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NASDAQ:MSFT News 28 June 2025 - 8 July 2025

Tech News Deep Dive: Windows 11 Takes Over, iPhone 17 Rumors & AI Surge – Updated July 8, 2025

Tech News Deep Dive: Windows 11 Takes Over, iPhone 17 Rumors & AI Surge – Updated July 8, 2025

Windows 11 overtakes Windows 10, reaching 50.88% of Windows devices by July 2025 according to StatCounter. Nvidia’s market capitalization tops Apple at $3.92 trillion as AI chip demand drives growth, with the Blackwell platform fueling expansion. OpenAI plans to launch GPT-5 this summer, aiming for AGI and combining elements from GPT-4o and GPT-4. The interstellar object 3I/ATLAS enters our solar system in July 2025, described as the largest and brightest visitor yet. The iPhone 17 is rumored to feature a thinner, lighter design with AI-powered camera capabilities and 8K video, powered by the A19 Bionic. Nintendo Switch 2 is expected
8 July 2025
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Global IoT Market 2025 Forecast: Inside the $1 Trillion Tech Revolution

Global IoT Market 2025 Forecast: Inside the $1 Trillion Tech Revolution

Global IoT spending in 2025 is projected to approach $1 trillion, up from $805.7 billion in 2023. By 2025, the number of connected IoT devices is expected to reach 27 billion, rising to over 40 billion by 2030. Manufacturing is the leading IoT vertical by spending, with 2023 top use cases including manufacturing operations at $73 billion and production asset management at $68 billion. The IoT in healthcare market was about $72 billion in 2020 and is projected to grow to $446.5 billion by 2028 at a 25.9% CAGR. The automotive IoT market is projected to reach over $190 billion
7 July 2025
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Tech News Deep Dive: July 2025’s Biggest Stories and Trends / Updated: 2025, July 6th, 00:00 CET

Tech News Deep Dive: July 2025’s Biggest Stories and Trends / Updated: 2025, July 6th, 00:00 CET

Samsung announced global launch of the Galaxy Z Fold 7 and Galaxy Z Flip 7 for July 9, 2025, with IP48 durability, user-replaceable batteries, and the Fold 7 offering a 16GB RAM option and a 4,272mAh battery. Leaks indicate the iPhone 17 Pro Max will include a 5,000mAh battery, enabling about 35 hours of battery life, and feature a slightly thicker body plus design tweaks like a repositioned Apple logo and a modified MagSafe ring, potentially switching from titanium to aluminum. NVIDIA’s RTX 5090 is expected to deliver top-tier performance, but reports warn of a 25%+ rendering and video editing
6 July 2025
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The State of Artificial Intelligence: Global Impacts, Controversies, and the Road Ahead / Updated: 2025, July 4th, 12:01 CET

The State of Artificial Intelligence: Global Impacts, Controversies, and the Road Ahead / Updated: 2025, July 4th, 12:01 CET

Over 45 major European firms—including ASML, Airbus, Mercedes-Benz, and Siemens Energy—urged the EU to delay the AI Act by two years to protect innovation. AI engineers now command $2–10 million per year, as Meta commits up to $72 billion to AI in 2025. Microsoft’s MAI Diagnostic Orchestrator (MAI-DxO) diagnoses diseases four times more accurately and cheaply than human doctors, achieving 80% accuracy. The Velvet Sundown, an AI-generated band, has Spotify streams exceeding 750,000 per month, fueling debates about authenticity in AI-driven music. The European Commission postponed the General-Purpose AI Code of Practice, delaying its release to late 2024 or beyond.
4 July 2025
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OpenAI’s Meteoric Rise: Breakthroughs, Billions, and Backlash in 2025

OpenAI’s Meteoric Rise: Breakthroughs, Billions, and Backlash in 2025

In April 2025 OpenAI announced the GPT-4.1 model family, featuring improved coding abilities and a 1,000,000 token context window. In March 2025 OpenAI released the new multimodal image generation model called 4o, enhancing image capabilities. In June 2025 OpenAI and Mattel announced an AI-powered toy collaboration, with the first Mattel product using OpenAI tech expected late 2025. In February 2025 OpenAI and SoftBank Group disclosed a plan to deploy Advanced Enterprise AI, including a Cristal intelligence system, with SoftBank committing $3 billion per year and a SB OpenAI Japan joint venture. In March 2025 veteran researcher Mark Chen was promoted
4 July 2025
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Smart Grid and Energy Management Systems – Latest Developments (June–July 2025)

Smart Grid and Energy Management Systems – Latest Developments (June–July 2025)

Honeywell partnered with Verizon to integrate 5G connectivity into smart meters, achieving data speeds up to 10 Gbps for near real-time consumption data and improved demand forecasting. Eaton unveiled an AI-based wildfire prevention system called HiZ Protect that detects high-impedance power line faults with 95% accuracy in under 0.5 seconds. Hitachi Energy and AWS launched a cloud-based AI application, Hitachi Vegetation Manager, to predict and prevent tree-related outages. Schneider Electric rolled out its One Digital Grid platform, using AI-enabled analytics to unify grid planning, operations, and customer engagement with real-time monitoring and predictive analytics. Siemens demonstrated updates to its Xcelerator
4 July 2025
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Major Cybersecurity and Zero-Trust Developments (June–July 2025)

Major Cybersecurity and Zero-Trust Developments (June–July 2025)

NIST published Special Publication 1800-35, “Implementing a Zero Trust Architecture,” in June 2025, offering 19 example ZTA implementations built with off-the-shelf commercial technologies. Gartner forecast that by the end of 2025, 60% of enterprises will embrace zero trust as a starting point for security. Illumio and NVIDIA announced an OT Zero Trust Segmentation partnership in June 2025 to run Illumio’s microsegmentation on NVIDIA BlueField DPUs for agentless enforcement in OT and data-center environments. Cisco at Cisco Live on June 10, 2025 unveiled Universal ZTNA and a Hybrid Mesh Firewall to extend identity-driven zero-trust policy across users, devices, and AI agents,
3 July 2025
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AI in July 2025: Superintelligence, Talent Wars, and Societal Shifts / Updated: 2025, July 3rd, 00:01 CET

AI in July 2025: Superintelligence, Talent Wars, and Societal Shifts / Updated: 2025, July 3rd, 00:01 CET

Meta launched its Superintelligence Labs, led by Alexandr Wang (ex-Scale AI CEO) and Nat Friedman (ex-GitHub CEO), with reports of offers up to $300 million over four years to recruit talent from OpenAI, Google, Anthropic, and DeepMind. OpenAI CEO Sam Altman criticized Meta’s talent tactics as distasteful and OpenAI countered by offering staff a one-week break and considering salary increases to retain talent. Microsoft laid off about 9,000 employees (nearly 4% of its workforce) as it expands AI and cloud capabilities, with GitHub Copilot now generating 20-30% of internal code and 2025 capital spending planned at $80 billion. Amazon deployed
3 July 2025
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AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

Nvidia (NVDA) became a $1 trillion company in 2023, commands roughly 80% of the AI chip market, and sells the H100 and H200 data-center GPUs powering modern AI models. The S&P 500’s Magnificent Seven—Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla, and Meta—account for about 35% of the index’s market cap and have delivered over 70% of its gains since the start of 2023. OpenAI’s ChatGPT debuted in late 2022, sparking an AI rally described as the “iPhone moment” for AI investing. Microsoft invested about $10 billion in OpenAI in early 2023 and integrated GPT models across Bing, Copilot in Office 365,
2 July 2025
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The State of Artificial Intelligence in 2025: Breakthroughs, Challenges, and the Road Ahead / Updated: 2025, July 2nd, 12:03 CET

The State of Artificial Intelligence in 2025: Breakthroughs, Challenges, and the Road Ahead / Updated: 2025, July 2nd, 12:03 CET

The global AI market is valued at $391 billion in 2025, with a projected CAGR of 35.9% and an expected reach of $1.81 trillion by 2030. AI is now a business foundation, with over 6% of global startups and nearly 10% of unicorns AI-powered. 83% of companies say AI is a top priority, and daily AI use in office work has surged by 233% since late 2024. Meta launched its Superintelligence Labs led by Alexandr Wang and reportedly offered up to $300 million over four years to lure OpenAI researchers, with all 11 hires being immigrants. Microsoft’s AI Diagnostic Orchestrator
2 July 2025
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Latest Developments in AI (June–July 2025)

Latest Developments in AI (June–July 2025)

In mid-June 2025, OpenAI CEO Sam Altman indicated that an anticipated open-source AI model would be delayed to later in the summer, not June. On June 30, 2025, Mark Zuckerberg announced Meta’s Meta Superintelligence Labs, naming Alexandr Wang as Chief AI Officer and Nat Friedman as a partner, with Meta hiring 11 engineers from Anthropic, Google DeepMind, and OpenAI that month. In June 2025, Google began integrating its Gemini AI into consumer apps with parental controls, while Microsoft expanded AI copilots across Windows and Office. In late June 2025, Air Canada refunded a customer after its AI chatbot provided incorrect
1 July 2025
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Apple Eyes Anthropic Claude and OpenAI GPT to Reinvent Siri: Inside the Negotiations, Delays, and High-Stakes AI Gamble

Apple Eyes Anthropic Claude and OpenAI GPT to Reinvent Siri: Inside the Negotiations, Delays, and High-Stakes AI Gamble

Apple is negotiating with Anthropic and OpenAI to license their large-language models to power a major Siri upgrade, signaling a shift away from Apple’s traditional in-house AI development. The talks include training versions of these models to run on Apple-owned private cloud infrastructure for internal testing. If finalized, the plan would replace Apple’s own Foundation Models, marking a significant strategic pivot. Siri’s generative makeover was delayed from an early-2025 debut to the 2026 iOS 19 cycle, with Tim Cook reportedly losing confidence in AI chief John Giannandrea as Mike Rockwell took over leadership. Anthropic’s Claude 3+ emerged as the best
30 June 2025
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AI in 2025: Breakthroughs, Risks, and the Road Ahead / Updated: 2025, June 30th, 14:34 CET

AI in 2025: Breakthroughs, Risks, and the Road Ahead / Updated: 2025, June 30th, 14:34 CET

AI in 2025: Breakthroughs, Risks, and the Road Ahead Table of Contents Introduction: The AI Tipping Point AI in Industry: From Automation to Transformation Manufacturing, Logistics, and Maintenance Healthcare and Biotechnology Finance, Insurance, and Investment Retail, Real Estate, and Marketing AI in Public Sector and Society Government, Administration, and Urban Planning Education and Research Law, Justice, and Regulation AI and the Workforce: Disruption, Opportunity, and Anxiety Job Creation, Loss, and Transformation Skills, Training, and the Talent War AI Technology: Models, Infrastructure, and Energy Model Advances and Agentic AI Infrastructure, Chips, and Energy Demands Environmental Impact and Green AI AI Risks:
30 June 2025
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Cloud Computing and XaaS Developments (May–June 2025)

Cloud Computing and XaaS Developments (May–June 2025)

In May 2025, Salesforce announced a definitive agreement to acquire data management firm Informatica for $8 billion. In May 2025, Microsoft announced a partnership with xAI to host Grok 3 and Grok 3 Mini on Azure via the Azure AI Foundry service. On May 22, 2025, Red Hat and AMD announced an expanded collaboration to optimize AI workloads in hybrid cloud environments. On May 9, 2025, IBM announced a cloud partnership with Oracle to run IBM’s watsonx AI tools on Oracle Cloud Infrastructure (OCI). On May 15, 2025, Kyndryl and Microsoft expanded distributed cloud services to enhance hybrid, multicloud, and
30 June 2025
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Major Tech Developments in June 2025 and H2 2025 Outlook

Major Tech Developments in June 2025 and H2 2025 Outlook

At WWDC 2025, Apple opened on-device AI—a ~3-billion-parameter LLM—to third-party developers. Microsoft reported 33% year-over-year Azure growth in Q1 2025 and noted roughly 30% of its code is AI-authored. Google rolled out the Search Generative Experience with AI Mode and launched the AI Ultra Plan at $250 per month in June 2025. OpenAI reached a $10 billion annual revenue run-rate by June 2025 and began using Google’s TPUs alongside Azure. Nvidia reported Q1 fiscal 2026 revenue of $44.1 billion, up 69% year over year, with data-center sales of $39 billion and began full-scale production of Blackwell NVL72 chips in mid-2025.
28 June 2025
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Stock Market Today

Energy stocks set for a geopolitical week after Iran warning and oil rebound

Energy stocks set for a geopolitical week after Iran warning and oil rebound

7 February 2026
U.S. energy stocks rose Friday, with the S&P 500 energy sector up 1.88% and Exxon Mobil gaining 2.03%. Brent crude settled at $68.05 a barrel after Iran threatened U.S. bases if attacked. Saudi Aramco cut March Arab Light crude prices to a five-year low for Asia. Kazakhstan’s CPC Blend exports may drop 35% this month due to Tengiz oilfield disruptions.
Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

7 February 2026
U.S. financial stocks rose Friday, with the XLF fund up 1.8% and the Dow closing above 50,000 for the first time, gaining 2.47%. Goldman Sachs jumped 4.3%, JPMorgan 3.9%, and Citigroup 6.0%. The Federal Reserve held rates steady, and San Francisco Fed President Mary Daly signaled possible cuts this year. Investors await January jobs and inflation data next week.
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