Magnificent 7 Weekly Briefing

December 26, 2025

Tesla faced major safety probes and saw Musk's pay restored. Apple updated App Store policies for compliance, and Google/Microsoft battled for AI dominance, and more.

Safety and regulatory scrutiny intensified for Tesla, which faced multiple probes over door release defects and recorded fatal crashes, even as Elon Musk's 2018 pay package was restored by the Delaware Supreme Court. ^{1234567891011121314}
Apple continued to adjust its global App Store policies, agreeing to allow third-party stores and alternative payments in Brazil and adding features to comply with European regulators, while appealing a $115 million fine in Italy. ^{15161718192021}
The race for AI dominance drove massive infrastructure investment, with Alphabet acquiring data center company Intersect for $4.75 billion and Microsoft advancing its data center plans in Texas, while both companies grappled with a shortage of AI memory. ^{222324252627282930}
Amazon and Microsoft confirmed significant security challenges, including a five-year-long Russian cyberattack targeting AWS customers and a surge in Microsoft 365 account hacks suspected to be linked to China and Russia. ^{3132333435363738}
Corporate restructuring continued as Amazon announced the elimination of over 14,000 jobs, partially citing a shift to AI, while Alphabet progressed with plans for Gemini to replace Google Assistant on Android by mid-2026. ^{39404142434445464748}
Meta secured a key legal victory against the FTC but faced scrutiny after internal documents revealed the company projected significant revenue derived from fraudulent and banned-goods ads. ⁴⁹⁵⁰⁵¹
Other developments included Google settling a $700 million lawsuit over its Play Store and Nvidia licensing Groq's AI technology as demand for chips grew. ^5253545556

Magnificent 7 Weekly Briefing

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