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Swenai coverage

Meta's $95B AI Raise Shifts Risk From Cash Flow to Shareholders

Oct 26, 21:30 UTC

Meta's $25B Cambridge Analytica Order Is a Headline, Not a Thesis Yet

Oct 21, 17:40 UTC

China AI Stocks Plunge 40% as Concentration Risk Builds

Nov 10, 05:52 UTCTECHDumpView on chart →

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Big Tech carries $5.5T in off-balance-sheet obligations

Nov 9, 22:00 UTCTECHView on chart →

OpenAI deploys control room to halt model output in 35 seconds

Nov 9, 21:46 UTCTECHView on chart →

Meta Launches Cheapest AI Model Muse Ember

Nov 9, 20:20 UTCTECHView on chart →

UBS: Tech Sell-Off Is Positioning Reset, Not AI Downturn

Nov 9, 19:12 UTCTECHPumpView on chart →

Anthropic Releases Claude Fable 5.2 and Mythos 5.2

Nov 9, 19:05 UTCTECHView on chart →

Anthropic Launches New Claude AI Models

Nov 9, 18:59 UTCTECHView on chart →

Congress Weighs Bill to Make Data Centers Pay Grid Costs

Nov 9, 17:20 UTCMACROView on chart →

Apple Plans to Turn Siri Into AI Agent

Nov 9, 15:22 UTCTECHPumpView on chart →

Meta Builds Sales Team to Win Big Enterprise Clients

Nov 9, 14:02 UTCTECHView on chart →

Goldman Flags $685 Billion AI Off-Balance Sheet Due by 2027

Nov 9, 13:20 UTCTECHView on chart →

Trump Claims Administration Threatened Major AI Executive With Jail

Nov 9, 11:25 UTCTECHView on chart →

Chip Credit Risk Tops Hyperscalers for First Time

Nov 9, 03:45 UTCTECHView on chart →

Lula Accuses Big Tech of Election Interference in Brazil

Nov 9, 01:30 UTCMACROView on chart →

Atlanta Fed Survey Shows AI Spending Nearly Doubling at US Firms

Nov 8, 22:00 UTCTECHPumpView on chart →

Data Center Ballot Measures Fail Nationwide, Only One Wins

Nov 8, 19:30 UTCTECHView on chart →

UK Rejects Calls to Slow AI Development

Nov 8, 15:03 UTCTECHPumpView on chart →

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Meta, Microsoft Cut Reliance on Anthropic's Claude

Nov 8, 03:00 UTCTECHView on chart →

Big Tech Capex Surges 5-8x Since 2023, Apple Cuts 20%

Nov 8, 02:00 UTCTECHView on chart →

Study Links AI Use to Lazier, Less Intelligent Workers

Nov 7, 23:00 UTCTECHView on chart →

Anthropic Tests 'Dreaming' to Let Claude Fix Its Own Memory

Nov 7, 20:20 UTCTECHView on chart →

AI Investment-Grade Bond Issuance Surges After September Freeze

Nov 7, 19:39 UTCMACROView on chart →

Avoiding AI Exposure Reportedly Becomes Crowded Trade

Nov 7, 19:30 UTCTECHView on chart →

Hyperscalers Exceed Full-Year Debt Forecasts on AI Spending

Nov 7, 17:58 UTCMACRODumpView on chart →

Data center capex in focus

Nov 7, 17:16 UTCTECHView on chart →

AI shopping agents begin making real purchases at US retailers

Nov 7, 13:00 UTCTECHView on chart →

Tech Stocks Rebound Friday After Sharp Selloff

Nov 7, 04:15 UTCTECHPumpView on chart →

Democrats Win Congress, Target Apple, Meta, Musk Firms

Nov 6, 23:30 UTCMACROBreakingView on chart →

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Apple, Meta Among 67 Firms Rejecting OKX Stock Tokenization

Nov 6, 20:29 UTCCRYPTOView on chart →

Texas governor-elect criticizes data centers over local resources

Nov 6, 18:48 UTCMACROView on chart →

Warren Vows Democrats Will Hold Trump, Big Tech Accountable

Nov 6, 17:42 UTCMACROView on chart →

AI bubble burst odds surge, raising market concerns

Nov 6, 17:36 UTCTECHDumpView on chart →

Democrat Lawmaker Calls for Pause on Advanced AI

Nov 6, 16:10 UTCTECHView on chart →

JPMorgan flags scrutiny of AI's circular market impact

Nov 6, 15:08 UTCTECHView on chart →

Nvidia Leads Magnificent Seven Rebound in Premarket Trading

Nov 6, 12:47 UTCTECHPumpView on chart →

Tech Hedge Funds Erase Entire 2026 Gains as Nasdaq Plunges

Nov 6, 04:22 UTCMACROBreakingDumpView on chart →

TMT Funds Erase 24% Gain, Turn Flat YTD

Nov 6, 00:25 UTCSTOCKSDumpView on chart →

Texas Governor-Elect Calls for Data Center Pause

Nov 5, 23:53 UTCTECHView on chart →

Deepwater's Munster Says AI Is Different This Time

Nov 5, 18:45 UTCTECHView on chart →

Nasdaq Enters Correction Territory After 11% Decline

Nov 5, 18:40 UTCMACROBreakingDumpView on chart →

Anthropic Adds Personal Finance Tool to Claude

Nov 5, 18:00 UTCTECHView on chart →

Magnificent 7 Stocks Plunge After Democrats Sweep Congress

Nov 5, 16:43 UTCSTOCKSBreakingDumpView on chart →

Tech Stocks Tumble as Nvidia, AMD Plunge

Nov 5, 16:05 UTCTECHBreakingDumpView on chart →

Magnificent Seven Shed $1.1 Trillion in Brutal Tech Selloff

Nov 5, 15:58 UTCTECHBreakingDumpView on chart →

Meta exec warns data center buildout may slow post-midterms

Nov 5, 13:29 UTCTECHView on chart →

Tesla Falls 2% Premarket as Musk Stocks Extend Losses

Nov 5, 13:24 UTCSTOCKSView on chart →

UK Ofcom plan expands digital ID age checks to adults

Nov 5, 11:55 UTCREGULATORYView on chart →

Hyperscalers Surge While Semiconductors Lag in Decade-Wide Split

Nov 5, 03:35 UTCTECHView on chart →

Meta Challenges California Ban on Addictive Features

Nov 5, 03:22 UTCTECHView on chart →

Goldman Flags $1.7T Hyperscaler Lease Commitments

Nov 5, 03:21 UTCTECHView on chart →

Apple trims internal AI budgets for engineers

Nov 5, 03:00 UTCTECHView on chart →

Democrat Lawmaker Calls for Ban on Artificial Superintelligence

Nov 4, 23:33 UTCTECHView on chart →

Wall Street Analysts Debate AI Outlook

Nov 4, 23:25 UTCTECHView on chart →

Claude Leads AI App User Growth, ChatGPT Still Largest

Nov 4, 22:57 UTCTECHView on chart →

Analysts Debate Whether AI Is Next Dot-Com Bubble

Nov 4, 17:30 UTCTECHView on chart →

US tech stocks add $750 billion after Democratic sweep

Nov 4, 17:05 UTCTECHBreakingPumpView on chart →

US hyperscaler stocks rally in early trade

Nov 4, 14:42 UTCTECHPumpView on chart →

Mag 7 Mostly Higher in Premarket, Tesla Slides 5%

Nov 4, 13:02 UTCSTOCKSView on chart →

Meta Seeks Up to €9 Billion in Debut Euro Bond Sale

Nov 4, 12:18 UTCSTOCKSView on chart →

US stock futures slide as Democratic gains mount

Nov 4, 04:24 UTCMACROBreakingDumpView on chart →