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41 stories

Search, region, sector and the Big tech / Policy / Macro lenses read the recent story window — stories back to Oct 16, 2026. The full back catalogue browses by month and the feed's own story types.

Gaming🇨🇳Oct 27, 2026 DeepSeek jumps 801% as Chinese AI models route 4x the US on OpenRouter
Telecom🇺🇸Oct 26, 2026 Blackstone, banks line up $63B to fund Broadcom AI chips for Anthropic
Hosting🇺🇸Oct 26, 2026 CoreWeave doubles revenue to $2.58B but carries $35B in debt
🇨🇦Oct 26, 2026 Ottawa backs Quebec coach maker Prevost with $13.2M to blunt US tariffs
Energy🇺🇸Oct 26, 2026 EQT to buy Range Resources in all-stock deal valuing combined company above $50B
🇺🇸Oct 26, 2026 Apollo's Slok: AI payoff is 'zero' for the S&P 493 outside Big Tech
🇺🇸Oct 26, 2026 Apollo's Slok: AI payoff is 'zero' for the S&P 493 outside Big Tech
🇺🇸Oct 26, 2026 Alpha Dhabi commits $1B to Alpha Wave III after SpaceX, OpenAI exposure
🇺🇸Oct 25, 2026 Elon predicts 'guppy-level death' for 200+ neoclouds — Fuse's Alan Chang says buy the distressed data centres
Energy🇺🇸Oct 25, 2026 Citi closes first $72M carbon-removal note for Texas biochar startup Applied Carbon
Security🇺🇸Oct 25, 2026 Data-centre tenants now demand $5M a day in late fees, and insurers are inventing new cover for it
🇺🇸Oct 25, 2026 Blackstone's Stephen Schwarzman says the private-credit panic over software is 'way overdone'
Enterprise Software🇺🇸Oct 24, 2026 Neolabs that locked in GPUs early can resell them at 2-3x, and Modal's founder predicts 'neolab to neocloud pivots'
Energy🇺🇸Oct 23, 2026 Crusoe borrows $700M against gas turbines, AI's new collateral
Enterprise Software🇺🇸Oct 23, 2026 Jason Furman: if he ran the White House CEA today, he would 'somewhat regretfully' pick AI over 20 PhD economists
Hosting🇺🇸Oct 23, 2026 CoreWeave lands $8.5B debt deal, cementing a trillion-dollar AI lending playbook
Fintech🇺🇸Oct 23, 2026 Berkshire hits record high as $360B cash pile draws investors fleeing AI stocks
🇺🇸Oct 23, 2026 CalPERS cuts Magnificent Seven stake 26%, pivots to private equity
Enterprise Software🇺🇸Oct 22, 2026 Pilot Fiber buys Boldyn's NY–NJ network with $330M from Fengate
Enterprise Software🇺🇸Oct 22, 2026 Blackstone backs $18B debt deal for Anthropic's AI chips
🇺🇸Oct 22, 2026 Data center junk bonds hit $37B in 2026, nearly half of all issuance
Enterprise Software🇺🇸Oct 22, 2026 Altman: OpenAI's edge is internal models, and self-improving AI needs "speed limits"
Fintech🇺🇸Oct 22, 2026 Rogue AI agents are already inside US bank accounts, Axios reports
Hosting🇺🇸Oct 22, 2026 QumulusAI expands GPU lease financing to $124M, no new equity
🇺🇸Oct 22, 2026 Amkor deepens NVIDIA ties with $3B AI packaging push across Korea, Arizona
Enterprise Software🇺🇸Oct 21, 2026 Flapping Airplanes raises $1B at $6B with no product, as AI 'neolabs' draw frontier-lab money
Media🇺🇸Oct 20, 2026 Otter.ai takes $320M in debt to chase enterprise growth
🇺🇸Oct 20, 2026 Bison Ventures closes $160M Fund 2 for 'physical world' AI bets
🇺🇸Oct 20, 2026 Kian Capital builds commercial door distribution platform with Allen Supply, TAP deal
Media🇺🇸Oct 20, 2026 Investors rush to insure against an AI blow-up: CDS trading on Big Tech debt jumps to $9bn a week, with Meta and Nvidia at record spreads
Home Living🇺🇸Oct 20, 2026 Amazon's TorchNeuron lets 85% of AI developers run code on its chips, challenging Nvidia
Semiconductors🇺🇸Oct 20, 2026 Germany woos Nvidia at Berlin summit, but local startups still lean on foreign capital
Transportation🇺🇸Oct 20, 2026 Dumped by Microsoft, Nscale nears second ~$45B Anthropic deal
Hosting🇺🇸Oct 20, 2026 HSBC sticks with Reduce on CoreWeave: neoclouds earn ~$12M per MW versus $17-18M for hyperscalers
Enterprise Software🇺🇸Oct 19, 2026 Dream Labs lands $90M seed to put one brain inside any robot
Fintech🇺🇸Oct 19, 2026 America's $10tn AI build-out runs into towns, grids and lenders: at least 47 big data-centre projects stalled in 2026
Media🇺🇸Oct 19, 2026 Banks and retailers start blocking AI shopping agents, including Meta's Muse
🇺🇸Oct 19, 2026 Israel caps data centres at 200MW after developers sought 27GW of grid connections
🇺🇸Oct 18, 2026 29 AI 'neolabs' have raised $23B — most have nothing to sell
Enterprise Software🇺🇸Oct 18, 2026 Anthropic's AI agents outwork staff 6-to-1 as junior tech hiring collapses
Enterprise Software🇺🇸Oct 17, 2026 All-In on CoreWeave's bond rout: Chamath says the real risk is refinancing a $35B funding gap, not demand