AI Market Movers · Applied AI & software

Intuit

INTU

Intuit puts an AI layer on taxes and books. The users already pay. That is the whole point.

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November 9, 2026 · Morning Brief
The chip war just got personal
CNBC reports that Jensen Huang emailed Nvidia employees Sunday admitting he was unfaithful to his wife and that the board has opened an independent investigation into allegations that the woman, Alice Huang, is a Chinese spy.
November 6, 2026 · Closing Time
Closing Time: The multiple just blinked
OpenAI will keep pouring capital into data centers despite midterm voters’ backlash against the buildout, CFO Sarah Friar told CNBC at Citi’s TMT summit.
November 4, 2026 · Morning Brief
The ballot box just met the data center
Axios reports that voters showed deep distrust of the AI race on Tuesday, approving dozens of data center restrictions and electing a wave of candidates who favor slowing the buildout.
November 3, 2026 · Closing Time
Closing Time: The AI borrowing binge is back
CNBC reports that Meta is selling $20 billion to $25 billion of bonds to pay for its AI buildout, days after S&P lowered the outlook on its credit rating to negative over heavy spending.
November 3, 2026 · Morning Brief
The web wants its words back
Il Sole 24 Ore reports that an adviser to the European Union’s top court said Google’s Gemini chatbot may, in certain circumstances, infringe the rights of news publishers.