Evening Scan
Blue Origin stuck the landing but missed the target, while the UK considers cutting ties with Palantir’s NHS contract worth £330M. Meanwhile, Trump’s tariff refunds and Revolut’s IPO timeline gave markets actual dates to work with.
// The Scan
Morning and evening signal snapshots, Monday through Friday.
Morning Scan
The week starts with Tesla expanding its robotaxi footprint while Europe throws €80 billion at its scaleup problem, and Nvidia’s Jensen Huang warns that DeepSeek optimizing for Huawei chips would be a nightmare scenario for US AI dominance.
Evening Scan
The day’s biggest story wasn’t another AI model drop or startup funding round — it was China mobilizing multiple agencies to probe Meta’s $2B Manus acquisition. Meanwhile, Sequoia raised $7B under new leadership, proving that even in 2026, the largest moves still happen behind closed doors.
Morning Scan
European airlines are staring down fuel shortages while software stocks bounce back from last week’s reflexive spiral. Meanwhile, the AI tooling ecosystem keeps churning out infrastructure plays that feel increasingly table stakes.
Evening Scan
The chip trade keeps flowing, just through different ports. Meanwhile, TSMC’s monster quarter confirms AI demand isn’t cooling off anytime soon.
Morning Scan
The satellite internet race is accelerating as Amazon makes its biggest infrastructure bet yet, while elsewhere, platform plays are getting stranger. Thursday brings some clarity to who’s building what for the next decade.
Evening Scan
Today was all about the money flowing to AI — from venture funds breaking 12-year records to ASML raising its chip forecast. Meanwhile, streaming bundles got cheaper and self-driving cars got braver.
Evening Scan
Republicans are betting big on AI for the midterms while Microsoft punishes anyone who dares to let their laptop sit in a drawer for six months. Meanwhile, OpenAI continues its shopping spree and Nissan’s CEO explains how he got the company to stop pretending everything was fine.
Morning Scan
The AI arms race is getting personal — and petty. When OpenAI’s CRO starts publicly questioning Anthropic’s numbers while Meta builds digital doppelgängers, you know we’ve entered a new phase of silicon valley competition.
Evening Scan
France just told Microsoft “au revoir” while Meta built an AI Zuckerberg to give feedback to employees. Meanwhile, the foldable phone race took an unexpected turn.
Morning Scan
The AI wars are escalating. OpenAI and Musk are trading legal salvos while questions persist about whether Sam Altman merits the influence he wields. Meanwhile, infrastructure stocks are rallying and Peloton is attempting a comeback.
Evening Scan
The AI industry had itself a week — venture hit a record $300B quarter while OpenAI backed Illinois legislation that would shield labs from liability for “critical harms.” Meanwhile, Trump’s trade wars got messier and TSMC proved chip demand stays strong even during Middle East conflicts.