In partnership with
Good Morning! Welcome to today's AI Business Weekly. You're part of a community that values clarity over hype and business impact over benchmark theater. Let's get to it.
EU Threatens Interim Measures Against Meta Over WhatsApp AI Assistant Exclusion as Antitrust Battle Escalates
European Commission formally charged Meta with breaching antitrust rules by blocking third-party AI assistants from WhatsApp's 3 billion users after January 15 policy change—regulators warn they may impose rare interim measures forcing Meta to restore competitor access while investigation continues, viewing exclusion as causing "serious and irreparable harm" to smaller AI companies. Read more
Cisco Unveils Silicon One G300 Networking Chip Challenging Nvidia and Broadcom in $600 Billion AI Infrastructure Market
Cisco launched 102.4 Tbps switching silicon delivering 28% improvement in job completion time and 33% increase in network utilization through "Intelligent Collective Networking"—new liquid-cooled systems achieve 70% energy efficiency improvement as focus shifts from rapid deployment to total cost of ownership, commercially available H2 2026. Read more
Microsoft Receives Second Downgrade in Week as Melius Warns "Satya Lost the AI Narrative" Over Copilot Struggles
Melius Research downgraded Microsoft to Hold citing Copilot's disappointing 15 million paid users after three years and competitive threats from Anthropic's Cowork built in 10 days—analyst says Office 365 suite faces pressure requiring massive capex increases to match Google and Amazon while free cash flow declines, valuation appears "very expensive" at 49x FY2027 EV/FCF. Read more
Software Stocks Lose $2 Trillion in Largest Non-Recessionary Drawdown But AI Bull Market Remains Intact
Software sector declined 34% wiping $2 trillion as HubSpot falls 39%, Figma 40%, Atlassian 35%—yet S&P 500 sits near all-time highs as 75% of companies beat Q4 earnings while investors distinguish between AI winners capturing value (Anthropic at $350B, OpenAI at $800B, Alphabet at $4T) and legacy SaaS facing disruption. Read more
Cisco Stock Surges 1.5 Percent on AI Networking Push Ahead of Q2 Earnings Call Scheduled for Today
Shares jumped to $88.05 following Silicon One G300 announcement ahead of Q2 FY2026 earnings call at 4:30 PM EST with analysts expecting 8% YoY revenue growth—strategic timing positions Cisco to capture share as networking becomes "core performance layer" determining who wins on cost and speed in $600B AI infrastructure market. Read more
How can AI power your income?
Ready to transform artificial intelligence from a buzzword into your personal revenue generator
HubSpot’s groundbreaking guide "200+ AI-Powered Income Ideas" is your gateway to financial innovation in the digital age.
Inside you'll discover:
A curated collection of 200+ profitable opportunities spanning content creation, e-commerce, gaming, and emerging digital markets—each vetted for real-world potential
Step-by-step implementation guides designed for beginners, making AI accessible regardless of your technical background
Cutting-edge strategies aligned with current market trends, ensuring your ventures stay ahead of the curve
Download your guide today and unlock a future where artificial intelligence powers your success. Your next income stream is waiting.
📢 The Signal Behind the Noise
Regulation tightens while infrastructure providers challenge AI computing's assumed winners. When the EU threatens interim measures against Meta, Microsoft faces downgrades for "losing the AI narrative," yet Cisco surges on networking innovation, the message crystallizes: distribution control, capital efficiency, and infrastructure performance now matter more than model capabilities alone.
🎁 Refer a Friend
Know someone who'd benefit from bite-sized AI business news? Share AI Business Weekly and help them stay ahead.
