Amazon Burned Cash and Intel Blamed PCs. The AI Buildout's Costs Arrived Before Its Revenue.
Two of the market's most-watched earnings reports landed on the same session, and both told a version of the same story: the capital r...
Washington Is Buying a Stake in Cohere. The Customer and the Owner Are About to Be the Same Entity.
The federal government is preparing to take an equity position in Cohere through a planned Series E that would value the enterprise AI com...
New York Just Wrote the Rulebook for Kids and AI Chatbots. Every Lab Building for Minors Will Have to Read It.
New York's governor has signed what supporters describe as nation-leading legislation governing how AI chatbots interact with children...
Coinbase, Circle and Robinhood Are Down 40 to 56 Percent. The Crypto Trade Moved Without the Price.
While bitcoin has held near the low eighties, the listed companies that intermediate the crypto market have fallen far harder, with declin...
Google Is Rebuilding the Crypto Wallet Around Shared Keys. The Private-Key Era May Be Ending.
Google is preparing a secure multi-party computation service aimed at crypto wallets, a preview of infrastructure that would let a private...
Oracle Priced the AI Buildout at $225 Billion. The Market Had to Decide Whether to Believe It.
Oracle shares jumped after the company outlined a long-term revenue target of $225 billion, a number that implicitly commits it to one of ...
Microsoft's Azure Grew 48 Percent While Alphabet Fell 10. The AI Trade Just Picked a Side.
Two of the largest technology companies reported on the same week, and the market's reaction could not have been more opposed: Microso...
IBM Gave Enterprise AI Agents an Identity. The Agent Economy's Missing Piece Was a Badge.
IBM has introduced an identity and access-control layer built specifically for AI agents, on the argument that enterprises cannot deploy a...
Cadence Put AI Inside the Chip Design Loop. The 30 Percent Quality Claim Is the Quiet Part.
Cadence has released a portfolio of AI models built to run inside a chipmaker's own walls, claiming quality gains of up to 30 percent ...
Chainlink's CustodySync Says the Next Institutional DeFi Is About Access, Not Tokens
Chainlink and Anchorage have launched CustodySync, a service that lets institutions reach DeFi lending while keeping assets in qualified c...
Strategy Pauses Its Bitcoin Buy and Buys Back Stock — A Signal Worth Reading
Strategy has paused its five-week Bitcoin buying streak and is buying back roughly $205 million of its own stock, a shift in capital alloc...
Consumer Confidence Just Turned Upward — Right Before the Fed Speaks
U.S. consumer confidence rose to 91.7 in October, the first gain in four months, and September durable goods orders climbed 1.8 percent — ...