NEWThe Morning BriefThe trading day in one written paragraph - in your inbox before the openSubscribe free →
S&P 500LIVE
SP
7,785.76
↘ -13.23 (-0.17%)
5:39 AM EDT
NASDAQLIVE
NQ
26,729.16
↘ -73.86 (-0.28%)
5:39 AM EDT
DOW JONESLIVE
DJ
53,732.41
↘ -107.58 (-0.20%)
5:39 AM EDT
VIXLIVE
VX
14.25
↘ -0.38 (-2.60%)
5:39 AM EDT

AI and tech

The technology stories moving markets: chips, AI spending, platform earnings and regulation.

Chips, AI capital spending, platform earnings and regulation - the technology stories that move whole indexes, not just the sector. AI budgets are now a macro variable: one guidance line from a chipmaker can reprice the Nasdaq before the open. This page keeps those headlines in their market context instead of a tech-news vacuum.

Sunday 16 August 2026

  1. 5 big analyst AI moves: Bullish on memory names; Apple and Cisco downgradedInvesting.com
  2. I gave Tencent’s WeChat AI agent control for 24 hours: where it excelled - and stumbledSouth China Morning Post
  3. US AI take‑sides draft fuels tech split, a futile geopolitical gamble: Chinese analystsGlobal Times via Google News
  4. Cloud Payments International LLCBloomberg via Google News
  5. China Or US? Washington’s AI Threat To 35 CountriesUnited States via Google News
  6. Fastly: AI Traffic Is SurgingSeeking Alpha
  7. AI ‘Chipflation’ Washes Ashore in the UK EconomyBloomberg via Google News
  8. Willis Towers Watson: Newfound AI Optimism Reflected In Shares (Rating Downgrade)Seeking Alpha
  9. Home province of DeepSeek, Moonshot founders seeks to retain, attract future AI talentSouth China Morning Post
  10. The AI Dilemma: Growing US Opposition to Data Center ConstructionUnited States via Google News
  11. US asks countries to pick sides in AI race with China or face consequencesChina via Google News
  12. Singapore Inc’s AI ace card in rivalry with Hong KongFinancial Times
  13. Karnataka puts AI in classrooms, eyes $3 trillion economy by 2047India via Google News
  14. Morgan Stanley sends a blunt Tesla message to investorsYahoo Finance

Saturday 15 August 2026

  1. Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reportsReuters via Google News
  2. U.S. to tell partners they must pick sides in AI race with China: ReutersCNBC
  3. Can Artificial Intelligence Replace Human Judges?ZeroHedge
  4. Nvidia eyes investing $3 billion in SoftBank's SB Energy under OpenAI data center deal, Information saysCNBC
  5. Nvidia eyes investing $3 billion in SB Energy under OpenAI data center deal, Information saysReuters via Google News
  6. Microsoft Scales Back China Operations as It Shutters Offices, Moves Production and Cuts Azure JobsChina via Google News
  7. Bond Traders Are Agonizing Over $70 Billion of Shadow Credit Backstops For AI CompaniesGoogle Top Stories via Google News
  8. South Korean AI chip tycoon appeals record divorce asset rulingSouth Korea via Google News
  9. Apple has a huge product roadmap for the smart home: Here’s what’s comingGoogle Top Stories via Google News
  10. S Korea’s fortune-tellers losing business to AISouth Korea via Google News
  11. India: Modi promises exam coaching, AI training for youthIndia via Google News
  12. Inflation moderated as Intel and Nvidia fueled the AI trade in last week's marketCNBC
  13. SAP Research Shows AI Value Is Rising in Singapore and AI Training Is Key to Turning Adoption Into ImpactSingapore via Google News
  14. Berkshire adds $17 billion to Alphabet stakeCNBC
  15. AI boom predicted to drive Taiwan's economy to grow fastest in four decadesIndia via Google News
  16. I drove Tesla FSD, Rivian Autonomy+ ‘hands-free’ driving systems. Here’s how they compareCNBC
  17. Microsoft once saw China as unthinkable to leave. Now it is quietly retreatingChina via Google News
  18. Northern Metropolis and AI vital to Hong Kong’s 5-year plan: business chambersSouth China Morning Post
  19. How AI Is Keeping Microsoft's China Business AliveChina via Google News
  20. Tesla to be worth around US$8tril after Optimus robots launch, says Errol MuskChina via Google News
  21. How New Mexico’s $567 Million Ruling Could Change MetaYahoo Finance
  22. Swiss financial regulator warns over rising cyber attacks and AI risksSwissInfo via Google News
  23. South Africa Unveils Locally Made AI Tutor as Manufacturer Targets 20,000 JobsSouth Africa via Google News
  24. India’s Modi woos youth with free coaching, AI training after Gen Z protestsSouth China Morning Post
  25. India's Modi woos youth with free coaching, AI trainingIndia via Google News
  26. AI ‘lawfare’ will destroy the British economyUnited Kingdom via Google News
  27. Inside Poland’s Push to Become Europe’s Next AI PowerhouseYahoo Finance
  28. Extreme caution urged for Hongkongers as data privacy complaints jump 62% in AI eraSouth China Morning Post
  29. Elon Musk Admits He Underestimated Anthropic's AI -- Why Amazon Investors Should CareYahoo Finance
  30. India’s big semiconductor push: PM Modi says 7-8 plants coming up; stresses self-reliance in chipsIndia via Google News
  31. Vinod Khosla Says AI Is Creating a ‘Hyperabundance’ of New Drugs, but Testing Is Still ‘18th-Century’Yahoo Finance
  32. Japan’s Slow AI Adoption: Where Does the Problem Lie?Japan via Google News
  33. Can Veeva Systems Inc. (VEEV)’s AI Platform Keep Pace With Eli Lilly and Company (LLY)’s Explosive GrowthYahoo Finance
  34. Can Abbott Laboratories (ABT)’s Lingo Partnership With Alphabet (GOOG) Unlock a New Era of AI-Powered Health?Yahoo Finance
  35. Vistra (VST) Is Not Just a Power Producer, But an AI Infrastructure BetYahoo Finance
  36. AI buzz pumps Taiwan, Korean stocks and currenciesSouth Korea via Google News

Friday 14 August 2026

  1. Jim Cramer Reviews NVIDIA (NVDA) and Data Center DemandYahoo Finance
  2. Microsoft Nearly Left China. AI Gave It a Reason to StayChina via Google News
  3. Mexico moves past Taiwan as the top AI server exporter to the United StatesUnited States via Google News
  4. Japan's Dentsu to shed 30% of overseas units as AI upends playing fieldJapan via Google News
  5. EXCLUSIVE: Apple trains its own AI model for China market with Alibaba's support, sources sayChina via Google News
  6. Nvidia discloses $21 billion stake in SpaceX at end of second quarterCNBC
  7. Monday.com Expands AI Agents for Business Workflow AutomationMexico via Google News
  8. SL seeks Japan backing for National AI Data Centre, digital TV push - Daily MirrorJapan via Google News
  9. Meta Says It’s Shut Down 750,000 Youth Accounts in AustraliaAustralia via Google News
  10. KIO Plans US$1.3 Billion Data Center in QueretaroMexico via Google News