ECB chief economist Lane said AI is already showing up in investment data.

Iranian state media said a Microsoft AI called Claude, normally used for answering user queries, was repurposed in operations against Iran to identify and prioritize military targets. Tehran alleged the tool analyzed large volumes of satellite imagery, location data and communications signals to enable US and Israeli forces to select targets and recommend weapons in under a second. Iran said the system depended on cloud infrastructure provided by Amazon and Microsoft and that events in Tehran, Gaza and Lebanon exposed what it described as close ties between those tech firms and US/Israeli military operations.

Omdia forecasts global XR headwear shipments will fall 12% in 2026 to 6.2 mln units, then rebound 4.8% to 6.5 mln units in 2027. The firm says the recovery will be driven by rapid expansion of XR glasses, which should offset ongoing declines in bulkier headsets as consumers and manufacturers increasingly favour lighter glasses form factors.