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Friday, September 25, 2026
Sep 24 · closedPast monthTodayLevelDow−0.3%51,350Nasdaq+0.0%26,939S&P 500−0.0%7,704Bitcoin+0.2%$84,55510-yr Treasuryin points+0.055.16%

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

Industry · Email fraud service

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

The break-ins used a real Microsoft sign-in feature, so the people who lost their mailboxes typed a genuine code on a genuine page and never gave up a password.

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.

Sep 23 · 5 min read · Morning Byte · by Keith Andrade

The three takeaways

  1. An AI read the stolen inboxes and helped criminals decide who to impersonate.

  2. Victims typed a genuine code on the real sign-in page, no password taken.

  3. An intruder can stay after a password reset unless existing logins are cut off.

The Latest

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.
September 9, 2026

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September 22, 2026

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  4. August 19, 2026

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  5. August 17, 2026

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  6. August 15, 2026

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Industry

Technology and work
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

A large Salesforce app window over the San Francisco skyline at dusk, Salesforce Tower standing at left, reading Its own screens, optional, with an In Pilot tag. Below it a Claude prompt box is typed Update my pipeline, and on the right a dark slab reads A public test, expected September.

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

August 28, 2026 · 4 min read

OpenAI's open letter, A Call for Collective Action on Cyber Defense, pinned to the corner of a San Francisco building with Google and Anthropic among the signatures. Beside it, large type reads Rivals signed, nothing in it is binding, and a cream card at the bottom right reads AI cyberattacks get far more widespread within months.

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

August 28, 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

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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

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