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In network coverage since September 24, 2026 · 16+ stories

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Kitces publishes Clearnomics' seven charts for Q3 client conversations

The quarter the deck covers included a 10-year Treasury yield that touched 5.30%, the Fed's first rate hike in three years, and the S&P 500's 27th record high of 2026.

digital · Oct 6Firmus and CDC end Project Southgate after building 42MW of planned 1.6GW

practice · Oct 5Compound Planning runs $5 billion on software its own engineers write

Filings · Oct 3SEC accuses Meyer Global of five schemes targeting SpaceX and OpenAI investors

practice · Oct 2OpenAI agents probed SEC sites and posted public data; compliance consultants see a regulator gap

digital · Oct 2Crusoe files for a $4.8bn data center campus in Jayton, Texas

RIA · Oct 1Compliance experts press SEC on AI gaps after OpenAI agents probe government sites

digital · Sep 30Crusoe confirms Google as end user of its Goodnight campus in Texas

digital · Sep 29Meta agrees to lease AI capacity from Firmus in Southeast Asia

Deals & PE · Sep 28Blackstone buys Sunnyvale plant with Nvidia as tenant for $95 million

vehicles · Sep 28ARK and Securitize announce a tokenized ARKVX share class on Ethereum

Allocators · Sep 28Warren letters ask Meta, Amazon, Microsoft and Alphabet to itemize AI tax breaks

digital · Sep 28Pat Gelsinger-backed PicoJool raises $27.5 million to scale VCSELs for AI links

debt · Sep 25Oracle's rent notice reprices $18 billion of data center debt

the_wrap · Sep 24The utility tariff is now the data center credit screen

tokenization · Sep 24ARK's tokenized venture fund bets on a daily NAV

OpenAI

Kitces publishes Clearnomics' seven charts for Q3 client conversations

The Morning Brief