How AI moves the markets: capital, prices and entirely new business models.
15 stories
As Donald Trump dismisses existential AI warnings, the US Congress is advancing the FRONTIER Act to mandate independent audits for models costing over 10 billion dollars.
Meta has launched its Muse AI agent for US users, operating in an isolated virtual machine environment and executing autonomous payments directly through Link by Stripe.
Pretraining researcher Jacob Coxon resigns from Anthropic amid warnings over superintelligence, while the lab discloses thwarted bioweapon and cyber threats.
Anthropic has closed a $15 billion syndicated credit facility with 17 Wall Street banks, shoring up liquidity for computing costs ahead of an anticipated $2 trillion IPO.
Cognition AI secures two billion dollars in Series E funding at a forty-eight billion dollar valuation, expanding autonomous coding agents across major banks like Goldman Sachs and Citi.
Quantitative trading firm Jane Street has secured a five-year AI compute contract with Crusoe, as the cloud infrastructure developer raises $3 billion at a $30 billion valuation.
At Fal.Con 2026, CrowdStrike introduced Falcon Guardian, an endpoint security platform designed to inventory autonomous AI agents and block unauthorized operations directly at the operating system level.
The Financial Stability Board has alerted G20 leaders to contagion risks from autonomous frontier AI, while the ECB sets an autumn deadline for contingency plans.
US authorities have replaced SR 11-7 with SR 26-2 while temporarily excluding generative AI, as the ECB sets an October 2026 deadline for cyber action plans.
Nvidia reported a record 96.2 billion dollars in revenue for Q2 FY2027, driven by 89.0 billion dollars in Data Center sales and the rollout of the Vera Rubin platform.
Payments giant Stripe agreed to acquire AI routing platform OpenRouter for over $7 billion, linking financial settlement directly with token inference for autonomous agents.
The OCC has approved Upstart's charter for Upstart Bank, N.A., creating the first nationwide US bank whose underwriting and risk models are entirely AI-driven.
The SEC is deploying in-house AI systems to analyze corporate filings for accounting anomalies, while a new petition demands licensing rules for autonomous institutions.
The SEC is investigating leveraged lending by top Wall Street banks to the AI hedge fund Situational Awareness following severe market losses.
Google Cloud has introduced Gemini Enterprise for Financial Services, featuring over 50 agentic workflows and direct connections to Moody’s and Guidepoint data.
