iiinova — where your digital self keeps evolving

Saudi Arabia expects wider budget deficits for several years as it ramps up spending to support growth in the face of regional conflict. www.semafor.com/article/10/0...

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Semafor @semafor.com · 1h

Tim writes: I don’t see any signs that Project Kilby is fundamentally in jeopardy: A 20-year offtake deal with Microsoft is about as bankable as a power project can get. Read more: www.semafor.com/article/10/0...

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Semafor @semafor.com · 1h

🟡 NEW: Texas state politics could delay the final investment decision on one of the US’ largest new data center projects, Project Kilby, a joint venture between Chevron and the newly formed energy project developer Joulent. www.semafor.com/article/10/0...

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Semafor @semafor.com · 3h

Where are Wall Street’s big egos today? asks Liz Hoffman. Read her full view: www.semafor.com/article/10/0...

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Semafor @semafor.com · 4h

🟡 NEW: Rep. Sean Casten has quietly asked Democrats in recent weeks to support him in a potential bid for the top position on the House Financial Services Committee. www.semafor.com/article/10/0...

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Semafor @semafor.com · 5h

US Trade Representative Jamieson Greer declined to commit to imposing recently enacted Russian sanctions, saying that officials plan to “name names” this month but it’s ultimately President Donald Trump’s decision whether to enact the levies. www.semafor.com/article/10/0...

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Semafor @semafor.com · 6h

Democrats are feeling newly optimistic about Texas, even in deep-red seats. Polls shared with Semafor show Democratic candidates running surprisingly competitively in the 9th and the 10th Congressional Districts. www.semafor.com/article/10/0...

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Semafor @semafor.com · 6h

Trump’s decision to kick off a month of midterm campaign travel with rallies in red states like Oklahoma and Alabama has confounded some Republicans, while those involved in the plans argue there’s a strategy behind them. “I don’t really buy it,” one person close to the White House told Semafor.

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Semafor @semafor.com · 7h

US economy shows resilience on solid consumer spending, growth data www.semafor.com/article/09/3...

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Semafor @semafor.com · 8h

“If we had done enough, our constituents wouldn’t be continuing to raise it, and it wouldn’t be the No. 1 thing that everyone’s campaign is talking about,” Sen. Lisa Murkowski told Semafor.

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Semafor @semafor.com · 8h

“If you’re not worried, you’re living in a cave,” Sen. Jim Justice told Semafor. “There’s no question that there’s people out there that are hurting.”

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Semafor @semafor.com · 8h

As Senate Republicans scatter across the country to defend their majority, many agonize over the fear that their party didn't do enough to address voters economic concerns. www.semafor.com/article/10/0...

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Semafor @semafor.com · 9h

White House huddles on possible diesel export ban: Report www.semafor.com/article/09/3...

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Semafor @semafor.com · 9h

How Democrats learned to stop worrying about gender politics, according to David Weigel: www.semafor.com/article/09/3...

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Semafor @semafor.com · 10h

OpenAI's cost creep is another indication there is a severe compute bottleneck in AI, argues Reed Albergotti. Read his full view: www.semafor.com/article/09/3...

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Semafor @semafor.com · 10h

Concerns are rising in Africa about the potential water use by data centers. While water usage by data centers is a global problem, Africa is particularly vulnerable to the effects of climate change. www.semafor.com/article/09/3...

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Semafor @semafor.com · 23h

🟡 SCOOP: Senate Democratic Leader Chuck Schumer and GOP campaign chair Tim Scott have something in common: They’re both really excited for President Donald Trump to hit the campaign trail. “When Trump travels, he hurts people,” Schumer told Semafor. www.semafor.com/article/09/3...

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Semafor @semafor.com · 01/10/2026

UK’s PM Andy Burnham floated the possibility of rejoining the EU, an issue that remains politically divisive despite growing numbers of voters voicing frustration over the lasting impacts of Brexit. www.semafor.com/article/09/3...

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Semafor @semafor.com · 01/10/2026

Paris — already grappling with debt equivalent to 119% of GDP — said it would sell a record amount of bonds next year, prompting the spread between French government bonds and their German equivalents to widen. www.semafor.com/article/09/3...

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Semafor @semafor.com · 30/09/2026

European countries are moving to harden migration rules in a bid to quell support for nationalist parties across the continent. www.semafor.com/article/09/3...

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Semafor @semafor.com · 30/09/2026

Visitors to the US are on track to drop by almost two million year-on-year. “We’re the only major country in the world losing visitation,” the head of the US Travel Association said. “It’s mind-boggling.” www.semafor.com/article/09/2...

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Semafor @semafor.com · 30/09/2026

US consumer sentiment fell to its lowest level since 2014, new data showed. www.semafor.com/article/09/2...

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Semafor @semafor.com · 30/09/2026

🟡 SCOOP: How Zuckerberg shaped Trump’s AI industry pledge The idea for what became Trump’s pact with the AI industry came from a conversation between Mark Zuckerberg and Mike Johnson at last week’s state dinner. www.semafor.com/article/09/3...

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Semafor @semafor.com · 30/09/2026

Psyonic's CEO Aadeel Akhtar said the company's hands log the forces, torques, and finger positions of every grip, which can be synced to video from a wearable camera, so a robotics model learns both what the task looks like and what it feels like.

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Semafor @semafor.com · 30/09/2026

🟡 Exclusive: Psyonic, a San Diego startup, wants to give people its bionic hands — and pay them — so it can capture data on how they grip, lift, and fold, with the ultimate goal of perfecting the robotic hand. www.semafor.com/article/09/3...

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Semafor @semafor.com · 30/09/2026

Rohan writes: Kreiz and Lynch’s hirings also showcase the need to refashion the company as one that focuses on intellectual property, rather than increasingly commoditized media. Read more: www.semafor.com/article/09/3...

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Semafor @semafor.com · 30/09/2026

🟡 SCOOP: Mattel CEO Ynon Kreiz is joining David Ellison’s team at the combined Warner Bros. Discovery-Paramount in a senior leadership role. www.semafor.com/article/09/3...

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Semafor @semafor.com · 30/09/2026

Users have already found hidden features in the White House’s new America.gov AI chatbot. The bot seems to come to life when users ask it to “play Minecraft.” Read more: www.semafor.com/article/09/3...

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Semafor @semafor.com · 30/09/2026

US Treasury yields stay near 25-year highs due to investors’ fears over inflation, persistent fiscal largesse, and geopolitical uncertainty. www.semafor.com/article/09/3...

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Semafor @semafor.com · 30/09/2026

Supreme Court faces sour American public: 34% percent of US adults say they approve of the job the high court is doing, according to new Gallup polling. www.semafor.com/article/09/3...

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Semafor @semafor.com · 30/09/2026

🟡 NEW: House Democrats to tap social media influencers for voter outreach www.semafor.com/article/09/3...

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Semafor @semafor.com · 30/09/2026

🟡 NEW: Democrats don’t want to give Republicans any other wins before the midterms. That’s likely to become obvious in two key votes today, when Senate Democrats are poised to block a data center-focused bill and an insider trading bill with added voter ID requirements.

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Semafor @semafor.com · 30/09/2026

The White House will tap the Strategic Petroleum Reserve to blunt rising gas prices looming over the midterm elections. www.semafor.com/article/09/2...

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Semafor @semafor.com · 29/09/2026

President Donald Trump plans to travel the battleground map, including Alaska, to stump for Senate Republicans in the homestretch of the election. www.semafor.com/article/09/2...

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Semafor @semafor.com · 29/09/2026

President Donald Trump and House Speaker Mike Johnson told reporters today that they’re preparing to release a self-regulatory accord with AI frontier labs. www.semafor.com/article/09/2...

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Semafor @semafor.com · 29/09/2026

More Republicans express confidence in the US media, while fewer Americans than ever believe the press has a lot of freedom. www.semafor.com/article/09/2...

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Semafor @semafor.com · 29/09/2026

🟡 NEW: Thoma Bravo finds the SaaSpocalypse hasn’t killed off all the deals www.semafor.com/article/09/2...

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Semafor @semafor.com · 29/09/2026

🟡 NEW: Former Trump antitrust chief Gail Slater is planning a comeback to the private sector, holding discussions about returning to advising companies trying to get mergers past an unpredictable administration. www.semafor.com/article/09/2...

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Semafor @semafor.com · 29/09/2026

OpenAI has launched a personalized agent tool, called dots — a new competitor to Meta’s popular Muse system. Dots “can do nearly anything,” OpenAI said, and integrates into applications like Slack and Microsoft Teams. www.semafor.com/article/09/2...

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Semafor @semafor.com · 29/09/2026

Trump’s plans for an “AI Force” and a new “AI czar” have yet to take concrete steps forward, and it’s not clear they’re on the White House AI priority list right now. The ideas could come up at today’s White House lunch with Trump, House Speaker Mike Johnson and AI executives.

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Semafor @semafor.com · 29/09/2026

🟡 NEW: Congressional leaders are hitting the trail in the midterms’ final stretch. Next month, House Minority Whip Katherine Clark is planning a whirlwind tour of districts in California, Michigan, Ohio, New York, Florida, Massachusetts, Nebraska and Pennsylvania. www.semafor.com/article/09/2...

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Semafor @semafor.com · 29/09/2026

🟡 NEW: The Senate’s bipartisan AI safety talks are at a standstill now, and there will be no committee action before the election. www.semafor.com/article/09/2...

120

Semafor @semafor.com · 29/09/2026

Shein’s operating profit fell by more than 50%, its first results showed, as geopolitical and economic headwinds dented the Chinese fast-fashion giant’s already-battered business model. www.semafor.com/article/09/2...

253

Semafor @semafor.com · 29/09/2026

Nvidia’s record $150 billion stock buyback plan is a bet by CEO Jensen Huang that he can fund huge swaths of the AI buildout while still rewarding his own shareholders. www.semafor.com/article/09/2...

112

Semafor @semafor.com · 29/09/2026

Sen. Ted Cruz wants Republicans to campaign on the bipartisan college sports bill. www.semafor.com/article/09/2...

140

Semafor @semafor.com · 28/09/2026

🟡 NEW: House Democrats are looking confident and they're ready to spend millions of dollars across 35 districts, including some redrawn by Republicans. www.semafor.com/article/09/2...

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Semafor @semafor.com · 28/09/2026

The state-controlled oil producer plans to create a third business segment for gas, alongside its upstream and downstream operations, Reuters reported. Read more: www.semafor.com/article/09/2...

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Semafor @semafor.com · 28/09/2026

Half of all countries in sub-Saharan Africa are relying more on diesel generators than on grid power, leaving countries with less reliable energy infrastructure particularly vulnerable to the effects of the Iran war. www.semafor.com/article/09/2...

123

Semafor @semafor.com · 28/09/2026

The Brussels news organization known as Euractiv will relaunch as Rapporteur as competition intensifies for wall-to-wall coverage of EU politics. www.semafor.com/article/09/2...

162

Semafor @semafor.com · 28/09/2026

Saudi Arabia’s stock market has problems that cannot be solved simply by listing more companies, argues Wael Mahdi. Read his full view: www.semafor.com/article/09/2...

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