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All editions ↗Daily briefing — 12 November 2026
Thursday, 12 November 2026 | Information cutoff: 06:45 GMT Morning View The dominant shift this morning is that access, rather than raw model capability, is becoming the binding variable in AI economics. Chinese developers are trying to reserve Nvidia-powered capacity outside China before Washington closes the remote-compute loophole, while United Airlines is restricting third-party agents from acting inside its booking systems. The industry is moving from a world in which…
Daily briefing — 11 November 2026
Wednesday, 11 November 2026 | Information cutoff: 06:45 GMT Morning View The center of gravity in the AI trade is shifting from demand discovery to capital allocation. CoreWeave’s backlog, Anthropic’s planned equity raise and SoftBank Group’s data-center charge all point to the same conclusion: end-demand remains deep, but the value of that demand depends increasingly on funding cost, contract quality and the timing discipline behind infrastructure commitments. The market is…
Daily briefing — 10 November 2026
Briefing date: 10 November 2026. Information cutoff: 06:45 GMT, Europe/London. Morning View The dominant change this morning is that the AI trade is separating into two very different earnings regimes. Onto Innovation’s record results and $1.3bn backlog show that complexity in advanced nodes, high-bandwidth memory and packaging is still translating into unusually strong equipment demand. By contrast, monday.com and Qualys both beat headline expectations but sold off as investors focused…
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