Wednesday, 30 September 2026
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The numbers landing on trading desks this week tell a story far more structural than a simple tech downturn, with more than 135,000 positions eliminated across 330 firms in 2026.
Global equity funds are poised to attract an impressive $1.3 trillion in inflows by the conclusion of 2026. This is not merely a record; it represents a significant transformation in the distribution of capital.
AI markets are in a volatile reset. OpenAI cut its valuation target for a new $30B round to $1.25 trillion, while Anthropic eyes a $2 trillion IPO despite a $42B loss in 2025. SK Hynix scrapped its $10B Solidigm US listing amid regulatory pushback, signaling a capital-markets chill.
Barclays is cutting 5% of its workforce. It says AI is making them redundant.
Better demand predictions are helping chains reduce unsold stock and markdowns.
We cannot govern what we cannot see. Disclosure should come before prohibition.
Meet the young engineers building the infrastructure of the AI age — and wrestling with what it means.
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