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 could slow AI data center expansion through stricter oversight.
Why it matters: Regulatory delays risk US AI infrastructure competitiveness against China during critical development phase.
Alibaba, Tencent, ByteDance, and other Chinese AI companies ordered 6M
TL;DRChinese AI firms ordered millions of Nvidia chips but will get only 1% in four months.
Industry experts warn that slow US power grid expansion could stifle
TL;DRUS power grid expansion lags behind AI energy demands, while China rapidly builds infrastructure.
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A Democratic sweep of US Congress pulls down Asian tech stocks
Democratic Congress win spooks investors who bet on Trump's AI and crypto policies.
Pharmaceutical leaders are skeptical of claims
AI hasn't actually designed any FDA-approved drugs yet, despite hype about curing diseases.
Meta Starts Debut Euro Bond Sale
Meta issues its first euro bonds after raising $15 billion in US debt.
ITjuzi: Chinese embodied AI companies raised ~$13B across 322 deals
Chinese robot makers raised $13B in early 2026, pivoting from hardware stunts to AI software development.
M&S Sales Bounce Back After Last Year’s Cyberattack
M&S grocery sales rebounded faster than forecast after recovering from a cyberattack.
Hedge Funds Flag Growing Private Credit Risks Amid Rising Rates
Major hedge funds worry private credit is getting riskier as interest rates climb.
AMD projects ~$17B in Q4 2026 revenue, compared
AMD expects to outsell Intel in x86 processors for the first time in Q4 2026.
Democrats Take Control of US Congress
Democrats won control of Congress in 2026 midterms, flipping both chambers.
India-based EloElo, whose Story TV microdrama app has 33M+ estimated
Indian microdrama app EloElo raised $80M at $500M valuation with 33M users.