The Wire
All the analysis, as it happens.
07:33
Geneva Talks Show Progress as US-Iran Nuclear Deal Remains Elusive
Third round of indirect negotiations yields 'significant progress' but deep divisions persist over uranium enrichment, sanctions relief, and regional security amid massive US military buildup.
07:25
Anthropic Rejects Pentagon’s Final Offer, Escalates AI Standoff Hours Before Deadline
The AI company refused to drop guardrails against mass surveillance and autonomous weapons despite threats of contract cancellation and blacklisting.
22:53
Smartphone Market Faces 13% Contraction as Memory Crisis Ruptures Supply Chain
IDC projects shipments will plunge 140 million units in 2026 as DRAM and NAND shortages driven by AI infrastructure demand force manufacturers to raise prices…
22:42
Howard Marks: AI Will Eliminate Most Fund Managers, But the Greatest Investors Will Thrive
Oaktree's co-chairman argues artificial intelligence excels at pattern recognition from historical data—which is precisely why it will fail where elite investors succeed.
22:31
Snowflake’s 30% Growth and ‘Magical’ AI Moment Challenge Market Skepticism on Enterprise Spending
CEO Ramaswamy's Q4 earnings beat signals robust AI demand as investors question the sustainability of tech infrastructure buildouts
22:09
Global Smartphone Market Faces Historic 12.9% Collapse as Memory Crisis Triggers Supply Chain Shock
AI infrastructure boom drains memory chip supply, forcing IDC to project worst industry contraction on record—worse than COVID—as prices surge and 171 million budget devices…
21:59
Apple’s iPhone Becomes First Consumer Device Cleared for NATO Classified Data
iOS 26 and iPadOS 26 receive NATO approval to handle restricted-level information without specialized software, marking a watershed moment for commercial security and government procurement.
18:40
Democrats Mount Uphill Battle to Revive IRS Direct File After Trump Kills Free Tax Program
Over 175 lawmakers demand restoration of service that saved taxpayers $160 per return, but zero Republican support signals legislative gridlock as tax prep lobby claims…
18:25
Russia and Ukraine Exchange 1,000 Bodies as Peace Talks Resume in Geneva
The body transfer coincided with bilateral US-Ukraine meetings, marking a rare humanitarian gesture amid stalled territorial negotiations.
18:19
Greek Court Convicts Four Spyware Executives in Landmark Predator Case
Athens court sentences Intellexa founder and three associates to eight years in prison for illegally surveilling over 90 journalists and politicians—the first known criminal conviction…
18:14
Rubio Labels Iran Missile Refusal a ‘Big Problem’ as Geneva Talks Enter Critical Phase
Secretary of State warns Tehran's ballistic missile program poses an 'unsustainable threat' to U.S. territory as nuclear negotiations resume against the backdrop of unprecedented military…
18:03
Victory Capital Launches $8.6 Billion Counterbid for Janus Henderson
San Antonio-based asset manager offers $57.04 per share in competing proposal, topping Trian's December deal by 16% and forcing bidding war for $484 billion AUM…
17:45
Paramount Misses Q4 Estimates Despite Record Streaming Growth, as Skydance Merger Looms
Media giant posts $7.98 billion in revenue but falls short of Wall Street targets, even as Paramount+ adds 5.6 million subscribers and narrows streaming losses…
17:40
Sudan’s Gum Arabic Trade Fuels Both Sides of War, Undermining Peace
The obscure resin that stabilizes Coca-Cola and M&Ms generates millions for the RSF and SAF militias, creating perverse incentives to prolong the world's worst humanitarian…
17:28
Taliban Launches Retaliatory Strikes on Pakistan After Border Airstrikes Kill Civilians
Afghanistan announced military operations against Pakistani positions on February 26, four days after Pakistan's airstrikes killed at least 13 civilians, marking the first confirmed Taliban…
17:21
London Court Awards Trafigura $700 Million in Nickel Fraud Case Against Indian Tycoon
Judge ruled Indian businessman Prateek Gupta orchestrated 'fraud on a grand scale,' marking one of the largest awards in commodities litigation and signaling tougher scrutiny…
17:06
Tech Stocks Shed $1.3 Trillion as AI Spending Paradox Triggers Market Repricing
Nvidia rallies on blockbuster earnings while broader sector bleeds—investors demand proof that $700 billion capex surge will generate returns.
16:54
Blackstone’s Retail Private Equity Fund Posts 20% Return on AI Bet
The firm's $18 billion BXPE fund delivered 20% net gains in 2025, with nearly a third driven by SpaceX, OpenAI, and Anthropic stakes unavailable to…
16:42
Greece Delivers First Spyware Convictions in Landmark Predator Surveillance Case
Four Intellexa executives sentenced to eight years in surveillance scandal that targeted 87 individuals and exposed dual-track state monitoring system.
16:33
Google to Test Rival Search Engine Visibility in EU Under DMA Pressure
Search giant prepares to display competitors by default in European results as €9.71 billion in prior fines loom and Digital Markets Act enforcement intensifies.