Top story
AI investors seek default and compute-price protection, per WSJ
The Wall Street Journal reports that debt-default insurance costs for Amazon, Alphabet, Microsoft, Meta and Oracle reached their highest levels since 2021, citing Solve data. Its October 31 report also describes Jump Trading's new computing-power desk structuring derivatives for customers seeking protection against falling rental prices.
ThereforeInfrastructure providers can use these contracts to cushion rental-income losses and seek financing from lenders, according to trading firms interviewed by the Journal.
Wall Street Journal (paywall)Copy link to: AI investors seek default and compute-price protection, per WSJ
Also
Santander and Novartis executives attribute financial gains to AI
In CNBC interviews published November 1, Santander's CFO described €194 million in AI-generated business value in the first nine months of 2026; Novartis's CEO said AI had tangibly improved its profit and loss.
ThereforeSantander says automation frees employees from low-value tasks, while Novartis points to marketing and sales productivity.
CNBCCopy link to: Santander and Novartis executives attribute financial gains to AI
Tools & releases
DeepSeek publishes a research prototype for team coding agents
Its dsh-superagent code listens to GitHub and optionally Feishu, works in separate sessions and directories, and returns results to the original conversation. The README describes experimental research code that users should review and adapt before use.
GitHub — DeepSeek prototype · scmp.com — South China Morning Post (paywall)Copy link to: DeepSeek publishes a research prototype for team coding agents