Monday’s stack after the plumbing Brief. Export controls showed up inside Nvidia’s Taiwan unit, the supplier started shopping a customer above $30 billion, and the six-figure visa fee came back as a proposed rule.
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Monday stack from Sunday’s late coverage. The AI buildout showed up as an M&A number on the hub, a red-state governor’s warning, and a police prompt that turns plates into addresses.
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A $6 billion non-exclusive license, 109 job offers, and a letter that insists this is not a buy. The open-weight race still gets the stack.
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Sunday stack from the last day of coverage. The AI buildout showed up as a server bill, a prospectus risk factor, and a customer-share chart that is already moving.
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Anthropic still has more of Ramp’s paying business customers. OpenAI is adding them faster. That is the whole story under
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Four receipts from the same week: Nvidia’s biggest customers got early-2027 server invoices with double-digit AI markups, Amazon put the
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Four stories that actually moved the board this week: a Depression-era tariff statute woke up on the Canada desk, overseas
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