Goldman's CEO said the IPO market is open when asked about Anthropic, while METR published an assessment of whether AI is accelerating AI development.
Updated 2 times since 09 Nov 2026Nvidia fell roughly 6.5% (about $300B) as reports linked CEO Jensen Huang to an executive at Singapore firm Megaspeed accused of being a Chinese spy and said a US smuggling probe was halted. The Nasdaq 100 still rose over 3%.
Updated 15 times since 07 Nov 2026Goldman's CEO stays optimistic on data-centre investment while Citi and UBS voice doubts, as METR publishes an AI-accelerating-AI assessment.
Updated 6 times since 06 Nov 2026The NYT reports a US probe of Megaspeed was halted after Nvidia intervened, and the shares fell sharply while the broader market rallied.
Updated 22 times since 06 Nov 2026Goldman flags large off-balance-sheet AI obligations and record capex intensity, while Democrats' midterm win brings Warren's credit card cap and permitting reform pushes.
First reported Mon 09 Nov · 14:16 UTCAnthropic reportedly locked in 1.7 GW of gas-fired generators from OnePWR Solutions to power its AI data centers, per the FT.
Updated 2 times since 08 Nov 2026Concern over US chip export policy, Musk's Terafab capacity target, and DeepMind's RSA findings all point to intensifying tech competition.
Updated 2 times since 07 Nov 2026US data center construction spending hit a record, alongside power deals and big chip fab ambitions, even as AI sentiment is shaky.
First reported Mon 09 Nov · 01:16 UTCMorgan Stanley says AI spending added 0.9pp to Q3 GDP growth, while the RBA warns of possible disorderly repricing. UBS's CEO isn't worried about the AI selloff, and Trump says he doesn't mind guardrails.
Updated 53 times since 11 Oct 2026A bipartisan Senate bill may fast-track AI data center and power buildout, while thinkers debate AI's upside and self-improvement risks.
First reported Sun 08 Nov · 19:16 UTCThe S&P fell 4.4% Thursday and AI-exposed hedge funds are bleeding, while commentators debate whether AI demand is intact or a bubble is deflating.
First reported Sun 08 Nov · 17:16 UTCDeepMind signals imminent science breakthroughs, Meter reportedly found no barriers to recursive self-improvement, and some call for freezing capabilities.
First reported Sun 08 Nov · 16:16 UTCMultiple feeds highlight rapid AI progress, from a Qwen fine-tune and Qwen 4 to DeepMind's claimed scientific-discovery inflection and Opus 5.5 cutting infra costs 38x.
First reported Sun 08 Nov · 14:16 UTCVitalik defends anti-data-center movements, Hanson amplifies a scaling-trend debate, and new tooling like Claude Code on GLM 5.3 Flash circulates.
First reported Sun 08 Nov · 11:16 UTCAn Indiana city banned superintelligent AI, while data centers are noted as the main source of US manufacturing job growth and Milei plans Patagonian data centres.
First reported Sun 08 Nov · 06:16 UTCMira Murati describes always-listening multimodal models, while a widely shared proposal calls for total export bans on chips and AI services to China.
Updated 2 times since 07 Nov 2026Voices debate AI's limits and value: a claimed AI proof of a quantum conjecture, skeptics calling OpenAI the 'WeWork of AI,' and a security researcher frustrated by refusals.
First reported Sat 07 Nov · 23:16 UTCTaiwan is restricting short selling after its worst week since 2001, while bubble worries mix with data showing tech trading at a discount to the S&P 500.
First reported Sat 07 Nov · 20:16 UTCZerohedge highlights hyperscalers exceeding full-year debt forecasts, a 2028 capex cliff and a stocks-vs-credit divergence.
First reported Sat 07 Nov · 18:16 UTCCoinbase's CEO described an agent-based workflow while others questioned benchmark validity and whether AI progress is accelerating or a one-time speedup.
First reported Sat 07 Nov · 17:16 UTCGoldman says tech trades at a relatively cheap 17x forward earnings, while Berkshire under Abel is a net buyer but faces criticism over AI bets.
First reported Sat 07 Nov · 16:16 UTCCommentary pushes back on forward P/E as a valuation guide for AI stocks and proposes commoditization rather than automation as the model for AI's labor impact.
First reported Sat 07 Nov · 11:16 UTCAnthropic-related items across several angles: a ~20% pre-IPO spread between venues, Dario Amodei's deposition going viral, and an in-person Claude KYC resale scheme in Indonesia.
Updated 2 times since 07 Nov 2026Asimov released an open-source DIY humanoid kit, and Thiel-backed startups Halter and Shinkei drew attention.
First reported Sat 07 Nov · 07:16 UTCFT runs two pieces questioning the AI trade and public attitudes toward AI.
First reported Sat 07 Nov · 07:16 UTCThe UK says it won't slow AI ambitions despite US backlash. Commentary meanwhile centers on small efficient models and the inevitability of data center buildout.
First reported Sat 07 Nov · 06:16 UTCAnthropic reportedly begins its IPO roadshow next week amid AI-bubble and bailout chatter, safety criticism, and Trump's pro-data-center stance.
First reported Sat 07 Nov · 05:16 UTCOpenAI is reported to be raising $11B at a $1.25T valuation and Anthropic to be planning an IPO at $1.5T. OpenAI's CFO cites 70% QoQ growth and 1.2B weekly users.
Updated 54 times since 11 Oct 2026Posts covered a Western-values model, stablecoin-paid agents, AI job losses in creative fields, and doubts about AI lab revenue.
First reported Sat 07 Nov · 00:16 UTCUS stocks had their worst week since April 2025 on AI fears, with chips down 12.2%, while Anthropic reportedly proceeds with an IPO roadshow targeting the week of Nov 16.
Updated 2 times since 05 Nov 2026