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Retail, AWS and Amazon's AI and data-centre spending.

11 stories
latest 10 November 2026

Tuesday, 10 November 2026
Big Tech bets on owning the whole AI stack, from chips to robots
Why it matters: If owning chips, power and models decides the winner, AI ends up in very few hands, and backers of stand-alone labs and compute renters carry the most risk when money gets tighter.
Saturday, 7 November 2026
Jeff Yass: There is no such thing as a stock-market bubble, even in AI
Why it matters: If he is right, an AI sell-off would mean long-shot bets missed, not that buyers were fools. That is a useful test for your own portfolio: judge a decision by the odds you faced, not only by how it turned out.
Sunday, 1 November 2026
AI agents get better, but businesses see barely any agent orders
Why it matters: If agents end up choosing what to buy, brands lose the shelf and may pay a toll to whoever owns the agent. The time to adapt is before volumes grow.
Saturday, 31 October 2026
From Vizag to Thane, data centres meet local pushback
Why it matters: India's AI ambitions depend on building compute at home. If communities feel they carry the costs while others get the gains, protests could become the real bottleneck, not chips or money.
Saturday, 31 October 2026
Intel's record crash caps a week when the AI trade cracked
Why it matters: For months the biggest tech firms calmed AI doubts by printing profits. If their own earnings growth is now slowing, the trade loses the cushion that kept smaller, debt-laden AI players afloat, and index-heavy portfolios feel it first.
Thursday, 29 October 2026
Norway weighs if its $2.3tn oil fund can drop Big Tech on ethics
Why it matters: Many investors copy the fund's exclusion lists, so if Norway decides some firms are too big to drop, ethical investing elsewhere may quietly shift too.
Wednesday, 28 October 2026
Fed expected to hold as markets see 73% odds of a December rate hike
Why it matters: Markets are already doing some of the Fed's work: falling stocks and wider credit spreads tighten conditions without a vote. That turns AI earnings into a quiet input to US interest rates, and so to borrowing costs well beyond America.
Monday, 26 October 2026
India makes 20% of the world's data but hosts 3% of data centres
Why it matters: Data centres decide where AI runs and who collects the rent. Owning the buildings without the models or chips could make India a landlord rather than an owner of its own AI economy.
Thursday, 22 October 2026
PHP2Shell, eMudhra, PingCAP: one week, three security scares
Why it matters: AI is now finding old flaws faster than defenders can patch them, and the weak link is often a script or a stolen password rather than exotic code.
Tuesday, 13 October 2026
AI personal assistants are here, and the fight is over trust
Why it matters: The next platform war is over who acts on your behalf, and with Muse due in India soon, the privacy question is about to get practical for Indian users.
Saturday, 10 October 2026
Lex: why OpenAI’s fuzzy revenue numbers matter for everyone
Why it matters: AI labs’ sales now feed the valuations of chipmakers, cloud giants and even power firms, so vague numbers ripple through ordinary portfolios.

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