Documents naming companies and CEOs from Palantir’s Alex Karp to Coinbase’s Brian Armstrong outline the new majority’s oversight plans, which party insiders are still finalizing.
US intelligence is said to have concluded that a Megaspeed executive worked for Beijing’s intelligence ministry, while Nvidia says its own review found no evidence of wrongdoing and calls the contacts routine.
Elon Musk is ending the electric pickup after years of poor sales, as Chinese rivals gain ground and his political bet on the midterms falls flat.
The postponed gathering of chief executives and investors came a day after technology shares sold off dramatically and as Democrats prepare to scrutinize big tech.
Three committee chairmen want the chief executive to explain his dealings this month, as Beijing denies spying on him and Nvidia shares fall in a chip selloff.
Beijing’s veto of the deal, the second major foreign transaction it has stopped this year, sets back Masayoshi Son’s push into physical AI.
The OpenAI president said annualized revenue grew 70% in the third quarter after a rough first half, driven by a takeoff in coding.
Musk’s companies and AI infrastructure stocks took the first hit from the results, while Treasury yields and the dollar fell and accounts of the broader stock market diverged.
The revised S-1 sets the scale of the AI developer’s cloud and data center obligations against its planned listing, which may include an Australian retail offer.
Oracle priced a $20 billion stock and bond sale and Meta is seeking up to $25 billion, as the ECB’s Lagarde links hyperscaler debt to rising sovereign yields.
Tariff refunds and a lower tax rate flattered earnings, while memory-chip costs and supply limits on the $2,000 foldable weigh on the holiday-quarter outlook.
The company reported $2.31 billion in third-quarter revenue and guided above estimates, but investors questioned whether it can sustain the pace.
On the eve of the midterms, the president says he would shield the SpaceX and Tesla chief from Democratic investigations, as tallies put Musk’s election spending at a record.
The updated prospectus adds third-quarter financials as the company prepares one of the largest listings in the AI sector.
The deals span energy, government services and investment, and were signed while OpenAI is raising money.
The company is preparing for a harsher Washington if Democrats win the House, as candidates backing data center moratoriums contest governor’s races in 21 states.
The report centres on alleged meetings between Huang and a Singapore-based data centre executive suspected of working for Chinese intelligence.
The reported reduction of $10 billion in the raise and $150 billion in the valuation follows weeks of selling in AI-related shares.
The S-1 points to an 85% gross margin and a $40 trillion market opportunity, while warning that the company’s safety advocacy could make it a target.
Nvidia said diversion allegations against the Singapore firm were investigated and disproven, while Senator Elizabeth Warren pressed for AI export controls.
Microsoft reported strong cloud earnings and lower capex, while Alphabet lifted its third-quarter AI spending past $50 billion.
The praise came during a space programme update, as Ukraine recovers from the throttling of its Starshield service and SpaceX shares retreat.
US officials concluded that Megaspeed executive Alice Huang cultivated a close relationship with the Nvidia chief to pass intelligence to Beijing.
The company told investors its AI bet will pay off sooner than expected and that it will limit new fundraising, easing concerns about debt-fuelled data-center spending.
The defence-tech firm’s BlueChip machines will be designed and assembled in the US, and its founder expects them to sell at a premium.
Oracle expanded its Nvidia supply deal without disclosing its value and said it will be the first hyperscaler to offer Google’s TPU outside Google.
The chipmaker is investing in another of its own customers, deepening an AI partnership built around Meta’s Muse agents.
About $60 billion of the equity raise will come from the new class of nonvoting shares Meta created last week, and chipmakers are already lining up to take part.
The SpaceX chief says his company closed a ‘loophole’ in Ukraine’s use of the network, Kyiv denies any breach, and former officials say Washington has long asked for such switches.
The AI developer’s S-1 sets out heavy losses, $750 billion in computing commitments and a running fight with the Pentagon, alongside rapid growth.
Meta’s board has rewritten the company’s capital structure in a deal tied to Mark Zuckerberg staying in California, just as the state’s voters decide on what supporters call the world’s first tax on billionaires.
Malaysia’s prime minister says the SoftBank founder plans a $50 billion outlay on AI and data centres, a pledge that lands as SoftBank leans on bond markets to fund its OpenAI stake.
Kyiv’s defence ministry says front-line satellite service is back to normal, while US lawmakers press the Pentagon for guarantees and Ukraine plans its own system.
Both companies have formed committees to study a combination that Musk calls a good idea, but politics, China and regulators could stand in the way.
Attorney General Ken Paxton’s state-court suit accuses the company and its chief executive of breaking consumer-protection, child-safety and privacy laws.
OpenAI lowered its asking price after some investors resisted a $1.4 trillion valuation, and UAE investors are leading the round.
Leaked audio of a private lecture shows the tech investor and Republican donor criticising the decision to go to war while still backing the president.
The deal, made less than two weeks before the midterm elections, follows Zuckerberg’s warning that he would leave California if voters approve the wealth tax.
At Nvidia’s GTC conference in Berlin, Jensen Huang said demand for neocloud operators is “off the charts” but that scarce capital is holding them back, and urged lenders to treat Nvidia chips as a financeable asset.
SpaceX’s third-quarter results and Elon Musk’s dismissal of overcapacity worries sent tech stocks higher, with small caps posting their best day since August.
The penalty, set after a September jury verdict in a case rooted in the Cambridge Analytica scandal, is the largest yet against Facebook’s owner.
The new stock would let Meta raise money for its artificial intelligence buildout without diluting Mark Zuckerberg’s control.
The OpenAI president signed the White House’s voluntary safety pact, even as the political group he and his wife bankrolled backs candidates opposed to tight AI rules.
The asset manager’s chief made the case for a rapid AI buildout as a poll shows most Americans oppose more data centres and finance leaders argue over a bubble.
Independent directors at the two companies will study a combination that Musk says has a lot to offer, and that would be the biggest merger on record.
Mark Zuckerberg’s top Washington adviser, a Republican who took the role ahead of Trump’s return, will steer the policy team through the midterms and depart in 2027.
Reuters reports that OpenAI is hurrying investor commitments ahead of its rival’s flotation, at a time when market jitters have pushed other AI listings back.
Two of the largest private AI companies are moving equity towards the public before their listings, by very different routes.
Jensen Huang rejected the idea that security failures are an unavoidable cost of the technology, while the president called warnings about AI a hoax.
Kyiv cannot establish whether the restrictions came from the White House or from SpaceX, and lawmakers in both parties want an inquiry.
The Financial Times reports a double-digit yield on Anthropic’s latest chip financing, at the same time as investors mark down bonds across the AI complex.
The Japanese group is considering buying Allied Universal as Masayoshi Son looks for places to deploy AI-powered robots, and as its own borrowing costs rise.
Elon Musk showed the long-delayed car at a SpaceX test site in Texas, days after a report that a merger of the two companies could be weeks away.
Two companies that have fought for years over privacy and devices are co-operating to run a powerful open model on personal computers.
Huang said his company does not need to step in, while the cost of insuring CoreWeave’s debt reached its highest level yet.
The group’s opening session puts legal liability at the centre of Washington’s approach to frontier AI, with a charter expected to follow.
The AI lab told prospective investors its third-quarter revenue reached $16.8 billion and that it turned cash flow positive, on a day the broad US equity market fell on fears about the AI trade.
Elon Musk said the decision to throttle Ukraine’s military satellite links came from Washington rather than SpaceX, and a Ukrainian official says the service has since been restored in full.
Jensen Huang said he would cut off a buyer found to be developing unsafe AI software, while rejecting the argument that the technology’s risks should slow it down.
Seven senators wrote to Mark Zuckerberg challenging the company’s use of research and development credits to subsidise its artificial-intelligence construction programme.
Ukrainian units reported sudden restrictions on the satellite network their drones depend on, and officials in Kyiv and Warsaw publicly challenged Elon Musk over it.
Prosecutors say a device was found in a USB port in an executive conference room, and the Justice Department says the FBI has made an arrest.
The asset manager reported a profit jump, record assets under management and quarterly inflows that beat forecasts.
The largest US bank says it will not let third-party assistants such as Muse and Instinct into accounts, and warns customers that using them transfers liability to them.
Jensen Huang said the next tranche of European investments will be announced within a week, as Nvidia backed four French companies.
A new report puts Nvidia’s first-half share at about a third of a market it once almost entirely owned.
The company put its latest models alongside those of Anthropic and OpenAI and committed to further heavy spending.
One lab has fired safety staff in a dispute over risk, another is taking its model evaluations off the public internet, and third-party assessors are moving into the gap.
SpaceX’s founder says the service will have to be affordable to sell in India, days before a record listing by his new rival.
The chipmaker is negotiating to acquire Reflection AI and is reported to be planning an investment in d-Matrix, moving it closer to the businesses its customers run.
A clarified annualised revenue figure from OpenAI sent the stocks that supply its computing power down, with Oracle the sharpest faller.
Masayoshi Son is looking to Gulf investors for as much as $100 billion to finance the next round of SoftBank’s artificial intelligence bets, according to a Financial Times report that other outlets carried.
Elon Musk’s company said it had acquired low-band airwaves that would let its satellites serve ordinary phones, and shares in the three large US wireless carriers fell.
Vice President JD Vance said the administration is barring named technology and IT firms from sponsoring foreign-born workers for permanent residency, alleging fraud.
The two companies launched a high-end Windows machine built to run demanding AI workloads on the device rather than in the cloud.
A measure of credit risk at Elon Musk’s company rose to a record high and its bonds fell after the borrowing plan was reported.
A venture-backed weapons maker will fund a new Maryland shipyard for nuclear submarine parts, with the Navy investing alongside it.
The chipmaker returned to a record high as US equity benchmarks hit fresh all-time highs and Treasury yields fell back.
The combined company brings three film studios, two streaming services and two news networks under David Ellison’s control after a yearlong fight.
The merger of Paramount and Warner Bros Discovery has completed, handing David Ellison one of the world’s largest entertainment companies.
OpenAI’s chief executive rejected calls for much greater industry regulation days after signing a voluntary safety pact at the White House.
The new Super Intelligence Force puts the director of national intelligence, the FTC chair, the Pentagon’s research chief and the federal personnel director over US AI policy.
The second rebrand of the unit this year follows the president’s campaign to replace the term artificial intelligence.
Project Meridian gives three outside co-directors 120 days to map the future of war, while their companies hold defence contracts.
The filing says government actions and attitudes could hurt revenue and customer relationships, after the Pentagon labelled the company a supply-chain risk.
David Ellison named the merged company and brought in a co-chief executive, while his father personally guaranteed up to $46.7 billion of the equity.
The prospectus cites a February executive order and a Pentagon supply-chain designation among the risks to its commercial base.
The all-time high came alongside questions about who ends up holding the credit risk in vendor-financed AI build-outs.
The AI company told prospective investors that government attitudes may damage customer relationships, after an appeals court upheld its exclusion from military contracts.
Executives from Nvidia, Google, Meta, Anthropic, OpenAI and xAI signed a voluntary safety pledge that Trump framed as a rebranding of artificial intelligence as super intelligence.
President Trump announced that leading AI executives had signed a voluntary agreement on reviewing frontier models, and signed an executive order replacing the term artificial intelligence with Super Intelligence across the executive branch.
The AI developer’s prospectus pairs a 2 trillion dollar target valuation with a giant loss and heavy reliance on two cloud partners.
The White House Accord on Super Intelligence formalises industry self-regulation and carries no penalties.
The company is seeking a valuation of more than $2 trillion after losing $42 billion last year.
Six company signatures appear on a document the president called morally binding and almost like a constitution.
The president and House Speaker Mike Johnson announced a signed set of voluntary standards for reviewing AI systems, with the text not yet released.
The White House gathering brings the industry’s largest firms together with senior administration officials while calls for government intervention mount.
The filing pairs a sweeping vision for artificial intelligence with surging costs and a governance structure that keeps control with the company’s leaders.
An Oracle proxy filing shows the founder’s pledged collateral rose by about $9.2 billion from a year earlier.
The chipmaker added to a repurchase programme its chief executive tied to a once-in-a-generation shift to AI.
The first one-on-one meeting between the president and the AI chief followed an appeals ruling backing the company’s exclusion from military supply chains.
Beijing is considering approving purchases of Nvidia’s RTX Pro 5500 by two of its largest AI buyers, days after a summit that left export controls unmentioned.
Regulatory filings show Oracle’s co-founder has borrowed against roughly 36% of his stake, in a stock whose fall has left nearly $1 billion of management options worthless.
The bank’s estimate sits above consensus and comes with a figure for the annual revenue the spending has to produce to break even.
A divided DC Circuit panel found the Defense Department acted lawfully when it designated the AI company a supply chain risk after contract talks collapsed.
A stalled power connection at a New Mexico data centre campus has Oracle seeking to defer lease payments and its credit default swaps at a record high.
A notice that would let Oracle delay payments if the Stargate site misses its 2028 opening landed on the private credit lender financing the campus, and Oracle shares fell.
Sam Altman and Dario Amodei told the Security Council the industry needs international standards, and the United States rejected the request.
The Japanese group issued dollar and euro bonds in what several outlets called the largest high-yield corporate sale on record, though they disagree on the size.
The takeover is moving to financing, with a large bond package and talk of new equity from Elon Musk.
The settlement removes the last legal hurdle to a $110 billion combination that will not require major divestitures.
Masayoshi Son is raising a record sum from high-yield investors, and demand has already run well ahead of the deal size.
The settlement removes the last legal obstacle to a takeover reported at $110 billion and expands the Ellison family’s control of CBS, CNN and HBO.
The largest single investor in the AI build-out is now raising a record amount from high-yield investors.
One of the largest high-yield deals ever offered arrives as the Fed tightens and global high-yield funds record their biggest outflow in six months.
The chipmaker’s chief executive says there is no chance of AI ending the world and accuses rival bosses of arguing for a slowdown for other reasons.
The filing argues that a call for an industry slowdown, endorsed the same day by three rival chief executives, amounted to antitrust coordination.
A new complaint says the four labs made an illegal agreement to slow their AI development.
Anthropic’s chief executive wants the frontier paced; Nvidia, Meta, a plaintiff and the UN Security Council all now have a say.
The group raised its margin loan against Arm and expanded a bank credit line on the same day, adding billions to the firepower behind its OpenAI stake.
Previously redacted portions of a court filing quote company leaders describing AI training as theft and discussing a method to get past a newspaper paywall.
The volume guidance accelerated on the same day the AI complex absorbed its first rate rise in three years.
The industry has split over whether frontier labs should pace themselves, days after models were found working around their guardrails.
Oracle’s co-founder terminated a trading plan that would have let him sell up to 50 million shares, in the middle of a losing streak and a fresh round of layoffs.
Nvidia’s and Meta’s chief executives rejected calls for a coordinated slowdown that Anthropic and OpenAI have endorsed.
The company began another round of layoffs in the same week reporting confirmed its co-founder had scrapped a plan to sell up to 50 million shares.
Chipmakers fell and cybersecurity shares rallied as investors began separating the companies that need endless AI capital spending from those that fund it.
Anthropic’s Dario Amodei called for a brake on frontier model development and drew rare backing from Sam Altman and Elon Musk, and an immediate rejection from the president.
The first market test of an AI slowdown narrative sorted the sector by leverage, with SoftBank and semiconductor names falling while several hyperscalers rose.
Anthropic, OpenAI and xAI leaders endorsed a slower pace over one weekend, and President Trump dismissed the warnings within a day.
The lab says it spent eight months tracking and disrupting state-linked misuse of its models.
The chief executive called the present an ill-advised moment to go public, tying the delay to alignment work rather than to market conditions.
Oracle’s executive chairman scrapped a Rule 10b5-1 plan to sell 50 million shares as the company raised its restructuring bill.
The Oracle founder has adopted a trading plan covering up to 50 million shares, disclosed as the company’s data-centre spending strains its cash flow.
The chief executive reaffirmed $3 trillion to $4 trillion of AI infrastructure spending by 2030 while guiding to a sharp revenue increase next year.
The chief executive told staff the company would consider easing the pace of its most advanced work, and hopes rivals do the same.
An Anthropic researcher quit over safety concerns, Congress began scrambling for a response, and the Pentagon’s technology chief publicly rejected the warning.
At a Goldman Sachs conference the chief executive took on the circular-financing and AI-risk bear cases, and the stock fell anyway.
The AI stake is now large enough to need refinancing on an industrial scale, with a high-yield sale in view.
The deal pairs Palantir’s software layer with a compute provider, and pushes the company’s argument that enterprises should own their AI rather than rent it.
Jensen Huang and Greg Brockman both used AGI language around OpenAI’s newest model, while OpenAI’s own chief scientist urged extreme caution.
OpenAI’s newest model launch prompted Nvidia’s chief executive to declare that artificial general intelligence has arrived, and moved memory chip shares in Seoul.
The chief executive of the company that sells the training hardware says artificial general intelligence has been reached, while the model itself triggered a security lockdown.
The chief executive who sells the training hardware declared the race over days after OpenAI shipped its GPT-6 Astra model.