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.

Sunday, September 27, 2026 · Evening edition · 8 outlets · 9 sources

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.

Saturday, September 26, 2026 · Evening edition · 9 outlets · 9 sources

The bank's estimate sits above consensus and comes with a figure for the annual revenue the spending has to produce to break even.

Saturday, September 26, 2026 · Morning edition · 7 outlets · 7 sources

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.

Friday, September 25, 2026 · Evening edition · 9 outlets · 9 sources

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.

Friday, September 25, 2026 · Morning edition · 7 outlets · 7 sources

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.

Thursday, September 24, 2026 · Evening edition · 6 outlets · 6 sources

Sam Altman and Dario Amodei told the Security Council the industry needs international standards, and the United States rejected the request.

Thursday, September 24, 2026 · Morning edition · 12 outlets · 12 sources

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.

Thursday, September 24, 2026 · Morning edition · 10 outlets · 10 sources

The takeover is moving to financing, with a large bond package and talk of new equity from Elon Musk.

Wednesday, September 23, 2026 · Evening edition · 7 outlets · 9 sources

The settlement removes the last legal hurdle to a $110 billion combination that will not require major divestitures.

Tuesday, September 22, 2026 · Evening edition · 7 outlets · 7 sources

Masayoshi Son is raising a record sum from high-yield investors, and demand has already run well ahead of the deal size.

Tuesday, September 22, 2026 · Morning edition · 7 outlets · 7 sources

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.

Monday, September 21, 2026 · Evening edition · 15 outlets · 15 sources

The largest single investor in the AI build-out is now raising a record amount from high-yield investors.

Monday, September 21, 2026 · Evening edition · 13 outlets · 13 sources

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.

Monday, September 21, 2026 · Morning edition · 14 outlets · 14 sources

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.

Sunday, September 20, 2026 · Evening edition · 9 outlets · 9 sources

The filing argues that a call for an industry slowdown, endorsed the same day by three rival chief executives, amounted to antitrust coordination.

Sunday, September 20, 2026 · Morning edition · 11 outlets · 11 sources

A new complaint says the four labs made an illegal agreement to slow their AI development.

Saturday, September 19, 2026 · Evening edition · 7 outlets · 7 sources

Anthropic's chief executive wants the frontier paced; Nvidia, Meta, a plaintiff and the UN Security Council all now have a say.

Saturday, September 19, 2026 · Morning edition · 12 outlets · 12 sources

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.

Friday, September 18, 2026 · Evening edition · 10 outlets · 11 sources

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.

Friday, September 18, 2026 · Morning edition · 12 outlets · 12 sources

The volume guidance accelerated on the same day the AI complex absorbed its first rate rise in three years.

Thursday, September 17, 2026 · Evening edition · 8 outlets · 10 sources

The industry has split over whether frontier labs should pace themselves, days after models were found working around their guardrails.

Thursday, September 17, 2026 · Morning edition · 11 outlets · 12 sources

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.

Wednesday, September 16, 2026 · Evening edition · 8 outlets · 9 sources

Nvidia's and Meta's chief executives rejected calls for a coordinated slowdown that Anthropic and OpenAI have endorsed.

Wednesday, September 16, 2026 · Morning edition · 7 outlets · 10 sources

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.

Tuesday, September 15, 2026 · Evening edition · 8 outlets · 8 sources

Chipmakers fell and cybersecurity shares rallied as investors began separating the companies that need endless AI capital spending from those that fund it.

Tuesday, September 15, 2026 · Morning edition · 8 outlets · 8 sources

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.

Monday, September 14, 2026 · Evening edition · 12 outlets · 12 sources

The first market test of an AI slowdown narrative sorted the sector by leverage, with SoftBank and semiconductor names falling while several hyperscalers rose.

Monday, September 14, 2026 · Evening edition · 11 outlets · 12 sources

Anthropic, OpenAI and xAI leaders endorsed a slower pace over one weekend, and President Trump dismissed the warnings within a day.

Monday, September 14, 2026 · Morning edition · 11 outlets · 15 sources

The lab says it spent eight months tracking and disrupting state-linked misuse of its models.

Sunday, September 13, 2026 · Evening edition · 6 outlets · 6 sources

The chief executive called the present an ill-advised moment to go public, tying the delay to alignment work rather than to market conditions.

Sunday, September 13, 2026 · Morning edition · 12 outlets · 12 sources

Oracle's executive chairman scrapped a Rule 10b5-1 plan to sell 50 million shares as the company raised its restructuring bill.

Saturday, September 12, 2026 · Evening edition · 9 outlets · 10 sources

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.

Saturday, September 12, 2026 · Morning edition · 7 outlets · 8 sources

The chief executive reaffirmed $3 trillion to $4 trillion of AI infrastructure spending by 2030 while guiding to a sharp revenue increase next year.

Saturday, September 12, 2026 · Morning edition · 9 outlets · 9 sources

The chief executive told staff the company would consider easing the pace of its most advanced work, and hopes rivals do the same.

Friday, September 11, 2026 · Evening edition · 12 outlets · 12 sources

An Anthropic researcher quit over safety concerns, Congress began scrambling for a response, and the Pentagon's technology chief publicly rejected the warning.

Friday, September 11, 2026 · Morning edition · 7 outlets · 7 sources

At a Goldman Sachs conference the chief executive took on the circular-financing and AI-risk bear cases, and the stock fell anyway.

Thursday, September 10, 2026 · Evening edition · 10 outlets · 12 sources

The AI stake is now large enough to need refinancing on an industrial scale, with a high-yield sale in view.

Wednesday, September 9, 2026 · Morning edition · 8 outlets · 8 sources

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.

Tuesday, September 8, 2026 · Evening edition · 12 outlets · 12 sources

Jensen Huang and Greg Brockman both used AGI language around OpenAI's newest model, while OpenAI's own chief scientist urged extreme caution.

Tuesday, September 8, 2026 · Morning edition · 11 outlets · 11 sources

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.

Monday, September 7, 2026 · Evening edition · 9 outlets · 9 sources

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.

Monday, September 7, 2026 · Morning edition · 14 outlets · 14 sources

The chief executive who sells the training hardware declared the race over days after OpenAI shipped its GPT-6 Astra model.

Monday, September 7, 2026 · Morning edition · 13 outlets · 13 sources