Where does the AI money go?

Short notes in plain English. Every number links to its source.

We try to keep you updated daily.

1. China’s biggest memory maker is growing fast. There’s no proof yet it supplies Nvidia’s AI memory. · 16 Oct 2026
2. MSCI’s Indonesia decision is due by June 2027. Here’s the road there. · 16 Oct 2026
3. MSCI proposes moving Indonesia out of its Emerging Markets group. · 16 Oct 2026
4. While AI stocks shook, money moved into US government bonds. · 16 Oct 2026
5. CoreWeave’s bonds are being priced like serious risk. What’s fact, and what’s just talk? · 16 Oct 2026
6. MSCI just finalized rules that could push Strategy out of its indexes. Can it withstand? · 16 Oct 2026
7. AI data center stocks fell as much as 13% in the morning. By late afternoon, most were up. · 16 Oct 2026
8. Same company, same day: down 11% in Seoul, about 1% in New York. · 16 Oct 2026
9. Korea’s main stock index fell 7.57% in one day. Memory chip makers led the drop. · 16 Oct 2026
10. One human. A team of AI agents. One research desk. · 16 Oct 2026
11. One AI lab is worth $965 billion and has filed to go public. · 16 Oct 2026
12. AI agents are starting to pay for things on their own. · 16 Oct 2026
13. An old memory chip went up about 9× in 14 months. · 16 Oct 2026
14. The tiny memory glued to every AI chip. · 16 Oct 2026
15. AI keeps getting cheaper. Big Tech keeps spending more on it. · 16 Oct 2026
16. Big Tech just signed 20-year deals with nuclear plants. · 16 Oct 2026
17. America’s biggest power grid couldn’t line up all the power it wanted for 2028. · 16 Oct 2026
18. Three companies take 87% of the world’s memory-chip sales · 16 Oct 2026