WS #13691
Microsoft leases 3+ GW AI data center from SpaceX; Apple integrates Alibaba's Qwen AI for China; Meta faces $567M fine in New Mexico; Amazon backs largest US gas power plant for data centers. July jobs report shows surprise contraction of 23,000 jobs with downward revisions, leading to bond rally and record highs for S&P 500 and Nasdaq; Fed maintains focus on inflation.
Tech AI Infrastructure and Regulatory Overhang
Microsoft leases 3+ GW AI data center from SpaceX; Apple integrates Alibaba's Qwen AI for China; Meta faces $567M fine in New Mexico; Amazon backs largest US gas power plant for data centers.
July jobs report shows surprise contraction of 23,000 jobs with downward revisions, leading to bond rally and record highs for S&P 500 and Nasdaq; Fed maintains focus on inflation.