Reading List

The most recent articles from a list of feeds I subscribe to.

US companies sold $1.7T of investment-grade bonds in 2025, nearing the $1.8T 2020 record, driven by AI infrastructure borrowing; Goldman says AI makes up ~30% (Kate Duguid/Financial Times)

Kate Duguid / Financial Times:
US companies sold $1.7T of investment-grade bonds in 2025, nearing the $1.8T 2020 record, driven by AI infrastructure borrowing; Goldman says AI makes up ~30%  —  Investment-grade borrowers have issued $1.7tn of bonds this year, closing in on 2020s Covid debt rush

Despite concerns, Labour MPs and other left-wing UK politicians stay active on X; the UK government says it stopped paid ads in 2024, after spending £9M in 2021 (Financial Times)

Financial Times:
Despite concerns, Labour MPs and other left-wing UK politicians stay active on X; the UK government says it stopped paid ads in 2024, after spending £9M in 2021  —  Despite concerns, politicians continue to use Elon Musk's platform in search of a ‘civilised debate’ with constituents

Chinese short-video app Kuaishou's Hong Kong stock fell as much as 6% to ~$8, the lowest since November 21, after it was hit by a cyberattack on December 22 (Reuters)

Reuters:
Chinese short-video app Kuaishou's Hong Kong stock fell as much as 6% to ~$8, the lowest since November 21, after it was hit by a cyberattack on December 22  —  Shares of Kuaishou (1024.HK) dropped by as much as 6% on Tuesday to HK$62.70 ($8.06), their lowest since November 21 …

Sources reveal inconsistencies in Megaspeed's chip inventory, as the US probes the Singapore AI startup over alleged Chinese ownership and Nvidia chip smuggling (Bloomberg)

Bloomberg:
Sources reveal inconsistencies in Megaspeed's chip inventory, as the US probes the Singapore AI startup over alleged Chinese ownership and Nvidia chip smuggling  —  Singapore-based Megaspeed has imported tens of thousands more chips than Nvidia saw when checking its data centers.

The Pentagon partners with xAI to embed the company's frontier AI systems, based on the Grok family of models, directly into GenAI.mil as soon as early 2026 (Bonny Chu/Fox News)

Bonny Chu / Fox News:
The Pentagon partners with xAI to embed the company's frontier AI systems, based on the Grok family of models, directly into GenAI.mil as soon as early 2026  —  Grok will be deployed across systems serving 3 million military and civilian personnel by early 2026