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...
Nine Crypto Firms Formed a Quantum Alliance. The Real Question Is Whether Bitcoin Gets Frozen.
The alliance's name is new. The clock is not. As Google's quantum progress has moved from paper to practical timelines, a group of...
USDC Just Became the EU's First 'Significant' Stablecoin. Circle Now Answers to the EBA.
The European Banking Authority did not pick USDC because it is the largest stablecoin in Europe. It picked USDC because it crossed the reg...
The Hot CPI Print Pulled the October Hike Back Into Play. The Bond Market Had Already Voted.
Before the Federal Reserve said anything about October, the bond market had already priced a rate-hike scenario. Then the CPI print confir...
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 ...