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Economic reporting from around the world, filtered to the sectors and policy areas our members build in — part of the same intelligence stream behind the Global Economic Outlook and NiDCC's market reports.

Is Tesla (TSLA) Quietly Shifting From Automaker To Physical AI Platform With FSD Subscriptions?

technology — September 23, 2026, 11:15 PM · Yahoo! Finance Canada

Is Tesla (TSLA) Quietly Shifting From Automaker To Physical AI Platform With FSD Subscriptions?

Tesla is increasingly being viewed by investors and analysts less as a traditional automaker and more as a "physical AI" and high-margin software platform, driven by its Full Self-Driving (FSD) subscriptions. This shift is supported by growing regulatory clearances for FSD, strategic partnerships, and new product initiatives, despite ongoing legal and regulatory scrutiny. The company's long-term valuation is seen as dependent on the success of its autonomy, energy storage, and AI infrastructure bets.

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‘A phone is unique to you, it’s not going anywhere’: Qualcomm CEO’s big bet on Agentic AI as company unveils new mobile chips

technology — September 23, 2026, 10:14 PM · The Indian Express

‘A phone is unique to you, it’s not going anywhere’: Qualcomm CEO’s big bet on Agentic AI as company unveils new mobile chips

Qualcomm CEO Cristiano Amon announced the company's new Snapdragon 8 Elite Gen 6 mobile chips, emphasizing a shift from app-centric to "agentic" AI experiences on smartphones. Amon believes AI agents will understand user intent, context, and act on their behalf, fundamentally changing how people interact with their phones, which he views as unique and personalized devices. The new chipsets are designed for on-device AI to compete with Apple's offerings and will power premium Android smartphones.

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Oracle puts database security controls beneath AI agents

technology — September 23, 2026, 10:02 PM · SiliconANGLE

Oracle puts database security controls beneath AI agents

Oracle is shifting its database security strategy to place controls directly within the database, rather than relying on applications, especially as AI agents create new access paths. This "Secure at Source" approach ensures authorization enforcement regardless of how data is accessed, and aims to protect data at its source, improve resilience, and speed security updates. Oracle's tools like Data Safe and Database Security Central provide fleet-wide visibility and consistent policy enforcement to address the challenges of managing security across numerous databases in cloud and on-premises environments.

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