This week on the Watson Weekly, Rick Watson breaks down the biggest stories shaping commerce, technology, and AI infrastructure.

Tim Cook is stepping down as Apple CEO after 14 transformative years that took the company from a $300B market cap to $4 trillion. John Turnis takes the helm September 1st.

The Watson Weekly is sponsored by Avalara - the agentic AI platform automating global tax and compliance for leading eCommerce brands. For more details: https://avalaratax.watsonweekly.com

Anthropic just inked a $100 billion, 10-year infrastructure deal with AWS for 5 gigawatts of compute, while Amazon pours another $5B (potentially $20B more) into the AI lab.

Brad Jacobs strikes again: QXO is acquiring Top Build for ~$17B, his third deal in under a year.

Plus, a tribute to industry leader Jon Panella.

The Investor Minute with 5 items this week from the world of venture capital, acquisitions, and IPOs.