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Why the AI Revolution Is Breaking the Link Between Output and Labor Income Artificial intelligence is transforming the modern workplace...
China’s domestic chip ecosystem is accelerating even as US export controls tighten. With tungsten up 557% and Nvidia’s China share halving, we map the permanent splitting...
Morgan Stanley estimates AI-related global debt issuance will hit $570 billion in 2026, with hyperscaler spending exceeding $1 trillion by 2027. Oracle’s crisis may be the...
Oracle’s stock collapsed 24% in 2026 as $130 billion in AI debt and negative free cash flow of $23.7 billion rattled markets. Inside the hyperscaler’s existential...
Hyperscalers are spending $725 billion on AI infrastructure in 2026. The energy demands of this buildout are reshaping global power markets, utility valuations, and electricity costs....
Micron Technology delivered a historic earnings blowout for Q3 fiscal 2026 — $41.46 billion in revenue, 84.9% gross margins, and a $50 billion Q4 outlook. Here’s...
The 2026 Iran war dominated headlines. But in the background — in the server farms of Virginia and Singapore, in the data centers of Shenzhen and...
On the evening of June 12, 2026, at 5:21 p.m. Eastern, a letter from the Commerce Department landed in Anthropic’s inbox. By the next morning, Claude...
Tokyo’s trading floors closed Friday on a number nobody had typed into a terminal before: the Nikkei 225 punched through to a fresh all-time high, riding...
JPMorgan Chase has blocked its Hong Kong employees from accessing Anthropic’s Claude AI models, the Financial Times reported on June 18, 2026, citing three people familiar...