$175b

$175B AI capex test begins Wednesday

Microsoft and Alphabet to report earnings; market demands “AI proof” in cloud… Azure constant-currency growth pegged at 38%—anything less triggers a derating… Google Cloud RPO (Backlog) becomes the “Scoreboard” for enterprise AI demand… Hyperscalers projected to spend $185B in 2026; …

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White House prepares Section 232 move after levy struck down. Mike Johnson signals Congress unlikely to back Trump’s 15% tariffs. Senate Democrats push $175B Trump tariff refunds

Trump's administration is considering new national security tariffs on a half-dozen industries after a Supreme Court decision last week that invalidated many of his second-term levies, per WSJ. The new tariffs, to be issued under Section 232 of the Trade …

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