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Brussels reissues its Huawei warning, six years on, and prepares to make it stick

Digital Marketing, Europe, Government and policy, Next Featured, SEO Tips, Technology /

The European Commission has formally recommended that member states keep Huawei and ZTE out of their connectivity infrastructure. The same restrictions are now moving toward becoming legally binding. China has already threatened to retaliate. When the European Commission first asked its member states to keep Huawei and ZTE out of their 5G networks, in the […]

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Europe’s finance chiefs want Mythos access to defend their banks. Washington has so far said no.

Digital Marketing, Europe, Government and policy, Next Featured, SEO Tips, Technology /

An Anthropic AI model that can find zero-days in every major operating system has become a geopolitical and prudential question. The Eurogroup met in Brussels on Monday with no answer in hand. Brussels on a Monday morning in early May is not, by tradition, the place where the world’s most powerful AI model gets discussed. […]

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Europe’s finance chiefs want Mythos access to defend their banks. Washington has so far said no. Read More »

Hospital websites are still leaking patient data to advertisers, four years after the warnings

Data and security, Digital Marketing, Insider, Next Featured, SEO Tips, Technology /

A new Bloomberg-Feroot investigation finds that nine of the 10 largest US health companies are still loading advertising trackers on the very pages where patients log in and register. The story keeps repeating because nothing has stopped it. There is, by now, a familiar shape to investigations of online tracking. A reporter or researcher loads […]

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OpenAI closes The Deployment Company, a $10bn enterprise AI bet on private equity

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OpenAI has finalised the most structurally novel enterprise AI deal of 2026: a $10bn vehicle anchored by TPG, with 19 investors and a 17.5% guaranteed annual return over five years. The strategy is to make PE portfolios a captive distribution channel. We wrote about the venture’s outline last month; Monday’s confirmation closes the funding question. […]

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Blackstone wants $1.75bn for the first AI-era data-centre REIT

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Blackstone Digital Infrastructure Trust will list on the NYSE under BXDC, targeting newly built data centres leased to hyperscalers. It is the most direct way Wall Street has yet packaged the AI build-out for public investors. For most of the past 18 months, the financial story behind the AI build-out has been a story about […]

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Palantir’s earnings test arrives in the middle of an AI software sell-off

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After a 30% year-to-date drawdown, Monday’s Q1 results are Palantir’s first chance to argue, not assume, that it does not belong in the broader AI software multiple compression. Until two weeks ago, Palantir was, by some measures, the best-performing large-cap software stock of the AI cycle. It had outpaced Salesforce, Microsoft, Oracle, and Adobe by […]

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Cerebras files updated IPO terms: $3.5bn raise at $26.6bn valuation

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Three days after suggesting it might target up to $4bn at $40bn, the AI chipmaker has marketed 28 million shares at $115-$125 each, lining the deal up with its February private valuation rather than above it. Cerebras Systems was preparing to seek up to $4bn at a roughly $40bn valuation in its long-awaited initial public […]

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Cerebras files updated IPO terms: $3.5bn raise at $26.6bn valuation Read More »

UCB pays up to $2.2bn for Candid Therapeutics, doubling down on T-cell engagers in autoimmune disease

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The Belgian pharma is buying a two-year-old San Diego biotech for $2bn upfront, the second TCE bet it has placed in months. The thesis: B-cell killers built for cancer can rewire how autoimmune diseases are treated. Candid Therapeutics is two years old. It does not have an approved drug. Its lead programme has been tested […]

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UCB pays up to $2.2bn for Candid Therapeutics, doubling down on T-cell engagers in autoimmune disease Read More »

Anthropic and Wall Street are building a $1.5bn pipeline into private equity

Anthropic, Business, Digital Marketing, Insider, Next Featured, SEO Tips, Technology /

A joint venture with Blackstone, Hellman & Friedman, Goldman Sachs, and General Atlantic will sell Claude into the buyout firms’ portfolio companies. OpenAI’s DeployCo arrived first; this one is bigger. There is a kind of business school question that has been quietly answered over the past month, without anyone formally asking it. The question is: […]

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Meta would rather leave New Mexico than rebuild its apps for kids

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A bench trial in Santa Fe could force algorithm changes, age verification, and a $3.7bn mental health fund. Meta has threatened to pull Facebook and Instagram from the state instead. In March, a New Mexico jury reached a verdict that no American jury had reached before. Meta, the company once known as Facebook, had violated […]

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