Oracle's credit downgrade deepens the AI-capex debt question
Tech in Asia flags rising Oracle credit risk as AI spending balloons. The BBB- warning is turning into a re-pricing.
Jul 19, 2026 at 16:34 20 8
Atlassian surges 33% as AI lifts sales growth - SaaS is not dead yet
Atlassian's Q2 results sent shares up 33% as stronger-than-expected sales growth directly countered fears that AI-native tools would cannibalize Jira and Confluence demand.
1 h ago 7 8
Inside Anthropic's engineering: the AI lab keeps dogfooding, quietly
The Pragmatic Engineer publishes a "deepdive" on Anthropic's internal engineering. The surprising read: "ever more" code review and testing by AI, but the two-pizza teams hold. Smoothing, not flipping.
Jul 28, 2026 at 20:57 8 10
CXMT aims for $860 million in Shanghai: Chinese memory goes public
The IPO of Chinese DRAM champion validates the thesis of a rising compute sovereignty that builds its own stack - then turns to the domestic capital market to finance the HBM race.
Jul 24, 2026 at 09:33 12 8
Anthropic's $1.5B author settlement gets the judge's stamp - only 350 opt-outs
The federal judge has validated the $1.5 billion settlement between Anthropic and the authors over the training of Claude using pirated books. The number of opt-outs is surprisingly low.
Jul 22, 2026 at 12:42 17 13
TSMC raises its prices on mature nodes starting January 2027
The cheap silicon floor is rising: AI demand on advanced nodes spills over to older processes.
Jul 15, 2026 at 10:14 27 10