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How the Pentagon is shaping its next cyber strategy

Drawing on Breaking Defense’s TechNet Cyber 2026 coverage, this eBook examines how the Pentagon is advancing AI, cybersecurity, and cyber strategy to strengthen the future force.

Tech stocks just had one of their worst weeks in a year. Here’s how AI momentum went off the rails.

It one of the worst weeks for tech stocks of the year, and Wall Street spent much of it confronting a question it had been too euphoric to ask: what exactly are we getting for all this AI spending?

Honda starts AI data center battery production in US after EV pivot

Wall Street: Dow Jones closes almost unchanged

Concerns about a possible memory chip shortage and the report about a postponement of the OpenAI IPO slowed things down. ON Semiconductor's takeover plans also caused uncertainty.

SpaceX’s new bonds are flashing a warning sign, as investors pump the brakes on AI frenzy

Elon Musk’s company made a splash earlier this week with a $25 billion bond deal, less than two weeks after it raised tens of billions of dollars in cash.

Fed’s Kashkari projects one interest-rate hike this year. Here’s what changed his mind.

Doubts over the U.S.-Iran peace deal and the AI buildup mean a rate hike is possible, the Minneapolis Fed president says.

Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate

Oracle's surging spending, negative free cash flow and $130 billion debt pile are weighing on the stock.

AI Demand, War, and Climate Pressure Push World Back To Nuclear

Global energy markets are in turmoil as energy crises keep piling up. The energy-hungry AI boom, war in Iran, geopolitical instability, and climate pressures are creating a polycrisis for the global energy sector, and it’s just getting started. To solve multiple overlapping crises, we will need multiple overlapping solutions. An all-of-the-above solution to increasing energy security is therefore gaining favor on a global scale as the precariousness of over-reliance on limited energy supply chai

Takeda's 1st female CEO leans into AI to shape biopharma business

Japan banks, tech firms join on AI chat tool for retail asset management

Thailand's Saha teams with Japan telecom SoftBank on AI-powered services

AI’s most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.

AI spending has been a key engine for the market, and some investors now worry that it could stall out, one expert says.

Meta's flurry of AI initiatives this month hasn't helped lift the stock. What will?

Meta has to justify its AI spending to unlock the struggling stock.

OpenAI hasn't held pre-IPO investor meetings or set timeline yet, sources say

OpenAI said it confidentially filed its prospectus with the SEC earlier this month, but noted it "may be a while" before it goes public.

OpenAI limits new AI models to 'trusted partners' at request of U.S. government

OpenAI said it previewed the new models' capabilities with the government ahead of the launch.

Handelsblatt Live: US stock market expert Koch: OpenAI could postpone its IPO

According to a US media report, the ChatGPT developer is considering postponing the IPO planned for the end of 2026 until next year. Markus Koch classifies how this could affect the markets.

ON Semi tanks 20% following Synaptics deal as CEO defends core business

The pivot into physical AI grows On Semi's addressable market by an additional $30 billion, the company said.

Copyrights: 400 US local newspapers sue AI providers

AI models are presumably also trained with newspaper articles. In America, the publishers of almost 400 local newspapers are suing Open AI and Microsoft.

OpenAI is reportedly delaying its IPO. Here's when Kalshi traders think it will announce

Speculators think the OpenAI IPO will come early next year, with only one-in-three odds it happens in 2026 but a high likelihood it is done by June 2027.

Jeremy Grantham says this is 'the most expensive market in 'American history'

Jeremy Grantham says soaring valuations around AI makes the U.S. stock market historically expensive.

Wall Street: Is OpenAI postponing its IPO? Storm clouds are gathering

Much of the AI ​​wave will be funded by capital markets, new stocks, debt and high valuations - not free cash flow. If OpenAI hesitates, everything could fall apart.

‘Digital ID cards’: China moves to regulate AI agents with unified identity system

China is establishing an identity system for artificial intelligence agents, as part of new national standards released on Friday to regulate the next frontier of autonomous technology. The State Administration for Market Regulation (SAMR) unveiled the standard for “Artificial Intelligence Agent Interconnection”, aiming to establish a “closed-loop system” with a unified identity management framework for all AI agents, according to a report from state broadcaster China Central Television...

The Club's top 10 things to watch in the stock market Friday

OpenAI is reportedly considering delaying its IPO until 2027, and SpaceX is weighing a deeper push into mobile services.

OpenAI and Anthropic face new AI reality as companies shift from tokenmaxxing to efficiency

Companies are tightening their AI budgets to focus on getting a return on their investment, and that could dampen growth rates at OpenAI and Anthropic.

Rise in memory chip costs puts pressure on retailers of laptops and smartphones

As the global race for AI moves forward, a shortage of memory chips has begun to drive up prices of consumer electronics and may lead to product shortages.

Why a reported delay for OpenAI’s listing complicates further the picture for tech stocks

SoftBank shares slumped Friday following a report that OpenAi may delay its IPO until next year.

SoftBank shares slip over 12% on OpenAI IPO delay concerns

The AI cold war needs a nonalignment movement

Dax current: Dax is in the red – Zalando shares are falling sharply

Negative media reports about Open AI and Apple pushed the German leading index downwards at the end of the week. In the afternoon, investors will also be looking at new economic figures from the USA.

China keeps an eye on AI smart glasses as privacy concerns come into focus

China has issued the first industry code of conduct for smart glasses powered by artificial intelligence, following public outrage over videos taken by users covertly filming strangers with the increasingly popular devices. The voluntary code calls on smart eyewear manufacturers to adopt a “minimum data collection” approach, provide clear indicators when cameras or microphones are active, and obtain explicit user consent before recording. The guidelines were released on Thursday by the China...