Fintech: News, Analysis and Explainers

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Nvidia Stopped Selling Chips. It Sells Gigawatts Now — at $40 Billion Each. The HBM4 Fight Is Over. The Real Memory War Just Moved to the Packaging Line. Anthropic Says Its AI Found a CRISPR-Like System. Scientists Say It Found a Shape, Not a Breakthrough. New York Just Put a Clock on Frontier AI — and a New Regulator Behind It TikTok Will Pay Creators in 30 Days — and Own the Pipe The FDA Just Cleared an App to Dose Insulin Without a Doctor Signing Off. The Data to Back It Up Isn't Public Yet. Crew-13 Is in Orbit, and a Canadian Is Riding a Dragon for the First Time Nvidia Stopped Selling Chips. It Sells Gigawatts Now — at $40 Billion Each. The HBM4 Fight Is Over. The Real Memory War Just Moved to the Packaging Line. Anthropic Says Its AI Found a CRISPR-Like System. Scientists Say It Found a Shape, Not a Breakthrough. New York Just Put a Clock on Frontier AI — and a New Regulator Behind It TikTok Will Pay Creators in 30 Days — and Own the Pipe The FDA Just Cleared an App to Dose Insulin Without a Doctor Signing Off. The Data to Back It Up Isn't Public Yet. Crew-13 Is in Orbit, and a Canadian Is Riding a Dragon for the First Time

Business & Startups

The AI Data-Center Debt Map

Trillions in AI compute commitments sit off the balance sheet in project SPVs. Oracle's New Mexico force majeure is the first stress…

Mira Okonkwo Sep 26, 2026 · 5 min

Business & Startups

Stripe’s $53B PayPal bid is a leveraged buyout in merger clothing

Stripe's nonbinding $60.50-a-share PayPal bid leans on roughly $50 billion in bank debt. The DOJ's Visa-Plaid suit is the template for blocking…

Mira Okonkwo Jul 16, 2026 · 5 min

Daily Brief

The Brief: PayPal’s silence, IBM’s worst day in 115 years

Plus a $1.5 billion bet on consultants, a 975-billion-parameter act of modesty, and the routers Russia never left. First edition of our…

Mira Okonkwo · 3 min