https://www.nextbig.dev/daily/2026-07-15/oracle-one-notch-above-junk-openai-backlog nextbig.dev en 2026-07-15T06:14:20.181Z S&P cut Oracle to one notch above junk and named OpenAI as the reason, half of a $638 billion backlog on one unprofitable customer. The market shrugged; the credit desk did the arithmetic the buildout keeps skipping https://www.nextbig.dev/daily/2026-07-14/apple-openai-lawsuit-documents-cost-per-task nextbig.dev en 2026-07-15T05:47:43.156Z "LOL, I found out I can access the [network storage], so funny." Apple's complaint against OpenAI names the engineer, the authentication bug, and the 400 hires, a map of what is worth stealing once the model is a commodity https://www.nextbig.dev/daily/2026-07-13/nadella-reverse-information-paradox-pay-twice nextbig.dev en 2026-07-15T05:47:42.642Z Nadella spent his Sunday telling enterprises they pay for AI twice, once in money, once in the proprietary knowledge that leaks out through prompts and corrections. The biggest reseller of frontier AI just sided with the buyers against the labs it hosts