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China’s Commerce Ministry Threatens Retaliation Against U.S. Humanoid Robot Import Ban, Citing Damage to Economic Relations

07/29/2026, 08:35 PM economy announcement tech UBTech Nvidia Tesla

China's commerce ministry has warned of potential retaliation against the U.S. following the Federal Communications Commission's (FCC) decision to restrict imports of foreign-made advanced robotic devices, citing cybersecurity concerns. This escalation in trade tensions could impact Chinese companies planning initial public offerings (IPOs) and further strain U.S.-China economic relations.

Meta CEO Mark Zuckerberg Discusses Balancing AI Capacity Sales and Retention Amid Weaker Revenue Forecast

07/29/2026, 06:36 PM economy research ai Meta Platforms

Meta's CEO Mark Zuckerberg is weighing the decision to sell excess computing capacity from its AI data centers against the need to retain it for future growth, amidst a backdrop of rising capital expenditures and a weaker revenue forecast. This strategic dilemma could significantly impact Meta's positioning in the competitive AI landscape and its overall financial health.

Microsoft Maintains Capital Expenditure Outlook Amid Strong Q4 Results, Easing Investor Concerns

07/29/2026, 05:36 PM economy review software Microsoft

Microsoft's steady capital expenditure outlook and strong fiscal fourth quarter results, particularly in its Azure cloud unit, have positively impacted investor sentiment, leading to a notable after-hours stock rally. This performance may signal a turning point for the company amidst previous concerns about its position in the AI landscape.

Meta’s Growing Influence in India Faces Increased Government Scrutiny Amid Gen Z Protests

07/29/2026, 05:36 PM economy review internet Meta Platforms

Meta's growing influence in India, particularly through Instagram, has been bolstered by recent Gen Z protests, but this increased power also invites heightened government scrutiny, which could impact its operations and growth in the region.

House Energy Committee Demands SpaceX CEO Elon Musk to Tour AI Data Centers Amid Rising Public Concerns

07/29/2026, 05:36 PM economy announcement ai SpaceX

The House Energy and Commerce Committee is pressing SpaceX CEO Elon Musk for a tour of the company's AI data centers in Memphis, highlighting growing public concern over the environmental impact of such facilities. This scrutiny could affect SpaceX's operations and its broader AI ambitions amid rising opposition to data centers across the U.S.

U.S. Faces Challenges in AI Competition with China in Asia as Beijing Dominates Cheaper Models

07/29/2026, 04:36 PM economy review ai

The U.S. is striving to maintain its influence in the Asian AI market amid rising competition from China, which offers cheaper alternatives. This dynamic is crucial for investors as it highlights the ongoing tech rivalry and the potential impact on market strategies in the region.

OpenAI Reports July Revenue Exceeding Q2 Total Amid Competitive Pressure from Anthropic

07/29/2026, 04:36 PM economy growth ai

OpenAI is working to maintain its competitive edge and reassure employees about its financial health amid rising competition, particularly from Anthropic and cheaper alternatives. The company reported that its annualized recurring revenue in July surpassed that of the entire second quarter, highlighting its growth trajectory as it prepares for a potential IPO.

Analysts Morgan Stanley expect Federal Reserve interest rate hike amid inflation concerns

07/29/2026, 04:36 PM economy forecast Analysts: analysts, Morgan Stanley finance

Investors are increasingly anticipating an interest rate hike from the Federal Reserve following a recent meeting where dissent among policymakers indicated a shift towards tighter monetary policy. This expectation has led to significant market volatility and declines in major stock indices.

Jim Cramer Highlights Software’s Resurgence as Potential Indicator for AI Stocks' Recovery

07/29/2026, 03:35 PM economy forecast software Vertiv Salesforce

Jim Cramer highlights the recent rebound in enterprise software stocks as a potential indicator for a similar recovery in AI infrastructure stocks, suggesting that investor sentiment can shift rapidly when valuations become attractive.

Meta’s Reality Labs Reports $4.62 Billion Loss in Q2 Amidst Struggles in VR Market

07/29/2026, 01:36 PM economy losses software Meta Platforms

Meta's Reality Labs unit reported a significant loss of $4.62 billion in the second quarter, despite a slight increase in revenue, highlighting ongoing challenges in the virtual reality market.