Microsoft shares face worst month since dot-com era amid AI concerns

S&P 500 rotation favors memory and disk makers as hyperscalers fund AI storage buildouts; software multiples wobble while HBM and nearline HDD pricing firms.

AI investment reliance on non-bank financing could exacerbate market instability, leading to prolonged economic downturns and recessionary effects. The post Bank for International Settlements warns AI frenzy could trigger market slump appeared first on Crypto Briefing.

Meta's restrictions highlight growing concerns over data privacy in AI, pushing for more secure enterprise solutions in the AI tools market. The post Meta restricts engineers’ use of Claude Code and Codex to protect AI training data appeared first on Crypto Briefing.

Alex Bores’ defeat in a New York congressional primary was a taste of things to come

Italy’s competition watchdog has opened an investigation into Microsoft over concerns it may not have clearly informed consumers about the integration of Copilot and Designer into Microsoft 365 subscriptions, associated price increases, and automatic upgrades to higher-cost plans. The Italian Competition Authority (AGCM), in a statement to the press, said it had opened an investigation into Microsoft S.r.l., the vendor’s Italian subsidiary, and Microsoft Ireland Operations Ltd. to assess whether the way the changes to M365 pricing were communicated may have unduly restricted consumers’ freedom of choice. Although the AGCM’s announcement does not explicitly identify the pricing event under investigation, its description aligns with Microsoft’s January 2025 rollout of Copilot and Designer for Microsoft 365 Personal and Family subscribers. At the time, Microsoft announced its first price increase for the consumer subscriptions since the launch of Copilot and Designer, stating that existin

KLA's strategic positioning in the chip equipment market underscores the sustained growth potential driven by AI and advanced packaging innovations. The post KLA Corporation eyes $250B global chip equipment market as AI demand surges appeared first on Crypto Briefing.

California's AI governance framework could set a precedent for balancing innovation with ethical standards, influencing national AI policies. The post Anthropic, Newsom sign deal to expand AI use in California government appeared first on Crypto Briefing.

BAT's AI-driven restructuring highlights the growing trend of automation in traditional industries, potentially reshaping global job markets. The post British American Tobacco cuts 5,500 jobs globally as AI-driven restructuring reshapes Big Tobacco appeared first on Crypto Briefing.