Stocks

The Meta Oversight Board Just Told Every AI Company What Comes Next

Suzanne Nossel warns AI companies need external oversight as Europe's AI Act faces enforcement delays, Washington gridlocks, and 77 percent of Americans distrust the technology.

Netflix Walks Away From Warner Bros. With $2.8 Billion in Its Pocket and Wall Street’s Blessing

Netflix dropped its $82.7B Warner Bros bid in under two hours. Paramount's $111B deal won, but Wall Street thinks the loser got the better outcome.

Trump Bans Anthropic From All Federal Systems as Pentagon Brands AI Firm a National Security Risk

Trump orders all US agencies to drop Anthropic and Hegseth brands it a supply-chain risk after the AI firm refuses to lift Pentagon weapons safeguards.

Rolls-Royce Asks Taxpayers for £200 Million — While Returning Up to £9 Billion to Shareholders

Rolls-Royce seeks £200m in UK taxpayer funding for its £3bn UltraFan 30 engine — while announcing £7-9bn in buybacks and record £3.5bn operating profit.

Duolingo Just Torched Its Own Margins. Wall Street Didn’t Take It Well.

Meta description: Duolingo crashes 22% after pivoting from monetisation to user growth — targeting 100M DAUs by 2028 but guiding bookings 7% below consensus.

Anthropic Just Called the Pentagon’s Bluff. The Deadline Is Today.

Anthropic rejects Pentagon's final offer before Friday 5:01pm deadline — Amodei won't allow Claude for mass surveillance or autonomous weapons.

The Exchange That Runs Everyone Else’s IPO Is Finally Getting Its Own.

NSE kicks off its $2.5B IPO process after a decade of delays — as Asia Pacific listings hit $90B and Manila rewrites float rules to lure mega-caps.

Samsung Won the DRAM War. Now Nobody Can Afford the Product.

Samsung reclaims the DRAM crown with $19.3B in Q4 sales — as AI-driven shortages push memory prices up 90–100% and reshape consumer electronics in 2026.