BusinessSpaceX briefly surpasses Microsoft in market value following strong post-IPO rallySpaceX's shares jumped 13% on Tuesday, pushing the company's market capitalization to about $2.94 trillion and briefly overtaking Microsoft to become the fourth-most valuable U.S.2 min read
BusinessNvidia to Issue $20 Billion of Bonds in U.S. Market to Finance AI InfrastructureNvidia plans to sell $20 billion of bonds in the U.S.2 min read
BusinessU.S. stock market may see $1.5 trillion net share issuance over two years, reversing decades of buybacksAfter nearly two decades of net share count reduction through buybacks, Bloomberg and JPMorgan warn that U.S.2 min read
BusinessAds Moving into AI: Business Pressure, Personalized Manipulation Risks, and Regulatory QuestionsAdvertising is rapidly entering AI platforms as companies seek revenue to cover enormous infrastructure and operating costs.4 min read
BusinessNHS England to Deploy Microsoft Copilot to 505,000 Staff by October 2026NHS England plans to roll out Microsoft Copilot to 505,000 clinicians and support staff by October 2026 after a 30,000‑person pilot that reported 43 minutes saved per day on administrative tasks.2 min read
BusinessOppenheimer begins coverage on SpaceX with optimistic price targetOppenheimer became the first major brokerage to start analyst coverage of SpaceX ahead of its $75 billion initial public offering, assigning an "outperform" rating and a $190 target share price.2 min read
BusinessOracle's cloud revenue slightly misses expectations as company plans nearly $40B capital raiseOracle reported better-than-expected adjusted quarterly earnings and raised its 2027 revenue target, but its total cloud revenue fell short of analyst estimates.2 min read
BusinessVisa and OpenAI partner to enable secure payments for agentic commerceVisa announced a strategic partnership with OpenAI to enable secure Visa payments within agentic (agent-driven) commerce.2 min read
BusinessOpenAI and Anthropic Prepare for a Token-Based Price WarOpenAI is reportedly considering significant cuts to its per-token pricing to compete with Anthropic, even though both companies currently operate at heavy losses because compute costs exceed revenue per query.2 min read
BusinessTata Consultancy Services and Anthropic form strategic partnership to scale enterprise AITata Consultancy Services (TCS) and Anthropic have entered a strategic partnership aimed at accelerating adoption of AI solutions at the enterprise level.1 min read
BusinessAnthropic’s top Claude model priced for occasional use, not daily operationAnthropic released two variants of its most capable model—Claude Fable 5 for general users and Claude Mythos 5 for select cybersecurity partners—using the same base but different safety guardrails.2 min read
