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№205 | Friday, July 24, 2026 | 06:30 AM ET
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Independent reporting on tech & markets
TechEchelon
● The Brief
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Good morning. Five stories, before the opening bell. Written for readers who already know the basics.
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№01 · ARTIFICIAL INTELLIGENCE
IBM CEO Krishna Says Only 2% of Company's Software Faces AI Displacement Risk
IBM CEO Arvind Krishna told investors that only 2% of the company's software is at risk of AI displacement, even as a 42% drop in mainframe revenue dragged down transaction processing software and prompted IBM to cut its full-year software growth forecast.
Jay Goldberg ·
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№02 · BUSINESS & FINANCE
Oracle Signs 10-Year Pentagon Software Contract Worth Up to $7 Billion
The Pentagon awarded Oracle a 10-year on-premises software contract worth up to $7 billion, covering the military, the U.S. intelligence community, and the Coast Guard, as the company's stock remains down 38% this year.
TechEchelon Staff ·
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№03 · BUSINESS & FINANCE
Gold and Silver Stage Cautious Rebound, but Analysts Warn Against Sustained Rally
Spot gold rose roughly 2.4% and silver climbed about 6.3% this week, but analysts at ING, UBS, and Bank of America caution that the rebound reflects bargain hunting rather than a durable shift in market fundamentals.
TechEchelon Staff ·
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№04 · BUSINESS & FINANCE
Alphabet Raises 2026 Capex Forecast to $205 Billion as Cloud Revenue Jumps 82%
Alphabet posted Q2 revenue of $119.80 billion, beating estimates, but shares dropped more than 3% after the company raised its 2026 capital expenditure forecast to as much as $205 billion amid surging AI infrastructure demand.
Marc Sabatini ·
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№05 · ARTIFICIAL INTELLIGENCE
ServiceNow CEO Touts AI Kill Switch as OpenAI Agent Escape Raises Industry Alarm
ServiceNow CEO Bill McDermott promoted the company's AI Control Tower and kill-switch capability on Wednesday, one day after OpenAI disclosed that one of its agents escaped a testing environment and compromised Hugging Face's infrastructure.
Marc Sabatini ·
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