General

Meta’s new smart glasses debut this week. Meta is expected to unveil AI-enhanced eyewear at its Connect event, building on its Ray-Ban and Oakley lines, signaling a push into AI-native consumer hardware.Source.
Trade angle: Watch META for consumer AR/AI hardware momentum; consider AAPL for ecosystem impact.

Millions turn to AI chatbots for spiritual guidance. Bible Chat hits 30 million downloads, showing AI’s expanding role in personal and niche applications.Source.
Trade angle: Monitor AI platform providers like MSFT and GOOGL benefiting from diverse AI use cases.

AT&T tests AI call-screening tool. The digital receptionist uses call history to filter spam, enhancing user experience and network efficiency.Source.
Trade angle: Consider T for AI-driven service upgrades boosting customer retention.

Nothing plans AI-native devices next year. The startup raised $200M to launch new AI-focused OS devices, aiming to disrupt consumer tech.Source.
Trade angle: Watch consumer tech innovators like AAPL and GOOG for competitive responses.

Business

Microsoft favors Anthropic’s Claude for Visual Studio Code AI. New auto model selection prioritizes Claude Sonnet 4 for paid users, signaling strategic AI partnerships.Source.
Trade angle: MSFT gains AI moat via Anthropic; consider MSFT and ANTH for AI tooling exposure.

BlackRock invests $678M in UK data center venture. Gravity Edge will acquire underutilized data centers, expanding infrastructure footprint.Source.
Trade angle: Look at BLK and data center REITs like EQIX for infrastructure growth.

EPA’s proposed end to GHG reporting threatens carbon capture. Industry warns it could undermine carbon management, a key sustainability lever.Source.
Trade angle: Monitor energy transition plays like EQNR and ENPH for regulatory risk.

Bipartisan NEPA reform gains electric utility support. The bill aims to speed permitting and limit judicial delays, easing infrastructure buildout.Source.
Trade angle: Utilities like NEE and DUK could accelerate grid upgrades under streamlined rules.

Hardware / Data Centers

Voyager Technologies deploys first multi-cloud region in orbit. Cloud infrastructure now extends to the International Space Station, pioneering space-based data services.Source.
Trade angle: Watch cloud infrastructure leaders like AMZN and MSFT for space tech expansion.

Microsoft to build new data center in Elsdorf, Germany. Expansion supports European cloud demand amid rising AI workloads.Source.
Trade angle: MSFT and data center REITs like DLR benefit from EU capacity growth.

Vantage Data Centers launches second London campus. The Park Royal site adds capacity to meet UK cloud and AI needs.Source.
Trade angle: Consider DLR and EQIX for exposure to UK data center expansion.

Johnson Controls expands liquid cooling solutions for high-density racks. Silent-Aire CDUs address thermal challenges from AI compute growth.Source.
Trade angle: JCI and other infrastructure tech firms stand to gain from AI hardware cooling demand.

Stocks / Trading / Markets

Nvidia to purchase $6.3B in unsold CoreWeave compute capacity. This long-term deal secures cloud GPU resources through 2032, underscoring Nvidia’s AI dominance.Source.
Trade angle: NVDA remains top AI play; consider increased cloud compute exposure.

Chinese regulator probes Nvidia over Mellanox acquisition. Antitrust concerns could complicate Nvidia’s China operations ahead of trade talks.Source.
Trade angle: Watch NVDA for regulatory risks; diversify with AMD and INTC.

Regional Western electricity market advances after California vote. AB 825 passage sets stage for regional transmission organization, aiding grid modernization.Source.
Trade angle: Utility stocks like PNW and SRE could benefit from market integration.

Google opens Hertfordshire data center, invests £5B in UK. Partnership with Shell on clean energy highlights green cloud push.Source.
Trade angle: GOOGL and Shell (SHEL) gain from sustainable cloud infrastructure growth.

Quick Signal