No signs of AI payoff outside the tech sector
Apollo’s analysis says its measures of revenue growth and margins have not yet shown a comparable AI payoff beyond major technology companies.
Edition · Mon · October 26, 2026
4 vertical editions · 16 stories · 35 source citations
Updated with 1 additional multi-outlet stories; existing same-date stories retained.
Apollo’s analysis says its measures of revenue growth and margins have not yet shown a comparable AI payoff beyond major technology companies.
Cerebras describes serving a trillion-parameter model across its wafer-scale systems.
Recent price reductions and lower-cost alternatives are intensifying competition for model workloads.
Updated with 1 additional multi-outlet stories; existing same-date stories retained.
Bristol Myers Squibb reported a death after an investigational CAR-T treatment in an early multiple-sclerosis study.
The companies presented detailed results for an individualized mRNA vaccine combined with pembrolizumab in high-risk melanoma.
Amgen reported Phase 3 results for a maintenance combination in extensive-stage small cell lung cancer.
Updated with 3 additional multi-outlet stories; existing same-date stories retained.
Aleksandar Vučić acknowledged a preliminary parliamentary election loss, while final results and the transfer of power remained pending.
Elon Musk acknowledged that SpaceX imposed limits after Ukraine said service had returned to its prior speed.
AP reported Lula’s victory in Brazil’s presidential runoff as competing accounts described Bolsonaro’s response.
María Corina Machado returned to Venezuela after nearly a year abroad, according to multiple reports.
Israelis are set to vote October 27 in the first national election since the October 7, 2023 attacks.
Updated with 3 additional multi-outlet stories; existing same-date stories retained.
A dense US calendar brings major company results, the Federal Reserve decision and inflation data into focus.
US stocks ended lower as rising oil prices and geopolitical concerns weighed on the market.
The financing announcement and Musk’s comments put the economics of AI infrastructure borrowing in focus.
Reuters reported that crude prices retreated as traders weighed continuing supply threats against signs of weaker demand.
Market coverage focused on the financial implications of Lula’s reported reelection and Bolsonaro’s response.