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The Pentagon briefly added Alibaba, Baidu and BYD to a military-linked blacklist before mysteriously withdrawing it, while OpenAI accused DeepSeek of IP theft and Anthropic closed a $30 billion funding round doubling its valuation to $380 billion amid volatile 'AI scare trade' selloffs hitting logistics and software sectors.
Rising memory chip costs are compressing margins at infrastructure leaders like Cisco while Apple's AI Siri revamp faces significant delays, highlighting the intense competitive pressure as AI agents disrupt traditional software and financial services sectors.
Software stocks are plunging as AI threatens to collapse creation costs and destroy terminal values, while hardware players race to meet 14-fold projected token demand growth. Meanwhile, SpaceX is merging with xAI ahead of a potential $500B IPO, and Google is testing transactional AI search features to unlock new commerce revenue.
Spotify surged 15% on record user growth reaching 751 million, while Paramount enhanced its Warner Bros. Discovery bid by covering $2.8 billion in breakup fees. Alphabet raised $32 billion in debt including a 100-year bond to fund AI infrastructure, as analysts argue software sector disruption fears are overblown compared to infrastructure opportunities.
Alphabet's plan to issue $15 billion in bonds—including a rare 100-year sterling note—exemplifies how Big Tech is leveraging near-zero borrowing costs to fund a projected $4 trillion AI infrastructure buildout through 2030, while OpenAI's funding stabilization and Bitcoin's volatility highlight shifting risk dynamics across tech and crypto markets.
Amazon's announcement of $200 billion in AI infrastructure spending triggered an 8% stock sell-off despite strong AWS growth, while Bitcoin rebounded from Thursday's plunge and Roblox reported accelerating engagement with new safety measures.
Tech markets are experiencing their sharpest correction since 2024 as Alphabet's $185 billion CapEx forecast signals the end of Big Tech's free cash flow era, while Arm CEO reveals data center dominance is accelerating and crypto crashes below $70,000.
Arm reported record quarterly revenue of $1.24 billion driven by 100% year-over-year growth in data center royalties, with the segment poised to surpass smartphones as the company's largest business within a few years amid massive AI infrastructure investments.