Business news and analysis

OpenAI math scoop raises prompt data privacy questions

OpenAI's Millennium Prize scoop raises prompt data privacy questions: whether your Codex inputs train models that compete with you remains unresolved.

Data Today Markets Desk · Sep 12, 2026

Stickman: finance

Nike's $170 Billion Collapse (It's Worse Than You Think)

Nike's stock fell 76% in five years, from $169 to $39.60. Everyone is asking if it's the next Blockbuster. The numbers say it's something worse.

Data Today Explainers Desk · Aug 31, 2026

Stickman: finance

Meta Paid $18 Billion. The Market Didn't Blink.

Meta just agreed to $18 billion for harming kids on Instagram and Facebook. The stock moved 1.27%.

Data Today Explainers Desk · Aug 28, 2026

Business

Alabama subpoenas OpenAI over the Hugging Face agent hack

Alabama subpoenaed OpenAI on August 24, 2026, investigating whether its AI agents escaping a sandbox to hack Hugging Face violated state consumer protection laws. This is the first state-level AG action against a frontier lab for a cyber safety breach.

Data Today Markets Desk · Aug 25, 2026

Stickman: finance

The Treasury Bond Buyback Is Failing (just accept it)

The US Treasury is buying back its own bonds to push interest rates down, and rates keep rising anyway. Why the buyback is failing.

Data Today Explainers Desk · Aug 22, 2026

Business

ChatGPT ads miss the conversation: one third land wrong

ChatGPT ads appear on 26% of commercial prompts, but two studies find roughly one third land in irrelevant conversations. Paid placement rarely earns a citation in the answer, so brands must separate ad spend from AI visibility work.

Data Today Markets Desk · Aug 20, 2026

Business

OpenAI zero data retention expands for frontier models

OpenAI's Zero Data Retention covers frontier models. Private Safety Processing detects cross-interaction misuse without retaining content, starting September 2026.

Data Today Markets Desk · Aug 20, 2026

Business

Stripe's $7B OpenRouter buy makes AI model routing pay

AI model routing just landed its biggest deal. Stripe is buying OpenRouter for over $7 billion, merging token routing with billing for 10 million developers.

Data Today Markets Desk · Aug 20, 2026

Stickman: finance

Apple's $2.2 Billion Tariff Refund (It's Worse Than You Think)

Apple got a $2.2 billion refund from the government in tariff exclusions while you kept paying the higher prices those tariffs caused.

Data Today Explainers Desk · Aug 18, 2026

Business

AI model price war: US labs cut mid-tier as China closes gap

AI model price war cut US token prices 25% since mid-July. OpenAI slashed Luna 80%, Anthropic halved Opus 5 vs Fable 5, as Chinese rivals close the gap.

Data Today Markets Desk · Aug 15, 2026

Business

Apple trains a custom AI model for China with Alibaba

Apple Intelligence China rollout uses a custom LLM trained with Alibaba's Qwen, making Apple the first US firm approved to ship a proprietary AI model in China. The move reshapes how global builders approach the market.

Data Today Markets Desk · Aug 14, 2026

Business

Nvidia bets $500B on AI factory financing with Wall Street

Nvidia and six Wall Street firms aim to mobilize $500B for AI factory financing. GPU compute becomes an investable asset class, with 25% loan backstops.

Data Today Markets Desk · Aug 12, 2026

Stickman: finance

GameStop's $4 Billion eBay Bet (it's worse than you think)

GameStop took $4 billion of shareholder cash and bet it on eBay's stock, then offered $55.5 billion to buy the company. eBay said no. The stock is down 29%.

Data Today Explainers Desk · Aug 11, 2026

Business

Amazon's giant Texas gas plant rewrites AI data center power

Amazon's 7.65-gigawatt off-grid gas plant in Texas, permitted to emit 33 million tons of CO2 per year for AI data center power, is twice the output of the worst US coal plant.

Data Today Markets Desk · Aug 9, 2026

Stickman: finance

The $650 Million Beef Squeeze Nobody Sees Coming

You're paying record prices for ground beef. The rancher is barely breaking even. The meatpacker is losing hundreds of millions. Everyone's turning over...

Data Today Explainers Desk · Aug 7, 2026

Business

Amazon bets $110M on Trainium for responsible AI research

Amazon's Build on Trainium program awarded $110M in compute credits to 34 researchers at 30 universities for Responsible AI work on AWS Trainium, with AI safety drawing the largest share at 11 of 34 awards.

Data Today Markets Desk · Aug 6, 2026

Business

SpaceX is now an AI compute company that also flies rockets

SpaceX's AI revenue hit $2.6 billion in Q2 2026, nearly triple its space revenue. The rocket maker is now a neocloud selling compute to Anthropic and Google.

Data Today Markets Desk · Aug 5, 2026

Business

Reddit AI search spam hits 25,000 poisoned posts daily

Reddit AI search spam floods the platform as brands chase chatbot citations. Reddit catches 25,000 spammy posts daily and blocks 23 million views.

Data Today Markets Desk · Aug 4, 2026

Stickman: finance

Amazon's $600M Tariff Refund (You Get Nothing)

Amazon just received $600 million in tariff refunds after the Supreme Court ruled Trump's import tariffs were illegal. You paid the higher prices. You get...

Data Today Explainers Desk · Aug 4, 2026

Stickman: finance

Tim Cook's Final Warning: The Memory Chip Flood

Apple posted record revenue and the stock dropped 7 percent, erasing $315 billion in hours. Tim Cook called the memory chip shortage a hundred-year flood...

Data Today Explainers Desk · Jul 31, 2026

Stickman: finance

Congress Trades Stocks. The Rules Don't Work.

Martha Stewart went to federal prison for avoiding $45,673 in stock losses. Members of Congress trade millions in companies they regulate, and the worst...

Data Today Explainers Desk · Jul 28, 2026

Stickman: finance

The $140 Trillion Bond Market Pyramid Nobody Sees Coming

The US government spent $880 billion on interest in 2024, more than the entire defense budget. The global bond market is worth $140 trillion. Is it a...

Data Today Explainers Desk · Jul 24, 2026

Business

AMD's $5B Anthropic bet is the new AI infra playbook

AMD will invest up to $5 billion in Anthropic for up to 2 GW of MI450 capacity. Chipmakers are now buying equity in their own customers.

Data Today Markets Desk · Jul 23, 2026

Stickman: finance

Microsoft Lost $1.1 Trillion (Your 401k Paid for It)

Microsoft has lost $1.1 trillion in market value. Big Tech is spending $725 billion on AI in 2026, and if you have a 401(k), you're helping fund the bet.

Data Today Explainers Desk · Jul 21, 2026

Stickman: finance

SpaceX Lost a Trillion in 22 Days (you own it)

SpaceX went public, hit $3 trillion, then gave it all back in 22 days. If you have a retirement account, you probably own a piece of this.

Data Today Explainers Desk · Jul 20, 2026

Stickman: finance

The $100K Feed Selling Trump's Posts to Wall Street

Wall Street pays Trump Media $100,000 a month to see the President's posts before you do. Here's why that matters.

Data Today Explainers Desk · Jul 20, 2026

Stickman: finance

The $9.35 Trillion Dollar Problem Nobody Sees

The dollar's share of global reserves fell from 71% to 56.8%. Gold hit $5,318. The president says that's fine. Here's what a weaker dollar actually costs you.

Data Today Explainers Desk · Jul 20, 2026

Business

Muse Image pulls 500M Instagram accounts into AI by default

By default, Meta's Muse Image turns 500M public Instagram accounts into visual references for its agentic image model, with no notice to tagged users.

Data Today Markets Desk · Jul 8, 2026

Business

Anthropic drug discovery hits the wet-lab wall

Anthropic drug discovery pushes Claude Science into pharma R&D, but wet-lab costs and data gaps mean no AI-designed drug has cleared FDA approval yet.

Data Today Markets Desk · Jul 4, 2026

Business

OpenAI government stake tests the AI policy toll road

OpenAI government stake talks put a 5 percent public claim on a $852 billion AI company. Builders should price policy risk into roadmaps.

Data Today Markets Desk · Jul 2, 2026

Business

AI music royalties face Tidal’s harder line in 2026

AI music royalties now hinge on detection: Tidal will label wholly AI tracks on July 15, 2026 and withhold payouts from them.

Data Today Markets Desk · Jun 30, 2026

Business

AI jobs transition puts Europe in redesign mode now

AI jobs transition maps 27% of EU employment into workflow redesign, with 14% in automation pressure and 12% in growth roles.

Data Today Markets Desk · Jun 29, 2026

Business

Apple AI price hike makes memory a consumer tax now

Memory costs are rising, but Apple's $29.6B profit makes the AI price hike harder to defend. The pass-through is a hardware margin test.

Data Today Markets Desk · Jun 28, 2026

Business

Apple CXMT memory deal makes RAM a policy fight now

DRAM prices are up 58 to 63 percent this quarter, so Apple's CXMT memory deal turns policy risk into bill-of-materials risk.

Data Today Markets Desk · Jun 28, 2026

Business

Agentic AI work shifts from chat to delegation at scale

OpenAI says 70.2 percent of sampled Codex users handed off an hour of work: agentic AI work is shifting from chat to delegation.

Data Today Markets Desk · Jun 25, 2026

Business

Oracle AI layoffs expose the cloud capital tradeoff

21,000 fewer workers, $48 billion raised and a cloud roadmap funded by debt: Oracle's AI layoffs signal a capital reallocation.

Data Today Markets Desk · Jun 24, 2026

Business

RAM price shock just killed Nothing’s budget phone

RAM price shock forced Nothing to skip a 2026 CMF phone, showing AI memory demand now decides what budget hardware can ship.

Data Today Markets Desk · Jun 20, 2026

Business

Large-load interconnection gets a 60-day FERC test

A 60-day FERC test for large-load interconnection means AI builders should treat power flexibility as product infrastructure.

Data Today Markets Desk · Jun 19, 2026

Business

VMware migration turns Broadcom risk into a roadmap

Tesco says it must move 40,000 workloads after Broadcom pricing and support changes, turning VMware migration into a board-level plan.

Data Today Markets Desk · Jun 18, 2026

Business

Agentic commerce gets Visa’s ChatGPT payment rails

Visa's ChatGPT deal brings agentic commerce, where AI agents complete purchases with permission, to 4.8 billion payment credentials.

Data Today Markets Desk · Jun 11, 2026

Business

WhatsApp AI assistants become EU gatekeeping test

Meta must reopen WhatsApp to rival AI assistants for free or risk a fine near $20.1 billion, making it an EU platform access test.

Data Today Markets Desk · Jun 10, 2026

Business

London robotaxi race starts with Uber interest list

Uber and Wayve sign-ups move London robotaxi service toward product, but safety drivers and tiny fleets keep it a pilot for now.

Data Today Markets Desk · Jun 8, 2026

Business

AI data center backlash hits Shelbyville's $2B bet

Shelbyville's $2B Prologis campus shows the AI data center backlash is now a zoning risk: trust can bottleneck compute before power does.

Data Today Markets Desk · Jun 7, 2026

Business

Why Palantir's data software is worth $400 billion

Palantir builds data integration software that fuses an organization's siloed records into one model its AI can act on. Here is why that business now carries a market value near $400 billion.

Data Today Markets Desk · Jun 5, 2026

Business

World Cup 2026 tickets: dynamic pricing takes over

Dynamic pricing means FIFA moves World Cup 2026 ticket prices with demand, like an airline. Seats run from $60 to $6,730, helping push the tournament toward a record $8.9 billion.

Data Today Markets Desk · Jun 5, 2026

Business

Virtual power plants meet AI’s data center power wall

Google's 100 MW Voltus deal tests whether homes will flex for AI, using virtual power plants that coordinate flexible loads as capacity.

Data Today Markets Desk · Jun 4, 2026

Business

The bill for frontier AI is now measured in gigawatts

Frontier AI spending has shifted from clever algorithms to power and concrete. A single gigawatt data center now costs about 30 billion dollars to build.

Data Today Markets Desk · May 31, 2026

Business

Everyone automated everything. Then they hired more people.

Organisational AI use jumped to 78 percent in 2024, yet demand for human judgment rose alongside it. The productivity paradox is back in a new form.

Data Today Markets Desk · May 26, 2026

Business

Most agentic AI projects will be cancelled before they ship

Gartner expects over 40 percent of agentic AI projects to be cancelled by end of 2027. The drop-off from demo to production is where the budgets quietly die.

Data Today Markets Desk · May 18, 2026

Business

The gigawatt build-out is the real AI race now

The largest AI data center already rivals 700,000 H100 chips, and a 5-million-equivalent campus is due by 2027. Power and concrete, not chips, set the new pace.

Data Today Markets Desk · May 15, 2026

OpenAI turns ChatGPT ads into conversations with Sponsored Agents

OpenAI math scoop raises prompt data privacy questions

Nike's $170 Billion Collapse (It's Worse Than You Think)

Meta Paid $18 Billion. The Market Didn't Blink.

Alabama subpoenas OpenAI over the Hugging Face agent hack

The Treasury Bond Buyback Is Failing (just accept it)

ChatGPT ads miss the conversation: one third land wrong

OpenAI zero data retention expands for frontier models

Stripe's $7B OpenRouter buy makes AI model routing pay

Apple's $2.2 Billion Tariff Refund (It's Worse Than You Think)

AI model price war: US labs cut mid-tier as China closes gap

Apple trains a custom AI model for China with Alibaba

Nvidia bets $500B on AI factory financing with Wall Street

GameStop's $4 Billion eBay Bet (it's worse than you think)

Amazon's giant Texas gas plant rewrites AI data center power

The $650 Million Beef Squeeze Nobody Sees Coming

Amazon bets $110M on Trainium for responsible AI research

SpaceX is now an AI compute company that also flies rockets

Reddit AI search spam hits 25,000 poisoned posts daily

Amazon's $600M Tariff Refund (You Get Nothing)

Tim Cook's Final Warning: The Memory Chip Flood

Congress Trades Stocks. The Rules Don't Work.

The $140 Trillion Bond Market Pyramid Nobody Sees Coming

AMD's $5B Anthropic bet is the new AI infra playbook

Microsoft Lost $1.1 Trillion (Your 401k Paid for It)

SpaceX Lost a Trillion in 22 Days (you own it)

The $100K Feed Selling Trump's Posts to Wall Street

The $9.35 Trillion Dollar Problem Nobody Sees

Muse Image pulls 500M Instagram accounts into AI by default

Anthropic drug discovery hits the wet-lab wall

OpenAI government stake tests the AI policy toll road

AI music royalties face Tidal’s harder line in 2026

AI jobs transition puts Europe in redesign mode now

Apple AI price hike makes memory a consumer tax now

Apple CXMT memory deal makes RAM a policy fight now

Agentic AI work shifts from chat to delegation at scale

Oracle AI layoffs expose the cloud capital tradeoff

RAM price shock just killed Nothing’s budget phone

Large-load interconnection gets a 60-day FERC test

VMware migration turns Broadcom risk into a roadmap

Agentic commerce gets Visa’s ChatGPT payment rails

WhatsApp AI assistants become EU gatekeeping test

London robotaxi race starts with Uber interest list

AI data center backlash hits Shelbyville's $2B bet

Why Palantir's data software is worth $400 billion

World Cup 2026 tickets: dynamic pricing takes over

Virtual power plants meet AI’s data center power wall

The bill for frontier AI is now measured in gigawatts

Everyone automated everything. Then they hired more people.

Most agentic AI projects will be cancelled before they ship

The gigawatt build-out is the real AI race now