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Thursday, October 1, 2026
Oct 1 · closedPast monthTodayLevelDow0.0%50,927Nasdaq0.0%26,872S&P 500+0.2%7,666Bitcoin+1.2%$84,59210-yr Treasuryin points−0.065.24%

Coming up

  1. Oct 2TomorrowJobs reportIs my job safe?
  2. Oct 14CPI reportWhat will things cost?
  3. Oct 28Fed rate decisionWhat will borrowing cost?
  4. Nov 6Jobs reportIs my job safe?
  5. Nov 10CPI reportWhat will things cost?
  6. Dec 4Jobs reportIs my job safe?

The read: A quiet climb today for stocks. The month is mixed across the indexes; Bitcoin has been climbing this month.

Market · AI memory shortage

Pricier MacBooks and Micron's best year come from the same memory shortage

In June, Apple raised MacBook and iPad prices by up to $300 over memory costs, and memory maker Micron just had its biggest quarter.

Apple's glass cube store on Fifth Avenue, graded blue: Apple's logo hangs high inside the glass, above a crowd of shoppers in winter coats walking and standing in line on the plaza. At the right, a tall portrait panel in a thin cream frame shows the head and shoulders of a smiling person with short grey hair and a grey beard, in a dark jacket over a collared shirt, toned in navy and cream against a dark navy background. At the left, in large white type with a dark glow around the letters: AI's memory shortage raised what you pay for a MacBook. Below it, in dark letters on bright cyan bars: It gave Micron its best year. Under that, small white capitals read MICRON CHAIRMAN AND CHIEF EXECUTIVE. At the lower left, small credit lines read PHOTOGRAPH: JORGE LÁSCAR, WIKIMEDIA COMMONS, CC BY 2.0 and PORTRAIT: MICRON TECHNOLOGY.

Oct 1 · 4 min read · Morning Byte · by Keith Andrade

The three takeaways

  1. Memory maker Micron's sales last quarter were nearly five times a year earlier.

  2. Since June, a 512GB MacBook Air laptop from Apple costs $1,299, up from $1,099.

  3. Micron expects buyers to pay about $61.5 billion next quarter, more than analysts expected.

The Latest

Nasdaq's tower in Times Square at dusk, graded blue: its huge lit Nasdaq sign and logo run across the top, above a curved glass front, food carts and a blurred crowd on the street. At the left, below the sign, a tall portrait panel in a thin cream frame shows the head and shoulders of a smiling person with long dark hair, in a dark jacket over a white collared shirt, toned in navy and cream against a dark navy background. At the right, in large white type with a dark glow around the letters: Your 401(k) keeps buying the AI giants. Below it, in dark letters on bright cyan bars: She worries it pays for the AI after your job. Under that, small white capitals read SOCIOLOGY RESEARCHER, BINGHAMTON UNIVERSITY. At the lower right, two small credit lines read PHOTOGRAPH: AJAY SURESH, WIKIMEDIA COMMONS, CC BY 2.0 and PORTRAIT: HER OWN SITE (HERAHLEE.COM).
September 28, 2026

Your 401(k) keeps buying more of the AI giants, and nobody asked you

September 25, 2026

Fake recruiters are hijacking verified LinkedIn accounts, and a laid-off job seeker is catching them

September 23, 2026

Microsoft disrupted a $500-a-month service whose AI read stolen inboxes and recommended targets

September 9, 2026

New York City paused classroom AI through eighth grade and changed how it buys software

September 22, 2026

Microsoft measured its chatbot giving news sites a fraction of Bing's click rate

September 18, 2026

The Fed raised rates into an economy it calls solid

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  3. August 28, 2026

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  4. August 28, 2026

    Rival AI companies signed one warning: AI cyberattacks get far more widespread within months

  5. August 27, 2026

    Google wants a bankrupt airline's employee files, and stripping the names may not protect the workers

  6. August 20, 2026

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  7. August 19, 2026

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Industry

Technology and work
LinkedIn's headquarters in Sunnyvale in daylight, graded blue and darkened slightly: a curved glass office building among tall trees, with LinkedIn's tall blue in logo sign standing in a planted bed at the lower left. Across the top, in large white type with a dark glow around the letters: Scammers hijack verified LinkedIn accounts. Below it at the left, in dark letters on bright cyan bars: A job seeker keeps reporting them. Under that, small white capitals read LAID-OFF COPYWRITER, FAKE-JOB HUNTER, just above the sign. At the right, a tall portrait panel in a thin cream frame shows the head and shoulders of a smiling person with a full beard, in a dark jacket, collared shirt and patterned tie, toned in navy and cream against a dark navy background. Under the panel, two small credit lines read PHOTOGRAPH: LPS.1, WIKIMEDIA COMMONS and PORTRAIT: THE PROFILER (THEPROFILER.ORG).

Fake recruiters are hijacking verified LinkedIn accounts, and a laid-off job seeker is catching them

September 25, 2026 · 5 min read

Microsoft's Redmond campus plaza in sharp daylight, graded blue: glass and timber office blocks around a courtyard where a young tree stands and a few people walk and sit at tables. At the upper left, bold white capitals read RUNS MICROSOFT'S DIGITAL CRIMES UNIT above a thin cyan rule. Below it, in large white type: Criminals rented an AI to read stolen email. The last words, in dark letters on bright cyan bars, read Microsoft took it to court. At the right, a tall portrait panel in a thin cream frame shows the head and shoulders of a smiling person with short dark hair and rectangular glasses, in a pale open-collar shirt, toned in navy and cream against a dark navy background. Under the panel, two small credit lines read PHOTOGRAPH: MICROSOFT, MORNING BYTE and PORTRAIT: INSTITUTE FOR SECURITY AND TECHNOLOGY.

Microsoft disrupted a $500-a-month service whose AI read stolen inboxes and recommended targets

September 23, 2026 · 5 min read

A photo inside a Kroger store's produce section. An illustrated screen marked Sponsored reads Brands pay to reach you, and a receipt hanging from it reads What you buy helps aim the ads. Words below say you're the customer, and the audience.

Kroger's store sales barely grew, but profit from its ad business rose 24%

September 14, 2026 · 4 min read

Market

Companies, jobs, and money
Nasdaq's tower in Times Square at dusk, graded blue: its huge lit Nasdaq sign and logo run across the top, above a curved glass front, food carts and a blurred crowd on the street. At the left, below the sign, a tall portrait panel in a thin cream frame shows the head and shoulders of a smiling person with long dark hair, in a dark jacket over a white collared shirt, toned in navy and cream against a dark navy background. At the right, in large white type with a dark glow around the letters: Your 401(k) keeps buying the AI giants. Below it, in dark letters on bright cyan bars: She worries it pays for the AI after your job. Under that, small white capitals read SOCIOLOGY RESEARCHER, BINGHAMTON UNIVERSITY. At the lower right, two small credit lines read PHOTOGRAPH: AJAY SURESH, WIKIMEDIA COMMONS, CC BY 2.0 and PORTRAIT: HER OWN SITE (HERAHLEE.COM).

Your 401(k) keeps buying more of the AI giants, and nobody asked you

September 28, 2026 · 6 min read

Portraits of Jensen Huang, labelled Nvidia, and Dario Amodei, labelled Anthropic, side by side with a blue arrow between them, over a dark blue photograph of NVIDIA H100 computer chips racked in a server. A navy card reads: Nvidia wants to buy a piece of its own customer. Beneath it in blue: Last year it pledged up to 10 billion dollars. The same day, Anthropic committed 30 billion dollars to computing that runs on Nvidia chips. A line along the bottom reads: Reuters reports talks, nothing is agreed, neither man is quoted. Photo credits: NVIDIA newsroom for Huang; UK Prime Minister's Office, CC BY 2.0, for Amodei; Geekerwan / Wikimedia Commons, CC BY 3.0, for the chips.

Nvidia sells Anthropic chips, and it may be first to buy Anthropic's stock

September 16, 2026 · 4 min read

Four different autonomous machines stand lit on ground power in a dark hangar: a passenger-sized road vehicle with a roof sensor dome, a fixed-wing aircraft, a rotor aircraft, and an uncrewed boat hull on a wheeled cradle. Rows of unpowered hardware recede into darkness behind them.

Investors put $47.4 billion into physical AI, and four deals took half of it

August 18, 2026 · 3 min read

Policy

Rules shaping what happens next
A New York City public school in cobalt light, its brick facade and covered entrance walkway behind a magnified school purchase order that reads CLASSROOM AI, ON HOLD, stamped in red EVERY TOOL MUST BE NECESSARY TO LEARNING. A line at lower right reads A coalition recommends what comes back.

New York City paused classroom AI through eighth grade and changed how it buys software

September 9, 2026 · 5 min read

The New York Times building at night, its lit floors rising behind the newspaper's blackletter masthead on the facade, with people and taxis crossing the street below. The top of the picture is darkened so type can sit on it. A small credit line at the top reads PHOTOGRAPH: JLEON, CC BY-SA 3.0, FILING 25-MD-3143, MORNING BYTE. Below it, large white type reads: Microsoft measured what its AI did to news. Then called it, and on a bright cyan bar in dark letters, a doom loop. In the lower right, close to the camera and much larger than the people behind him, a smiling bald man is cut out of a photograph and rendered in cool blue and white monochrome: his whole head and his shoulders in a checked shirt, resting on the bottom of the frame with room above his head, the edges of his shoulders fading into the street. To his left, right-aligned in small capitals, MICROSOFT'S DIRECTOR OF APPLIED SCIENCE.

Microsoft measured its chatbot giving news sites a fraction of Bing's click rate

September 22, 2026 · 5 min read

The Federal Reserve's headquarters in Washington, two flags flying from its mast above a long marble colonnade: the Stars and Stripes above, and the Federal Reserve's own navy and gold flag below. Three panels sit over the building. A cream card reads THE NEW FED RATE and, in large figures, 3.75% to 4%. Below it a dark panel reads RAISED FOR INFLATION, NOT FOR A WEAK ECONOMY. At the bottom right a studio portrait of a smiling person in a dark suit is labelled KEVIN WARSH, FED CHAIRMAN, next to the words Warsh set the bar. The Fed says it wasn't met. A small credit line reads PHOTOGRAPH: FEDERAL RESERVE, THE ECCLES BUILDING, WASHINGTON, PORTRAIT: FEDERAL RESERVE, and RATE CARD IS ILLUSTRATIVE, MORNING BYTE.

The Fed raised rates into an economy it calls solid

September 18, 2026 · 5 min read

August 14, 2026

Legal AI startup Harvey seeks $500 million at 44 times its yearly revenue

August 14, 2026

Sweetgreen cut its sales forecast over an iceberg lettuce it never buys

Seen from a walkway above, a technician in a full white cleanroom suit and mask loads an amber wafer carrier onto the tray of a tall processing tool. Below and beyond, a semiconductor fab floor runs away into the distance, lined with machines and an overhead track carrying more amber carriers, lit in blue and gold.

The AI boom runs on shortages, and one forecast says the test comes in 2029

August 14, 2026 · 3 min read

industry

SoftBank spent ¥969 billion on U.S. power and data centers, two-thirds paid in advance

August 14, 2026 · 3 min read

Two men in hard hats step down from an excavator onto a floodlit construction site at night, mud underfoot and rain on their jackets. The man in front, in a high-visibility jacket, carries a rolled drawing whose edge trails a thin line of light down onto the ground, tracing the outline of timber foundation forms already staked across the site. A small United States flag stands at one of them. An electrical substation and a storage tank are lit in the distance.
Three men in white safety vests stand on a factory floor beside a robotic press. Two wear vests marked SEQUOIA; the third, in work gloves, points toward the machine as it lifts a curved sheet of metal. A bin of steel offcuts fills the foreground and workers stand behind a safety cage in the background.
industry

Sequoia commits $10 billion to AI and rebuilding physical industry, its largest bet ever

August 14, 2026 · 3 min read
Three young trainees in hard hats with headlamps work at separate stations in an underground mine training gallery: one sighting through a surveying instrument on a yellow tripod, one examining a lit core sample laid along a bench, and one crouched wiring a control box. An instructor watches from the shadows at the left, with rough rock walls and caged equipment behind them.
policy

Washington put $180 million into mining schools and named only three of them

August 14, 2026 · 3 min read
A woman in headphones leans into a studio condenser microphone in a dimly lit room, one hand raised mid-gesture and her expression animated. A luminous ribbon of sound leaves the microphone and travels right across the frame, shifting from blue through violet and warm orange into pale green as its waveform rises and falls. A second person watches from a doorway behind her, and a wall screen at top right carries the hume OCTAVE wordmark.
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Jensen Huang, in his black leather jacket, lowers a glowing blue processor onto the top of a clear acrylic model whose channels branch outward in red and blue, at a desk in front of a dim server rack.
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