Recent articles
March 18, 2026
AI's revenue divide
Data: Ramp; Chart: Axios VisualsAnthropic is now capturing over 73% of all spending among companies buying AI tools for the first time, according to customer data from Ramp.Why it matters: The AI r...
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March 16, 2026
AI CEOs are fear-profiting
It's a CEO's job to sell their product — not scare people it'll ruin their lives.Tell that to OpenAI's Sam Altman and Palantir's Alex Karp, who've both delivered bleak warnings about the disruption...
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March 12, 2026
AI may never be as cheap as it is today
AI may never be as cheap to use as it is today.Why it matters: AI companies are hooking users with low prices that won't last — straight out of the Amazon and Uber playbook.The big picture: The pus...
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March 11, 2026
OpenAI, Anthropic feud could prop up Google
Google is quietly expanding its Pentagon work — and growing users faster than its rivals — while Anthropic and OpenAI publicly spar over conditions for Defense Department work.Why it matters: Winni...
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March 2, 2026
Anthropic's Pentagon standoff signals a broader corporate pushback
Corporations are starting to find their backbone: from AI labs resisting military ultimatums to retailers successfully suing the president.Why it matters: The prevailing corporate strategy has been...
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February 21, 2026
New data from OpenAI shows consumer ChatGPT users are shifting away from work tasks
OpenAI; Chart: Axios VisualsOpenAI released new data Friday showing people are using the consumer version of ChatGPT for more personal tasks and fewer work tasks.Why it matters: That shift toward p...
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February 19, 2026
China's AI rise rattles Hollywood
China's unrelenting efforts to catch the U.S. in AI may have claimed its first significant casualty — Hollywood.Why it matters: Technology good enough to scare even the most seasoned filmmakers is ...
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February 17, 2026
Meta commits billions to Nvidia chips
Meta is doubling down on Nvidia AI chips, committing to spend tens of billions of dollars on the chipmaker's newest offerings and sending shares of both companies higher. Why it matters: Even thoug...
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February 17, 2026
The AI trade is swallowing the market
AI is concentrating stocks, bonds, private credit — and even the broader economy — around a single bet.Why it matters: Tech companies are projected to issue over $1 trillion in debt to fund their A...
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February 12, 2026
The existential AI threat is here — and some AI leaders are fleeing
Top AI experts at OpenAI, Anthropic and other companies warn of rising dangers of their technology, with some quitting in protest or going public with grave concerns.Why it matters: Leading AI mode...
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February 11, 2026
Anthropic says latest model could be misused for "heinous crimes" like chemical weapons
Anthropic's latest models display some vulnerability to being used in "heinous crimes," including the development of chemical weapons, the company said in a new sabotage report released late Tuesda...
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February 11, 2026
AI's buildout continues to bleed cash
Data: Earnings, Bloomberg; Chart: Axios VisualsSpending by hyperscalers — the data center behemoths in the vanguard of the AI revolution — is expected to total $610 billion at the mid-range of comp...
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February 10, 2026
OpenAI and Anthropic are picking public fights
AI CEOs are openly trash-talking each other, sniping over advertising and their philosophical approaches to the future.Why it matters: The squabbling is intensifying as the cost of staying competit...
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February 9, 2026
Say goodbye to free ChatGPT with no ads
ChatGPT is testing ads for some U.S. users on both the free and Go subscription tiers, its most affordable offerings. Why it matters: It could be the beginning of the end of ad-free ChatGPT.What ...
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February 7, 2026
AI wiped out $400 billion this week — and it's only getting started
Data: Financial Modeling Prep; Chart: Axios VisualsAI is here — and this week, investors lost over $400 billion to the realization that entire industries are on the cusp of being replaced. Why it m...
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February 4, 2026
The risk for the growing pool of everyday investors
Once called "dumb money," everyday investors —people trading via Robinhood, Schwab and the like—are now collectively big enough to have sway over the direction of markets.Why it matters: That power...
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January 30, 2026
Why Wall Street is unhappy with Trump's pick for Fed chair
Some investors aren't happy with President Trump's Federal Reserve chair nominee Kevin Warsh.Why it matters: He hasn't even been confirmed for the job, and there's already tension in the market. Wh...
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January 30, 2026
The new math defining AI winners and losers
Microsoft had one of its worst selloffs in history after it increased its AI spending plans. Meta did the same, but it was rewarded by investors.Why it matters: The wildly different market reaction...
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January 28, 2026
Exclusive: Inside Google's push to sell AI to cities
Google is rolling out an updated "Mayors AI Playbook" with the U.S. Conference of Mayors at the group's Winter Meeting in Washington today, the company first told Axios.Why it matters: Cities are s...
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January 27, 2026
The gold rally is the new bet against Trump
Investors around the world are losing faith in traditional safe-haven assets like the U.S. dollar and Treasuries, fueling a fierce rally in gold. Why it matters: Gold prices have rallied over 17% s...
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January 26, 2026
Wall Street's playbook for 2026 already needs to be rewritten
Investors are confronting a different world, marked by the Trump administration's aggressive push for a new global order, renewed attacks on the Federal Reserve, increasingly controversial immigrat...
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January 22, 2026
The problem with betting Trump will "always chicken out"
The TACO trade is still a spicy one, as seen in the sudden stock market rally Wednesday, after President Trump dropped his threat to impose tariffs on eight European allies over Greenland.Why it ma...
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January 21, 2026
Trump's affordability message keeps running into trouble
President Trump told reporters in the White House briefing room Tuesday that his affordability message has a "public relations" problem. The big picture: While Trump prepares to talk about affordab...
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January 14, 2026
Why Wall Street isn't hopping off the AI bubble just yet
Data: Financial Modeling Prep; Chart: Axios VisualsWall Street strategists busted into 2026 overwhelmingly bullish, with one big caveat: AI had to deliver measurable returns this year. Why it matte...
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January 12, 2026
Trump is getting creative to bypass Congress
President Trump wants to spend. He also wants, where possible, to avoid congressional interference and bigger deficits. Enter the balance sheet.The big picture: The president is going through the c...
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