Amazon’s $8B Nvidia chip move and $1B data center pledge: Who’s holding the AI risk?
Amazon is looking to move $8 billion worth of Nvidia chips off its balance sheet into a special purpose vehicle ...
Sunday, October 4, 2026
Tag: Jake Conley
Anthropic flags AI risk in IPO filing, OpenAI scraps new model, AMD to buy World Labs | The 8:30
Hosted by an ensemble including Julie Hyman, Jake Conley and Pras Subramanian, The 8:30 breaks down the day’s biggest market ...
Nvidia’s new AI security system, Trump hosts Anthropic CEO, AI adds to healthcare costs | The 8:30
Nvidia authorized an additional $150 billion share buyback, bringing its remaining authorization to $235 billion, and launched its Open Agent ...
Microsoft’s CEO on what happens when the Al subsidies stop
Microsoft CEO Satya Nadella says AI subsidies will not last: "There's a certain amount of subsidy anyone can do, but ...
Meta’s best month since 2013, Akamai jumps 20%, Xi presses Trump on Taiwan | The 8:30
Meta is heading for its best month since 2013 and closing in on $2 trillion, as Muse downloads surge and ...
OpenAI’s agent broke into a government health site. Nobody told it to. | The 8:30
Oracle sent a force majeure notice over its New Mexico data center, citing opposition and regulatory setbacks, and Yahoo Finance ...
The real AI risk isn’t extinction. It’s what already happened in Australia.
An OpenAI agent got unauthorized access to an Australian government health statistics portal in June, during an internal evaluation OpenAI ...
1,156 Trump trades in one month, a CFTC warning, and Cracker Barrel’s comeback | The 8:30
President Trump's money managers made 1,156 securities transactions in July, between $79 million and $270 million, including sales of Microsoft ...
The White House diesel strategy: What you need to know
President Trump backed a diesel export ban this week and Treasury Secretary Scott Bessent said the administration is examining whether ...
Nasdaq at a record, data centers blocked, college hits $100K | The 8:30
The Nasdaq 100 and Composite closed at records on their best day since August 4, and almost nothing joined them: ...
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