General

Columbia tests AI to ease student tensions. Columbia University pilots Sway, an AI debate tool designed to facilitate dialogue on divisive topics like Israel-Palestine and immigration Source.
Trade angle: Watch AI software developers and education tech firms for collaboration opportunities; consider EDU tech ETFs.

Solar installations surge globally. Global solar capacity jumped 64% to 380 GW H1 2025, led by China adding 256 GW, doubling the rest of the world combined Source.
Trade angle: Long solar equipment makers and installers like ENPH, FSLR, and global clean energy ETFs.

AI cloud firm DataCrunch eyes Finland data center. Plans to acquire 10 hectares in Akaa for new data center expansion Source.
Trade angle: Monitor cloud infrastructure REITs and data center operators like EQIX, DLR for growth exposure.

Business

JPMorgan and Mitsubishi UFJ lead $38bn debt for Oracle-linked data centers. Funding targets facilities in Wisconsin and Texas, signaling strong backing for data center expansion Source.
Trade angle: Financials and data center operators like ORCL, JPM, and MUFG stand to benefit from infrastructure growth.

Dominion proposes new rate class for Virginia data centers. New pricing tier targets customers consuming over 25MW, potentially impacting large hyperscale operators Source.
Trade angle: Watch utilities DOM and data center REITs like DLR for margin and cost impacts.

Urbacon secures $320m funding to expand three data centers. Capital injection supports growth in key markets Source.
Trade angle: Consider infrastructure and real estate plays with data center exposure.

Khazna Data Centers bags $2.6bn bank financing. Large facility secured from two lenders to fuel expansion plans Source.
Trade angle: Watch emerging market data center players for growth potential.

Hardware / Data Centers

OpenAI to mass produce custom AI chip in 2026. Developed with Broadcom, this marks OpenAI’s first in-house chip production Source.
Trade angle: Long AI chipmakers BROADCOM, NVDA, and AMD to ride AI hardware demand surge.

Reolink launches TrackFlex Floodlight WiFi with on-device AI. Features 360-degree coverage and 4K dual-lens video for home security Source.
Trade angle: Security tech and smart home device makers like REOL and AMZN could benefit.

Withings updates ScanWatch 2 with predictive AI health features. New OS HealthSense 4 adds 35 metrics and AI alerts, plus battery life improvements Source.
Trade angle: Wearable health tech firms like PHM and AAPL stand to gain from AI health innovation.

MSI’s new handheld gaming PC praised as best Windows handheld yet. Successor to MSI Claw improves performance and design, signaling stronger Intel collaboration Source.
Trade angle: Gaming hardware leaders MSI and INTC could see uplift from renewed product success.

Stocks / Trading / Markets

Data center sector sees strong financing and expansion. Multiple deals including $38bn debt package and $2.6bn bank financing highlight robust capital flow Source.
Trade angle: Data center REITs like DLR, EQIX, and financials JPM and MUFG should benefit from sector growth.

Virginia utility rate changes loom for hyperscale data centers. Dominion’s proposed new rate class may pressure margins for large operators Source.
Trade angle: Monitor utilities DOM and hyperscale-focused REITs for risk and opportunity.

Apple’s iPhone 17 case makers ready ahead of launch. Accessory makers showcase products early at IFA 2025, signaling strong pre-launch momentum Source.
Trade angle: Tech hardware supply chains including AAPL and accessory suppliers could see volume spikes.

Watchlist: Core Scientific investor challenges CoreWeave acquisition. Proxy battle may impact valuation and consolidation in crypto mining infrastructure Source.
Trade angle: Monitor CRWD, CORE for volatility and M&A developments.

Quick Signal