Editorial companion

What stands out

Speakers label a recent cluster of high-profile hacks and vulnerability disclosures “Black October,” arguing artificial intelligence makes every software flaw more dangerous because attackers can scale exploits with AI tools while defenders scramble to adapt. The episode ties those security fears to visible market moves, sharp sell-offs in AI-infrastructure names and a dip in Meta shares, and surfaces a bigger question: whether worries about safety and soaring costs are intersecting with a cooling in AI valuations. The segment also reports from Nvidia’s GTC in Berlin, where speakers warned Europe is lagging the U.S. on AI investment.