Showing posts from HOOD tag
Microsoft picks a fight with Anthropic while Robinhood's compliance problem gets criminal
Microsoft's AI chief said he wants to stop paying Anthropic for models - the clearest signal yet that the Copilot stack is going fully in-house, and a fresh …
Stablecoins go mainstream through the banks while the frontier labs deliberately downshift
The real news is distribution, not product: stablecoin rails now reach 1,000+ community banks via Coinbase, MoneyGram's 60M cardholders, and Block is applying …
Apple's foldable is the headline, but the trades are in AI M&A froth and fee flows
Apple's event delivered the $1,999 foldable and a rate-limited Siri beta, which together cap rather than extend the AI monetization story. The more tradable …
Agent rails consolidate: x402, agent identity, and the week the incumbents stopped apologizing
Coinbase is quietly becoming the payments plumbing for machine commerce just as it files for single-stock perps, while Robinhood leans further into token-launch …
The price war arrives just as the power bill does
Anthropic cut prices 25% hours after reporting a $65B raise, and Google bought 400 MW of geothermal to feed its own models - the commodity economics and the …