The Week the Public Answered Back
AI's binding constraint was never silicon. It is consent. Some 69% of Americans want half the industry's stock in a public fund, only 26% view AI favourably, and in Beijing the law just switched off millions of AI companions. The week the public answered back.
Apple stock analysis: an all-time high on the day spending became a sin
Apple stock analysis: Taiwan Semiconductor raised 2026 capex and the market sold the whole AI chain. Apple, handed its AI by a partner, printed an all-time high the same day. Why my model rates it highly and still refuses to buy it.
La Regola e la Forza — Salta la Tregua nello Stretto di Hormuz, Le Pen Condannata ma in Corsa, Burnham verso l'Incoronazione
Sette giorni dopo il negoziato di Doha, la tregua con l'Iran salta nello Stretto di Hormuz e il petrolio risale. Dentro le democrazie, però, il potere cambia mano in silenzio: Le Pen condannata ma eleggibile, Burnham verso l'incoronazione. Dove la regola finisce, torna la forza.
Rule and Force — The Hormuz Ceasefire Collapses, Le Pen Convicted but Still Running, Burnham Heads for a Coronation
Seven days after the Doha talks, the Iran ceasefire collapses in the Strait of Hormuz and oil climbs again. Yet inside the democracies power still changes hands quietly: Le Pen convicted but eligible, Burnham heading for a coronation. Where rule ends, force returns.
AI & Lavoro — Osservatorio settimanale · 3–10 luglio 2026
La settimana in cui la storia dell'AI è diventata una questione di fiducia: OpenAI rilascia GPT-5.6 dopo dodici giorni di filtro governativo, la Fed iscrive l'intelligenza artificiale tra i rischi d'inflazione e Microsoft, Allianz e Amazon ridisegnano il lavoro d'ufficio.
AI & Work — Weekly Observatory · 3–10 July 2026
The week the AI story became a question of trust: OpenAI ships GPT-5.6 after a twelve-day government gate, the Fed adds AI to its inflation risks, and Microsoft, Allianz and Amazon redraw white-collar work.