Druckenmiller Sets First Seoul Visit as AI Capital Flows East
Stanley Druckenmiller, one of the most closely watched macro investors on Wall Street, will visit Seoul next week for the first time, according to the Korea Economic Daily. The chairman…
Disney+ Adds Advertising to Every Subscription Tier
The notice arrived quietly, tucked inside an updated user agreement. Around September 20, Disney+ subscribers began receiving word that the streaming service had changed its terms: advertising would now run…
Uber Ordered to Pay $40 Million in Arbitration Over Passenger’s Death
The sequence at the center of the case is stark. A driver left a passenger on a highway; soon after, the passenger was struck by another vehicle and died. On…
Palantir Wins $48 Million Army Order to Unify Ammunition Tracking
The U.S. Army’s ammunition records live in nine separate software systems, each one tracking a different corner of the same arsenal. On September 17, the service announced that it had…
Tesla Reopens Roadster Orders at a $50,000 Deposit
Tesla is asking for money again on a car it has been promising for nearly a decade. On September 20, the company reopened reservations for the Roadster, its long-delayed electric…
Broadcom’s CEO Says the AI Target Hasn’t Changed
“The target hasn’t changed.” With three words, Broadcom Chief Executive Hock Tan moved to cool a market panic on September 21, pushing back against a fear that has gripped AI…
A Memory Shortage Pushes Samsung and SK Hynix Higher
The chips that remember are now the chips that matter most. Over September 20 and 21, shares of Samsung Electronics and SK Hynix rose in tandem, driven by a shortage…
An $18 Billion Data-Center Loan Sinks to 89 Cents
The market that financed the AI buildout is beginning to ask whether it lent too much. Roughly $18 billion in loans tied to a data-center project that Oracle leases in…
Anthropic Weighs a New Model Ahead of Its IPO
The company that has made itself the industry’s most audible voice for slowing AI down is, by several accounts, speeding up. Anthropic is weighing whether to release a new model…
Nscale’s $103 Billion Order Book Backs Its $35 Billion Valuation
The centerpiece of Nscale’s pitch to public investors is a number the company says it has already locked in: $103.4 billion of contracted AI-computing revenue. The London-based cloud provider filed…
