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  1. Big Tech sheds nearly $900bn as AI spending fears trigger market rout — Financial Times AI
  2. Brazil courts data centers with tax breaks and cheap power as US opposition grows — Fortune AI
  3. Google, Microsoft, OpenAI and Anthropic to honor shared robots.txt AI training opt-out — OpenAI News
  4. Claude Code and Codex ecosystem grows as developers run multiple AI coding agents together — Microsoft Research Blog
  5. Reddit shifts to logged-in experience as Google AI Overviews reshape search traffic — Axios AI+
  6. Big Tech returns smallest share of cash to shareholders in 15 years amid AI spending — Reuters AI
  7. Finnish police open criminal probe into Google data center forest clearing — The Hill Technology
  8. Google's Gemini 4 Carbon tops independent AI leaderboards with limited access — Latent Space

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