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  1. Big Tech sheds nearly $900bn as AI spending fears trigger market rout — Financial Times AI
  2. Brazil courts data centers with tax breaks and cheap power as US opposition grows — Fortune AI
  3. Big Tech returns smallest share of cash to shareholders in 15 years amid AI spending — Reuters AI
  4. Q1 and Q3 Earnings Calls Point to AI Demand Driving Chip, Cloud, and Semiconductor Results — The Globe and Mail
  5. ChatGPT desktop app can now be configured with Amazon Bedrock in AWS GovCloud (US) — AWS Machine Learning Blog
  6. Amazon and Intel Earnings Disappoint, Weighing on AI Trade — Barron's
  7. Cost of insuring against debt defaults at major hyperscalers hits highest level since 2021 — Techmeme
  8. Malicious npm packages weaponized Claude, Gemini and Amazon Q CLIs to hunt secrets in the s1ngularity attack — DEV Community — AI

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