Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right …
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …
Alphabet increases its 2026 capex forecast to between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, vs. 14.3B in Q4 2024
Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure …
Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B
MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
The reaction to NYT's David Sacks story aside, Sacks is pushing policies to help the US win the AI race, which also benefit him, his allies, and even his foes
Top of the Morning — I come here neither to praise nor pillory David Sacks, the venture capitalist who spends half …
How David Sacks' AI and crypto policies in Trump's White House benefit his investments, those of his Silicon Valley friends, and the All-In podcast he co-hosts
Calls Conflict Claims “Nothing Burger” Mike Pearl / Gizmodo : 438 Reasons to Doubt that David Sacks Should Work for the Federal Government Mark Toon / Protos : David Sacks sends si...
American Exceptionalism Acquisition, a SPAC led by Chamath Palihapitiya and focused on energy, AI, DeFi, and defense, files for a US IPO, seeking to raise $250M
American Exceptionalism Acquisition Corp. A 25,000,000 Class A Ordinary Shares … Steve Goldstein / MarketWatch : Chamath Palihapitiya warns ‘no crying in the casino’ as he launches...
Source: the US National Nuclear Security Administration was among those breached by a hack of SharePoint; no sensitive information is known to be compromised
The US agency responsible for maintaining and designing the nation's cache of nuclear weapons was among those breached by a hack …
Trump says Elon Musk “went CRAZY” and that canceling his government contracts is “the easiest way to save money”, as their One Big Beautiful bill feud escalates
Musk has gone to war with Donald Trump. What happens next? Dan Milmo / The Guardian : Elon Musk signals he may back down in public row with Donald Trump Wired : Elon Musk's Feud W...
The US Court of International Trade blocks Trump from imposing sweeping import tariffs under an emergency-powers law, finding Trump exceeded his authority
A federal trade court on Wednesday blocked President Donald Trump from imposing sweeping tariffs on imports under an emergency-powers law.
The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”
President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …
The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”
President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …
The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”
President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …
The Trump administration excludes smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from reciprocal tariffs
President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …
Tech stocks fall after President Trump announced new global tariffs: Meta drops as much as ~8%, Amazon drops ~7%, Nvidia ~5%, Alphabet ~4%, and Microsoft ~3%
Apple slid more than 6% in late trading Wednesday and led a broader decline in tech stocks after President Donald Trump announced …
The White House appears to have used an oversimplified calculation that several major AI chatbots recommend to calculate reciprocal tariffs
ChatGPT, Gemini, Grok, and Claude all recommend the same “nonsense” tariff calculation. … When President Donald Trump began yesterday's announcement …
President Trump names Bitcoin, Ethereum, XRP, Solana, and Cardano as assets to be included in a strategic US crypto reserve, causing significant price surges
XRP, ADA, SOL post double-digit losses Molly White / Citation Needed : Issue 78 - President on brink of bailout for bitcoin CoinDesk : Here Is What Crypto Leaders Are Saying About ...
President Trump names Bitcoin, Ethereum, XRP, Solana, and Cardano as assets to be included in a strategic US crypto reserve, causing significant price surges
Crypto Braced For Another Trump Shock After Bitcoin, XRP, Solana And Cardano Price Boom CoinDesk : Here Is What Crypto Leaders Are Saying About Trump's Crypto Reserve Plans Matthew...
A look at six engineers with Elon Musk and Peter Thiel ties, between 19 and 24 years old, playing key DOGE roles, as Musk seizes control of US infrastructure
Engineers between 19 and 24, most linked to Musk's companies, are playing a key role as he seizes control of federal infrastructure.