https://www.techi.com/ Latest stories from TECHi. en-US Wed, 16 Sep 2026 01:26:56 GMT 60 https://www.techi.com/xrp-price-falls-clarity-act-senate-vote-crypto-selloff/ https://www.techi.com/xrp-price-falls-clarity-act-senate-vote-crypto-selloff/ Wed, 16 Sep 2026 01:26:56 GMT Fatimah Misbah Hussain Crypto & DeFi Markets & Equities XRP fell 9.3% in 24 hours, more than three times bitcoin's drop, after the Senate blocked the CLARITY Act 49-50. Why the tokens the bill would have defined fell hardest. https://www.techi.com/openai-1-2-trillion-valuation-funding-talks-ft/ https://www.techi.com/openai-1-2-trillion-valuation-funding-talks-ft/ Tue, 15 Sep 2026 23:10:31 GMT Zoha Imdad Ali AI & Intelligence Markets & Equities OpenAI is in early talks with investors at a $1.2 trillion valuation, the FT reports, 41% above March and three days after Sam Altman shelved the IPO on safety grounds. https://www.techi.com/coinbase-circle-stock-fall-clarity-act-fails-stablecoin-rates/ https://www.techi.com/coinbase-circle-stock-fall-clarity-act-fails-stablecoin-rates/ Tue, 15 Sep 2026 22:43:16 GMT Umair Aslam Crypto & DeFi Markets & Equities Coinbase fell 10% and Circle 11.5% after the Senate blocked the CLARITY Act 49-50. Their filings show stablecoin income runs on rates, and the Fed may hike Wednesday. https://www.techi.com/social-security-cola-2027-forecast-gas-prices-3-6-percent/ https://www.techi.com/social-security-cola-2027-forecast-gas-prices-3-6-percent/ Tue, 15 Sep 2026 14:24:28 GMT Omer Sheikh Markets & Equities Policy & Impact Official CPI-W data lock in 3.3% for the 2027 COLA with one month left. September gas prices, up 4.4% on August, now tilt the raise toward 3.6%, not 3.5%. https://www.techi.com/10-year-treasury-yield-19-year-high-5-percent-ai-debt/ https://www.techi.com/10-year-treasury-yield-19-year-high-5-percent-ai-debt/ Tue, 15 Sep 2026 12:09:32 GMT Jazib Zaman Markets & Equities AI & Intelligence The 10-year Treasury yield touched 5.04%, the highest since 2007, before a Fed hike. What it means for Big Tech's $194 billion bond binge, Oracle and CoreWeave. https://www.techi.com/trump-ai-hoax-microsoft-code-of-conduct-labs-standards-body/ https://www.techi.com/trump-ai-hoax-microsoft-code-of-conduct-labs-standards-body/ Mon, 14 Sep 2026 23:33:24 GMT Nouman S. Ghumman AI & Intelligence Policy & Impact Trump called AI risk a 'hoax' on Jensen Huang's speakerphone. Same day: Microsoft's AI code of conduct, a lab standards body and Anthropic's kill-switch call. https://www.techi.com/cybersecurity-stocks-surge-crowdstrike-zscaler-ai-risk-trade/ https://www.techi.com/cybersecurity-stocks-surge-crowdstrike-zscaler-ai-risk-trade/ Mon, 14 Sep 2026 16:47:09 GMT Qaiser Sultan Markets & Equities AI & Intelligence CrowdStrike hit a record and Zscaler, SentinelOne and Palo Alto jumped 13-15% as the AI slowdown call sank chips. Why threat warnings mean security budgets. https://www.techi.com/oracle-stock-falls-layoffs-700-million-ellison-cancels-sale/ https://www.techi.com/oracle-stock-falls-layoffs-700-million-ellison-cancels-sale/ Mon, 14 Sep 2026 15:00:28 GMT Muhammad Zeshan Sarwar Markets & Equities AI & Intelligence Oracle fell ~5% after adding about $700 million to its restructuring plan amid a $90-95 billion capex year, days after Ellison cancelled a $7.5 billion share-sale plan. https://www.techi.com/premarket-intel-micron-amd-fall-ai-slowdown-oil-108/ https://www.techi.com/premarket-intel-micron-amd-fall-ai-slowdown-oil-108/ Mon, 14 Sep 2026 13:31:38 GMT Omer Sheikh Markets & Equities AI & Intelligence Intel, Micron and AMD fell about 6% premarket and Nvidia 2.7% as the AI slowdown call met a 3% oil spike; ServiceNow and Adobe rose. Nasdaq futures -1.6%, Fed odds 89%. https://www.techi.com/clarity-act-senate-cloture-vote-trump-ethics-bernstein/ https://www.techi.com/clarity-act-senate-cloture-vote-trump-ethics-bernstein/ Mon, 14 Sep 2026 11:31:46 GMT Nouman S. Ghumman Crypto & DeFi Policy & Impact Senate GOP released the final Clarity Act text after Trump took most of the Tillis-Gallego ethics deal. Cloture needs 60 votes Tuesday; Bernstein: a pass isn't priced in. https://www.techi.com/firmus-ipo-asx-7-billion-openai-anchor-nvidia/ https://www.techi.com/firmus-ipo-asx-7-billion-openai-anchor-nvidia/ Mon, 14 Sep 2026 10:05:08 GMT Zoha Imdad Ali AI & Intelligence Markets & Equities Firmus is pitching a A$7 billion (US$5 billion) ASX IPO for late October, Bloomberg reports: 900 MW contracted, OpenAI anchoring two Malaysian sites, Nvidia in Batam. https://www.techi.com/ai-slowdown-no-enforcer-trump-beijing-burry/ https://www.techi.com/ai-slowdown-no-enforcer-trump-beijing-burry/ Mon, 14 Sep 2026 08:04:49 GMT Jazib Zaman AI & Intelligence Policy & Impact Amodei's 'pace the frontier' plan needs a US rulebook, a Chinese counterpart and patient capital. Within a day, Trump, Global Times and Michael Burry said no. https://www.techi.com/south-korea-ict-exports-record-ai-chips-trade-deficit/ https://www.techi.com/south-korea-ict-exports-record-ai-chips-trade-deficit/ Mon, 14 Sep 2026 02:17:59 GMT Jazib Zaman Markets & Equities AI & Intelligence South Korea's ICT exports hit a record $59.98B in August, over 60% of all exports. Chips were 47.5%, and outside ICT Korea ran a $6.6B trade deficit. https://www.techi.com/anthropic-rum-group-13-7-billion-gpu-deal-warrant/ https://www.techi.com/anthropic-rum-group-13-7-billion-gpu-deal-warrant/ Mon, 14 Sep 2026 01:36:10 GMT Umair Aslam AI & Intelligence Markets & Equities Anthropic is the customer in RUM Group's $13.7B GPU deal, The Information reports. The deal comes with a penny warrant for 50.8M RUM shares. https://www.techi.com/softbank-shares-fall-openai-ai-slowdown-tokyo/ https://www.techi.com/softbank-shares-fall-openai-ai-slowdown-tokyo/ Mon, 14 Sep 2026 01:19:54 GMT Muhammad Zeshan Sarwar Markets & Equities AI & Intelligence SoftBank shares fell 11.6% in Tokyo after OpenAI's Altman backed slowing AI and ruled out a 2026 IPO. SoftBank has committed $64.6 billion to OpenAI. https://www.techi.com/sk-hynix-kospi-asia-chip-stocks-fall-ai-slowdown/ https://www.techi.com/sk-hynix-kospi-asia-chip-stocks-fall-ai-slowdown/ Mon, 14 Sep 2026 00:24:51 GMT Omer Sheikh Markets & Equities AI & Intelligence SK hynix fell 5.4% and Samsung 3.4% at Monday's open, dragging the KOSPI down 3.2%, as Asia reacted to Anthropic's AI slowdown call, oil and a Fed hike. https://www.techi.com/anthropic-second-profitable-quarter-ipo-ft-report/ https://www.techi.com/anthropic-second-profitable-quarter-ipo-ft-report/ Sun, 13 Sep 2026 23:45:15 GMT Umair Aslam AI & Intelligence Markets & Equities Anthropic told investors it expects a second straight quarter of adjusted operating profit, the FT reports. Its 80%+ gross margin excludes training costs. https://www.techi.com/nasdaq-futures-sunday-open-ai-slowdown-oil-fed/ https://www.techi.com/nasdaq-futures-sunday-open-ai-slowdown-oil-fed/ Sun, 13 Sep 2026 22:29:43 GMT Muhammad Zeshan Sarwar Markets & Equities AI & Intelligence Nasdaq 100 futures fell 1.2% at Sunday's open, twice the S&P 500, after Anthropic's call to slow AI. Oil rose above $103 and a Fed hike looms Wednesday. https://www.techi.com/why-hpe-stock-jumped-oracle-capex-purchase-obligations/ https://www.techi.com/why-hpe-stock-jumped-oracle-capex-purchase-obligations/ Sun, 13 Sep 2026 21:54:37 GMT Omer Sheikh Markets & Equities AI & Intelligence HPE stock rose 12.4% to a record close after Oracle kept its $90B–$95B capex plan. Its 10-Q shows $30.4B of supplier commitments, up from $5.7B in April. https://www.techi.com/data-center-cost-by-country/ https://www.techi.com/data-center-cost-by-country/ Sun, 13 Sep 2026 05:24:58 GMT Umair Aslam Research Tools & Guides AI & Intelligence Data center construction costs about $6M–$13M per MW across the USA, EU, UAE, India and Pakistan, and a 10 MW power bill runs $8.7M–$26.3M a year. https://www.techi.com/microsoft-stock-azure-revenue-disclosure-margin/ https://www.techi.com/microsoft-stock-azure-revenue-disclosure-margin/ Sun, 13 Sep 2026 02:03:36 GMT Umair Aslam Markets & Equities AI & Intelligence Microsoft revealed Azure's $101.9B revenue for the first time, and retired the segment whose margin fell from 64% to 57%. What Microsoft stock investors lose. https://www.techi.com/eth-futures-ethereum-future-treasury-yield/ https://www.techi.com/eth-futures-ethereum-future-treasury-yield/ Sun, 13 Sep 2026 01:44:35 GMT Muhammad Zeshan Sarwar Crypto & DeFi Markets & Equities What Ethereum is, what ETH futures are, and why the curve now pays about the Treasury yield — while staking pays less. Data from Deribit and Binance. https://www.techi.com/nvidia-stock-customer-credit-guarantees-balance-sheet/ https://www.techi.com/nvidia-stock-customer-credit-guarantees-balance-sheet/ Sun, 13 Sep 2026 00:42:06 GMT Umair Aslam Markets & Equities AI & Intelligence Nvidia now gives some customers up to a year to pay, guarantees $105B of an OpenAI campus's rent and holds $94B of stakes. Why a 106% grower trades at 24x. https://www.techi.com/spacex-spcx-ai-capex-segment-shift/ https://www.techi.com/spacex-spcx-ai-capex-segment-shift/ Sat, 12 Sep 2026 20:30:59 GMT Omer Sheikh Markets & Equities AI & Intelligence SpaceX's Q2 filing shows $15.83B of AI capex against $1.17B on Space — 86% of all capital spending. Only Starlink earns. What SPCX investors are actually buying. https://www.techi.com/sandisk-sp100-inclusion-forced-flows/ https://www.techi.com/sandisk-sp100-inclusion-forced-flows/ Sat, 12 Sep 2026 15:46:25 GMT Umair Aslam Markets & Equities AI & Intelligence SanDisk enters the S&P 100 on Sept. 21. The announcement pop is already gone, and July showed what price-insensitive flows do to a stock down 28% this quarter. https://www.techi.com/amazon-stock-anthropic-markup-earnings-quality/ https://www.techi.com/amazon-stock-anthropic-markup-earnings-quality/ Sat, 12 Sep 2026 10:49:58 GMT Muhammad Zeshan Sarwar Markets & Equities AI & Intelligence Amazon's Q2 net income rose 245%. A $50.5B unrealised markup on its Anthropic stake drove 62% of pre-tax profit — and it flatters the P/E. What the 10-Q shows. https://www.techi.com/ai-stocks-q3-2026-performance-ranking/ https://www.techi.com/ai-stocks-q3-2026-performance-ranking/ Sat, 12 Sep 2026 09:33:27 GMT Omer Sheikh Markets & Equities AI & Intelligence We ranked 41 US-listed AI stocks by Q3 performance. Enterprise software is up 33.5% at the median, semiconductors down 14.6%, and no chipmaker made the top nine. https://www.techi.com/oracle-backlog-664-billion-equity-funding-reversal/ https://www.techi.com/oracle-backlog-664-billion-equity-funding-reversal/ Sat, 12 Sep 2026 08:46:27 GMT Muhammad Zeshan Sarwar Markets & Equities AI & Intelligence Oracle opened at $164.43 and closed at $150.28. The release explains why: record AI backlog, negative free cash flow, and $20 billion of stock sold in the quarter. https://www.techi.com/tesla-cybercab-nhtsa-self-certification-audit/ https://www.techi.com/tesla-cybercab-nhtsa-self-certification-audit/ Sat, 12 Sep 2026 08:07:46 GMT Omer Sheikh Markets & Equities Policy & Impact NHTSA opened its Tesla Cybercab audit on September 4. The review examines self-certification for a vehicle without a steering wheel or pedals. https://www.techi.com/nvidia-anthropic-ipo-anchor-investor/ https://www.techi.com/nvidia-anthropic-ipo-anchor-investor/ Sat, 12 Sep 2026 00:22:55 GMT Omer Sheikh Markets & Equities AI & Intelligence Reuters reports Nvidia is in talks to invest in Anthropic’s IPO, which could raise $100 billion at a $2 trillion valuation. The terms remain tentative.