Ekonomika Zprávy: 27 Červenec 2025 - 2 Srpen 2025

AI Stock Frenzy: Microsoft Tops $4 Trillion, Meta Soars 11%, and Palantir Lands $10B Army Deal – July 31/Aug 1 Roundup

AI akciová horečka: Microsoft překonal 4 biliony dolarů, Meta vzrostla o 11 % a Palantir získal armádní zakázku za 10 miliard dolarů – přehled 31. července/1. srpna

Dne 31. července Microsoft krátce překročil tržní kapitalizaci 4 bilionů dolarů. Azure v uplynulém roce vydělal 75 miliard dolarů. Copilot má více než 100 milionů uživatelů. Microsoft plánuje utratit rekordních 30 miliard dolarů za datová centra v tomto čtvrtletí. Meta Platforms vzrostla
1 srpna, 2025
Crypto Shockwaves: Bitcoin Near $119K, White House “Regulatory Bible”, and Altcoin Turmoil – July 29-30, 2025 Roundup

Kryptoměnové otřesy: Bitcoin blízko 119 000 USD, „regulační bible“ Bílého domu a turbulence altcoinů – přehled 29.–30. července 2025

Bitcoin se 29.–30. července držel kolem 118 000–119 000 USD, což bylo asi 4 % pod historickým maxem 123 230 USD dosaženým v polovině měsíce. Investoři čekali na rozhodnutí Fedu 30. července a očekávali, že sazby zůstanou beze změny. Altcoiny utrpěly výrazné
30 července, 2025
AI Stocks Skyrocket to Record Highs as CEO Shakeups, $4 Trillion Milestones, and Big Tech Bets Stun Wall Street

Akcie AI vystřelily na rekordní maxima: výměny CEO, milníky 4 biliony dolarů a sázky velkých technologických firem šokují Wall Street

AI čisté společnosti v centru pozornosti: C3.ai, SoundHound, BigBear.ai Technologičtí giganti zdvojnásobují sázky na AI Alphabet (GOOGL) – Mateřská společnost Googlu tento týden posunula trh na nová maxima poté, co překonala očekávání ve výsledcích za 2. čtvrtletí. Alphabet potvrdil, že velké investice
27 července, 2025

Technology News

  • Microsoft Unleashes Full Screen Experience to All Windows 11 Gaming Handhelds
    November 23, 2025, 1:06 AM EST. Microsoft has expanded the Full Screen Experience (FSE) from the Asus ROG Xbox Ally X to all current Windows 11 gaming handhelds, including the Lenovo Legion Go, MSI Claw 8 AI+, and AYANEO devices. The feature, which streamlines Windows for gaming by booting into a consolidated interface that gathers titles from stores like Windows Store, Steam, Epic Games, and Battle.net, can be tested via the Xbox/Windows Insider program. Early users can expect a streamlined UI, faster access to games, and reduced reliance on the Start menu. While some enthusiasts previously forced enablement via registry tweaks on version 25H2, the official expansion marks a broader adoption. The move mirrors concepts like Big Picture Mode and may pave the way for broader form-factor testing beyond handhelds, including home theater PCs.
  • Could Windows 11 Phone Shell Be Next? Xbox XFSE, Widgets, and ARM Windows
    November 23, 2025, 1:04 AM EST. Is the dream of a Windows 11 Phone Full Screen Experience really crazy? The article revisits the Xbox Full Screen Experience (XFSE) and nostalgia for Windows Media Center, and asks whether Windows 11 could become a sofa-friendly, TV-like UI controlled by an Xbox controller or remote. It notes that XFSE sits atop Windows, with limited apps today, but hints at future quick access to Netflix and web apps within the Xbox shell. The piece imagines a Start Menu Full Screen Experience, an expanded Windows 11 Widgets surface, and a more open mobile launcher concept. It also ties this to Windows on Arm, Copilot+ on PC, and the Snapdragon X Elite era, arguing that ARM-native Windows could power a new generation of Windows-powered devices. Not crazy, just plausible.
  • Ceva Stock Slumps on Dilution Fears After $19.50 Secondary Offering
    November 23, 2025, 1:00 AM EST. Shares of Ceva fell as the company priced a secondary offering, raising concerns about dilution. After hours, Ceva announced plans to float 3 million new Ceva shares at $19.50 each, with underwriters including JPMorgan Chase and UBS holding an option for up to 450,000 more. The purpose cited is to increase financial flexibility, raise capital, and lift the public float, with potential for acquisitions or share repurchases. The move triggered a sharp weekly drop, with the stock down more than 22% week-to-date. The article notes the risk of dilution to the existing float of about 27 million shares. The writer sees some AI market potential but urges caution until proceeds are deployed.
  • IRS Deploys AI Agents Across Tax Divisions via Salesforce Agentforce
    November 23, 2025, 12:56 AM EST. Months after cuts to its workforce, the IRS is deploying AI agents for the first time across several divisions, powered by Salesforce's Agentforce platform. The new bots will assist the Office of Chief Counsel, Taxpayer Advocate Services, and the Office of Appeals by tasks such as generating case summaries and searching documents. Salesforce stresses the work will augment-not replace-human staff, noting that a human reviewer remains involved. The move signals a broader push to use automation in tax administration, even as critics question reliance on AI for sensitive taxpayer work. The article notes the IRS has faced significant staffing reductions and stresses that the policy and budget context could influence how extensively AI is adopted, including impacts on traditional filing programs.
  • Amazon Fire Tablet Black Friday Deals: Save on Fire HD 10, Fire Max 11 and More
    November 23, 2025, 12:54 AM EST. Amazon's Black Friday sale is underway with significant price cuts on its own Fire tablets. Deals start as low as $54.99 / £39.99, making entry to a compact media tablet more affordable. The lineup features the Fire HD 10 on sale for $69.99 (was $139.99) in the US and the Fire Max 11 for £129.99 in the UK (was £249.99). While not the most powerful tablets, they excel at media consumption, web browsing, and serving as budget-friendly secondary devices. The article also links to regional roundups for the best UK and US Fire tablet promos and cautions about premium options like iPads. Other Black Friday savings from major retailers are listed for context.