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Panmure Liberum warns the AI bubble could burst within two years
Panmure Liberum analyst Joachim Klement says the AI bubble could burst within two years and trigger a severe market crash. Here is where the risks lie.

JPMorgan Asset Management: Gross Calls AI Buildout a Boom as Credit Market Gets Nervous
Jared Gross, head of institutional portfolio strategy at JPMorgan AM, says AI spending is a boom. Meanwhile, the credit market is again wary of new debt megadeals.

TypeSafe AI raises $870 million at a $7.5 billion valuation for its viral Jev model
TypeSafe AI, which released its Jev model only a few weeks ago, raised about $870 million from Andreessen Horowitz at a $7.5 billion valuation. The model went viral.

SpaceX Buys Spectrum From Grain Management for Indoor Starlink Cellular Service
SpaceX is buying spectrum from Grain Management that would let Starlink deliver cellular service to devices indoors and combine it with a terrestrial network.

Bloomberg Tech: Dimon and Storonsky Discuss AI in Banking at Wave by Vento
In Turin, Bloomberg Tech brought together four executives, from JPMorgan to Revolut, to examine how AI speeds up banks and what vulnerabilities emerge when it informs high-stakes decisions.

Koch Took Nearly $1 Billion in Dividends From Infor Over Two Fiscal Years
A Koch Inc. unit took nearly $700 million from Infor's international business last fiscal year. Over two years, dividends approached $1 billion, UK filings show.

MedTech faces one more weak quarter before a 2027 rebound
Medical technology makers will report another sluggish quarter, but expect their best growth outlook in over two years for 2027, after cyberattacks, recalls and policy uncertainty.

UK to Curb Non-Compete Clauses After AI Startups Complain
The UK government is preparing limits on non-competes in employment contracts after tech and AI startups complained that the clauses block hiring and new company launches.

Nvidia-backed Firmus cancels Australian IPO amid AI bubble fears
Firmus, the Nvidia-backed data center company, pulled one of the largest IPOs in Australian history after global investors refused to pay inflated AI valuations.

Wave of Cyberattacks on Japanese Companies Prompts Government Call for Security Reviews
Japan's government has urged businesses to check their defenses after a string of attacks in recent weeks. AI tools are lowering the barrier to large-scale hacking.

OpenAI claims an AI-generated proof of the Navier–Stokes problem, and it is hard to verify
Bloomberg reports OpenAI unveiled an AI proof of the Navier–Stokes problem a month ago. MIT's Justin Solomon explains why even experts struggle to read it.

JPMorgan Tops Evident's Ranking of the World's Most AI-Advanced Banks Again
Evident has again ranked JPMorgan first among banks for AI adoption. The biggest investors in the technology are still growing headcount.

Bending Spoons CEO: AI-Driven SaaS Valuation Crash Opens a Window for Acquisitions
Bending Spoons CEO Luca Ferrari sees falling software valuations as a chance to buy. The company expects to benefit as AI upends the industry.

Goldman: Investors will shift focus from AI capex to monetization
Goldman Sachs' head of asset allocation research says the market doubts that AI spending will turn into products that make money.

Airtel Money Lists on the London Stock Exchange: Largest IPO in Five Years
Mobile payments service Airtel Money begins trading on the LSE on Friday. It could be the exchange's largest listing in five years, the company's chief says.

Franklin Templeton Calls Short-Dated Big Tech Bonds the Best Way to Play AI
Franklin Templeton CEO Jenny Johnson sees short-term Big Tech debt as the easiest way into AI: strong cash flows and solid balance sheets lower the risk.

Jardine chief: Asia's data centers hinge on US policy toward China
Billions of dollars flowing into Asian data centers rest on a handful of US tech giants, whose global operations depend on Washington's unpredictable China policy.

DayOne in Talks With Banks on $500 Million Bond Issue
Singapore data center operator DayOne has spent several weeks discussing a $500 million bond sale with banks, as it raises more capital to meet demand for AI infrastructure.

Firmus Grid Seeks Up to $3 Billion in Private Round After Dropping IPO
Australian data center operator Firmus Grid has abandoned one of the country's largest IPOs and is weighing a private raise of up to $3 billion.

Asia's Largest IT Outsourcer Shrugs Off New US Visa Restrictions
Asia's largest software outsourcing provider told Bloomberg that the Trump administration's new visa restrictions will change neither its hiring nor its business strategy.

Netflix and Tencent Pay Half of All Sports Rights Fees in Asia, a $6 Billion Market
Streaming services from Netflix to China's Tencent now pay half of all sports broadcasting fees in Asia. The market is valued at roughly $6 billion.

SoftBank Seeks Up to $100 Billion from Gulf Investors for AI Bets
SoftBank Group wants to raise up to $100 billion from Gulf investors to expand its AI bets, the FT reports. The sum matches the original 2017 Vision Fund, but the goals differ.

Uzum, Uzbekistan's largest private issuer, eyes eurobonds
Uzbekistan's leading fintech, Uzum, is now the largest private corporate issuer on the domestic market and may move into international debt markets.

Franklin Templeton CEO Calls AI Investment a Durable Long-Term Opportunity
Franklin Templeton CEO Jenny Johnson told Bloomberg at the Milken Institute Asia Summit 2026 that investing in artificial intelligence remains a durable long-term opportunity.

Bloomberg Analyst: Questions Over OpenAI's Revenue Accounting Won't Halt Demand for AI Infrastructure
Bloomberg Intelligence's Mandeep Singh argues that questions over OpenAI's revenue accounting don't cancel out surging token volumes, still the key indicator of compute demand.

Principal Global Investors Strategist Weighs In on the AI Capex Cycle and Market Sentiment
At the Milken Asia Summit in Singapore, Principal Global Investors' Seema Shah discussed how the AI capex cycle shapes investor sentiment. Here is the context and the main risks.

Chinese Delivery Robots Go Night Shift: Where Autonomy Breaks Down
Chinese developers of driverless couriers see a big market in after-dark delivery. But at night, autonomous vehicles run into technical problems that barely show up during the day.

Meta bans ByteDance from advertising in its apps in 7 countries
Meta has cut off ByteDance, the former controlling owner of TikTok, from advertising in its apps. The restriction applies in seven countries, including the US.

Apple Is Preparing Its First Touchscreen MacBook and a New iPad mini for Late October
Bloomberg reports Apple will hold a second launch within a month: a touchscreen MacBook and an updated iPad mini, following a smart home strategy announcement next week.

Ramaswamy's Nuclear Startup Atlas Atomics Raises Funding at $1.9 Billion Valuation
Atlas Atomics, co-founded by Vivek Ramaswamy, has raised capital at a valuation of about $1.9 billion, Bloomberg reports. Round size, investors and technology are undisclosed.