Tech Earnings
AI
Macro
AI Automation Outpaces Retraining Capacity as Entry-Level Hiring Collapses 14%
Structural gap opens as displacement velocity exceeds workforce development infrastructure, with 37,638 tech workers cut in Q1 2026 while hyperscalers commit $700 billion to automation capex.
The Wire Daily
Asia Edition: Tech Earnings Collide with Stagflation Reality
Four tech giants report as Iran crisis forces emerging markets reckoning and China formalizes platform worker protections
AI
Markets
Amy Hood’s $120 Billion Bet: Microsoft’s CFO Navigates AI Capex Without a Map
Capital discipline meets innovation FOMO as Microsoft commits record infrastructure spend against mounting questions over ROI timelines and energy constraints.