AI
Analysis: the Nvidia–OpenAI story is about control, not just compute
A niche analysis arguing that strategic control and roadmap leverage drive the conflict more than raw capacity.
igor’sLAB
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Big Tech
Asia shares extend global tech rout
Selloff spreads after Alphabet’s huge spending forecast.
Reuters
Big Tech
Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth
Alphabet surges past OpenAI in investor perception while doubling down on capex.
Reuters
Big Tech
Morning Bid: Skittish investors haunted by tech sell-off
A daily markets briefing on AI-spending panic and risk sentiment.
Reuters
Big Tech
Wall Street ends down as AI worries slam tech stocks
AMD, Palantir, and software names get hit as investors price disruption fears.
Reuters
Startups
Adaption Labs raises $50M seed to build smaller AI models that learn on the fly
Ex-Cohere researcher Sara Hooker’s new startup is pitching adaptive models designed to improve with use.
Fortune
AI
Markets react as Anthropic’s new tool raises software disruption questions
A CNN explainer on why AI tooling announcements can spill into public-market moves.
CNN
AI
New AI tools sharpen disruption fears across software
Reuters describes how new capabilities can trigger a market rethink about enterprise software pricing and workflows.
Reuters
AI
Bloomberg video: why one AI tool headline can move stocks
A short Bloomberg segment explaining the market mechanics behind an AI-led selloff.
Bloomberg
Big Tech
Big Tech’s Pledges on US Power Bills Leave Unanswered Questions
Data-center electricity demand is rising fast — and it’s not always clear who pays.
Bloomberg
Hardware
Boston Dynamics’ Atlas signals a shift from demos to factory workflows
CES coverage highlights how humanoid robotics is moving toward practical tasks and repeatable operating environments.
CNET
Money
Report: Capital One to buy Brex at a steep discount
A potential deal that highlights how fast fintech multiples can compress when funding cycles turn.
Crunchbase News
Money
Alphabet’s 2026 spending forecast shocks Wall Street as capex climbs
Investors react to the scale of AI infrastructure bets and what they mean for margins and competition.
Yahoo Finance
AI
Nieman Lab: ChatGPT gets 1M local news queries per week
A Nieman Lab piece on how people use AI for local news and what that might mean for publishers.
Nieman Lab
Hardware
Clicks Communicator bets that physical keyboards still have fans
A modern take on the BlackBerry-style typing experience as an add-on for phones.
NYT Wirecutter
Big Tech
Jim Cramer says the software sell-off creates opportunities in stocks outside of tech
Rotation narrative gains traction as software sells off.
CNBC
Startups
ElevenLabs raises $500M from Sequoia at an $11B valuation
The voice AI startup’s new round fuels expansion and keeps IPO chatter alive.
TechCrunch
Hardware
Dell XPS 14 refresh targets premium portability
Mashable rounds up CES-era devices and flags an updated XPS as one you can actually buy.
Mashable