(Part 4 of 4) News and my investing muse for the week starting 13Jul26
News and my thoughts from the past week (13Jul2026)
From X user Katie Miller: OpenAI’s last 24 hours: > Top Exec unexpectedly departs > Shuts down browser tool after 9 months > Sued for trade theft by Apple > Caught selling product to China against sanctions
OpenAI is shutting down Atlas, its standalone AI browser, less than a year after launch. The company announced the deprecation alongside ChatGPT Work, a desktop superapp that folds browser capabilities into the main ChatGPT app. Atlas joins Sora and the shelved adult mode as products OpenAI has quietly walked away from in recent months. - X user Hedgie
A Brown University economics professor made his take-home midterm harder than usual, figuring unlimited time justified it. 86 students enrolled, up from a typical 8 to 30. 40 scored a perfect 100. The historical average runs between 65 and 80. When he announced the final would be in-person, 27 students dropped or no-showed. 22 of them had scored perfect 100s on the midterm. The class average fell from 96 to 48. - X user Hedgie
Amazon is raising at least $25 billion through a bond sale to fund AI infrastructure, three months after borrowing $37 billion. Alphabet raised $85 billion in equity last month and Meta sold $55 billion in bonds over the past year. Big Tech is expected to spend over $700 billion on AI this year. Amazon's bonds have maturities up to 40 years. - X user Hedgie
My Investing Muse (13Jul2026)
Layoffs, closures and Delinquencies
Porsche To Eliminate 4,000 Jobs In Germany: Report - MacroEdge
Private Equity Warnings
AI Bubble Warnings
The above is a post from X user Kevin Malone, where all 200 of the largest insider traders were SELLS.
The market has warnings. Be it the Artificial Intelligence (AI) bubble, Private Equity (PE) debt and more, there are more concerns for the market. The market can continue to hit new heights. It is cautionary to hedge.
Financial Strategy and Outlook
Let us spend within our means, invest only what we can afford to lose, and avoid leverage. Let us review our current holdings and divest from businesses losing their competitive advantages. Additionally, I will consider adding both hedging strategies and defensive positions to our portfolio to mitigate risk.
As we move forward, it is crucial to conduct thorough due diligence before assuming any new responsibilities.
Wishing everyone a successful week ahead.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
