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News On Demand, For Those On The Go
Another Tech-Tonic, Nvidia Delivers; Anthropic Caves to Trump, Loosens Safeguards; and Can the Already Battered Market Handle A DeepSeek Update?
Nvidia just delivered another blockbuster earnings report, beating expectations across the board and sending its stock higher as demand for AI compute continues to explode. At the same time, Anthropic is backing away from a key AI safety pledge after pressure tied to U.S. government contracts a sign that the AI arms race is beginning to reshape even the industry’s ethical guardrails. Meanwhile China’s DeepSeek is preparing to release a new model that could rattle AI stocks
6 min read
The Netflix Dropout: Paramount Overpays For Warner Bros; Block Gets Rewarded For A 40% Layoff; and Burger King Listens For “Please” and “Thank You”
Netflix abandoned its bid for Warner Bros. Discovery , clearing the way for Paramount’s higher offer and signaling a disciplined approach to dealmaking. Block is making an even bolder statement, cutting nearly half its workforce as CEO Jack Dorsey argues that AI allows smaller teams to do more , a move investors rewarded. Nvidia delivered another earnings beat but saw its stock fall as markets debate how much longer the AI boom can sustain hyperscale spending. And Burg
7 min read
Europeans Don’t Want Teslas; AMD Pens $60 Billion With Meta; And The KOSPI Is Already Up 40% in 2026
Tesla’s European registrations plunged 17% in January as cheaper, well-packaged models from BYD sprint ahead a blunt reminder that premium EV dominance is no longer guaranteed. In chips and cloud, Advanced Micro Devices landed a blockbuster supply deal worth up to $60 billion with Meta Platforms , while legal overhang eased when OpenAI scored a win in its trade-secrets fight with xAI . And markets? South Korea’s benchmark , the Kospi , just cracked 6,000 up over 40% thi
5 min read
Anthropic Accuses Chinese AI Firms of Data Theft, OpenAI Strikes Consulting Deals, IBM Shares Plunge, and £40m Aircraft Fraud Ends in Jail
The global AI race is escalating into open confrontation after U.S. startup Anthropic accused Chinese rivals of industrial-scale intellectual property theft , alleging millions of exchanges were used to extract capabilities from its Claude chatbot . At the same time, OpenAI is deepening its enterprise push with multiyear partnerships with top consulting firms, aiming to embed AI agents into corporate workflows. Meanwhile, shares of IBM tumbled after Anthropic signaled it
6 min read
The Economics of Snowfall
A Deep Dive Into Who the Economic Winners and Losers are during Snowfall "The weather outside is frightful.” Frank Sinatra I was working from home on a random weekday when I took a break to look at the view from my apartment and let my mind wander. Whilst I watched people penguin walk and cars all but crawl, I settled on an interesting thought: who benefits and suffers the most financially when it snows? That question led me down an incredibly fascinating rabbit hole, t
16 min read
Your "Investment" Is Probably a Gamble. Here's How to Know for Sure.
The Differences between Dice, Deals & Dividends; "The market can remain irrational longer than you can remain solvent.” John Maynard Keynes I commonly get consulted for investment proposals, whereby people are asking of me where I believe is best for them to deploy their capital in order to get a financial return, and the first thing that I ask [after strongly indicating that I am not a financial advisor, and the entire conversation isn’t financial advice] what their time
22 min read
Another Tech-Tonic, Nvidia Delivers; Anthropic Caves to Trump, Loosens Safeguards; and Can the Already Battered Market Handle A DeepSeek Update?
Nvidia just delivered another blockbuster earnings report, beating expectations across the board and sending its stock higher as demand for AI compute continues to explode. At the same time, Anthropic is backing away from a key AI safety pledge after pressure tied to U.S. government contracts a sign that the AI arms race is beginning to reshape even the industry’s ethical guardrails. Meanwhile China’s DeepSeek is preparing to release a new model that could rattle AI stocks
6 min read
The Netflix Dropout: Paramount Overpays For Warner Bros; Block Gets Rewarded For A 40% Layoff; and Burger King Listens For “Please” and “Thank You”
Netflix abandoned its bid for Warner Bros. Discovery , clearing the way for Paramount’s higher offer and signaling a disciplined approach to dealmaking. Block is making an even bolder statement, cutting nearly half its workforce as CEO Jack Dorsey argues that AI allows smaller teams to do more , a move investors rewarded. Nvidia delivered another earnings beat but saw its stock fall as markets debate how much longer the AI boom can sustain hyperscale spending. And Burg
7 min read
Europeans Don’t Want Teslas; AMD Pens $60 Billion With Meta; And The KOSPI Is Already Up 40% in 2026
Tesla’s European registrations plunged 17% in January as cheaper, well-packaged models from BYD sprint ahead a blunt reminder that premium EV dominance is no longer guaranteed. In chips and cloud, Advanced Micro Devices landed a blockbuster supply deal worth up to $60 billion with Meta Platforms , while legal overhang eased when OpenAI scored a win in its trade-secrets fight with xAI . And markets? South Korea’s benchmark , the Kospi , just cracked 6,000 up over 40% thi
5 min read
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