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All editions ↗Daily briefing — 27 October 2026
Morning View Tuesday, 27 October 2026. Information cutoff: 06:52 Europe/London. The overnight narrative shifted from whether AI demand exists to which balance sheets can finance it without destroying per-share returns. Meta Platforms launched an equity programme of up to $95bn, SpaceX secured a binding $40bn GPU finance-lease commitment, and Anthropic filed publicly for an IPO while disclosing extraordinary growth, losses and founder control. These are not isolated capital-markets events: they…
Daily briefing — 4 October 2026
Morning View Sunday, 4 October 2026. Information cutoff: 06:50 BST. The weekend’s dominant shift is that AI’s funding and governance constraints are becoming part of the earnings debate rather than externalities. SoftBank’s newly completed $4bn acquisition of DigitalBridge creates a third-party capital channel for projects too large for SoftBank’s own balance sheet, while cooling IPO demand has pushed SB Energy and OpenAI to delay listings. At the same time, Washington…
Daily briefing — 3 October 2026
Morning View The most consequential move overnight was not another accelerator order but a supply response in the less celebrated storage layer. Toshiba confirmed that it intends to nearly double annual nearline hard-drive production capacity by fiscal 2027 versus fiscal 2025, and Seagate Technology and Western Digital each fell about 10% on Friday. The reaction shows how quickly investors will punish any sign that AI infrastructure scarcity can normalize. The…
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