- Link & Load
- Posts
- š¤ Meta Shares AI Costs | š¼ SEC Forms AI Task Force | šø Crypto ETFs Surge to Record
š¤ Meta Shares AI Costs | š¼ SEC Forms AI Task Force | šø Crypto ETFs Surge to Record
Sells assets to fund AI infrastructure expansion as SEC accelerates digital oversight with a new task force, while crypto ETFs attract billions, signaling growing institutional interest amid market volatility.
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š Todayās Angle
Welcome to another round of Silicon wrangling, code wrangling, and secret AI handshakes. Here's what youāll unlock today:
Meta sells key infrastructure assets to bring in partners and ease the soaring expenses of building AI āsuperclusters,
The SEC jumps on the artificial intelligence bandwagonāagency efficiency or just more Excel macros?
Delta swears its AI wonāt stalk you for that window seat.
Crypto finds religion in ETFs, while altcoins crash harder than your browser with 36 tabs.
Level up your data visualsāthe pro way, no clip art required.
Market signals that may (or may not) be the economic version of Morse code.
āāSascha Thiele

š Tech & Business
What Happened: Meta Platforms announced plans to sell $2 billion worth of data center assets as part of a move to bring in outside financial partners and help shoulder the soaring costs of AI infrastructure. The company revealed in a regulatory filing that $2.04 billion in land and construction-in-progress had been reclassified as āheld-for-saleā and is expected to be contributed to a third party within the next year for co-developing new data centers. While Meta still aims to fund much of its capital expenditure internally, Chief Financial Officer Susan Li noted that some projects could attract significant external financing, providing more flexibility if the companyās infrastructure needs evolve. The push comes as Metaās capital spending forecast for the year rises to between $66ā72 billion, driven by investments in AI āsuperclustersāāmassive data hubs that CEO Mark Zuckerberg says will be the backbone for future superintelligent AI
Why It Matters: Metaās asset sale signals a major shift among tech giants, which have traditionally funded their infrastructure, toward partnering up to offset the colossal expenses of powering the next generation of AI. With the costs of building and operating data centers skyrocketing amid the AI arms race, Metaās approach could become a blueprint for the broader industry, especially as investors scrutinize ballooning capital budgets even while AI-powered ad sales help boost revenue. For Meta, it means potentially faster AI rollouts and more financial agility. For everyone else, itās a sign the economics of AI are entering a newāand more collaborativeāphase
What Happened: The U.S. Securities and Exchange Commission launched an AI task force, led by chief AI officer Valerie Szczepanik, to drive innovation, all while streamlining its operations. Itās not just about catching fraudsters; the agency wants bots to do the heavy lifting in compliance, market surveillance, and enforcement. Governmentās getting smarter, just not smart enough to predict your stock picks (yet).
Why It Matters: With AI on Wall Street and Main Street, regulators canāt afford to play catch-up. The SECās move could set new norms for technology in oversight, potentially shifting how companies interact with the feds, not to mention boosting efficiency (and, possibly, the agencyās coffee budget).
What Happened: Delta Air Lines told U.S. lawmakers it wonāt use AI to set personalized fares, even though itās already using AI for broader route and network pricing. The backlash? Rumors the kid in seat 24C was paying less just because he cleared his cookies. Delta assures everyone that fares are set using āaggregated demandā and classic supply-and-demand calculus, not based on your browsing habits.
Why It Matters: As airlines harness AI to optimize everything from flight paths to ticket prices, privacy hawks are circling. Deltaās stance signals the industryās attempt to thread the needle between smart pricing and public trust. And yes, it turns out you don't need to disguise yourself as āIncognito Mode Ninjaā to get a good deal..

š¾ My Software Stack

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š° The Finance Overview

Giphy
Tech stocks are shaking off the dog days of summer with surprising resilience. FAANGs are mostly heading northāApple up after its AI declarations, Nvidia bouncing on AI chip optimism, and Alphabet steady post-earnings.
Venture deals show selective heat as deep tech and AI startups still draw big checks, though smaller SaaS upstarts are ghosting their Series B dreams. In infrastructure, cloud hyperscalers report record enterprise demand, while chipmakers race to clear supply bottlenecks (and, in one case, actual floods).
The wild card? Payments: Fintech stocks jolted yesterday after new EU rules handed out more smacks than your average startup pitch meeting. Investors: keep an eye on AI infrastructure and alt-cloud providersānext weekās numbers could make or break 2025ās tech thesis.
Ticker |
---|
S&P 500: $SPY ( ā² 1.54% ) |
DowJones: $DJI ( ā² 1.89% ) |
Nasdaq: $QQQ ( ā² 1.54% ) |
German DAX: $DAX ( ā² 1.36% ) |
Indian NIFTY: $NIFTY50.NSE ( ā² 0.39% ) |
Bitcoin: $BTC.X ( ā¼ 3.31% ) |
Ethereum: $ETH.X ( ā¼ 4.06% ) |

š° Crypto Carousel

Gif by darkbean on Giphy
What Happened: Crypto ETFs saw a record-breaking $12.8 billion in net inflows for July, catapulted by Bitcoin and Etherās rallies. This tsunami of institutional money pushed Bitcoin to new all-time highs, while Ether ETFs pulled in over $5 billion, even outpacing previous months by a wide margin. BlackRock, Fidelity, and other asset giants are feasting on this trend.
Why It Matters: Wall Streetās ācrypto curiousā phase has morphed into a full-on adoption sprint, driving prices and adding (dare we say?) legitimacy. ETFs offer an easier entry for mainstream investors, setting up crypto for more stability, or at least, less meme-coin mayhem.
What Happened: Altcoins led a $751 million liquidation frenzy in the last 24 hours as Bitcoin fell to monthly lows. Margin traders got wiped, with XRP, Dogecoin, and Solana dropping 2.5%ā9% amid cascading sell-offs. Analysts blame a combination of nervous macro vibes and over-leveraged betsāplus too many people buying the dip at 2 am.
Why It Matters: This flush-out exposes how quickly risk can return to cryptoās āWild Westā rootsāeven with ETF money pouring in. For every big inflow, thereās a reminder: leverage is a double-edged sword, and the only thing falling faster than altcoins right now is your Wi-Fi during a thunderstorm.

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š Skill Builder
GeeksforGeeks - Published July 2025
What You'll Learn:
How to choose the right Python visualization library (Matplotlib, Seaborn, Plotly, and more)
Core principles for clear, compelling data visualsānot just pretty colors
Step-by-step examples: bar plots, scatter plots, line charts, and pair plots
Tips on using color theory and best chart practices for readability
Real-world datasets in Pandas and how to make sense of them visually
How to avoid common chart ācrimesā (pie charts, be afraid)
Why It's Worth Your Time: If your data dashboards look like Jackson Pollock paintings, this walk-through will elevate your chart gameāless art, more insight. Youāll finish with pro-grade visualizations that actually drive decisions.

š² Link Grab-Bag
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x-design.com ā Smart AI suite for authentic lifestyle product images
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ollama-v0-7 ā Run leading vision models locally with the new engine
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www.hecco.ai ā Your personal health intelligence engine
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mixio.ai ā The AI livestreaming platform
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browserfly.app ā AI agent that lives in your browser
Got a killer link we missed? Hit reply and share the goods. š

What do you think about Link & Load? |

š Tomorrowās Forecast
Tomorrow: More AI arms race, maybe an ETF juggernaut⦠and if not, at least the Wi-Fi will probably still go out. š¤

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