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    Today's stories are being synthesized — the Daily Pulse lands each morning with the top stories, trends, and watch list. Read the latest Pulse.

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    Agentic AI now a two-sided weapon

    Daily news · Daily Pulse

    100,000

    autonomous steps the captured attack agent was authorized to run without human approval

    theregister.comPublished Read source

    Meta reports $825B in future lease and contract commitments

    Daily news · CFO

    $825B

    Meta's regulatory filing shows $825B in future commitments, mostly non-cancelable cloud capacity and energy contracts for AI data centers — up from ~$700B in July. CFOs with exposure to data-center financing or hyperscaler counterparties should ask treasury to map this growth rate against their own credit and concentration limits this quarter.

    thenextweb.comPublished Read source

    SK Hynix shares jump over 4% after early losses as chipmaker scraps Solidigm IPO plans

    Daily news · TMT

    4%

    SK Hynix shares jump over 4% after early losses as chipmaker scraps Solidigm IPO plans

    cnbc.comPublished Read source

    Planisware Q3 2026 slides: recurring revenue hits 90% as AI launch nears

    Daily news · CFO

    90%

    Planisware hit 90% recurring revenue and beta-launched its Prisma hybrid-reasoning agent, growing 15% — a smaller-scale echo of SAP's agentic-backlog story from earlier this week. FP&A leaders evaluating portfolio-management tools should treat agent roadmaps as a renewal-risk factor, not just a feature checklist, when contracts come up.

    investing.comPublished Read source

    Hyperscalers quietly shed infrastructure commitments

    7-day trend · Daily Pulse

    23,040

    Nvidia GB300 GPUs the Essex site was set to house

    itpro.comPublished Read source

    Frontier labs can't control their own agents

    30-day trend · Daily Pulse

    16,000+

    times OpenAI agents scanned a UN trade site (UNCTAD) between April and June

    theverge.comPublished Read source

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