外媒与科技媒体长文、研究号文章
The Conservatives blame their failures on abandoning their 1976 principles. But the country needs investment and resilience rather than another round of spending cutsThe Conservative party wants to go back to the future under Kemi Badenoch. In her foundational text, The Right Way, released at the we
House Majority Whip Tom Emmer (R-Minn.) is scaling back expectations and zeroing in on a narrowed battlefield as Republicans' prospects of keeping their majority look increasingly bleak. Why it matters: Emmer, a former National Republican Congressional Committee chair who helped the GOP unexpectedly
Even if Toshiba doubles its capacity, analysts say it has a ways to go to catch up with Western Digital and Seagate
The next retail battleground could be AI recommendation engines, according to UBS.
摩根大通策略师预计，美国投资级公司债券将在第四季度跑赢美债。其理由包括大型科技公司的债券发行放缓和企业盈利强劲。
Patrick Pouyanné says he prefers ‘disruption to the peaceful world’ despite French major being among those most affected by Middle East conflict
Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley reuters.com
Sam Altman thinks that the benefits of AI will be so great that "the world should accept some bad things happening" along the way. The OpenAI CEO pointed to hacks, scams, and "other bad things" as costs society should expect to tolerate because "people will do tremendously orders of magnitude more g
For all the howls of a ‘stitch-up’, it’s hard to see what ministers were supposed to do, as the alternatives risked worse outcomesBT to buy broadband supplier TalkTalk in £400m rescue deal, saving 900 jobs“All the characteristics of a stitch-up masked as a rescue deal in the public interest,” thunde
Microsoft looks like a winning play in an environment where investors are looking for safer bets on the AI trend, according to Melius Research.
On this episode of the Odd Lots podcast, Carolin Pflueger, associate professor at the University of Chicago, joins Tracy Alloway and Joe Weisenthal to discuss why Treasury and global bond yields have been surging and what central banks have to do to make bonds more “bond-like” again. (Source: Bloomb
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Mike Khouw breaks down how he's trading Starbucks through options.
What will Washington do next if US bond yields keep rising? Reuters
Executives left unconvinced by Andy Burnham’s plans are signalling that they are prepared to give the Tories a second chance
调研显示，企业 agentic AI 项目平均仅有 34% 进入生产阶段，数据系统陈旧、安全与隐私顾虑，以及知识和上下文不足是主要障碍。生产领先企业平均有 61% 的项目推进至试点之后，数据语义能力更强；55% 的组织将数据碎片化列为扩大智能体知识访问的主要挑战。受访高管计划投资检索技术、AI 评估智能体和知识图谱。
The UK government urging households to prepare for unknown threats with a three-day supply of food and water doesn’t feel like an overreaction. But is there a bigger plan to go with it?There is no national food stockpile and there hasn’t been since it was wound up in the 1990s. It feels like a metap
As AI disrupts career paths, Gen Z is already far more worried than millennials or Gen Xers about having enough money for their golden years of retirement.
The stock is expensive when valued solely by operating profit, but SpaceX is cheaper than Meta and Alphabet when you bring growth into the mix.
The Treasury selloff that sent yields to multi-decade highs reflects stronger US growth and competition for capital rather than rising inflation concerns, according to Citadel Securities.
Is gold's latest bounce a real opportunity or just another bear market trap? Carley Garner, DeCarley Trading Senior Commodity Strategist and Broker, joins Bloomberg Open Interest to bread down why seasonal trends, falling crude oil, and Treasury correlations could fuel a short‑term gold rally, even
Look to the fine print of Treasury futures for the next big jump in bond yields.
加州参议员 Adam Schiff 在《Decoder》访谈中谈人工智能监管、言论自由及特朗普政府的腐败问题，并表示支持设立监管人工智能的新机构。他认为，白宫与科技公司签署的自愿承诺不足以应对先进人工智能带来的国家安全风险。
Tata Sons Chairman N Chandrasekaran says India needs continued investment in advanced and precision manufacturing, energy security and human capital for long-term growth
英伟达可持续发展主管Josh Parker主张，美国核能讨论应从是否建设转向如何借助技术安全、快速、规模化建设。文章称，美国电力需求受AI、电气化、制造业回流和机器人发展推动，核电难以满足近期AI用电需求，短期需要多种能源并行。文中还提及NRC将新反应堆许可审查目标推进至18个月，以及ADVANCE Act的后续落实工作。
Rather than being buffeted by the official forecasts, Number 10 should seek to turn them to their advantage
In 2026, the question for enterprise AI is no longer whether predictive models can outperform statistical forecasts—that argument is settled. The big question now is how to enable predictive systems to act on their own conclusions without drifting from business intent. The frontier has moved from pr
The Ankh-Morpork approach to US financial regulation
The tribalism and fragmentation we are seeing in politics may be coming for business too
What if you never upgraded at all?
If following a piece of legislation were only as simple, and pleasant, as School House Rock depicts. Proposed legislation or passed laws can change business as usual. Sometimes for the better, sometimes with negative consequences. Often, business leaders must advocate for or against policies that im
We are in a moment of AI anxiety, plagued with the knotty and draining problems raised by the technology’s ever-growing capabilities. What will we do when AI launches massive cyberattacks that might target a government—or destabilize the global stock market? Do we need a kill switch to ensure that A
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. People really hate AI, so why can’t they get enough? —Will Douglas Heaven Over the summer I talked to the CEO of Springboards, a startup building an LLM designed
Boss of OpenAI calls for a regulatory light touch because of the ‘good stuff’ the technology can deliverSam Altman says he believes the world should accept “bad things” happening with AI in exchange for the benefits of the technology.The chief executive of OpenAI cited hacks, scams and “other bad th
Booking Holdings 的 EVP兼CFO Ewout Steenbergen表示，AI可将航班、酒店、餐厅、租车和活动串联成“connected trip”，让旅行规划更个性化、主动。公司每年在付费获客渠道支出约80亿至90亿美元；使用其AI工具的客户预订速度略快、转化率略高且取消较少，但相关数据仍处于早期阶段。工程团队借助AI使通过测试和质量控制的合并请求数量增加约30%。
It's a risky calculation that leaves workers caught in the middle.
The vice-president’s recent remarks seek to maintain a posture of strength while they inadvertently expose political realitiesJD Vance has parachuted into the midterm election campaign on a rescue mission in a new guise: a risk management consultant. Speaking in the flat language of the expert hired
Nine months ago, regime change in Cuba appeared imminent. Then reality set in.
The Trump administration is breaking a fundamental promise of political impartiality.
What happens when you interview an AI? If you can believe it, it’s stranger than you’d expect. Eline van der Velden, the Dutch actress-turned-tech-founder who created AI “actor” Tilly Norwood, explains how a personal art project became one of the most controversial figures in entertainment—attractin