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Recent briefings
All editions ↗Daily briefing — 7 November 2026
Saturday, 7 November 2026 | Information cutoff: 06:45 GMT Morning View The week ended with the AI investment debate shifting from demand and supply toward political permission and capital discipline. Democrats preparing to take control of Congress plan legislation on data-center electricity costs, independent model testing and AI liability, while OpenAI closed only the first $11bn of a smaller-than-originally-targeted funding round at a $1.25tn valuation. Neither development stops the buildout,…
Daily briefing — 6 November 2026
Friday, 6 November 2026 | Information cutoff: 06:45 GMT Morning View Thursday’s earnings wave sharpened the distinction between AI demand and AI monetization. Cloudflare and JFrog delivered the cleanest evidence that security, developer tooling and inference traffic can support both accelerating growth and upward estimate revisions. Atlassian’s results were operationally solid, but its guidance showed that rapid cloud and AI adoption does not automatically offset the runoff of mature products…
Daily briefing — 5 November 2026
Thursday, 5 November 2026 | Information cutoff: 06:45 GMT Morning View The overnight earnings set sharpens the central AI investment question: demand is broadening, but the distribution of economics is becoming less uniform. Qualcomm reiterated a $5bn fiscal 2027 data-center revenue target and Arm lifted evidence of server share gains, while Coherent and GlobalFoundries showed the optical and packaging layers accelerating. Yet Qualcomm’s warning that wafer, memory, packaging and test…
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