The AI trade isn't just a Silicon Valley story anymore—European equity strategists are telling clients to look beyond tech stocks entirely. Goldman Sachs says European stocks across sectors can capture AI upside, not just tech firms—a shift from the narrow US playbook
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A coding agent startup just hit a $26 billion valuation before most developers have even tried coding with AI agents daily. Cognition AI raised over $1 billion at a $26 billion valuation, marking one of the largest AI startup rounds focused specifically on software development automation
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The company that brought zero-commission trading to the masses is now handing the buy button to machines. Robinhood launched a beta for AI agent-driven stock trading, with crypto trading features coming later
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The brokerage that democratized stock trading just handed your AI the keys to your portfolio and your Visa. Robinhood launched agent-driven stock trading, letting customers delegate equity trades to AI systems
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A crypto miner just bet $1.6 billion that the real money isn't in Bitcoin anymore—it's in renting compute to AI companies that can't build data centers fast enough. IREN Limited signed a $1.6 billion deal with Dell to expand its AI cloud infrastructure business
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Huawei just announced a chipmaking strategy that could sidestep US sanctions and rewrite the rules of AI infrastructure—if it works. Huawei unveiled a chip architecture approach called "LogicFolding" amid surging global AI chip demand from Amazon, Meta, and Microsoft
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The Bitcoin mining business just admitted it found a better customer. TeraWulf acquired a Kentucky site with over 1 gigawatt of potential data center capacity, pivoting hard toward AI infrastructure after years of mining Bitcoin
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The AI companies aren't just building better models anymore. They're building the trust layer that makes enterprises actually use them.
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Wall Street is paying $25,000 per day to teach bankers how to use tools their firms already bought, while hedge funds quietly bet billions that the AI buildout won't collapse.
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The companies building the infrastructure for AI agents are all controlled by the same five people—and now they're about to own tradable stakes in each other's empires.
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When your potential acquirer tells employees to stop talking to you, that's not due diligence paranoia—that's a tell about what you're actually buying. xAI's top lawyer instructed employees to limit contact with Cursor staff, weeks after announcing a potential acquisition of the AI coding startup
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The company that spent a decade convincing investors that self-driving cars were just around the corner now can't figure out if its AI coding tools are worth the monthly bill.
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The picks-and-shovels narrative just hit a $40 billion pothole, and it's not in California. Fujikura, a 141-year-old Japanese cable manufacturer, lost $40 billion in market value in a sudden selloff that rattled AI infrastructure investors globally
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When the Vatican starts drafting policy letters for AI developers, the technology has officially left the lab and entered the territory of existential concern.
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The hackers aren't coming for your keys anymore, they're coming for the people who write the code that protects your keys. TrapDoor malware spread malicious packages across npm, PyPI, and Crates.io targeting crypto developers building on Aptos, Sui, and Solana.
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Someone just published the instruction manual for turning every coding AI into a security analyst—and it's Apache-licensed.
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Enterprise AI just hit the "oops, we forgot to look at the bill" phase. Microsoft killed internal Claude Code licenses while Uber burned through its entire 2026 AI budget by April, revealing that usage-based pricing for AI agents creates expense chaos at scale.
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SpaceX just stopped pretending it's a rocket company and started competing for the same AI infrastructure dollars as Nvidia and Microsoft. SpaceX is positioning itself as an AI company in its IPO marketing, targeting a $26.5 trillion addressable market
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The robots aren't coming for your job — they're making you do more of it. Dan Shipper argues AI won't eliminate work but will create "abundant, tedious work" — more outputs requiring more human oversight, refinement, and judgment calls
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When you own the infrastructure, the cost of capital becomes a design choice. Musk restructured SpaceX, xAI, and X into a consolidated financial entity, cutting annual interest costs by nearly $1 billion
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