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  1. The Commerce Department’s SelectUSA program has secured more foreign direct investment under President Donald Trump than its previous dozen-plus years combined, officials told Semafor.

  2. Humans First, a conservative-led group advocating for stronger AI guardrails, is out with an “America First AI Policy” platform on Friday, according to a memo shared first with Semafor.

  3. The US Chamber of Commerce is stepping up its fall advertising, launching a new $250,000 issue advocacy ad in Iowa, according to details first shared with Semafor.

  4. Beyond President Donald Trump’s public dismissal of the idea, administration officials and advisers are universally skeptical that he’d consider pushing out White House chief of staff Susie Wiles.

  5. The Signal Interview Nobuhiro “Nobu” Torii’s appointment as CEO of Suntory last September returned the leadership of the group behind Yamazaki whisky to its founding family, 126 years after his great-grandfather, Shinjiro Torii, set up shop as a wine impo…

  6. The Signal Insight When Italian Prime Minister Giorgia Meloni moved to trademark her voice last week, she highlighted growing fears about AI deepfakes sounding ever more convincingly like the people they impersonate, from politicians to CEOs.

  7. The White House’s AI task force has formally adopted its charter, kicking off the short 120-day window it’s been given to answer some extremely thorny questions about how the government should handle the rapid development of AI technology.

  8. The UK said Thursday it was prepared to align its tariffs on Chinese EVs with those of the EU, delivering a boost to Brussels as it negotiates with Beijing to narrow the trade gap.

  9. The UK said Thursday it was prepared to align its tariffs on Chinese EVs with those of the EU, delivering a boost to Brussels as it negotiates with Beijing to narrow the trade gap.

  10. The US is sending hundreds of soldiers to Latin America as the Pentagon widens its campaign against drug traffickers, The New York Times reported.

  11. Civilian airports are increasingly becoming military targets, as nations at war seek new ways to inflict economic and psychological damage.

  12. US President Donald Trump canceled his defense secretary’s plan to livestream the execution of a former military officer after widespread backlash.

  13. EU leaders are expected to ask Ukraine’s Volodymyr Zelenskyy to moderate his rhetoric against US President Donald Trump amid Kyiv’s widening rift with Washington, the Financial Times reported.

  14. US stocks clawed back losses Thursday following a multi-day tech selloff, as investors flocked to safer assets on concerns the AI buildout could falter in the face of weak consumer demand and high inflation.

  15. The News More investors are looking to hedge against a potential downturn in the AI boom, driving up the cost of credit default swaps tied to hyperscalers.

  16. Senate Democratic candidates are posting eye-popping third-quarter fundraising numbers, cutting into Republicans’ midterm spending advantage across the map.

  17. AI companies can soften support for statewide data center moratoriums like New York’s by committing to pay for related electricity costs and lessen local environmental impacts, according to a new poll from major firms in both parties.

  18. Reed’s view One of the most profound takeaways from my interview with Reflection AI co-founder and CTO Ioannis Antonoglou this week on Semafor’s Future Proof is his declaration that the AI era will force us to redefine what each business actually does and…

  19. The News Heidi Overton, President Donald Trump’s nominee to run the Food and Drug Administration, played a larger role in driving the process to reduce the number of vaccines the government recommends to children than emerged during her Senate confirmation

  20. The Scoop Perplexity is giving away the software it has been using to combat rogue AI agents, the company told Semafor Thursday.

  21. Arctic ambitions

    , by Rana Foroohar.

  22. Liz’s view The bottleneck in the AI boom was chips, then power, then memory.

  23. The EU’s decision to delay the implementation of its methane regulations won’t help consumers much, environmental groups argued.

  24. Competition among US law firms for attorneys with data center expertise is heating up.

  25. Tim’s view Fossil fuels are an economic liability, and not just because of the war in Iran.

  26. Abu Dhabi’s Mubadala sees India as increasingly vital in the emerging world order.

  27. China and North Korea opened their biggest land crossing, a sign of closer bilateral ties that are likely to unsettle regional countries.

  28. Kenya hiked fuel prices in order to contain surging government spending sparked by the war in the Middle East, which has badly exposed Africa’s reliance on energy imports.

  29. A recent spate of attacks on ships has piled further pressure on maritime traffic, which is already grappling with an array of challenges that are hampering trade and transport.

  30. Ukrainian President Volodymyr Zelenskyy pledged to restart strikes against Russian oil refineries in anger over what he said was the US withdrawal of intelligence support for Kyiv.

  31. Global smartphone shipments during the third quarter fell to their lowest level in 14 years, as a memory chip supply crunch pressured manufacturers to raise prices.

  32. Bumper earnings from bellwether tech giants Anthropic and TSMC did little to assuage a market that has turned bearish on the AI trade, sending stocks plummeting.

  33. The News US venture capital firm Activate Capital will open its first office outside the US in Doha as Qatar’s sovereign wealth fund expands its effort to make the country a hub for tech and startup investors through its $3 billion Fund of Funds platform.

  34. The News President Donald Trump is pushing ahead with his deal to import Russian diesel, blowing past his party’s growing complaints about taking help from Vladimir Putin.

  35. Americans’ perceptions of several Cabinet agencies are on the decline, as the Trump administration fights off controversies surrounding its immigration enforcement and foreign policy.

  36. In a show of progressive strength, Rep.

  37. The News House Minority Leader Hakeem Jeffries and Democratic leadership are taking a hands-off approach to Rep.

  38. A bipartisan group of House lawmakers is raising concerns with the Treasury Department about reports that Meta is claiming a research tax credit for its data center buildout, according to a letter shared first to Semafor.

  39. Apple’s first foldable smartphone will feature Alibaba’s AI when it launches in China next week, as Apple Intelligence — the company’s generative suite — gears up for its mainland appearance after years of regulatory delays.

  40. Iran’s increasing attacks on ships in the Strait of Hormuz have made October one of the most violent months in the waterway since the war began, as Tehran looks to exploit US President Donald Trump’s political vulnerability ahead of midterm elections.

  41. The Scoop The White House played a central role in the Justice Department’s antitrust investigation into major TV networks’ temporary suspension of pooled coverage of the president, three people familiar with the matter told Semafor.

  42. The US Treasury’s “debanking” probe found that the largest American banks had denied services to customers based on political considerations, in a boost to conservatives’ campaign against institutions’ perceived biases.

  43. Ukraine’s leader said he felt betrayed by US President Donald Trump, blaming Washington and Elon Musk’s SpaceX for cutting off Kyiv’s Starlink use on Wednesday.

  44. The FBI on Tuesday said it arrested an OpenAI employee who was fired after allegedly bugging the startup’s office.

  45. Investors are bracing for the Federal Reserve to again hike interest rates after the Labor Department said Wednesday that consumer prices rose more in September than economists had expected.

  46. In the span of weeks, AI altered the video game industry with mashups, which allow people to combine multiple popular games into one — and Xbox is leaning in.

  47. David’s view YOUNGSTOWN, Ohio — Toward the end of Monday night’s MAGA rally, after Jon Husted heard Donald Trump compliment his jawline and his “ass,” he thanked the president for making Ohio so much easier for Republicans to win.

  48. The News Aaron Day’s third-party campaign cost Republican Kelly Ayotte her Senate reelection bid in 2016.

  49. The News Qatar’s sovereign wealth fund isn’t slowing its dealmaking, a senior executive said, even as the Iran war gutted the state’s revenue by 42% in the first half of the year.

  50. Formula 1 will return to Africa for the first time in more than three decades with a Grand Prix in Rwanda in the early 2030s, the sport’s governing body confirmed.