The S&P 500 industrials sector is trading at a forward P/E ratio above 30 — matching tech valuations — as AI data center construction and defense spending drive unprecedented investor demand into machinery, electrical equipment, and aerospace companies.
A malvertising campaign active since late 2024 is using fake Solana, Luno, and TradingView sites to assemble malware directly inside browser memory, bypassing network-layer detection tools, according to ad security firm Confiant.
Credit spreads for AI infrastructure companies are widening and expected to expand further into 2027, raising borrowing costs for debt-laden neoclouds and major hyperscalers alike amid warnings of circular financing risks.
Warner Bros. Discovery has filed suit against Amazon, alleging the tech giant illegally recruited executives still under active employment contracts, including an HBO Max marketing executive whose deal runs through October 2027.
Samsung Electronics has signed a memorandum of understanding with Broadcom covering memory chips, contract manufacturing, and advanced packaging in a collaboration projected to exceed $200 billion through 2030, bolstering Samsung's foundry ambitions against TSMC.
Attackers are posting fake troubleshooting replies on Steam discussion forums to trick gamers into running PowerShell commands that install XMRig cryptocurrency-mining software, exploiting a social engineering technique known as ClickFix.
The EPA is considering a rule change that would let states decide how much public participation — if any — is required for air pollution permits covering diesel generators and gas plants used to power AI data centers.
The S&P 500 industrials sector is trading at a forward P/E ratio above 30 — matching tech valuations — as AI data center construction and defense spending drive unprecedented investor demand into machinery, electrical equipment, and aerospace companies.
Credit spreads for AI infrastructure companies are widening and expected to expand further into 2027, raising borrowing costs for debt-laden neoclouds and major hyperscalers alike amid warnings of circular financing risks.
Moody's Ratings warned in a Wednesday research note that AI infrastructure spending is eroding free cash flow and raising balance-sheet risk at six major tech companies, including Amazon, Meta, Alphabet, Oracle, Microsoft, and CoreWeave.
Samsung Electronics has signed a memorandum of understanding with Broadcom covering memory chips, contract manufacturing, and advanced packaging in a collaboration projected to exceed $200 billion through 2030, bolstering Samsung's foundry ambitions against TSMC.
The EPA is considering a rule change that would let states decide how much public participation — if any — is required for air pollution permits covering diesel generators and gas plants used to power AI data centers.
Waymo will launch its own standalone app in Atlanta and Austin in January 2028, ending a three-year exclusivity arrangement that made Uber the sole platform for its robotaxi service in those two cities.
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.