Magnificent 7 Weekly Briefing

April 3, 2026

Apple marks 50 years and Tesla reports a deliveries miss, while Nvidia and Google push new AI boundaries and infrastructure globally and more.

• Apple celebrated its 50th anniversary as CEO Tim Cook reflected on the company's legacy and its ongoing efforts to keep pace with rivals in the artificial intelligence sector. ¹²³⁴⁵
• Tesla's first-quarter vehicle deliveries missed analyst expectations despite a slight year-over-year rise, while the company reportedly discontinued production of its Model S and Model X flagship vehicles. ^{67891011121314}
• Nvidia reached what it called an 'inflection point' for AI inference, launching its Mission Control 3.0 software and achieving record latency benchmarks with the Grace Hopper Superchip. ^15161718
• Google introduced its Gemma 4 open models and the Veo 3.1 Lite video generation tool, while also announcing a new satellite imagery map aimed at protecting Brazil's forests. ^19202122
• Microsoft and Amazon expanded their infrastructure footprints, with Microsoft investing $6.5 billion in Singapore and Thailand and Amazon securing a deal to provide in-flight Wi-Fi for Delta Air Lines. ²³²⁴²⁵
• Media reports indicated that Iran's Revolutionary Guards issued threats against several major U.S. technology firms, including Apple, Google, Meta, and Microsoft. ²⁶²⁷
• Other notable developments include Meta's release of new Ray-Ban AI glasses, Apple's $400 million U.S. manufacturing investment, and Tesla's workforce shrinking by 22% at its Austin factory. ²⁸²⁹³⁰

Sources

1. Apple CEO Shares Internal Memo as Company Hits 50-Year Milestone macobserver.com
2. Tim Cook reflects on 50 years of Apple, Steve Jobs' legacy, reaffirming the company's values, working with a “very accessible” Trump administration, and more techmeme.com
3. Apple At 50 Weighs AI Partnerships Satellite Ties And Succession finance.yahoo.com
4. Apple celebrates 50 years as AI rivals surge ahead usatoday.com
5. Apple at 50: the roots of a tech revolution ft.com
6. Tesla posts one of its worst sales quarters in years irishtimes.com
7. Tesla sold 358K cars to start 2026. Did they beat expectations? usatoday.com
8. Tesla reports weaker than expected 6% rise in global deliveries ft.com
9. Tesla's Sales Struggles Are Improving, But Not as Quickly as Wall Street Hoped investopedia.com
10. Tesla sales rise after brutal year of Musk boycotts but still fall short of expectations apnews.com
11. Tesla's first-quarter deliveries miss estimates as tax credit expiry weighs reuters.com
12. End of an era: Tesla has pulled the plug on the Model S and X businessinsider.com
13. Tesla Has Finally Killed the Model S and X to Go All In on Robots: TDS thedrive.com
14. Tesla's Sluggish Quarter to Reset the New Normal for EV Sales bloomberg.com
15. Nvidia announces inference era inflection point Nvidia
16. NVIDIA GH200 achieves record single-digit microsecond latency Nvidia
17. NVIDIA sets new MLPerf Inference v6.0 records Nvidia
18. NVIDIA launches Mission Control 3.0 Nvidia
19. Google Vids adds AI video generation and music features Google
20. Google introduces Gemma 4 open models Google
21. Google creates satellite imagery map Google
22. Google introduces Veo 3.1 Lite video model Google
23. Microsoft announces $5.5B investment in Singapore AI Microsoft
24. Microsoft announces over $1B investment in Thailand Microsoft
25. Amazon announces Amazon Leo for Delta's in-flight Wi-Fi Amazon
26. Iran says will target Apple, Google and Meta if more of its leaders are killed | South China Morning Post scmp.com
27. Iran US War News LIVE: Iran's IRGC says it will target 18 US companies including Google, Apple, IBM, Tesla livemint.com
28. Report: Tesla workforce at Austin Gigafactory shrinks yahoo.com
29. Apple Inc. (AAPL) Expands U.S. Manufacturing Program with $400M Investment finance.yahoo.com
30. Meta introduces prescription-optimized AI glasses Meta