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$4 trillion in AI off-balance sheet obligations... JPMAM Cembalest
Shorting ‘Value’ and Buying AI
It’s become too detached from fundamentals that ai hardware has gotten anyway from single digits to less than teen pe ratios. Data centers will be built regardless because Nancy Pelosi isn’t going to tank her #1 position in NVDA and cause…
“.. McCormick said she expects there is ‘going to be a lot more review’ of new projects. ‘What I mean by that is to start new data center build-outs today in the United States will be very…
“.. McCormick said she expects there is ‘going to be a lot more review’ of new projects. ‘What I mean by that is to start new data center build-outs today in the United States will be very challenging.’” @wsj.com $META www.wsj.com/tech/ai/meta...
Why is Unity Software stock surging today?
AI chip demand powers third-quarter growth at chemical, industrial gas makers
Bullish
Agility Robotics' Nasdaq debut invites scrutiny of humanoid robot market
US leader in deploying humanoid robots goes public on the Nasdaq stock exchange.
“Modern AI is neither god nor mechanical bird,” write Henry Farrell and Cosma Shalizi. In a guest essay, the academics argue it should instead be understood as a technological version of the Homeric…
“Modern AI is neither god nor mechanical bird,” write Henry Farrell and Cosma Shalizi. In a guest essay, the academics argue it should instead be understood as a technological version of the Homeric songs that inspired Alexander the Great bit.ly/4jImXaz Illustration: Dan Williams
2026 iPad mini review: Maximizing the mini
It's more compelling than ever, but also more expensive.
Marvell to buy Lumentum in $115 billion all-stock deal — combined company to supply scale-up and scale-in optics for AI data centers
Agility is the first pure humanoid robot company on the stock market. Are you buying?
Agility arrives on the Nasdaq today as the first publicly-traded pure-play humanoid robotics company.
AI, data-center stocks slip as Democratic sweep clouds expansion plans
OpenSSH 10.6p2 Critical workaround for alpine without PAM
Article URL: https://www.openssh.org/releasenotes.html#10.6p2 Comments URL: https://news.ycombinator.com/item?id=50377976 Points: 155 # Comments: 7
Discord is ditching Electron and its new app uses less RAM
Discord is finally giving up on Electron, the cross-platform framework that lets developers build desktop apps using web technologies. Electron web apps are notoriously heavy on system resources, and Discord is now moving its desktop app fully to Rust - a modern programming language designed for speed and memory safety. "We've been early adopters of Rust since 2018 and a lot of our infra, voice…
MS cuts $CSCO: “.. we see merit in scaling back exposure following the stock’s significant outperformance (up 43% over L12M vs. S&P up 14%). .. strong expectations and gross margin headwinds from AI…
MS cuts $CSCO: “.. we see merit in scaling back exposure following the stock’s significant outperformance (up 43% over L12M vs. S&P up 14%). .. strong expectations and gross margin headwinds from AI business leave less room for upside.”
10 Thursday AM Reads
My morning reads: • Nobody Knows Anything, 2026 Midterms Edition: Everywhere I looked – stock futures, prediction markets, polls – turned out to be a panoply of errors. (The Big Picture) • AI Data Center Boom Set for Upheaval After US Election Rout: Combining Hinojosa’s victory with those of other Democrats who won gubernatorial races from Georgia to… Read More The post 10 Thursday AM Reads…
Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift
Now that absolute value is much harder to find in the AI trade, with bets having to be made on a longer-term, more speculative basis, it’s time to search for relative value within the sector, says one research service.
Massive market rotation raises question: Is the sell-AI trade here to stay?
Awesome repositories are no longer awesome
Article URL: https://erikgahner.github.io/posts/2026/awesome-repositories-are-no-longer-awesome/ Comments URL: https://news.ycombinator.com/item?id=50377821 Points: 155 # Comments: 80
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Amazon is getting back into restaurant delivery with Uber Eats team-up
Amazon and Uber are teaming up to make Uber Eats the official restaurant delivery partner for Prime subscribers in the US. The news comes as Uber faces a drastically reshaped competitive landscape with the merging of rivals DoorDash and Instacart. Under the new partnership, Amazon Prime subscribers will get $0 delivery fees on restaurant orders of $25 or more directly through Amazon's app or…
An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI
An interview with Intuit CEO Sasan Goodarzi about the working for one of tech's oldest software companies, and how Intuit is leaning into the AI paradigm shift.
The midterms could fuel the K-shaped AI trade
U.S. midterm results could slow data center development, raising the value of existing AI capacity while increasing pressure on debt-funded neoclouds.
Qualcomm slumps as weak smartphone chip sales overshadow data-center momentum
Bearish
OpenAI pledges to pay for data center power after election highlights AI concerns
OpenAI pledged to solicit community input around AI data centers, publish construction plans and protect ratepayers.
Bearish
Maersk raises outlook again as AI buildout, port congestion keep freight rates high
Bullish
Baidu released ERNIE 5.5 Flash Base
Article URL: https://ernie.baidu.com/release/ernie-5-5-flash-base/ Comments URL: https://news.ycombinator.com/item?id=50377078 Points: 150 # Comments: 86