Democratic gubernatorial wins in Texas, Georgia, Ohio and Pennsylvania
Democratic gubernatorial wins in Texas, Georgia, Ohio and Pennsylvania could expose 50% of proposed US AI data center additions to greater scrutiny and pushback
TL;DRDemocratic wins in key states may trigger tighter oversight of new AI data center projects.
Why it matters: Regulatory delays could reshape where tech companies build infrastructure and increase operational costs.
Alibaba, Tencent, ByteDance, and other Chinese AI companies ordered 6M
TL;DRChinese AI firms ordered millions of Nvidia chips but will get almost none in four months.
Industry experts warn that slow US power grid expansion could stifle
TL;DRUS power grid expansion is too slow to support AI growth, potentially handing advantage to China.
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A Democratic sweep of US Congress pulls down Asian tech stocks
Democrats won Congress; Asian tech stocks fell over worries about Trump's AI and crypto policies.
Pharmaceutical leaders are skeptical of claims
No AI-designed drugs approved yet; pharma execs doubt AI will cure most diseases soon.
ITjuzi: Chinese embodied AI companies raised ~$13B across 322 deals
Chinese robot makers raised $13B in early 2026, pivoting from hardware tricks to AI software.
M&S Grocery Sales Bounce Back
M&S grocery sales rebounded strongly after recovering from a cyberattack.
Hedge Funds Flag Growing Private Credit Risks Amid Rising Rates
Big hedge funds worry private credit is getting riskier as interest rates rise.
AMD projects ~$17B in Q4 2026 revenue, compared
AMD expects to outpace Intel's revenue next quarter for the first time.
Democrats Take Control of US Congress
Democrats won majorities in both House and Senate in 2026 midterms.
India-based EloElo, whose Story TV microdrama app has 33M+ estimated
Indian microdrama startup EloElo raised $80M at $500M valuation with 33M+ users.
California Billionaire Tax Losing After Polls Closed
California's proposed 5% billionaire tax is failing at the polls.