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Search normally, or narrow results with source:Reuters, topic:Inflation, title:"Federal Reserve", or date:2026-08-01.
Showing 26-47 of 223 results for "topic:"AI & Capex"".
🤖 AI spending is surging and earnings are booming. But investors still have questions about whether the returns will match the hype. Listen to Reuters Morning Bid
Razorpay to launch Vulcan, India’s first AI payments foundation model on August 18
Micron, Sandisk and other chip stocks climb as investors get more confident about AI spending
Nvidia financing initiative follows SEC guidance that takes sponsors off the hook for data center investments
OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue
OpenAI and Anthropic in price war as Chinese AI rivals gain ground
Google launches Gemini 3.7 Flash for coding, AI agent projects
Google unveils Gemini 3.7 Flash AI model for coding, agent workflows
Google debuts new Gemini Flash while top AI model still delayed
Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.
Musk and Zuckerberg claw back into AI race with new model momentum
SpaceXAI releases flagship Grok 4.6 model with advanced reasoning capabilities
The White House’s Secret A.I. Rules + The State of Model Alignment With METR’s Chris Painter + The Final Hot Mess Express
Podcast
The White House Is Going to Expand Its AI Policy
Karoline Leavitt stepping down as White House press secretary
Cisco forecasts annual revenue above estimates on sustained AI spending
White House Press Secretary Leavitt to Depart Role, Trump Says
White House press secretary Karoline Leavitt is leaving the Trump administration
SpaceX Jumps: New Grok Model Released; Elon Musk Holds Companywide Meeting
July 2026 Core-Cast Post-CPI: Tomorrow's PPI Details Will Matter
Wintermute Plans $1 Billion AI Investment to Compete on Wall Street
Browse by date
Review the topics and lead coverage retained from each published edition.
Showing archive entries 301-360 of 408.
Thursday, August 6, 2026
Beijing flips the script on the U.S. tech war — and tests the truce weeks before Xi's visit
CNBC
JPMorgan CEO Jamie Dimon says the AI spending boom is likely to pay off
Business Insider · 2 sources
Figma’s stock falls as the company’s AI push requires steep investments
MarketWatch · 7 sources
Currency markets drift on Iran deal concerns, payroll jitters
Reuters via Free Malaysia Today
Yen and dollar drift on Iran deal concerns, payroll jitters
Reuters via Investing.com
White House’s AI framework close-hold fuels industry concerns
Semafor · 3 sources
New Zealand Dollar comes under pressure after sharp deterioration in labor market
FXStreet · 2 sources
Wednesday, August 5, 2026
Traders in India Dial Back October Rate-Hike Bets After Dovish RBI Speak
Bloomberg · 5 sources
JPMorgan CEO Jamie Dimon says the AI spending boom is likely to pay off
Business Insider · 2 sources
Iran Says Agreement on Hormuz Shipping Reached With Oman
Bloomberg · 4 sources
Options positioning may be driving the S&P 500 rally rather than stronger fundamentals
MarketWatch
US President Donald Trump's administration refunds $100bn of ‘liberation day’ tariffs
FXStreet · 4 sources
Fed’s Daly Supported Rate Decision, Warns of Inflation Risks
Bloomberg · 3 sources
Japanese Yen Intervention: Why Bessent Wants Fed to Expand FIMA Backstop
Bloomberg · 17 sources
White House’s AI framework close-hold fuels industry concerns
Semafor · 3 sources
SpaceX’s stock falls as Wall Street gets spooked by the extent of AI spending
MarketWatch · 4 sources
New Zealand Dollar comes under pressure after sharp deterioration in labor market
FXStreet · 2 sources
Australia Posts Surprise Trade Surplus as Commodity Exports Gain
Bloomberg · 3 sources
Brazil Central Bank Cuts Interest Rate to 14% After Inflation Cooled
Bloomberg · 2 sources
Meta AI model hacks another company during testing
Reuters via Free Malaysia Today
Currency markets drift on Iran deal concerns, payroll jitters
Reuters via Free Malaysia Today
OpenAI says Apple’s trade secrets lawsuit aims to stop employees leaving
Financial Times · 2 sources
China’s production-oriented credit regime may restrain producer-price inflation
Marginal Revolution
Aschenbrenner returns to private investing with a $400 million company bet
Bloomberg
Situational Awareness collapse removes a source of forced AI-stock selling
CNBC · 2 sources
Nudge from Bessent firms case for BOJ rate hike in September
Reuters · 3 sources
US labour market stable in June
Financial Times · 4 sources
Aramco profit rises 33% on higher oil prices
Semafor · 7 sources
Tuesday, August 4, 2026
Situational Awareness collapse removes a source of AI-tech forced selling
CNBC · 2 sources
The real message in the yen intervention
Financial Times · 8 sources
Oil prices tumble after Bessent says Strait of Hormuz deal may come this week
CNBC · 7 sources
Trump administration refunds $100bn in ‘liberation day’ tariffs
Financial Times · 3 sources
The stock market soars. 5 reasons behind the big surge Tuesday
CNBC · 3 sources
Aramco profit rises 33% on higher oil prices
Semafor · 7 sources
Bessent defends Warsh, saying markets are going through ‘detox’ from too much Fed guidance
MarketWatch · 3 sources
US labour market stable in June
Financial Times · 3 sources
SpaceX, in First Earnings After IPO, Reports Soaring AI Spending
The New York Times · 2 sources
Japan’s Nominal Wages Rise Again, Backing BOJ Rate Hike Case
Bloomberg · 2 sources
India's central bank holds rates, awaits clearer inflation signal before acting
Reuters · 2 sources
Every Bank Needs A Stablecoin Strategy: Sheffield
Bloomberg
U.S. Trade Deficit Dips in June Along With ‘World Cup Effect’
The New York Times
Hackers Hit Bitcoin’s Safest Hiding Place
Bloomberg
Economic and event calendar in Asia 05 August 2026 - New Zealand jobs report
investingLive · 2 sources
Philippine inflation slowed for a third month, reducing immediate pressure for a rate hike
Bloomberg
Tesla's July China-made EV sales rise 37.8% y/y
Reuters
Bank of Korea minutes support further rate hikes as growth sustains inflation risk
Bloomberg
Meta, Anthropic, Google, OpenAI to meet with Trump White House amid rogue AI agent fallout
Reuters · 9 sources
Canadian trade surplus hits four-year high in June, helped by weaker C$
Reuters · 2 sources
Apparel retailers are turning to AI as supply chain regulations tighten in the US and Europe
Business Insider
The comeback of a rate-sensitive America
Axios
Top Links 1183 The US drops Bud. UK credit crunch. Beerlao, the beer of a nation. War machines & the state
Chartbook
Amazon tops $3 trillion market cap as stock continues post-earnings surge
CNBC · 2 sources
DeepSeek releases cheaper new AI model as China's price war intensifies
Semafor
Monday, August 3, 2026
How China Won the Iran War
Paul Krugman
Dow surges to record close after a fresh tech rally and a plunge in oil prices
Business Insider · 2 sources
Amazon tops $3 trillion market cap as stock continues post-earnings surge
CNBC · 2 sources
Iran Says No Current Talks With U.S. After Trump Cites Progress on the Strait of Hormuz
The New York Times · 2 sources
Strategy Sells More Bitcoin, Stock as It Pushes on With Overhaul
Bloomberg
Yen Rises Amid Speculation of More Intervention After US Support
Bloomberg · 11 sources
DeepSeek releases cheaper new AI model as China's price war intensifies
Semafor
This record begins with editions retained by the current MacroDigest system; it does not recreate coverage from before that point.