Edition archive
Edition #60
The full elaboration: Filtered #60: Wall Street endorses Jensen Huang's AI-everywhere bet — and reprices the rally
The One Thing
Signals
- OVH Cloud warns of 87% price hikes to help it cover RAMpocalypse costs
- As AI-led attacks multiply, OpenAI launches a new cyber model
- Hormuz deadlock: Where oil prices could head next as prospects for an imminent deal fade
- Clorox expects $200M inflation hit, supply chain costs a factor
- CVS pharmacists take step towards strike over staffing, burnout
- Walmart finally lets advertisers exclude certain search terms
- S4 and Monks are trying to get ahead of rising AI token costs
- TikTok Shop is increasingly attracting brands selling high-ticket items
- Intel now says it is selling $20 billion of stock
- Riot Platforms surges 20% in pre-market trading on $9.1 billion Anthropic deal
- Why copper — ‘the commodity for all seasons’ — is more precious than gold nowadays
- NLRB confirmations secure Republican majority
- 54 Percent of Gen-Z Applicants Ghost After a Job Offer. The Real Problem Isn’t Gen-Z, an Expert Says
- PwC’s AI Mistake Reveals a Leadership Failure Every Company Must Fix
Watch Your Back
- Cisco warns of high-severity ClamAV flaws with public exploits
- Malicious MCP Servers Can Split Instructions to Make AI Coding Agents Exfiltrate Secrets
- US and South Korea warn of Gunra ransomware targeting govt agencies
- Gunra Ransomware Exploits Fortinet and Schneider Electric Flaws to Breach Networks
- Hackers Breach Polish Power Plant Controls via Private Cellular Network and Shut Turbine
Antics
What's Being Built
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