Meta

Facebook's parent, its AI ambitions and the data centres behind them.

17 stories
latest 10 November 2026

Tuesday, 10 November 2026
Your AI chats are less private than you think, and how to limit that
Why it matters: Chatbots are turning into diaries and first-stop doctors, but the protection people expect from a doctor or lawyer does not cover them, so what you type can resurface in ads, training data or a courtroom.
Monday, 9 November 2026
Citadel and Cboe-backed group sues to stop Kalshi's single-stock perps
Why it matters: This is a fight over who regulates retail leverage on stocks, and who earns the fees. If perps win, trading could drift from shares and options to round-the-clock contracts outside securities rules.
Wednesday, 4 November 2026
AI's borrowing bill is rising as bond buyers demand more
Why it matters: Dearer money raises the return every data centre has to earn. If cash-rich, top-rated giants pay more, smaller AI borrowers and the lenders behind them face a much harder test.
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
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.
Tuesday, 27 October 2026
Meta plans $95bn share sale, with Nvidia, AMD, Broadcom as anchors
Why it matters: When one of the richest ad businesses needs outside equity, AI spending has outgrown even Big Tech cash flows. Suppliers buying the stock tightens the loop between who spends and who sells.
Saturday, 24 October 2026
Meta's Muse passes 10 million downloads, but costs outrun revenue
Why it matters: Agents that shop and book for users are the next battleground, and Meta got there first. Being first matters less if users won't hand over passwords while the spending clock keeps running.
Tuesday, 20 October 2026
Ares and Gemes: AI debt looks safer than it is
Why it matters: A bond can pass every rating test and still fail a load nobody tested, and the insurers holding it are the ones backing retirees’ annuities.
Thursday, 15 October 2026
Boden: AI agents will bypass banking apps, so banks must engage
Why it matters: If customers hand routine money tasks to agents, the bank that controls how agents connect keeps the relationship, and others become plumbing.
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.
Monday, 12 October 2026
Workers are ‘loud working’ to hold on to their jobs
Why it matters: Visibility is turning into a form of job insurance, which rewards people who can explain their work well, not only those who do it.
Saturday, 10 October 2026
Gillian Tett: five ways to tell if market trouble lies ahead
Why it matters: Credit markets often sense trouble before stocks do, and rates, oil and AI debt are now tied together.
Monday, 5 October 2026
AI data-centre debt is turning up everywhere
Why it matters: Riskier lenders are now funding the build-out behind AI’s biggest names.
Sunday, 4 October 2026
AI’s $2tn assumption: a boom built on debt
Why it matters: Shares, bonds, private loans and pensions now ride the same AI bet.
Monday, 28 September 2026
AI hyperscalers are transforming debt
Why it matters: AI’s cash appetite is starting to shape others’ borrowing.
Sunday, 27 September 2026
Meta doubles down despite the ‘pervert glasses’ jibe
Why it matters: Stigma hasn’t stopped sales; trust is next.

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