Broadcom (AVGO.O) will begin gigawatt-scale data center deployments with Microsoft and partners in 2026.

At MWC26 Shanghai, Honor product-line president Fang Fei said Honor will release a human-centered next-generation terminal operating system, AgenticOS, in July. He listed four core features: intent-driven architecture that prioritizes user intent over apps; natural multi-sensory input (voice, gesture, gaze, motion); proactive intelligence with an Agent kernel that plans, serves and executes; and native cross-device orchestration — a single ‘brain’ coordinating multiple devices and Agents. Fang characterized the move as shifting mobile devices from app containers to agent platforms, calling it an AI-origin paradigm shift for device form, human–machine interaction and system experience.

Morgan Stanley’s North Haven Private Income Fund, a $7bn private credit vehicle, has set a 5% redemption cap and said it will pay out less than half of investors’ Q2 redemption requests. The fund said investors applied to redeem 11.6% of shares in Q2, up from 10.9% in Q1. It noted that across the roughly $1.8trn private credit market many funds had already restricted full exits in the prior quarter, and that over half of Q2 repurchase requests came from investors who had been unable to redeem fully in the previous three months.