• October 14, 2026
  • 43 views
SpaceX Agrees to Testify in New York, Weeks After Skipping a Hearing

The seat reserved for SpaceXAI at New York’s City Council stayed empty on Oct. 5, while executives from Anthropic, OpenAI, Google and Meta answered questions under oath for nearly ten…

  • October 14, 2026
  • 41 views
Oracle Offers to Pay for Power It May Not Use, and Commissioners Balk

Oracle walked into a New Mexico county meeting on Tuesday with a guarantee that most utilities never receive: a customer offering to pay for electricity whether it uses it or…

  • October 14, 2026
  • 52 views
Nvidia Trades Compute for a Place in Europe’s AI Stack

Nvidia is spending in Europe the way a company spends when it wants to be part of the plumbing rather than a supplier standing at the edge of it. On…

  • October 14, 2026
  • 67 views
Google’s Best Model Arrives With a Discount and an Expiration Date

Google opened its most capable artificial-intelligence model to developers, enterprises and consumers on Tuesday, and put the detail that matters most to buyers in a footnote. Gemini 4 Argon is…

  • October 14, 2026
  • 60 views
Chip Stocks Slide as Bank Earnings Open the Quarter

The week began with two stories running in opposite directions on the same trading floor. Bank earnings arrived close to expectations, and memory chip shares fell hard enough to drag…

  • October 14, 2026
  • 59 views
The FBI’s Long Campaign Against the Scam Compounds

The compound at O’Smach sits on Cambodia’s northern border with Thailand, and by the accounts of U.S. prosecutors, United Nations researchers and reporters who have been inside such sites, it…

  • October 14, 2026
  • 96 views
A Credit Market Calm Built on a Pause in AI Borrowing

The note Goldman Sachs sent its credit clients this month made an odd pitch for a bull case. Buy investment-grade bonds, it said, and watch the calendar. The argument rested…

  • October 14, 2026
  • 63 views
Two Blank Checks Test the Appetite for SPACs

On Tuesday, two filings landed with the Securities and Exchange Commission a few hours apart, each asking the same question in a different size. Apex Treasury Corp II, a blank…

  • October 14, 2026
  • 45 views
A Nigerian Fintech Takes Its Loan Book to Wall Street

The prospectus OPay filed with the Securities and Exchange Commission contains a figure that would be unremarkable in Silicon Valley and startling in Lagos: 339.1 billion dollars of gross transaction…

  • October 14, 2026
  • 77 views
Most of the S&P 500 Is Already in a Bear Market

The note that circulated on trading desks this week carried an uncomfortable title: Last Man Standing. Its author, Jonathan Krinsky, the chief market technician at BTIG, was describing a market…