AI

Microsoft Can't Deliver $80B in Orders. If You're Not Enterprise, You're Not First in Line.

Microsoft's $80B unfilled Azure orders due to power and chip constraints is being framed as bullish demand when it is actually a capacity/delivery failure

Anthropic Claude for Healthcare launch triggered SaaS selloff; RBC Capital warned about domain expertise moat erosion

Anthropic Claude for Healthcare launch triggered SaaS selloff; RBC Capital warned about domain expertise moat erosion

Meta's trillion-dollar AI pivot after $70B+ metaverse losses

Anthropic's Claude for Healthcare triggered software sector selloff

Anthropic's Claude for Healthcare triggered software sector selloff

In the predawn hours of July 23rd, 2025, a document landed quietly in executive inboxes across Silicon Valley. Twenty-three pages. Ninety-plus policy actions. A blueprint that would fundamentally alter the trajectory of artificial intelligence development for generations to come. By the time most Americans were having their morning coffee, the most consequential technology policy shift in decades had already begun reverberating through boardrooms, data centers, and venture capital offices.