Alphabet’s stock slump is a ‘tactical buying opportunity,’ according to one analyst
THE SO WHAT
If Morgan Stanley is explicitly underwriting Alphabet’s custom-chip and data center buildout through 2028, public markets are starting to value AI infra as a multi-year capex story, not a quarterly margin drag. Operators selling into this stack should assume sustained spend on accelerators, power, and cooling even through sentiment swings.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationFrom ISP to DNS and VPNs: Rightsholders must be liable for collateral damage in piracy blocking, European ISP group says
If EuroISPA’s push lands, copyright enforcement risk shifts from intermediaries back toward rightsholders—changing the calculus on aggressive blocking demands. Network and platform operators should track this closely, because liability allocation here will shape how hard they can be pushed on content controls.
Tech & InnovationGodox's $29 camera also works as a light meter — as a film photographer, I'm buying
A $29 hybrid camera/light meter is another data point that niche, single‑purpose hardware is getting priced like an accessory, not an investment. If you build creator tools, assume more of the value will live in software and workflows around cheap, good‑enough sensors.
Tech & InnovationSamsung’s Next Foldables Leaked Again, Along With Every Case Imaginable
A wider Galaxy foldable plus a flood of case designs suggests Samsung is treating foldables as a mainstream SKU, not a niche experiment. If your mobile experience still assumes a single flat slab, it’s time to test layouts and input patterns on foldables as a first‑class device category.
Tech & InnovationThe Samsung Galaxy S26+ is free right now with T-Mobile — how to qualify for this promo
Carrier promos that zero out a flagship like the S26+ are a reminder that high‑end hardware is increasingly subsidized in exchange for lock‑in and data. For app builders, this keeps the Android high‑spec base large—optimize for capabilities, not for the lowest common denominator device.