timeline Delayed, Delta and Lite-On Continue Multi-Spec Solution Layout

NVIDIA Adjusts Vera Rubin Module Capacity Due to LPDRAM Supply Constraints, Highlighting Industry Shortage

NVIDIA Launches Nemotron Voice Skills to Optimize Clinical ASR Workflows

AWS Adopts Random Graph Network Architecture as Default, Cutting Network Devices by 69%

Microsoft AI Head Criticizes Anthropic's Approach to Simulating Consciousness in Claude as Extremely Dangerous

Meta Platforms Partners with AI-Dependent Data Center in India

Goldman Sachs and UBS hold divergent outlooks on Micron ahead of Q3 earnings

OpenAI Negotiates 20-Year Lease Deal, Nvidia to Provide Credit Support

CPO Mass Production Ahead of Schedule: Foxconn Ships Early, NVIDIA and Lumentum Confirm 2027-2028 Ramp-up

Google Cloud Delhi Third-Party Data Center Fire Causes Network Capacity Drop

Google Cuts AI Plus Price to $4.99 and Doubles Storage, Intensifying US AI Price War

Apple Updates App Store Review Guidelines to Crack Down on Low-Quality and Spam Apps

Truist Analyst Reaffirms Buy Rating on Meta, Sets Price Target at $840

Microsoft Market Cap Falls to $2.96 Trillion, Below $3 Trillion

Google Launches Agent Risk Monitoring for Gemini

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Microsoft is disabling Office 2019 for Mac next month by not renewing the license validation certificate. Users must purchase Office 2024 or a Microsoft 365 subscription to continue editing documents, contradicting earlier promises that apps would remain functional. The company updated its support note to assure users their data will not be lost.

- Microsoft is set to deactivate Office 2019 apps for Mac next month due to the non-renewal of a validation certificate.  
- Users will need to either buy Office 2024 or subscribe to Microsoft 365 to keep editing documents.  
- This change contradicts Microsoft's previous assurance that Office 2019 apps would remain functional after the end of support in 2023.

The Verge

Microsoft

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Microsoft is disabling Office 2019 for Mac next month

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Waymo has developed a new computer model, the 'Reference Driver,' to benchmark autonomous driving performance against human behavior. Published in Nature Communications with TU Delft, this model uses active inference to simulate realistic human reactions to traffic conflicts, offering greater accuracy than previous versions. This advancement aids safety evaluation and regulatory scrutiny as Waymo expands operations.

- Waymo has developed a new computer model to compare its autonomous driving software with human driving capabilities, in collaboration with TU Delft.  
- This model, called the Reference Driver, enhances understanding of human behavior in crash scenarios and allows for a more realistic benchmark for autonomous vehicle performance.  
- By simulating a driver's internal reactions during conflicts, it enables faster assessment of safety features and is available for academic use to encourage further research.

TechCrunch

Alphabet

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Waymo says it built a better benchmark for comparing robotaxis to humans

Godfrey Financial Associates Inc. acquired a new $1.895 million stake in Microsoft (MSFT) during Q4, per SEC Form 13F filings. The position represents 1.6% of the fund's portfolio. Other institutions like Longfellow and Fairway Wealth also adjusted their MSFT holdings. Meanwhile, analysts revised price targets, with an average 'Moderate Buy' rating and $561.20 target. CEO Judson Althoff sold shares worth $7.1M in June.

- Godfrey Financial Associates Inc. purchased 3,919 shares of Microsoft, valued at approximately $1.9 million, making it 1.6% of their portfolio.  
- Several institutional investors increased or established new positions in Microsoft, notably Longfellow Investment Management, which boosted its stake by 51.3%.  
- Microsoft reportedly faces pressure from investor caution despite some positive news, with its stock currently trading at $403.41 and showing a 2.0% decline.

Market Beat

Nebius

Godfrey Financial Associates Inc. Buys New Position in Microsoft Corporation $MSFT

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Amazon has expanded its carbon credit service to qualified UK companies for the first time outside the US. Available via Sustainability Exchange, the service targets firms with net-zero goals, offering rigorously vetted neutralization and inset credits to offset residual emissions. This move aims to address credibility concerns in the voluntary carbon market by providing high-quality projects like forest protection and direct air capture, ensuring credits complement rather than replace emission reduction efforts.

- Amazon has expanded its carbon credit service to qualified UK companies, marking its first international rollout outside the United States.  
- The service is designed for businesses committed to net-zero targets, offering rigorously vetted carbon credits to complement their emission reduction efforts amidst growing regulatory expectations.  
- UK firms can access a range of climate solutions, including neutralisation and supply-chain credits, aimed at supporting broader decarbonisation goals while benefiting from Amazon's technical expertise in credibility and transparency.

Press Releases

Amazon

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Amazon opens carbon credit service to qualified UK companies working to reduce their climate impact

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Ray Dalio warns that rising debt costs act like 'plaque' clogging the economy, potentially reducing spending and slowing growth. He also identifies classic bubble signs in the AI sector, where companies overspend to stay competitive, risking overvaluation. Despite these warnings, Dalio has increased his holdings in major AI players including Amazon, Alphabet, Microsoft, Nvidia, Broadcom, and Micron.

- Dalio warned that rising debt costs are like 'plaque' clogging the economic system, leading to reduced spending and slower growth.  
- He expressed concerns that AI displays classic bubble characteristics, with companies excessively spending to maintain competitiveness, risking overvaluation.  
- Despite these warnings, Dalio increased his investments in major AI companies, including Amazon, Alphabet, Microsoft, Nvidia, Broadcom, and Micron.

Micron Tech

NVIDIA

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Broadcom

NVIDIA Corporation

Ray Dalio warns rising debt and AI bubble threaten economy

NVIDIA is enhancing AI inference through the use of FP8 quantization with TensorRT. This technology aims to provide faster performance and reduce model sizes, ensuring scalability in deployment. This optimization technique allows for improved efficiency in AI processes.

Unusual Whales

NVIDIA TensorRT enhances AI deployment with FP8 quantization, ensuring faster speed and smaller models for scalability.

NVIDIA has unveiled the DGX Spark Enterprise Manageability system, which aims to simplify the management of AI systems. This new system includes cutting-edge tools for provisioning, diagnostics, and security, enhancing the control of the AI system lifecycle. This technology is designed to streamline operations and improve efficiency in handling AI solutions.

NVIDIA improves AI setup with DGX Spark Manageability, offering tools for lifecycle control in provisioning, diagnostics, and security.

Baker Avenue Asset Management LP increased its Amazon.com (AMZN) position by 9.2% in Q4, purchasing 26,939 shares to hold 318,212 shares valued at $73.45 million. This makes AMZN 1.7% of their portfolio. Other institutions like Fairway Wealth and MilWealth also adjusted stakes. Meanwhile, CEO Matthew Garman sold ~$4.07M in shares under a Rule 10b5-1 plan.

- Baker Avenue Asset Management LP increased its position in Amazon.com by 9.2% in Q4, holding 318,212 shares valued at $73.45 million.  
- Other institutional investors also adjusted their stakes, with Fairway Wealth LLC growing its position by 113.2%.  
- Amazon reported a strong earnings result of $2.78 per share, surpassing analysts' estimates, with revenue up 16.6% year-over-year.

Corning

S&P 500

Baker Avenue Asset Management LP Purchases 26,939 Shares of Amazon.com, Inc. $AMZN

The article argues that Alphabet's (GOOGL) heavy capital expenditure, while worrying investors, is a strategic move to capitalize on upcoming technological shifts. The author remains bullish, viewing these investments as a calculated land grab that supercharges growth and builds an unreplicable competitive moat.

- Alphabet (GOOGL) is transitioning to a capital expenditure-heavy model, raising concerns among investors.  
- The author views this shift as a strategic opportunity, suggesting that substantial investments are essential for future growth and competitive advantage.  
- Despite investor anxiety, the author remains optimistic about GOOGL stock, believing these developments will create a strong market position difficult for competitors to challenge.

Tip Ranks

GraniteShares 2x Long GOOGL Daily ETF

Alphabet (GOOGL) Has Investors Worried about Its Spending. I Think It's Money Well Spent

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Nxera Pharma joined the OpenFold AI Research Consortium on June 10, 2026. This partnership aims to accelerate AI-enabled drug discovery by leveraging open-source AI tools. The consortium includes major tech firms like AWS, Microsoft, and NVIDIA, alongside pharmaceutical leaders such as Bristol Myers Squibb, Novo Nordisk, Bayer, and Roche.

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Nxera Joins OpenFold AI Research Consortium Alongside Leading Global Pharmaceutical and AI Companies to Accelerate AI-enabled Drug Discovery

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