KKReckons
A clearer slice of a complex world
In the news
The names behind the stories.
Companies, institutions and people that keep coming up, each with every story that mentions them.
Companies
Anthropic 32
The AI lab behind Claude: models, funding and the race with OpenAI.
Latest, Saturday, 14 November 2026: Why AI agents ignore stop orders, and how to rein them in
OpenAI 31
The ChatGPT maker, its deals, its spending and the bets riding on it.
Latest, Saturday, 14 November 2026: Why AI agents ignore stop orders, and how to rein them in
Google 27
Search, Gemini, cloud and Alphabet's AI spending.
Latest, Saturday, 14 November 2026: Why AI agents ignore stop orders, and how to rein them in
Meta 17
Facebook's parent, its AI ambitions and the data centres behind them.
Latest, Tuesday, 10 November 2026: Your AI chats are less private than you think, and how to limit that
Microsoft 17
Cloud, AI and the OpenAI partnership.
Latest, Saturday, 14 November 2026: India backs Sarvam to build homegrown AI models
Goldman Sachs 12
Wall Street's bellwether bank and its calls on markets.
Latest, Saturday, 14 November 2026: Microsoft Outlook outage hits 70+ countries for about 19 hours
SpaceX 12
Rockets, Starlink and Elon Musk's space business.
Latest, Tuesday, 10 November 2026: Big Tech bets on owning the whole AI stack, from chips to robots
Amazon 11
Retail, AWS and Amazon's AI and data-centre spending.
Latest, Tuesday, 10 November 2026: Big Tech bets on owning the whole AI stack, from chips to robots
Nvidia 11
The chipmaker at the centre of the AI build-out.
Latest, Friday, 13 November 2026: Nvidia CEO Jensen Huang resigns; shares close 4.3% lower
Oracle 10
Oracle's cloud contracts, its debt and the AI deals behind them.
Latest, Wednesday, 4 November 2026: AI's borrowing bill is rising as bond buyers demand more
CoreWeave 9
The AI cloud company whose debt has become a gauge of AI credit stress.
Latest, Friday, 13 November 2026: Nvidia CEO Jensen Huang resigns; shares close 4.3% lower
JPMorgan 9
America's biggest bank and what it signals about credit and markets.
Latest, Saturday, 24 October 2026: Tokenised stocks still need someone to vouch for the ledger, FT argues
IDBI Bank 6
The lender at the centre of India's biggest bank privatisation.
Latest, Sunday, 18 October 2026: Foreign banks bet ₹1.32 lakh crore (about $13.7bn) on Indian lenders
TCS 6
India's largest IT services company, and what AI means for it.
Latest, Tuesday, 27 October 2026: Indian IT firms pitch tools to police rogue AI agents
Morgan Stanley 5
The Wall Street bank and wealth manager.
Latest, Tuesday, 27 October 2026: Broadcom CEO rescued $63bn debt deal to lease chips to Anthropic
HDFC Bank 4
India's largest private bank.
Latest, Wednesday, 11 November 2026: HDFC Bank AI agents invented a fake offer; Kotak and Axis hit too
ICICI Bank 3
One of India's biggest private banks.
Latest, Sunday, 18 October 2026: Nilesh Shah: Hindustan Zinc shows what IDBI Bank's sale could achieve
Tata group 3
Tata Sons, Tata Trusts and the group's leadership.
Latest, Tuesday, 6 October 2026: Manu Joseph: the mystery behind Tata’s boardroom ‘coup’
Institutions
RBI 16
India's central bank: rates, rules and the rupee.
Latest, Wednesday, 11 November 2026: Sasmit Patra: UPI needs a backup switch before AI agents pile on
IMF 6
The IMF's warnings and forecasts for the world economy.
Latest, Wednesday, 21 October 2026: France's debt trouble and a lopsided world economy: lessons for India
Federal Reserve 5
The US central bank and its decisions on rates.
Latest, Thursday, 12 November 2026: The end of cheap money is squeezing America's weakest borrowers
People
Donald Trump 6
Tariffs, trade and the US president's economic policies.
Latest, Tuesday, 10 November 2026: Nvidia board probes Jensen Huang after affair and China spy claims
Sam Altman 3
OpenAI's chief executive and his deals.
Latest, Wednesday, 7 October 2026: Javed Anwer’s satire: lose your job so AI can remake the world
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