The Wire
All the analysis, as it happens.
14:50
Wall Street Packages AI Volatility Insurance as Bubble Fears Mount
Banks pitch variance swaps and collar strategies to institutional clients seeking protection against concentration risk in overheated tech stocks
13:46
Nvidia Delivers Record $68B Quarter as Enterprise Demand Sustains AI Chip Boom
Chipmaker crushes Q4 expectations with 73% revenue growth and $78B guidance, while analysts debate whether stretched valuations reflect the full scale of multi-year infrastructure buildout.
13:34
Anthropic Abandons Core Safety Pledge as Competition Trumps Principle
The AI company built on safety-first principles scrapped its binding commitment to pause dangerous model development, citing rivals and a hostile regulatory climate.
13:25
Plaid Hits $8 Billion Valuation as Fintech Infrastructure Emerges from Three-Year Correction
Open banking platform secures premium pricing in new funding round, marking 51% jump from 2025 and validating regulatory gamble after collapsed Visa deal.
13:06
Stellantis Eyes Chinese EV Architecture as €22bn Loss Forces Tech Pivot
Embattled automaker considers adopting Leapmotor's battery and powertrain systems for Fiat, Opel, and Peugeot—marking the first Western reliance on Chinese vehicle architecture for European production.
10:07
C3.ai Cuts 307 Jobs in 26% Workforce Reduction as Revenue Craters 46%
Enterprise AI software company announces sweeping restructuring under new CEO Stephen Ehikian, targeting $135 million in annual savings amid sharp revenue decline and mounting losses.
10:03
Private Credit Faces Software Shock as Default Warnings Hit 15%
UBS warns AI disruption could push private credit defaults to unprecedented levels, exposing $600-750 billion in software exposure as the $3.5 trillion market confronts its…
21:10
AMD Bets $150 Million on Nutanix in Data Center Infrastructure Push
Chip giant deepens hyperconverged partnership with stock investment as it challenges Intel and VMware across enterprise markets.
19:30
Local Revolts Against AI Data Centers Block $96 Billion in Projects
Grassroots opposition to energy-hungry infrastructure is forcing states to implement moratoriums, threatening deployment timelines for Microsoft, Google, Amazon, and Meta as communities prioritize quality of…