https://flowinfo.co/industries/ai-infrastructure/2026-11-06 Flow Information Systems en 2026-11-06T14:15:02.101Z The market sold chips as if permit fights cap AI demand. Buyers answered by bringing their own power, so the delay lands on power supply, not on GPU orders. https://flowinfo.co/industries/ai-infrastructure/2026-11-05 Flow Information Systems en 2026-11-05T14:15:01.920Z The scarce input in AI infrastructure is now a permit. Texas elected a governor who pledged to pause data center approvals, and local bans passed in several states. https://flowinfo.co/industries/fintech/2026-11-06 Flow Information Systems en 2026-11-06T14:15:02.263Z Consumer credit is leaving the merchant checkout for the phone wallet. Affirm Card volume more than doubled, and the market sold the stock on credit worries instead. https://flowinfo.co/industries/fintech/2026-11-05 Flow Information Systems en 2026-11-05T14:15:02.089Z Merged processors are buying scale but not growth. FIS and Global Payments grew about 4% like for like, while Toast grew payment volume 20%. https://flowinfo.co/industries/healthtech/2026-11-06 Flow Information Systems en 2026-11-06T14:15:02.407Z Health tech profit is pooling with companies that hold an accountable patient. Data and audience platforms are losing growth and margin. https://flowinfo.co/industries/healthtech/2026-11-05 Flow Information Systems en 2026-11-05T14:15:02.252Z Medicare now treats clinical AI as a billable service. The 2027 outpatient rule creates Software as a Medical Service with its own payment groups. https://flowinfo.co/industries/energy/2026-11-06 Flow Information Systems en 2026-11-06T14:15:02.550Z Vistra's Texas cash is locked through 2027. The election selloff priced lost data center upside, not lost earnings, because 98% of 2027 output is hedged. https://flowinfo.co/industries/energy/2026-11-05 Flow Information Systems en 2026-11-05T14:15:02.399Z Contracted PJM generation is now the safer power asset. Talen guided 2027 EBITDA up 26% as Texas exposed generators sold off on the election. https://flowinfo.co/industries/defense-tech/2026-11-06 Flow Information Systems en 2026-11-06T14:15:02.694Z The Pentagon now buys small attack drones like ammunition. Airframe makers lose pricing power; engine and munition makers keep it. https://flowinfo.co/industries/defense-tech/2026-11-05 Flow Information Systems en 2026-11-05T14:15:02.546Z Golden Dome's funding now hangs on a party line bill the new Congress can block. Only about $400M of its FY27 request sits in the regular budget. https://flowinfo.co/industries/consumer-platforms/2026-11-06 Flow Information Systems en 2026-11-06T14:15:02.837Z Robotaxi makers and AI agents are routing through Uber, Lyft and Airbnb, not around them. The marketplace that holds demand keeps the customer. https://flowinfo.co/industries/consumer-platforms/2026-11-05 Flow Information Systems en 2026-11-05T14:15:02.694Z Snap's most valuable audience is shrinking, and Snap will stop reporting it. North American daily users fell to 92M from 98M a year ago.