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Dan Ives

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Frontier AI & Machine Learning 27 Oct 2026, 08:00 PM IST

Tesla-SpaceX Merger Talk Gains Traction as Musk Signals Strategic Logic, Analyst Sees Up to 90% Odds

Talk of a potential Tesla-SpaceX combination has intensified after Elon Musk said such a merger would be “a good idea,” reviving a long-running market debate over whether the two flagship companies could be brought under one corporate umbrella. Wedbush analyst Dan Ives has framed the prospect as increasingly plausible, arguing that Musk’s broader vision and Tesla’s premium valuation case help explain why the idea is being taken seriously by investors. The discussion remains speculative, with no formal merger process announced, but the remarks have sharpened attention on Musk’s control across both companies, the strategic overlap in artificial intelligence, robotics and autonomous systems, and the market implications of any future restructuring.

By RDU Global Wire5 min read
Frontier AI & Machine Learning27 Oct 2026, 04:35 PM IST

‘Cyberselfish’ Author Revives Her Warning as Techno-Libertarianism Faces a New Reckoning

A decade after her book was effectively sidelined, author and critic Jaron Lanier’s longtime interlocutor and fellow technology skeptic is back in the conversation, using the renewed attention to challenge the assumptions behind techno-libertarianism. Her argument is blunt: the worldview that once celebrated digital platforms as inherently liberating now looks outdated in an era defined by concentrated power, algorithmic manipulation, and AI-driven scale.

6 min readRead →
Frontier AI & Machine Learning26 Oct 2026, 02:00 PM IST

‘Cyberselfish’ Author Revives Her Warning as Techno-Libertarianism Faces a New Reckoning

As her long-dormant book returns to circulation, author and critic Paulina Borsook is using the moment to sharpen a decades-old argument: Silicon Valley’s libertarian self-image was never as progressive or inevitable as its champions claimed. Her rebuke lands at a time when frontier AI is again being framed as a realm best left to founders, markets, and minimal oversight.

6 min readRead →
Markets, IPOs & Wealth26 Oct 2026, 08:00 AM IST

Google’s AI Push Revives Privacy Questions as Pixel Ecosystem Deepens

Google’s latest Pixel launch has renewed scrutiny of how far artificial intelligence can go in learning from users’ daily behaviour. While the company is pitching smarter assistance, the broader debate is whether convenience is arriving at the expense of privacy, data security and user control.

5 min readRead →
Frontier AI & Machine Learning25 Oct 2026, 05:00 PM IST

AI Funding Fears Shake Wall Street as Investors Rotate Into Defensives

Wall Street’s latest wobble reflects a growing concern that the artificial intelligence trade may be running ahead of near-term returns, with investors reassessing how much capital the sector can absorb before profits justify the spending. The pullback has helped several defensive Club stocks outperform as money moves toward steadier earnings and lower volatility.

5 min readRead →
Global Markets & Equities25 Oct 2026, 08:00 AM IST

AI Funding Fears Shake Wall Street as Investors Rotate Into Defensives

Wall Street is confronting a fresh bout of anxiety over the durability of the AI trade, with investors questioning whether the sector’s spending boom can continue to justify lofty valuations. The pullback has triggered a rotation into more defensive names, benefiting several Club stocks as portfolio managers seek steadier earnings and lower volatility.

5 min readRead →
Frontier AI & Machine Learning24 Oct 2026, 05:00 PM IST

10-Year Treasury Yield Slips Back Toward 5% as AI Selloff Drives Flight to Safety

The U.S. 10-year Treasury yield eased to just below 5% on Friday as investors rotated into government bonds amid renewed anxiety over the durability of the artificial intelligence trade. The move underscores how quickly sentiment has shifted in a market that had been pricing in sustained enthusiasm for mega-cap technology stocks and a stronger-for-longer interest-rate backdrop.

5 min readRead →

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