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China’s Draft AI Export Rules Target Model Transfers More Than Hosted Access

China has proposed adding 40 technologies to its export-control catalogue, including 23 AI items, and imposed temporary pre-export…

ByByLiam Brown Oct 16, 2026

Ramp Hits $60 Billion Valuation as Annualized Revenue Tops $2 Billion. Now It Has to Prove the AI Finance Thesis.

Ramp says a $1.85 billion primary round values it at $60 billion and comes with more than $2…

ByBySophia Chen Oct 16, 2026

ASML Q3 2026: €11.7 Billion in Sales, Higher Outlook and a Warning on 2027–2028 AI Tool Supply

ASML posted record third-quarter sales and net income, raised the low end of its 2026 sales outlook, and…

ByByIsabella Garcia Oct 14, 2026

Kospi’s 7.4% slide puts the AI memory boom’s profit model on trial

South Korea’s Kospi fell 7.4% as Samsung and SK hynix sank on reports of progress at China’s CXMT,…

ByByNoah Kim Oct 13, 2026
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Meta’s Q3 2026 Results Show Ads Funding an Enormous AI Buildout

Meta reported $64.60 billion in third-quarter revenue, but the sharper story is $34.91 billion in quarterly capex, negative…

ByBySophia Chen Oct 22, 2026

Salesforce Agrees to Buy Braze for $5.66 Billion in a Bet on Real-Time AI Marketing

Salesforce has signed a definitive agreement to acquire Braze for about $5.66 billion, aiming to add Braze’s real-time…

ByByAarav Patel Oct 20, 2026