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BlockBeats News, July 5th, The Kobeissi Letter stated that the AI spending frenzy is reshaping the U.S. economy. AI capital expenditures from Alphabet, Amazon, Meta, Microsoft, and Oracle are expected to rise to approximately 3.2% of the U.S. GDP by 2027. If this forecast materializes, annual AI capital expenditures will surpass U.S. defense spending for the first time, with the latter expected to account for about 2.7% of the GDP next year. Just this year alone, the AI capital expenditures of these companies are projected to increase from 1.5% of GDP in 2025 to around 2.5%, approaching the approximate 2.7% share of defense spending. The AI capital expenditures of these 5 companies are expected to exceed $800 billion in 2026 and further climb to a record-breaking $1.1 trillion in 2027. These numbers are "astonishing."

Odaily reports that Jamf Threat Labs has stated Mac users searching for the open-source clipboard manager Maccy are being targeted by a fake version of the app, which installs a new info-stealing malware based on Rust called PamStealer. This malware may steal user passwords and cryptocurrency wallet keys. The malware is distributed via lookalike websites containing a malicious AppleScript file, Maccy.scpt, and steals data after verifying the victim's login password using macOS Pluggable Authentication Modules. Jamf also indicated the discovery of ClickFix-type malware spread through X sponsored ads, with these ads promoting DynamicLake and redirecting users to dynamicmacisland[.]com, tricking them into opening Terminal and executing installation commands. Payload analysis shows this is a recent variant of Atomic MacSync Stealer. (Decrypt).

According to Odaily, Onchain Lens monitoring shows that a certain trader deposited $171,780 in the past 21 hours, with the most recent deposit of $50,000 about 50 minutes ago. Subsequently, the trader opened a 15x leveraged BTC short position on HyperliquidX, with a position size of 38.08 BTC, valued at $2.39 million; the entry price was $62,720, the mark price $62,790, and the liquidation price $66,000. The unrealized profit and loss currently shows a loss of $2,760, with an ROE of -1.73%. The lifetime profit and loss shows a total loss of $389,700.