Asian Refineries and Wall Street Fear the AI Capital Crunch
July 29, 2026
As Red Sea oil blockades and Hormuz choke points squeeze Asian energy grids, Wall Street investors are abruptly fleeing inflated chip stocks and software spending sprees. Meanwhile, tech lab employees petition Washington for developmental slowdowns just as autonomous AI models begin out-persuading professional human canvassers and debaters.
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Iran Has Figured Out How to Overwhelm U.S. Air Defenses
As the U.S. runs short of interceptor missiles, Iran is carrying out strikes with a mix of attack drones and advanced ballistic missiles. The post Iran Has Figured Out How to Overwhelm U.S. Air Defenses appeared first on The Intercept.
- structural power
- geopolitics
- OSINT methodology
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AI sell-off intensifies as investors ditch chip stocks
Samsung and SK Hynix fall by more than 10% amid renewed fears over AI spending and Chinese competition Business live – latest updates The sell-off in AI stocks has intensified, driving South Korea’s stock market down to its lowest level in three months. Investors continued to ditch chip stocks on Tu…
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Asia ‘scraping the bottom of the barrel’ as Red Sea oil blockade worsens energy crisis
The Houthi threat to Saudi oil exports comes as Japan, South Korea and the Philippines are still reeling from the closure of the strait of Hormuz Governments in Asia are scrambling to avoid their second major energy crisis in six months, as another maritime chokepoint in the Middle East faces a viol…
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Are the US and Iran heading towards a forever war?
Marc Lamont Hill speaks with sociologist Ali Kadivar on what history shows about the risk of a US forever war in Iran.
- geopolitics
- structural power
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AI leaders sign statement asking the government to do something about automated AI
Employees of OpenAI and Anthropic, as well as Google, Meta, Thinking Machines, Microsoft, Mistral, and other leading AI labs, have written a statement to the US government supporting a potential slowdown of sorts for frontier AI development - or at least a speed-up of global coordinated governance e…
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AI’s finally expensive enough to make Wall Street nervous
Working hard, or bear-ly working? | Image: Cath Virginia / The Verge, Getty Images It's earnings season, and investors got an unpleasant surprise from Google: an increase on its spending estimate, to as much as $205 billion - from the last quarter's projection of up to $190 billion. Even the lower e…
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AI Systems Out-Persuade Expert Humans, Including Professional Canvassers And World Championship Debaters
Persuasion plays a key role in society. Whether it is political or financial decisions, workplace or family choices, or simply reading a book or article (like this one), often someone is trying to persuade someone else to agree with them, possibly by changing their mind. This raises an interesting q…
- media and technology
- AI governance
- structural power
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Apple becomes second ever $5tn company as investors flee AI stocks
Share price rally driven by strong product demand as well as decision to sit out AI spending race, amid wider tech sell-off Apple has become only the second company to pass the $5tn valuation mark, as it benefited from investors fleeing AI and semiconductor stocks amid a wider tech sell-off. The iPh…
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AI sell-off deepens as chip stocks slump in market retreat - business live
Rolling coverage of the latest economic and financial news Mortgage rates in the UK have risen this morning. Moneyfacts has reported that the average rate of two and five-year mortgages are both higher than on Monday. The average 2-year fixed residential mortgage rate today is 5.62%. This is up from…