Magnificent 7 Weekly Briefing

January 2, 2026

NVIDIA made big AI deals, Microsoft pushed its AI agents into Windows, and Tesla was slammed by safety and autonomy setbacks and more.

NVIDIA continued to aggressively deepen its AI position through a $20 billion licensing deal with Groq for its inference chip technology, a $5 billion investment in Intel, and rumored talks to acquire Israeli AI startup AI21 Labs for up to $3 billion. ^{1234567891011121314}
Microsoft made significant internal pushes in AI, with CEO Satya Nadella overhauling leadership and injecting urgency into efforts to embed AI agents deep into Windows, including a plan to auto-port x64 codebases to Arm64. ^{151617181920212223}
Tesla faced significant scrutiny and setbacks regarding its autonomous driving claims, safety issues, and delivery targets, including a judge ordering revisions to 'self-driving' claims, NHTSA probes into door handle designs, and missing robotaxi targets by a wide margin. ^{242526272829303132333435}
Tesla's Cybertruck was a source of negative headlines involving a fatal accident, multiple recalls covering over 745,000 vehicles, a loss of brakes on an off-road trail, and a reduced battery cathode order that hurt a South Korean supplier. ^{3637383940414243}
Apple dealt with regulatory and security challenges, including a massive appeal against a UK antitrust ruling over App Store fees, a supply chain cyberattack, and issuing urgent security updates to address zero-day vulnerabilities on iPhones. ^{44454647484950515253545556}
Google lost a major antitrust case regarding Android, faced scrutiny over its DEI commitments, was ordered to pay out a $700 million settlement to Play users, and announced the retirement of numerous products as it realigns its ecosystem. ^{575859606162636465666768}
Meta was hit with a lawsuit over scam ads and user safety, pushed OpenAI to raise pay with a $6 billion stock compensation plan, and paused its Horizon OS sharing while delaying its Phoenix AR product until 2027. ^{697071727374757677}

Sources

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