Daily briefing

Morning View Information cutoff: 06:52 Europe/London, 14 September 2026. The first market test of the frontier-safety debate is no longer theoretical. Asian AI-linked equities sold off…

13 September 2026 · Information cutoff: 06:55 Europe/London Morning View — The most consequential development this morning is the emerging consensus among the leading frontier laboratories…

Morning View The clearest change this morning is that the AI capital cycle is moving from extraordinary infrastructure spending into an equally extraordinary financing phase. Anthropic…

Briefing date: 10 September 2026. Information cutoff: 06:47 Europe/London. Morning View The overnight picture is constructive for AI infrastructure demand but increasingly discriminating on value capture.…

Morning View The market is beginning to separate AI demand from AI economics. Qualcomm’s new Amazon collaboration is the clearest fresh example: custom inference silicon and…

Morning View — The dominant change this morning is that AI infrastructure demand is broadening geographically and deeper into the supply chain even as investors become…

Briefing date: 7 September 2026. Information cutoff: 06:52 Europe/London. The dominant shift this morning is that the AI debate is moving from unconstrained scaling toward a…

The strongest incremental signal this morning is that the AI cycle is broadening while the market is becoming more demanding about where the economics ultimately sit.…

AI infrastructure remains the centre of gravity for technology markets, but the debate is broadening from raw compute demand to who controls the software layer, how…

Nvidia’s agreement to buy Hugging Face for $12.93bn puts developer distribution at the centre of the AI infrastructure debate. Zscaler’s results and OpenAI’s new cyber safeguards…

Broadcom’s custom-chip growth and Snowflake’s AI-driven consumption put two different business models in focus. This edition examines how proprietary silicon, data platforms and Microsoft’s organisational changes…

Results from Palo Alto Networks, Dell, MongoDB and Credo bring fresh operating data to the AI debate. This edition examines security platform growth, server demand and…