A new US Senate permitting proposal would expand federal authority over interstate transmission projects, allowing FERC to approve lines deemed in the public interest. America’s electricity problem isn’t only generation anymore getting power from where it’s made to where it’s needed is becoming critical. https://t.co/hNx2yqc8CJ
Google has begun rolling out Gemini 4 Argon, its latest flagship AI model. The launch is a major test of whether Google can translate its enormous infrastructure advantage into a model that clearly differentiates itself in coding, research and agentic tasks. https://t.co/IlrOBJfXwA
Amazon is committing more than $1 billion over five years to communities near its data centres as opposition to AI infrastructure grows. The move shows that power, water, land and local acceptance are becoming critical costs of scaling AI not just chips and servers https://t.co/LjQaXFIYiX
The US AI debate is moving beyond voluntary promises. Senate leaders are discussing how to codify safeguards agreed after the White House AI summit, potentially turning industry safety commitments into federal rules as advanced models become more powerful. https://t.co/lr91mfPAit
Wall Street moved closer to record highs after the latest US jobs report eased inflation fears. The S&P 500 rose 0.7%, Nasdaq gained 1.2% and the Dow added 0.5% as investors reduced expectations for an immediate Fed rate hike. https://t.co/TYaCXMkUKP
Asia’s factory activity is getting a fresh lift from the AI boom. South Korea, Taiwan and India reported strong manufacturing momentum as semiconductor and AI-related exports surged, even while higher energy costs continue to pressure input prices. https://t.co/gWlL4pXuKh
A sharp slowdown in job creation, rising unemployment and downward revisions all point in the same direction: the US labor market is losing momentum faster than expected. Rate-cut expectations will only grow from here.
Kevin Mandia’s new cybersecurity startup Armadin has raised $255.5 million at a $2.5B+ valuation, just six months after its Series A. Its pitch: always-on swarms of AI agents that attack enterprise systems to expose vulnerabilities before real attackers do. https://t.co/WXfElcV53k
Bitcoin opened the new quarter back in the familiar $82,000–$85,000 range after briefly moving above $85,000. Cooler US inflation helped sentiment, but stubbornly high Treasury yields continue to limit upside across risk assets. https://t.co/8LvskwUU2a
China's AI agent startup Manus has raised more than $500 million, months after its proposed $2 billion acquisition by Meta was unwound. The new round was led by Boyu Capital and IDG Capital. AI-agent competition is now a major capital-raising story https://t.co/5XOHTVq3VY
AI’s power boom is creating a wave of energy infrastructure deals. Pipeline and gas projects are drawing fresh capital as data centres seek reliable electricity at massive scale, turning traditional energy assets into a key part of the AI buildout https://t.co/DjGo2Yy0Xa
Wall Street is entering Q4 with strong earnings expectations and fresh buying power. Citadel Securities expects S&P 500 EPS growth of about 27% year-on-year, while corporate buybacks and seasonal flows could bring more capital back into equities
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Bitcoin surged above $86,000 before reversing as traders digested softer US jobs data and volatile Treasury yields. Crypto remains tightly linked to macro conditions, with rate expectations and bond yields increasingly determining whether risk-on rallies can hold. https://t.co/Sihlreo4hc