Morgan Stanley adjusted its Microsoft price target ahead of earnings on July 29. With Alphabet and Tesla already disappointing, this is the next big test for whether hyperscaler capex is outrunning revenue.
businessSunday, July 26, 2026
Microsoft earnings loom as tech spending fears mount
After Alphabet and Tesla disappointed, all eyes are on Microsoft's July 29 report. Morgan Stanley reset its forecast, and the broader question is whether hyperscaler capex is getting ahead of revenue. Meanwhile, bitcoin's corporate bloc just passed a million coins, and Lucid looks like it's circling the drain.
Tech earnings anxiety
The market is nervous about big tech spending after Alphabet and Tesla missed. Microsoft's report next week is the next test.
Crypto corporate blocs
Public companies now hold over a million bitcoin, with Strategy dominating. The concentration is worth watching.
Ten public companies now hold over 1 million bitcoin, with Strategy (formerly MicroStrategy) alone holding 843,775 BTC. That's a $58 billion corporate power bloc, funded largely through debt and equity.
A daily BTC market analysis notes growing institutional influence from BlackRock and Fidelity. The piece is thin on new data but underscores how mainstream the asset has become.
Auto and energy distress
Lucid's stock is down 99% and bankruptcy talk is growing. Data center expansion is reshaping towns in Europe.
Lucid stock is down 99% from its peak. The Saudi-backed EV maker has burned through billions, missed delivery targets, and replaced most of its exec team. Bankruptcy speculation is rising.
A DW podcast episode examines how data center growth is reshaping Hattersheim, a small German town near Frankfurt. It's a local look at a global trend, communities grappling with the physical footprint of AI infrastructure.
Also today13
How to preorder Samsung Galaxy Z Fold 8, Z Flip 8: See preorder dealsmashable.com
'I spent thousands of pounds keeping my beloved dog alive - I would do it again'www.mirror.co.ukAmericans face uncomfortable decision on buying older homesbit.ly
From most popular sport to bankruptcy, Hawthorne’s closure ends an era of horse racing in the Chicago areawww.chicagotribune.com
Police investigate donations by Richard Tice company to Reform UKwww.bbc.com
Dungeons & Dragons Sequel Probably Won't Happen Because Of Financesbleedingcool.com
One year later: A law that puts the U.S. on a more expensive, dangerous and harmful pathwww.edf.org
Joanna Slaney argues that President Trump's signature tax law (the One, Big, Beautiful Bill Act) has, one year after passage, made American life more expensive, dangerous, and harmful. She contends the law has curtailed energy independence, undercut domestic manufacturing, and im
Affiliate Marketing for Beginners: How It Works and What to Expectsocial.talkbitz.com
A realistic, first-person account of starting affiliate marketing, debunking the "passive income" myth. The author shares their own experience of earning zero commissions in the first month, then explains what actually works in 2026 — focusing on strategy, patience, and realistic
The article examines the growing economic divide within the millennial generation. Older millennials (roughly ages 35-44) have achieved homeownership and financial stability resembling their baby boomer parents, while younger millennials (ages 25-34) face severe housing affordabi
Scenes from WNBA All-Star weekend: Commissioner talks league issues — and rookie Olivia Miles gets some lovewww.chicagotribune.com
The article covers the WNBA All-Star weekend in Chicago, which served as a celebration of the league's 30th season. It focuses on Commissioner Cathy Engelbert, whose contract is expiring, and examines her tenure marked by historic growth in women's basketball popularity but also
The overlooked platform that could determine the future of agentic AI in advertisingaijourn.com
The article discusses how emerging open standards like the Ad Context Protocol (AdCP) and IAB Tech Lab's Agentic Advertising Management Protocols (AAMP) are transforming AI-driven media buying. These frameworks establish a shared language for machine-to-machine communication, ena
Trump’s new tariffs already face 2 lawsuits from small businesseswww.fox29.com
Small businesses have filed at least two lawsuits challenging the Trump administration's latest round of tariffs, which extended to dozens of countries. One lawsuit involves Learning Resources, a company that previously defeated the Trump administration in a tariff case, along wi
Chelsea Hirschhorn, 40-year-old CEO of Frida (a fertility, pregnancy, and infant product company) and mother of four, shares three productivity hacks that help her balance work and family life. She describes her approach as strategic juggling, embracing sacrifice, and maintaining
More roundups that day
Pet costs, old homes, and CD rates
RFK Jr.'s vaccine agenda draws scrutiny
Hawthorne's closure ends Chicago horse racing era
Georgia teen pleads guilty in school shooting
