Stocks
The Nikkei Hit a Record High. The Stock That Got It There Sells Air Conditioners
Elliott took a 3% stake in Daikin and demanded a ¥1 trillion buyback. The stock surged 14%. The Nikkei hit 59,518, a record. Japan's governance shift is real.
Stocks
Apollo Told Investors They Can Have 45 Cents. The Other 55 Cents Are Stuck Inside a War.
Apollo's $14.5 billion private credit fund received $1.5 billion in redemption requests. It will pay out $730 million. The gate is now the story for the entire sector.
Stocks
BYD Took Tesla’s Crown and Then Lost the Plot at Home
BYD outsold Tesla by 600,000 EVs in 2025, then saw domestic sales crash 62% in January as Xiaomi's YU7 took China's top spot. Blade Battery 2.0 is the reply.
Stocks
The Market Spent Two Weeks Watching Oil. Samsung and SK Hynix Have a Helium Problem.
South Korea imports 64.7% of its helium from Qatar. Qatar's Ras Laffan facility has been offline since March 2. Samsung and SK Hynix have six months of stockpiles. The AI chip trade has a supply chain problem that has nothing to do with oil prices.
Stocks
A Melbourne Startup Taught 200,000 Human Brain Cells to Play Doom. It Took a Week.
A Melbourne startup put 200,000 living human neurons on a chip. An independent developer taught them to play Doom in a week. 115 units shipped at $35,000 each.
Stocks
Minus 92,000 Jobs. Plus 77% AI Revenue. Same Friday.
US payrolls fell 92,000 in February. The Dow dropped 880 points. Then Broadcom's AI revenue surged 77% and the Nasdaq reversed. Two economies, one index.
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.
Stocks
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.
Stocks
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.
Stocks
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.
Stocks
OpenAI Enlists McKinsey, Accenture, BCG, and Capgemini in Multiyear Frontier Alliance and SaaS Stocks Are Feeling the Pressure
OpenAI signs multiyear Frontier Alliance deals with McKinsey, BCG, Accenture, and Capgemini as SaaS stocks crater amid AI agent disruption fears.
