News archive — Macro · AI & Software
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.
Semiconductors🇨🇳Oct 26, 2026
Cambricon posts record $521M nine-month profit as its "China's Nvidia" story fades
Energy🇺🇸Oct 26, 2026
EQT to buy Range Resources in all-stock deal valuing combined company above $50B
🇺🇸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'
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
Fintech🇸🇬Oct 23, 2026
Clifford Capital taps debt market as Singapore infrastructure credit demand builds
Enterprise Software🇺🇸Oct 22, 2026
Altman: OpenAI's edge is internal models, and self-improving AI needs "speed limits"
Enterprise Software🇸🇪Oct 22, 2026
Omnes Capital takes minority stake in Nordic data centre startup Heim
Enterprise Software🇨🇳Oct 22, 2026
DeepSeek raises $15B at a $74B pre-money valuation as China's industrial giants bankroll its AI race
Security🇮🇱Oct 22, 2026
Israel weighs up to US$255.8M fusion push as data-centre demand strains the grid
Enterprise Software🇺🇸Oct 21, 2026
Flapping Airplanes raises $1B at $6B with no product, as AI 'neolabs' draw frontier-lab money
Enterprise Software🇮🇳Oct 21, 2026
Persistent Systems launches $452M share sale to refinance Nagarro loan