Kala Hampton joined the earnings calls, so you didn’t have to. From Apple’s record quarter to Amazon’s cloud arms race and Microsoft’s $35 billion data-center spree, here’s what executives actually said — and what they didn’t. Plus insider context on OpenAI’s circular funding loop, NVIDIA’s global chip moves, Disney vs. YouTube TV, SpaceX’s $2 billion Pentagon deal, and why Shutdown Day 31 could change the market mood overnight.

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This one almost didn’t make it to air. The AWS outage that darkened half the internet—Snapchat, Amazon, even our own studio software—pushed The Press Company offline until after midnight. But we’re back, and there’s a lot to cover.

Inside the Monday Morning Rundown:
• Washington’s government shutdown enters week three, stalled over healthcare
• U.S. strikes off Venezuela’s coast blur the line between drug war and politics
• The digital blackout exposes how fragile our online world really is
• OpenAI, Broadcom, and the trillion-dollar race to power the AI economy
• Biotech’s surprise comeback and what’s fueling it
• And in sports, the Buckeyes dominate, the Chiefs return to form, and the NFL turns chaotic

A late upload — but worth the wait. Enjoy the Monday Morning Rundown.

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Microsoft spends $35 billion building the infrastructure of intelligence. Meta doubles down on AI. Google beats expectations. The Fed cuts rates but warns of uncertainty. And OpenAI lays the groundwork for a $1 trillion IPO.

In The Update: Inside the Intelligence Boom, Kala breaks down how power, money, and human behavior are colliding to rewire the modern world. From markets and policy to technology and psychology, this is where the story of the next economy unfolds — and where you learn to read the system for yourself.

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