AWS Hits 18 Quarter High at 37%, But Meta Just Burned $31B in One Quarter
AWS hits 37% growth, its fastest in 18 quarters. Meta’s $31B Q2 capex left just $784M in free cash flow. The Q2 Big Tech cloud scorecard is complete.
Software
Microsoft Anthropic Bet Paid $3.2B, Beat OpenAI All Year
Microsoft Anthropic investment paid $3.2B in Q4 FY26 alone, nearly matching OpenAI’s full-year $5B gain. Azure passed $100B, Copilot hit 30M seats.
Google Cloud Doubled Azure Growth to 82%, Alphabet Stock Fell Anyway
Google Cloud grew 82% to $24.8B in Q2 2026, more than double Azure’s 40%. Backlog hit $514B. Yet Alphabet fell 3.65% on $205B capex hike. Here’s why.
Software Selloff Hits 25 Year Peak, Microsoft $400 Broken and CRM Down 35%
Software Selloff hits 25-year peak on July 22 as Microsoft fell below $400, Salesforce down 35% YTD, S&P Software Index off 20%. Wedbush calls it historic.
The AI Paradox, GitLab Says 79% Code Faster But Nothing Ships Faster
AI Paradox: GitLab’s 1,528-dev survey finds 79% code faster but delivery flat. 92% report governance gaps, 43% can’t tell AI code from human.
Google Play Rival Stores Launch July 22, How Google Caved
Google Play Rival Stores launch July 22 after Google withdrew its settlement bid. $5K entry, US-only, 30% commission cut to 10%, Epic battle ends.
SaaSpocalypse Is Real, Sanofi Just Ripped 80% of ServiceNow Out
SaaSpocalypse hits enterprise software as Sanofi rips 80% off ServiceNow, Greenleaf saves $100K yearly, and Gartner warns $234B SaaS is exposed by 2030.
Windows 11 July 2026 Update Drops Tomorrow, 13 Features That Actually Matter
Windows 11 July 2026 update ships July 14 with Point-in-time Restore, 35-day pause, 400% Magnifier zoom, IPP printing, Bluetooth fixes, and 9 more.
Claude Code Tracker Scandal, Alibaba Just Banned Anthropic’s Tool
Claude Code tracker hid steganographic markers for 3 months. Thereallo exposed it June 30. Alibaba banned Anthropic’s tool as high-risk software.
Xbox Layoffs Hit 3,200 as Microsoft Sells Four Studios
Xbox layoffs hit 3,200 across FY27 as Microsoft sells four studios. Sharma cites 64¢ lost per dollar, 3–10x margin gap, and 40% platform bloat.