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241 briefings · “ai”
Big IPO, bigger options debut: what it means for investors, risk teams, and anyone benchmarking market appetite.
SpaceX exercised its option for Cursor in an all-stock deal worth $60 billion, reshaping AI dealmaking expectations.
Market cap, Musk wealth, and retail mechanics collide with acquisition-driven AI spend and looming investor scrutiny.
Lovable, Replit, and others are raising billions as Big Tech both bets on and panics about AI-built software.
The kill switch reality is colliding with Europe’s cloud, compute, and regulatory bottlenecks.
The Aussie mining billionaire just put Hancock Prospecting behind Musk's rocket-and-satellite combo, and markets noticed.
A two-day post-IPO comment on X frames a trillion-dollar pace by 2030, with implications for investors and regulators.
New York turns 37 first-half points into an identity-defining defensive second half, winning their first title in 53 years.
Enterprises lose top-tier Claude access overnight, with fallback models auto-routing and an uncertain path to restoration.
A US order bars foreign users, and Anthropic says it will comply by turning off its latest frontier models globally.
The largest IPO in history gives Elon Musk's rocket company a win, and signals how massive the next OpenAI and Anthropic deals could be.
First-day trading for the aerospace and AI company turned an unprecedented IPO into a $2tn-style market reckoning for public-market readiness.
