Goldman Says Japan’s AI Stock Trade ‘Not Broken’ After Rout
THE SO WHAT
Goldman calling Japan’s AI selloff a buying opportunity underscores how quickly sentiment can detach from earnings in this cycle. If you’re an operator in the AI supply chain, don’t let short-term equity volatility whipsaw your capex or hiring plans—anchor to contracted demand, not this week’s multiple.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationWindows 11’s optional July update speeds up the Start menu and taskbar
UI latency is part of perceived machine intelligence—if your OS shell stutters, users will blame your app. If you’re deploying Windows clients at scale, test KB5101684 on representative low-end hardware before assuming the UX win is free.
Tech & InnovationStill don’t have updated Windows Secure Boot certificates? Don’t panic
Secure Boot cert drift is a reminder that firmware-level security is now an ongoing ops responsibility, not a one-time OEM concern. Inventory which fleets have applied the June 24 update and add Secure Boot status to your standard endpoint compliance reports.
Tech & InnovationI have to use a mouse and keyboard all day — so can Logitech adding a simple cushion actually make that much difference?
Ergonomics is becoming a differentiator in the hybrid work stack, not an afterthought. If your team lives on peripherals all day, small comfort upgrades can quietly move the needle on fatigue and error rates more than another SaaS license.
Tech & InnovationSamsung’s smart glasses are almost here: Here’s how they’ll work
Samsung’s smart glasses plus Android XR are another step toward ambient, camera-forward computing — and a new privacy and UX surface you’ll have to design for. If your product assumes phone-only interaction, start sketching what heads-up, glanceable workflows look like.