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Showing 26-49 of 654 results for "topic:"AI & Capex"".
Monetary policy could turn accommodative as AI productivity gains take hold: MAS chief economist
IBM-backed llm-d framework adds controls for running AI models in-house
Washington bans DeepSeek from government agencies
Meta’s AI spending, Muse assistant adoption in focus for quarterly results
Monetary policy could ease as AI productivity gains take hold: MAS chief economist
China defends DeepSeek after US ban of its AI from government systems
The Trump administration banned Chinese AI startup DeepSeek from civilian U.S. government agencies, citing security concerns.
U.S. bans DeepSeek from government agency systems amid AI rift with China
European chip stocks fall, tracking Asian selloff over AI investment worries
Data centre infrastructure firm Elice’s 33% plunge in ‘ugly debut’ rekindles AI spending doubts
AI debt worries spark surge in default insurance trading
Original-language AI & Capex report
The MATCH Act and China’s DUV Imports
Podcast
Embedded AI evaluators won’t be an easy solution, Hugging Face’s policy chief says
US bans DeepSeek AI from government use as tech tension with China continues
FEDWATCH, on helium scarcity: “.. The result is fewer GPUs, longer delivery times, delayed data‑center buildouts, and higher compute costs—and with markets already bracing for an AI capex slowdown from rising borrowing costs, they’re now also pricing in a helium shortage that’s turning structural.”
Academy’s Tchir Fears AI Debt May Trigger Sharp Selloff
Original-language AI & Capex report
Christina Skinner on the Financial Stability Oversight Council and Central Bank Independence
Podcast
Don Wilson on the GPU Market's Trillion Dollar Question
Podcast
(2nd LD) Seoul shares end higher on institutional buying amid AI investment concerns
AI rapidly improving, could vastly boost US GDP, Anthropic’s Clark tells policymakers
Only a third of the US data centre pipeline looks credible as AI financing strains build
FEDWATCH: “.. when stocks and bonds of high-profile high-yield issuers both fall—further losses are possible. This may be the case for examples like SpaceX, which is not HY-rated but still tracks $CRWV’s yields, suggesting markets expect next IPOs from hyped AI companies may be delayed into 2027.”
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Review the topics and lead coverage retained from each published edition.
Showing archive entries 481-540 of 1,342.
Tuesday, October 6, 2026
Mistral launches Large 4, expanding access to its trillion-parameter model
SiliconANGLE · 2 sources
US and China discussing reciprocal nuclear site visits amid concerns about a new arms race
CNN · 2 sources
Boston Dynamics Taps Amazon Alexa Executive as New CEO
Bloomberg · 2 sources
UK Builders Delay Major Decisions as Outlook Dims, PMI Shows
Bloomberg · 5 sources
Hedge funds warn BoE repo reforms could backfire
Reuters · 2 sources
OpenAI admits response to Australian government hacks 'not good enough'
BBC · 3 sources
Seoul shares extend losses late Wednesday morning as tech stocks fall
Yonhap News Agency via The Korea Times
BOJ may declare underlying inflation at its 2% goal, sharpening policy-normalization focus
The Business Times · 4 sources
4.9 Magnitude earthquake hits Uttarakhand, tremors felt in Delhi-NCR
The Indian Express
World Bank bumps up FY27 India growth outlook to 7.1%
The Economic Times · 5 sources
Thai September headline CPI rises 2.82% on year, below forecast
Reuters · 2 sources
Nvidia-backed startup Reflection unveils open-weight AI model said to rival China offerings
The Business Times · 6 sources
Gold slips as dollar, Treasury yields offset fading Fed hike bets ahead of minutes
Investing.com · 5 sources
Rupee falls 8 paise to close at 96.43 against US dollar
CNBC TV18 · 3 sources
Iran Ramps Up Ship Attacks in Hormuz as Oil, Gas Flows Climb
Bloomberg · 7 sources
Trade deficit hits $105.6 billion, widest since just before Trump tariffs enacted last year
CNBC
Euro faces political, fiscal reckoning as it hovers near 17-month low
Reuters · 5 sources
ECB digital euro plan is framed as a competitive tool for European banks
Bloomberg · 2 sources
Higher Bond Yields Will Pressure Australia Budget, Chalmers Says
Bloomberg · 2 sources
Fmr. Boston Fed Pres: Waiting To Raise Rates Seems Right
Bloomberg · 4 sources
Trump eases red diesel limits in attempt to quell fuel inflation
Financial Times
Fiscal Concerns Remain after Takaichi Vows to Win Market Trust
Jiji Press via Nippon.com · 4 sources
Eurozone producer inflation hits highest since February 2023 at 8.2%
Anadolu Agency · 2 sources
Asian stocks mixed as AI-fuelled Wall Street rally outweighs bond yield worries
CNBC TV18
Türkiye’s annual inflation slows to 29.73% in September, falling below 30% for 1st time in 5 years
Anadolu Agency · 3 sources
Monday, October 5, 2026
UK services firms suffer surge in costs, raise prices, PMI shows
Reuters · 3 sources
Oil prices slip as traders weigh strong Mideast exports against Gulf tensions
Reuters · 7 sources
Euro faces political, fiscal reckoning as it hovers near 17-month low
Reuters · 6 sources
Nvidia-backed Reflection unveils first AI model to take on Chinese open models
Reuters · 5 sources
Nasdaq closes at record high, as stocks climb despite surging Treasury yields
MarketWatch · 5 sources
Gold Steadies as Stronger Dollar and Yields Weigh on Rate Path
Bloomberg · 5 sources
Europe's Stoxx 600 gains on banks boost; French stocks slide on fiscal fears
The Business Times
Higher Bond Yields Will Pressure Australia Budget, Chalmers Says
Bloomberg · 2 sources
India-US trade talks hit ’plateau’, finance minister says, as tariffs narrow room for deal
Reuters · 4 sources
Eurozone producer inflation hits highest since February 2023 at 8.2%
Anadolu Agency · 2 sources
Türkiye’s annual inflation slows to 29.73% in September, falling below 30% for 1st time in 5 years
Anadolu Agency · 3 sources
India services PMI rises to 55.2 in September, hits 3-month high
Business Standard · 5 sources
Fmr. Boston Fed Pres: Waiting To Raise Rates Seems Right
Bloomberg · 3 sources
Thai September headline CPI rises 2.82% on year, below forecast
Reuters · 2 sources
Asian stocks mixed as AI-fuelled Wall Street rally outweighs bond yield worries
CNBC TV18
US services sector activity slows in September; price pressures mount
Reuters
The Morning Risk Report: New AI Czar Unveils Goals, Members of White House Task Force
The Wall Street Journal · 5 sources
Rupee falls 10 paise to close at 96.35 against US dollar
Press Trust of India via ThePrint
Indian companies step up protection against rupee weakness, data shows
Reuters · 2 sources
RBI MPC begins 3-day meeting today amid expectations of first rate hike since 2023
The Economic Times · 5 sources
Takaichi pledges fiscal discipline as Japan's debt bill rises
Reuters
Singapore retail sales growth slows to 0.7% in August, misses forecasts
The Business Times · 2 sources
UK reviewing whether to impose tariffs on Chinese car imports to align with EU
The Guardian · 4 sources
Japan service sector activity slows from 5-month high, PMI shows
Reuters · 4 sources
AI infrastructure reliability moves beyond the rack
SiliconANGLE
Taiex surges 1,200+ points to record high as Fed fears ease
Focus Taiwan (CNA)
Euro Falls to 17-Month Low on Political Uncertainty
Bloomberg · 4 sources
US job growth slows sharply in September; unemployment rate rises to 4.2%
Reuters · 11 sources
Tariffs, sanctions becoming policy instruments, sometimes weaponised: P K Mishra
The Indian Express · 3 sources
Spiking bond yields, midterms, earnings to test US stocks’ typical fourth-quarter strength
Reuters via Investing.com · 2 sources
Vietnam's quarterly GDP grows fastest in 4 years as exports boom
Reuters · 2 sources
Consumer prices up 2.9% in September
Yonhap News Agency via The Korea Times · 6 sources
Sunday, October 4, 2026
RBI repo rate may climb to 6% in FY27; G-Sec yields face upward pressure: Report
ANI via The Economic Times · 5 sources
New White House AI Task Force to Report on the Techology’s Risks
The Wall Street Journal · 5 sources
Tariffs, sanctions becoming policy instruments, sometimes weaponised: P K Mishra
The Indian Express · 3 sources
This record begins with editions retained by the current MacroDigest system; it does not recreate coverage from before that point.