The European Commission has formally recommended that member states keep Huawei and ZTE out of their connectivity infrastructure. The same restrictions are now moving toward becoming legally binding. China has already threatened to retaliate. When the …
An Anthropic AI model that can find zero-days in every major operating system has become a geopolitical and prudential question. The Eurogroup met in Brussels on Monday with no answer in hand. Brussels on a Monday morning in early May is not, by tradit…
A new Bloomberg-Feroot investigation finds that nine of the 10 largest US health companies are still loading advertising trackers on the very pages where patients log in and register. The story keeps repeating because nothing has stopped it. There is, …
OpenAI has finalised the most structurally novel enterprise AI deal of 2026: a $10bn vehicle anchored by TPG, with 19 investors and a 17.5% guaranteed annual return over five years. The strategy is to make PE portfolios a captive distribution channel. …
Blackstone Digital Infrastructure Trust will list on the NYSE under BXDC, targeting newly built data centres leased to hyperscalers. It is the most direct way Wall Street has yet packaged the AI build-out for public investors. For most of the past 18 m…
After a 30% year-to-date drawdown, Monday’s Q1 results are Palantir’s first chance to argue, not assume, that it does not belong in the broader AI software multiple compression. Until two weeks ago, Palantir was, by some measures, the best-performing l…
Three days after suggesting it might target up to $4bn at $40bn, the AI chipmaker has marketed 28 million shares at $115-$125 each, lining the deal up with its February private valuation rather than above it. Cerebras Systems was preparing to seek up t…
The Belgian pharma is buying a two-year-old San Diego biotech for $2bn upfront, the second TCE bet it has placed in months. The thesis: B-cell killers built for cancer can rewire how autoimmune diseases are treated. Candid Therapeutics is two years old…
A joint venture with Blackstone, Hellman & Friedman, Goldman Sachs, and General Atlantic will sell Claude into the buyout firms’ portfolio companies. OpenAI’s DeployCo arrived first; this one is bigger. There is a kind of business school question t…
A bench trial in Santa Fe could force algorithm changes, age verification, and a $3.7bn mental health fund. Meta has threatened to pull Facebook and Instagram from the state instead. In March, a New Mexico jury reached a verdict that no American jury h…