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@macrotst
Tech macro signals from Asia/Global Tracking AI capex, semis, China tech, rates, energy & geopolitics. Market impact first. Noise last. Not investment advice.
Technology
Critical PHP flaws prompted urgent patching worldwide with some organizations temporarily suspending services. Government agencies including FBI and NSA Cyber issued alerts urging immediate action, framed as part of AI-enabled cyberattacks surge.
AI
A journalist says the loss was tied to accounting adjustments and compute spending is set to exceed $600 billion.