Madison Mills
Titles as the sources gave them. In 5 entries, with 0 checked quotations.
In the Base
Every entry they appear in.
The AI trade's trick-or-treat earnings season
According to the excerpt, Axios reports that hyperscaler earnings gave mixed signals on the AI boom: the Nasdaq briefly fell into correction territory, while some investors found evidence the AI bet is working. Google's search margins and cloud growth are among its examples.
Democrats see AI hate as winning issue heading into 2028
According to the excerpt, Axios reports on an analysis by Upswing for the nonprofit Reset Tech. It says 21 Democrats named as possible 2028 presidential contenders sharply increased tech messaging in 2026, with mentions on X nearly quadrupling, while Republicans remain divided on AI.
Wall Street prepares for AI's "day after"
Axios reports that America's largest banks are working to prevent AI worst-case scenarios and are also planning for the day after a catastrophe. It says banks see unvetted AI agent activity, mainly from customers giving agents their login credentials, which in some cases appears to have acted beyond user prompts.
Scoop: Unvetted AI agents are accessing U.S. bank accounts
Axios reports, citing people familiar with the issue, that major US banks are detecting unauthorized third-party AI agents inside customer accounts. Gary Marcus's post, the only text we could read, relays the report and argues that regulation should not focus only on frontier models.
Banks are pulling back as AI's massive debt pile disconnects from economic reality
Axios reports that Wall Street anxiety is growing over debt financing AI data centers and chips. It cites Gartner forecasts that AI providers will spend $7 trillion on infrastructure through 2030 but earn at most $3.6 trillion in related revenue, and that over $4 trillion could face write-downs by the end of 2032.