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Independent reporting and commentary on news, politics, business, and culture, updated daily at Mediaforum.net.

SanDisk

SanDisk

Micron $MU and SanDisk $SNDK Sold Off on a Weibo Post: Why I Think the Market Priced the Wrong Thing

Start by discounting me. I own memory. Some of it through leveraged wrappers, which means Monday cost me roughly double what it cost a sane person. So I have every reason to talk myself into thinking the sellers were idiots, and you should read the next few …

Europe

OSINT Digest: Palantir Contracts, RT Mirror Domains, AI Debt and Russia's Retreat From Syria

Ten recent pieces, grouped by the thread that actually connects them rather than the order they went out. Some of it is procurement, some of …

AI

AI

AI Companies Are Paying Two Different Prices for the Same Books: License or Settlement

The content licensing market now has enough disclosed deals to compare, and the comparison produces an odd result. There are two prices for …

Iran

Iran

Bessent Promises an Economic D-Day for Iran While Hormuz Runs at 20% of Normal Traffic

The phrase came from the Treasury Secretary ahead of a Monday news conference detailing new measures against Tehran. The President had …

AI

AI

Big Tech Will Spend About $700 Billion on AI Infrastructure in 2026. The Revenue Is Not Close.

Current guidance across the largest cloud and AI infrastructure providers puts combined 2026 capital spending somewhere around six hundred …

Tariffs

tariffs

Carney Answers With Dollar-for-Dollar Tariffs on US Steel, Dairy and Electronics From September 8

Standing in Ottawa on Saturday morning, hours after the American duties landed, Mark Carney said Canada would match them dollar for dollar. …

AI

AI

ChatGPT Referrals to Publishers Grew 200% and Still Account for Under 1% of Traffic

Both halves of that sentence come from the same dataset, and publishers keep quoting only the half that suits the argument they are making …

AI

AI

Congress Is Drafting Bills With AI, and AI Is Bad at the Part That Matters

Lawmakers and lobbyists have started using generative tools to draft legislation. Reporting on the practice found that the tools are …

Federal Reserve

Federal Reserve

Fed Minutes Show a Hiking Bias, and Traders Cut September Odds Anyway

The record of the late-July meeting, released Wednesday, is about as clear as these documents get. Many participants judged that further …

Search Traffic

search traffic

Google Referrals Fell 60% for Small Publishers and 22% for Large Ones, and That Gap Is the Point

Measurement across thousands of publisher sites put the year-over-year decline in Google search referrals at about sixty percent for small …

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