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Tuesday, September 29, 2026
Sep 29 · closedPast monthTodayLevelDow−0.3%51,350Nasdaq−0.1%26,798S&P 500−0.2%7,671Bitcoin+0.1%$83,62010-yr Treasuryin points+0.025.26%

Coming up

  1. Oct 2Jobs 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 slip today for stocks. The month is mixed across the indexes; Bitcoin has been climbing this month.

Market · Your 401(k) and AI

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

Seven tech companies make up about 30% of the S&P 500, and most 401(k)s default into funds that buy more of them as they grow.

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).

Sep 28 · 6 min read · Morning Byte · by Keith Andrade

The three takeaways

  1. In 2026, most 401(k)s spend more on AI giants than small firms, by default.

  2. Seven tech giants now make up nearly a third of Wall Street's most-watched index.

  3. Retailer Amazon's first-quarter profit had $16.8 billion of pre-tax gains from its AI-lab stake.

The Latest

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).
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

September 16, 2026

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

More news

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  2. September 11, 2026

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  3. August 28, 2026

    Salesforce is making its own screens optional: the sales work moves inside Claude

  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

    A gold miner pulled less metal out of the ground and made its biggest profit ever

  7. August 19, 2026

    A personalized cancer shot beat the standard melanoma treatment, and no one will say by how much

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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
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

A composite editorial graphic. At left, a halftone portrait of Nvidia's Jensen Huang in a leather jacket, framed like a poster. Across the top the NVIDIA wordmark sits above the line GUARANTEES THE RENT ON THIS. At centre a cream document card carries the OpenAI logo, three blank ruled lines, and a signature beneath the words Guaranteed by. Behind them a photograph shows an unfinished steel-frame building on a cleared lot at dusk, a blue crane boom angled up toward it and power pylons on the horizon. Along the bottom edge: PORTSMOUTH SITE, PIKE COUNTY, OHIO, OPENS 2028, and MORNING BYTE.

Nvidia will cover OpenAI's Ohio rent, up to $105 billion, if OpenAI cannot pay

August 18, 2026 · 4 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

February 10, 2025

Musk's DOGE Shakes Up Spending in Government

January 30, 2025

Nvidia's AI Monopoly Crumbles: How New Players Are Slashing AI Costs by 27x in 2025

Meta Shakes Up Tech World: Layoffs & AI Hiring 2025

February 10, 2025 · 3 min read

industry

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