Microsoft Bets Big on AI as Investors Question the Cost

Microsoft posted strong earnings, led by record cloud revenue, but its stock fell as investors worried about massive AI infrastructure spending. CEO Satya Nadella defended the strategy, citing rising Copilot adoption and surging enterprise demand, arguing that AI services already exceed available data center capacity.

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Ex-Google Engineer Convicted of AI Theft

Former Google engineer Linwei “Leon” Ding was convicted on 14 counts, including economic espionage and stealing trade secrets. Between 2022–2023, he downloaded over 2,000 pages of sensitive AI documents, shared them with Chinese tech firms, and planned to use Google’s technology to launch his own AI company in China.

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AI Mammography Trial Shows Fewer Aggressive Breast Cancers

Results from Sweden’s MASAI trial involving 105,000 women show ScreenPoint Medical’s Transpara Breast AI increased cancer detection by 29% while reducing interval cancers by 12% and aggressive cancers by 27%. The AI maintained accuracy, improved sensitivity, and cut radiology workload, supporting earlier detection and better outcomes at population scale.

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Insurers Boost AI Spend Despite Growing Skills Gap

Accenture research shows 90% of insurance executives plan to increase AI investment in 2026, viewing it as a growth driver. However, weak data strategies, low trust in AI outputs, and a widening skills gap persist. While AI adoption scales enterprise-wide, limited training, role redesign, and employee confidence threaten long-term value.

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DeepMind’s AlphaGenome Maps Genetic Drivers of Disease

Google DeepMind has launched AlphaGenome, an AI tool that predicts how genetic mutations disrupt gene regulation across tissues. Trained on human and mouse data, it analyses long DNA sequences to identify disease-driving mutations, accelerate cancer and genetic research, and support future drug discovery and gene therapy development.

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OpenAI’s Sora video app surged after launch but is now losing momentum, with sharp drops in downloads and spending as early hype fades, raising questions about long-term user retention.

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NYU Stern will launch an AI specialization for MBA students in fall 2026, offering nine interdisciplinary electives focused on data science, AI agents, and business applications to prepare graduates for leading AI-driven transformation across industries.

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PepsiCo is using AI-powered digital twins to simulate factory layouts and production changes, reducing planning cycles and operational risk. The approach shows how enterprise AI delivers value when embedded in core operations, not office tools.

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NASA's AI scanned 35 years of Hubble data nearly 100 million images in 2.5 days, uncovering 1,300+ anomalies like colliding galaxies, gravitational lenses, and jellyfish galaxies missed by humans. Over 800 were previously undocumented, proving AI's power for future sky surveys.

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