Magnificent 7 Weekly Briefing

November 21, 2025

Google faced major legal and AI rollouts, Tesla secured robotaxi permits but had a recall, Apple lost a $634M patent suit, Microsoft finalized its $69B acquisition, and more.

Google faced regulatory pressures globally, concluding a data probe in Italy, battling the U.S. government over online advertising, and facing a massive court order in Germany. ^1234567
Google launched its latest AI model, Gemini 3, and made substantial infrastructure commitments, announcing billions in new data center investments across the U.S. and India. ^{89101112131415161718192021}
Tesla secured autonomous rideshare approval in three U.S. states but recalled over 10,000 wall batteries for fire risk and settled another Autopilot crash lawsuit. ^{222324252627282930313233343536373839}
Apple lost a patent infringement case to Masimo, resulting in a $634 million judgment and potential Watch ban, while the company intensified its CEO succession planning for Tim Cook. ^{4041424344454647}
Microsoft completed the $69 billion acquisition of Activision Blizzard and announced a $10 billion AI infrastructure investment in Portugal, even as executives warned about potential AI superintelligence risks. ^{484950515253545556}
Nvidia reported Q3 fiscal 2026 record results and cemented strategic partnerships with Microsoft and Anthropic, focusing on scaling AI architecture and compute power. ^5758596061
Amazon unveiled plans for a $3 billion data center campus in Mississippi, and Meta completed the massive 2Africa subsea cable to connect over 33 countries. ^626364656667

Sources

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