Investors are officially done with vague promises about the AI revolution, demanding immediate proof of ROI as a brutal vibe shift rocks Big Tech. Meanwhile, a massive capitulation by Prime Minister Narendra Modi reveals a new political vulnerability in New Delhi, raising questions about whether India's opposition groups will be emboldened to take their grievances to the streets next. • Prime Minister Modi makes sweeping concessions to end nationwide protests over a medical exam scandal, exposing the fragility of his new coalition government. • Amazon surges while Apple stumbles as Wall Street pivots from "build AI at all costs" to demanding immediate cash returns. • Despite Friday's rally, major semiconductor ETFs suffer their worst month in 24 years, dragging the S&P 500 to its first negative July since 2014. • SpaceX prepares to release its firs ...