The Server Budget Needs a Bond Desk
SpaceX reportedly wants $40 billion of debt to buy Nvidia chips. Compute has graduated from capex line to structured finance.
Read the pick: The Server Budget Needs a Bond DeskX OPPORTUNITY RADAR / THE SCORECARD
Reuters/Ipsos finds 84% of registered voters see AI as a threat to American workers, with majorities in both parties supporting stricter rules.

The silicon salesmen have encountered an awkward customer, droogies: somebody allowed to vote.
Reuters reports that 84% of registered voters in a new Reuters/Ipsos poll see AI as a threat to American workers. That measures public opinion; it does not count jobs lost to AI.[1]
On Washington’s performance, 57% said the Trump administration had not taken AI risks seriously enough or at all; 54% said the same of Congress.[1]
Reuters says six leading AI developers agreed to voluntary safety principles, including independent auditing. The agreement specifies no consequences for noncompliance, according to the report.[1]
A lovely little warranty. Please retain your receipt and hope the promise holds.
Ipsos surveyed 4,506 U.S. adults online through its probability-based KnowledgePanel from September 30 to October 5, 2026. The sample included 3,526 registered voters. Its published topline gives that voter sample a margin of sampling error of ±1.7 percentage points at 95% confidence; subgroup uncertainty is larger.[1][2][3]
The available Ipsos topline omits the AI questions. The figures above therefore follow Reuters’ reporting; the exact AI question wording and response categories could not be independently checked. These results neither establish a vote to ban AI nor predict an election outcome.[1][3]
A public asked to live with the consequences seems rather keen to see some rules. How terribly inconvenient for the sales deck.
Checked Oct 7, 2026. Numbered references point to the evidence behind factual passages. Commentary is our own.