The Wire
All the analysis, as it happens.
18:01
Tech Stocks Face Worst Month in Nearly a Year as Geopolitics and AI Doubts Converge
February's triple threat—US-Iran crisis, rising oil prices, and mounting AI valuation concerns—delivers a reality check to markets after 2025's exuberance.
11:35
Pentagon Threatens to Blacklist Anthropic in Escalating AI Safety Standoff
Defense Secretary Pete Hegseth has given the AI company until Friday to remove restrictions on Claude's military use or face designation as a supply chain…
11:34
Trump Forces Tech Giants to Bankroll Their Own Power as Grid Strains Under AI Demand
White House event on March 4 will formalize pledges from Amazon, Google, Meta, and others to build or buy their own electricity supply for data…
11:29
Denmark’s MitID Outage Exposes Single-Point Failure Risk for 5.8 Million Users
A 25-minute service disruption on February 27 locked millions out of banking, government services, and digital payments—illustrating the fragility of countries dependent on monopolistic digital…
11:02
Seoul Ends 19-Year Standoff, Grants Google Maps Access Under US Trade Pressure
South Korea conditionally approved Google's export of high-precision map data after rejecting similar requests in 2007 and 2016, as Washington linked the restrictions to tariff…
09:46
PayPal Denies Stripe Acquisition Talks as Stock Plunges 6% Following Retraction
The payments giant confirmed it is not in discussions to be acquired, contradicting reports that sent shares soaring earlier this week and exposing deeper vulnerability…
09:20
CoStar Launches Homes AI as Real Estate Bets on Domain-Specific Intelligence
CEO Andy Florance positions voice-enabled assistant as data-moat play against generic AI tools—and a wedge against Zillow, Redfin in proptech arms race.
08:52
Rajan Dismisses AI Doomsday Scenario for India’s $224 Billion IT Sector
Former RBI chief calls disruption real but manageable, pushes back on Citrini Research forecast warning of economic collapse by 2028.
08:30
Block Slashes 40% of Workforce in AI-Driven Restructuring as Markets Reward Dorsey’s Efficiency Play
Jack Dorsey's fintech cuts 4,000 employees from strong position as stock surges 23% on bet that AI tools replace human labor at scale.
08:25
IonQ Shares Surge 20% After Q4 Revenue Blows Past Estimates, Signaling Quantum’s Commercial Tipping Point
The trapped-ion quantum computing company reported revenue of $61.9 million for the quarter—53% above consensus—and guided 2026 to $225–$245 million, underscoring accelerating enterprise and government…
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…
22:09
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.
18:19
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…
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…
17:06
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.
16:23
AI’s Speed Problem: When Innovation Outruns the Business Model
Technology companies face unprecedented pricing pressure as artificial intelligence capabilities become obsolete within months, creating a fundamental mismatch between development velocity and revenue capture.