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Broadcom Q1 FY2026 Earnings: VMware Turns Into AI LeverageMorgan Stanley Axes 2,500 Jobs After Its Best Year on RecordOkta Turns Profitable as Identity Security MaturesBig Tech Leaders Sign Power Pact With Washington on AI EnergyFive Launches That Defined Intelligent Hardware at MWC 2026Drone Strikes on AWS Data Centers Expose Cloud War RiskHow the Pentagon Chose Its AI Partner and Set the TermsOpenAI Valued at $730B After Record $110B Capital RaiseCoreWeave Hits $5.1B Revenue as AI Backlog Surges to $66.8BRocket Lab Posts Record Revenue as Defense Backlog SurgesBlock Cuts 4,000 Jobs as Jack Dorsey Pushes AI-Driven ResetAnthropic Defies Pentagon Over AI's Moral LimitsNetflix Walks Away From Warner Bros. Deal as Discipline PrevailsAccenture and Mistral Bet on European AI SovereigntyStellantis Reports €20.1 Billion Loss on Electric Vehicle StrategyRolls-Royce Posts Record Profits as Transformation Pays OffSalesforce Closes Fiscal 2026 With Steady Growth and AI PivotNvidia Delivers Record Fiscal 2026 as AI Demand SurgesAnthropic Faces Pentagon Pressure Over Claude SafeguardsFigma Surpasses $1B Revenue as AI Expands Its Enterprise Role

President Donald Trump and Energy Secretary Chris Wright presenting the Ratepayer Protection Pledge on AI data center energy infrastructure at the White House

Big Tech Leaders Sign Power Pact With Washington on AI Energy

AI's voracious electricity demands have prompted America's biggest technology firms to fund their own power infrastructure, in a compact that reshapes Washington's ties with Silicon Valley.

Tech IconsMar 5, 2026AI InfrastructureData CentersEnergy InfrastructureEnergy Policy

U.S. Defense Secretary Pete Hegseth after invoking 10 U.S.C. § 3252 to designate Anthropic a supply chain risk.

How the Pentagon Chose Its AI Partner and Set the Terms

When the Pentagon banned Anthropic and signed OpenAI in the same night, it exposed a question the industry had spent years avoiding: is the difference between accommodation and principle a matter of ethics, or of engineering?

Tech IconsMar 1, 2026AI & RegulationArtificial IntelligenceNational SecurityU.S. Defence Policy

OpenAI CEO Sam Altman following the company’s $110 billion capital raise, which values the AI firm at $730 billion and deepens strategic ties with major infrastructure partners.

OpenAI Valued at $730B After Record $110B Capital Raise

Amazon, Nvidia, and SoftBank anchor a landmark raise that redraws the architecture of AI investment, valuing OpenAI at $730 billion and signalling a structural shift toward supply-side capital.

Tech IconsFeb 27, 2026AI InfrastructureAI InvestmentArtificial IntelligenceCloud Computing

Netflix co-CEO Ted Sarandos departs the White House on February 26 amid Warner Bros Discovery acquisition developments

Netflix Walks Away From Warner Bros. Deal as Discipline Prevails

Netflix's decision to walk away from a $111 billion bidding contest redefines what discipline looks like in a media industry long addicted to consolidation for its own sake.

Tech IconsFeb 27, 2026Entertainment IndustryMega MergersStreaming

Block CEO Jack Dorsey during announcement of 4000 job cuts and AI strategy shift

Block Cuts 4,000 Jobs as Jack Dorsey Pushes AI-Driven Reset

Jack Dorsey's sweeping decision to cut nearly half of Block's workforce signals a structural inflection point for fintech, as AI reshapes what it means to scale a financial technology company.

Tech IconsFeb 27, 2026AfterpayFinTechFintech RestructuringWorkforce Automation

Top Stories

Broadcom Q1 FY2026 Earnings: VMware Turns Into AI Leverage

Morgan Stanley headquarters in New York as the bank cuts about 2,500 jobs and uses AI efficiencies to fund private markets and digital assets growth.

Morgan Stanley Axes 2,500 Jobs After Its Best Year on Record

Okta Turns Profitable as Identity Security Matures

Mobile World Congress 2026 in Barcelona showcased new AI-driven devices from Samsung, Xiaomi, Honor, Vivo and Lenovo

Five Launches That Defined Intelligent Hardware at MWC 2026

An Amazon Web Services data center in the Middle East, where drone strikes disrupted availability zones in the UAE and Bahrain.

Drone Strikes on AWS Data Centers Expose Cloud War Risk

Accenture and Mistral partnership advancing sovereign enterprise AI in Europe

Accenture and Mistral Bet on European AI Sovereignty

Artificial Intelligence

Cisco launches Foundation-Sec-8B-Reasoning, an open-weight cybersecurity AI model designed to outperform general systems through domain-specific intelligence.

Cisco Unveils AI Security Model Built on Decades of Threat Data

High-voltage transmission tower supplying electricity to data centers amid rising power demand from Big Tech’s AI infrastructure expansion.

Big Tech Turns to Power Trading as Data Center Demand Surges

Figma surpasses $1 billion revenue milestone as AI tools expand enterprise product development workflows

Figma Surpasses $1B Revenue as AI Expands Its Enterprise Role

Enterprise & Cloud

Affirm profitability rises as BNPL transaction volumes accelerate, reflecting stronger unit economics and sustained earnings in consumer finance.

Affirm Achieves Profitability as BNPL Volumes Accelerate

The Strava app displayed on a smartphone, highlighting the platform’s activity tracking and social features ahead of its planned IPO.

Strava Files for IPO at $2.2B Valuation, $500M Revenue

Netflix co-CEO Ted Sarandos departs the White House on February 26 amid Warner Bros Discovery acquisition developments

Netflix Walks Away From Warner Bros. Deal as Discipline Prevails

Stellantis posts €20.1B loss after electric vehicle strategy reset and massive writedowns

Stellantis Reports €20.1 Billion Loss on Electric Vehicle Strategy

NVIDIA CEO Jensen Huang following the company’s record fiscal 2026 results, driven by surging global demand for AI infrastructure and accelerated computing

Nvidia Delivers Record Fiscal 2026 as AI Demand Surges

Renaissance painting depicting a banker counting coins beside his wife, symbolizing wealth, morality, and the origins of financial culture—echoing today’s digital banking revolution.

How Challenger Banks Are Redefining the Future of Global Finance

From sleek mobile platforms to borderless payments, challenger banks are reshaping the architecture of trust and power across global finance.

Carly PageNov 12, 2025Digital BankingFinTechGlobal Banking

Two men — one older, one younger — face each other under blue light, symbolizing the architect of a system in dialogue with his own creation.

Venture Capital's Transformation: Why VCs Are Trapped in Their Own Investments

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Britain’s overlooked deep tech ecosystem is coming into focus—from AI infrastructure and quantum computing to robotics, advanced materials, and battery innovation.

Beyond Silicon Valley: UK Deep Tech Startups to Watch in 2026

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Golden eagle symbolizing sovereign wealth and strategic power in global tech investments

States of Power: Sovereign Capital and the New Technological Order

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Jerome Powell and Christine Lagarde face public backlash as central bankers struggle to explain monetary policy in a post-trust world.

Two Audiences, One Lectern

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The Insider Threat You Didn’t See Coming

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How Religion’s $5 Trillion Is Reshaping the Future of Tech

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Statue of Liberty standing over rubble with a red binary dollar symbol behind her, rendered in a digital noir style as AI and cloud reshape finance.

Global Banks Deepen Reliance on Tech as AI Reshapes Finance

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The rare phenomenon of identical twins building billion-dollar tech empires — and why their difference is their strength.

Twinnovation. Identical Twins in Tech

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Synthetic Hearts: Can AI Dating Apps Create True Love?

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AI Therapy: The So-Called ‘Future of Mental Health’ Could Have Deadly Consequences

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Close-up of a masked figure in a black balaclava with a hostile gaze.

The Brutal Side of Bitcoin: Digital Crime and Real-World Attacks

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API Wars Have Been Declared

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Broadcom Q1 FY2026 Earnings: VMware Turns Into AI Leverage

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Morgan Stanley headquarters in New York as the bank cuts about 2,500 jobs and uses AI efficiencies to fund private markets and digital assets growth.

Morgan Stanley Axes 2,500 Jobs After Its Best Year on Record

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Okta Turns Profitable as Identity Security Matures

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President Donald Trump and Energy Secretary Chris Wright presenting the Ratepayer Protection Pledge on AI data center energy infrastructure at the White House

Big Tech Leaders Sign Power Pact With Washington on AI Energy

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Mobile World Congress 2026 in Barcelona showcased new AI-driven devices from Samsung, Xiaomi, Honor, Vivo and Lenovo

Five Launches That Defined Intelligent Hardware at MWC 2026

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An Amazon Web Services data center in the Middle East, where drone strikes disrupted availability zones in the UAE and Bahrain.

Drone Strikes on AWS Data Centers Expose Cloud War Risk

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U.S. Defense Secretary Pete Hegseth after invoking 10 U.S.C. § 3252 to designate Anthropic a supply chain risk.

How the Pentagon Chose Its AI Partner and Set the Terms

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OpenAI CEO Sam Altman following the company’s $110 billion capital raise, which values the AI firm at $730 billion and deepens strategic ties with major infrastructure partners.

OpenAI Valued at $730B After Record $110B Capital Raise

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CoreWeave branding displayed on digital screens in New York’s Times Square near NASDAQ, as the AI cloud provider reports $5.1 billion in 2025 revenue and a $66.8 billion backlog.

CoreWeave Hits $5.1B Revenue as AI Backlog Surges to $66.8B

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Rocket Lab Electron launch during record 2025 revenue growth

Rocket Lab Posts Record Revenue as Defense Backlog Surges

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Block CEO Jack Dorsey during announcement of 4000 job cuts and AI strategy shift

Block Cuts 4,000 Jobs as Jack Dorsey Pushes AI-Driven Reset

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Anthropic Defies Pentagon Over AI's Moral Limits

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Rolls-Royce reports record profits following successful restructuring and margin expansion

Rolls-Royce Posts Record Profits as Transformation Pays Off

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Salesforce AI platform and Agentforce supporting fiscal 2026 growth

Salesforce Closes Fiscal 2026 With Steady Growth and AI Pivot

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Anthropic CEO Dario Amodei amid mounting Pentagon pressure over Claude safeguards, as the dispute tests the durability of AI safety commitments.

Anthropic Faces Pentagon Pressure Over Claude Safeguards

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Market Pulse

Cross Asset View

Stocks to Watch

Market Heatmap

Magnificent 7

Mark Zuckerberg exits the courtroom during a child safety trial examining Meta’s platform design, youth protection and legal liability

Zuckerberg Testifies in Child Safety Trial as Meta Faces Liability

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Roblox on mobile as the platform reports $6.8B bookings, with rising user engagement and advertising expansion supporting stronger platform economics and a path toward profitability.

Roblox Delivers $6.8B Bookings as Metaverse Model Matures

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Reddit’s revenue surge and rising margins show how disciplined monetization, AI advertising and scale are reshaping the social media business model.

Reddit’s Revenue Surge Redefines Social Media Business Model

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Amazon invests $200 billion in AI and cloud infrastructure as AWS growth accelerates and reshapes global enterprise computing and cloud economics.

Amazon’s $200 Billion Push Reshapes Cloud and AI

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Qualcomm beats forecasts but warns memory shortages could slow AI growth, testing investor confidence and near-term semiconductor demand outlook.

Qualcomm Beats Forecasts as Memory Crunch Hits AI Outlook

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Snap's Margin Discipline Sharpens Amid User Retreat

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Alphabet posts record $400B revenue as AI and cloud growth accelerate, with major infrastructure investment reshaping search and enterprise computing.

Alphabet’s AI and Cloud Surge Drives Record $400B Revenue

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Eli Lilly headquarters as weight-loss drugs Mounjaro and Zepbound drive record quarterly revenue

Lilly Delivers Record Q4 as Weight-Loss Drugs Rewrite Economics

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Uber headquarters reflecting the company’s scale and autonomous mobility strategy in 2025

Uber Closes 2025 With Dual Mandate: Scale and Autonomy

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AMD datacenter revenue growth driven by AI accelerators amid market skepticism

AMD Datacenter Revenue Doubles as AI Accelerates Growth

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Hand holding a PayPal payment card, symbolizing PayPal’s core digital payments business during a period of modest growth and operational reset.

PayPal Slips on Modest Growth as New CEO Faces Execution Test

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President Trump announces Project Vault to secure rare earth supplies and reduce U.S. reliance on China

Trump's $12B Mineral Reserve Marks New Era for US Industry

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Palantir headquarters as AI-driven revenue jumps 70 percent amid rapid expansion in U.S. commercial and enterprise operations.

Palantir Reports 70% Revenue Jump as AI Reshapes Operations

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Waymo autonomous vehicle in a city after securing $16B to expand autonomous driving operations.

Waymo Secures $16 Billion to Dominate Autonomous Driving

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SpaceX Crew Dragon docking with the International Space Station as SpaceX acquires xAI in a $1.25 trillion convergence.

SpaceX Acquires xAI in $1.25 Trillion Convergence

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India AI Impact Summit 2026 in New Delhi showcasing global leaders, technology executives and infrastructure partnerships shaping India’s role in global AI development.

India's AI Summit Signals a Shift in Global Tech Power

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OpenAI advances its AI agent strategy by hiring OpenClaw creator Peter Steinberger and backing open-source orchestration infrastructure for autonomous systems

OpenAI Pushes Agent Strategy With Steinberger and OpenClaw

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Anthropic legal AI plugins trigger market selloff in enterprise software. Anthropic’s legal AI plugins sparked a $285 billion selloff in legal and data software, forcing investors to reassess AI-driven disruption risks.

Anthropic's Legal AI Triggers $285 Billion Market Rout

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Disney’s fiscal Q1 shows record theme park revenue and streaming growth, but higher content costs and ad weakness weighed on operating income.

Disney Posts Mixed Q1 as Parks Surge Offsets Streaming Strain

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Gold, silver and Bitcoin sell off on Wall Street after Kevin Warsh’s Fed nomination revives expectations of tighter monetary policy.

Markets Face Reality Check as Policy Shift Unwinds Leverage

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Kevin Warsh speaking at a policy event as markets weigh the implications of his nomination for the future direction of the Federal Reserve.

Kevin Warsh's Fed Nomination Signals Balance Sheet Focus

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Apple earnings Q1 2026 showing iPhone 17 growth, China revenue rebound, Services expansion, and evolving AI strategy

Apple Posts Record Quarter with $144B in Revenue Growth

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SAP's Cloud Gains Meet Stubborn Market Expectations

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UK Prime Minister Keir Starmer visiting the Forbidden City in Beijing during official China trip

Starmer’s Beijing Trip Marks a Quiet Shift in Britain’s China Policy

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Meta posts record advertising revenue as AI capital expenditures surge

Meta's $60B Quarter Reveals the True Cost of AI Leadership

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Microsoft earnings highlight cloud growth and rising AI infrastructure costs

Microsoft's AI Bet Collides With Investor Patience

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Tesla reports mixed quarterly results amid AI and robotics pivot

Tesla's Autonomy Bet Meets Reality Check in 2025 Results

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The Federal Reserve signals a cautious policy reset as inflation remains above target and economic growth stays resilient

Fed Pauses Rate Cuts as Inflation Persists and Growth Holds Firm

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Amazon’s corporate layoffs highlight a strategic pivot toward AI, automation, and leaner organizational structures

Amazon Cuts 16,000 Jobs in Strategic AI Transformation

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ASML’s latest earnings highlight record bookings and accelerating demand for EUV lithography as AI reshapes global chip manufacturing

ASML Reports Record Quarter as AI Reshapes Chip Industry

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AT&T’s fourth-quarter results highlight accelerating fiber broadband growth and sustained 5G adoption across its mobility business.

AT&T Posts Strong Quarter as Fiber Push Offsets Wireless Churn

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Meta Corning fiber-optic deal highlights hyperscaler shift toward owning AI data center infrastructure

Meta Commits $6 Billion to Corning for AI Data Centers

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Boeing reported its strongest quarterly revenue since 2018, supported by rising aircraft deliveries and the Spirit AeroSystems acquisition.

Boeing's Q4 Earnings Signal Recovery After Years of Crisis

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U.S. markets suffer whipsaw volatility as Trump tariff threats spark sell-offs, tech earnings disappoint, Intel plunges, and geopolitical risk drives investor sentiment.

Markets Navigate Volatility as Sell-Off Collides With Tech Earnings

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Larry Fink Put Davos Back at the Center of Global Power

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Intel posts stable 2025 earnings as 18A manufacturing ramps and supply constraints pressure investor confidence

Intel Q4 Earnings Signal Stabilization Amid Manufacturing Risks

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Mira Murati, founder of Thinking Machines Lab, as OpenAI rehires three founders from Mira Murati’s Thinking Machines Lab, raising questions about talent retention, valuation pressure, and AI industry consolidation.

Talent Exodus Tests Thinking Machines Lab’s Trajectory

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Mark Carney addresses the media at a press conference in Beijing on January 16, 2026.

Carney Concludes Beijing Visit with EV and Canola Agreements

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Morgan Stanley reports record $70.6B revenue in 2025 driven by wealth management growth.

Morgan Stanley Q4 Earnings Close 2025 Record Revenue

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Goldman Sachs Group Inc. signage on the New York Stock Exchange as the bank reports Q4 earnings and exits consumer lending

Goldman Sachs Q4 Earnings Mark Exit From Consumer Lending

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BlackRock headquarters as the firm posts record inflows and grows assets under management driven by private markets and ETF demand.

BlackRock Draws Record Inflows as Clients Shift to Private Markets

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Taiwan Semiconductor Manufacturing Company facility as TSMC reports strong earnings driven by AI chip demand and supply constraints.

TSMC Earnings Surge as AI Demand Tightens Global Chip Supply

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Wells Fargo office building with corporate signage, reflecting the bank’s headquarters and institutional presence, as Wells Fargo reports $5.4B quarterly profit as the Fed lifts its asset cap, unlocking loan growth, capital returns, and higher profitability targets.

Wells Fargo Reports First Full Quarter After Asset Cap Removal

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Tesla ends one-time Full Self-Driving sales, shifting to a subscription-only model to boost recurring software revenue and accelerate autonomous adoption.

Tesla Ends Full Self-Driving Sales, Shifts to Subscription-Only Model

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Citigroup Reports Record Revenue Under Fraser Overhaul

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