Sunday Tech Roundup: AI, Tariffs, & Energy Plays

Trump Drops Major Iran Tariffs

So here's the big headline - Trump just signed an executive order slapping 25% tariffs on any country doing business with Iran. China and India are gonna feel that one hard since they're Iran's biggest trade partners. The energy markets are already pricing this in, expect some volatility this week.

BlackRock's AI Energy Pivot

Oh and this is interesting - BlackRock put out a report saying investors are way more into energy plays than big tech for AI infrastructure in 2026. Basically, the thesis is that the power grid needs way more work than the chips do. Data centers are sucking down electricity like crazy, and the companies building out grid capacity and power generation are seeing more upside than the AI model companies themselves.

Netflix Ad Revenue Doubles

Also kind of insane - Netflix just reported that their ad-supported tier revenue doubled year-over-year. People actually don't hate the ads that much apparently, and their subscriber growth is stronger than expected. The streaming wars are far from over.

What This Means For Your Business

Tariffs mean higher costs on imported goods and tech components - time to audit your supply chain. The energy play is interesting if you're in infrastructure, manufacturing, or anything data-heavy. And if you're running paid ads on streaming, Netflix's ad platform might be worth another look.

Stay tuned - these macro shifts are gonna ripple through everything.