The $54 Billion Micron Quarter Made Memory the New AI Bottleneck. TSMC Is the Next Print.
The AI capex story has had its earnings prints. Micron's $54 billion quarter was the most recent, and it changed what the market belie...
Bank of America Hired 1,000 Contractors to Fix What AI Found. The Bug Bill Just Became a Payroll Story.
Bank of America is no longer deciding how many engineers to add to its security remediation pipeline. A thousand contractors are now in th...
Character.AI Filed for Bankruptcy With 20 Million Users Still on the App. Disney Put In a $20 Million Bid.
Character.AI filed for Chapter 11 on Monday, and the number that has made the most headlines is not the company's valuation or its use...
Ledger's Recall of Tampered Wallets Is a Custody Story, Not a Hacking Story.
Ledger asked resellers across Hong Kong and six Southeast Asian markets to pull hardware wallets from shelves while it investigates a dist...
BNY Settled a Tokenized Treasury Repo in Minutes. The Old T+1 Cycle Just Became a Legacy.
Banque Nouvelle York and Citadel Securities completed the first tokenized U.S. Treasury repo transaction on a major triparty platform, set...
CoreWeave's Bond Curve Gave the Warning Before the Stock Did. The Neocloud Debt Question Is Back.
CoreWeave closed down more than fifteen percent in a session that saw its bonds break a key level first: unsecured notes traded more than ...
Hotter CPI Puts the October Hike Back on the Table. The Bond Market Voted First.
The September consumer price index came in at 3.7 percent year over year, a notch above the consensus, and the market's reaction was i...
Eight States Sued OpenAI Over ChatGPT. The Legal Theory Is Newer Than the Fear.
Eight U.S. states have brought a coordinated suit against OpenAI, alleging that ChatGPT's design harms children — a theory of liabilit...
Google Prices Gemini 4 Argon at One Fifth of Rival Compute. The Margin Race Just Moved Down Stack.
Google's latest flagship, Gemini 4 Argon, launched with a price that reads like a deliberate attack on the hyperscaler margin consensu...
Ledger's Recall of Tampered Wallets Is a Custody Story, Not a Hacking Story.
Ledger asked resellers across Hong Kong and six Southeast Asian markets to pull hardware wallets from shelves while it investigates a dist...
BNY Settled a Tokenized Treasury Repo in Minutes. The Old T+1 Cycle Just Became a Legacy.
Banque Nouvelle York and Citadel Securities completed the first tokenized U.S. Treasury repo transaction on a major triparty platform, set...
CoreWeave's Bond Curve Gave the Warning Before the Stock Did. The Neocloud Debt Question Is Back.
CoreWeave closed down more than fifteen percent in a session that saw its bonds break a key level first: unsecured notes traded more than ...