• October 9, 2026
  • 28 views
SoftBank’s Son Wants $100 Billion From the Gulf for AI

Masayoshi Son has gone back to the place that funded his last big gamble. In recent weeks the SoftBank founder has been in contact with investors in the Gulf, including…

  • October 9, 2026
  • 24 views
SpaceX Buys National Airwaves and Rattles the Phone Giants

The announcement was short, the reaction swift. On Wednesday, SpaceX said it had agreed to buy a nationwide block of spectrum from Grain Management, a digital-infrastructure investor, and the shares…

  • October 9, 2026
  • 28 views
The AI Debt Pile Grows to $150 Billion and Counting

The queue for borrowed money got longer this week, and the names in it told the story. SpaceX, Broadcom and Oracle all moved within days of one another, each raising…

  • October 9, 2026
  • 29 views
A Parts Maker With Nothing Left to Sell Until 2029

Michael Hurlston delivered the news from Tokyo on Friday with the cheerful tone of a chief executive who has a problem most of his peers would envy. Lumentum Holdings, the…

  • October 9, 2026
  • 15 views
Apple Sets a Deadline for Developers: Fit the Fold, or Miss Review

Apple’s first foldable phone does not reach customers until late October, but the company has already drawn the line for the people who make its software. Starting in April 2027,…

  • October 9, 2026
  • 35 views
An AI Drug Startup Files to Go Public, With Nvidia on the Cap Table

Iambic Therapeutics, a San Diego company that uses artificial intelligence to design medicines, registered for a US initial public offering this week, in one of the first tests of whether…

  • October 9, 2026
  • 25 views
A $20 Billion Gap, a Chip Selloff, and a Footnote About Accounting

The number landed Thursday and sent a jolt through the AI trade. OpenAI told investors its annualized revenue was approaching $50 billion at the end of September, about $20 billion…

  • October 9, 2026
  • 27 views
Anthropic Bans Cruelty Toward Claude, and Tightens the Rules on Elections

The rule that drew the most attention is the one with the least money attached. Anthropic, in a rewrite of its usage policy published Wednesday, will bar users from subjecting…

  • October 9, 2026
  • 18 views
Apple Hands Its Deal-Making to a Longtime Deputy

For more than a decade, the executive Apple turned to when it wanted to buy a company was Adrian Perica. That arrangement quietly changed this week, when the company told…

  • October 9, 2026
  • 42 views
OpenAI Raids SpaceX’s Sales Ranks a Second Time in a Month

The hiring announcement was one line, and it said less than the pattern behind it. OpenAI has hired an executive from SpaceX’s artificial-intelligence group to run sales across Europe, the…