The Brutalist Report

CNBC

• Turmoil hits AI build-out as neoclouds face pressure, credit risks mount and Solidigm pulls IPO [14d]
• Moody's holds steady on France's credit rating as country grapples with turmoil and higher yields [14d]
• Scalpers offer Apple iPhone Duo buyers hundreds extra outside Beijing launch [14d]
• Trump's executive order targets mortgage insurance, refinance costs. What it means for borrowers [14d]
• Meta shares are down 9% this week. Here's why Mike Khouw is buying now [14d]
• In hunt for Starlink alternative, Ukraine partners with Nokia and satellite maker ICEYE [14d]
• CrowdStrike CEO's alarming prediction — plus, the sell-off spreads beyond tech [14d]
• U.S. dropping some Canada tariffs, Susan Collins says as trade war looms over Maine Senate race [14d]
• Investors are starting to find opportunities in the battered bond market [14d]
• Qatar deal to buy U.S. natural gas shows how Iran war has redrawn global energy markets [14d]
• Musk's SpaceX is still restricting Starlink in Ukraine and the toll is rising [14d]
• College campuses have (largely) gone silent. Can practicing small talk and phone-free spaces change that? [14d]
• Doctors call Moderna, Merck cancer vaccine data a major advancement — despite Wall Street reaction [14d]
• What we want to see when this data center stock reports earnings next week [14d]
• We're exiting our position in this chipmaker and right-sizing another winner [14d]
• TikTok U.S. hunts for multiple gigawatts of computing capacity, sources tell CNBC [14d]
• DOJ sues to block Alaska from certifying Senate race winner if Republican narrowly loses [14d]
• AI's 'Black October': Critical PHP flaws set off global security scramble [14d]
• Two ex-FBI officials charged with allegedly lying about Hunter Biden probe: DOJ [14d]
• AI agents could disrupt bank deposits. Why Wall Street may be overreacting [14d]
• Texas Senate race: Talarico campaign turns its fire on Elon Musk [14d]
• Restaurant earnings will test whether owning more brands pays off [14d]
• American Express is cutting 5% of its workforce [14d]
• Family offices likely to add risk, debt and alternatives under the next generation [14d]
• Our top 10 things to watch in the stock market Friday [14d]
• Silicon Valley Democrats demand investigation into Starlink restrictions in Ukraine [14d]
• Higher interest rates have made family offices pickier about investing in real estate [14d]
• 10-year Treasury yield drops back to 5% this week as investors seek cover from AI worries [14d]
• Fewer people are flying as airfare soars. Here's why airlines aren't worried [14d]
• On the ground at Nvidia's AI showpiece: Jensen-mania, robot ducks and neocloud distress [14d]