https://alexmorganunfiltered.com/australia/australia-auction-clearance-48-percent-oct-2026 Alex Morgan Unfiltered en 2026-10-05T07:00:00+00:00 Australia's auction clearance fell to 48.2%. Spring selling is not a boom this year. https://alexmorganunfiltered.com/australia/australia-japan-leadership-dialogue-oct-2026 Alex Morgan Unfiltered en 2026-10-05T03:24:00+00:00 Australia and Japan open their first leadership dialogue this week. It is a talk shop, not a new alliance treaty. https://alexmorganunfiltered.com/australia/chalmers-myefo-savings-cost-of-living-oct-2026 Alex Morgan Unfiltered en 2026-10-04T11:12:00+00:00 Chalmers says December will bring budget savings, not a fat cost-of-living package. https://alexmorganunfiltered.com/australia/hrw-australians-iraq-is-detention-oct-2026 Alex Morgan Unfiltered en 2026-10-05T09:00:00+00:00 HRW says 13 Australians in Iraqi jails could face execution. Canberra is not bringing them home. https://alexmorganunfiltered.com/economy/broadcom-anthropic-42-billion-chip-loan-oct-2026 Alex Morgan Unfiltered en 2026-10-05T06:12:00+00:00 Broadcom may lend Anthropic up to $42bn to lease chips, an IPO filing says. https://alexmorganunfiltered.com/economy/deloitte-canada-gdp-2027-cut-tariffs-oct-2026 Alex Morgan Unfiltered en 2026-10-05T01:48:00+00:00 Deloitte cut Canada's 2027 growth to 1.6%. The later US bans are not even in that model. https://alexmorganunfiltered.com/economy/eurostat-flash-hicp-3-8-september-2026 Alex Morgan Unfiltered en 2026-10-05T00:12:00+00:00 Euro-area inflation jumped to 3.8% in September. Energy did most of the damage. https://alexmorganunfiltered.com/economy/g7-iea-100-million-barrels-diesel-oct-2026 Alex Morgan Unfiltered en 2026-10-05T05:24:00+00:00 The G7 will release 100 million barrels of oil and diesel. That is not a US export ban. https://alexmorganunfiltered.com/economy/gulf-crude-exports-prewar-levels-hormuz-oct-2026 Alex Morgan Unfiltered en 2026-10-05T01:00:00+00:00 Gulf oil exports are near prewar levels. That does not mean Hormuz is back to normal. https://alexmorganunfiltered.com/economy/takaichi-food-consumption-tax-cut-oct-2026 Alex Morgan Unfiltered en 2026-10-05T07:48:00+00:00 Tokyo wants food consumption tax cut from 8% to 1% for two years. The Diet has not passed it. https://alexmorganunfiltered.com/economy/trump-ohio-300-percent-tariff-threat-oct-2026 Alex Morgan Unfiltered en 2026-10-04T11:00:00+00:00 Trump threatened 150 to 300% tariffs if firms skip US plants. He has not signed that. https://alexmorganunfiltered.com/economy/us-september-jobs-29000-fed-odds-oct-2026 Alex Morgan Unfiltered en 2026-10-04T23:24:00+00:00 The US added 29,000 jobs in September. That is not a hot labor market forcing an October hike. https://alexmorganunfiltered.com/es/economia/australia-subastas-clearance-48-porciento-oct-2026 Alex Morgan Unfiltered es 2026-10-05T07:00:00+00:00 Las subastas australianas caen al 48,2 %: la primavera no trae boom inmobiliario. https://alexmorganunfiltered.com/es/economia/broadcom-anthropic-42-mil-millones-alquiler-chips-oct-2026 Alex Morgan Unfiltered es 2026-10-05T06:12:00+00:00 Broadcom podría prestar hasta 42.000 M$ a Anthropic para arrendar chips. https://alexmorganunfiltered.com/es/economia/chalmers-ahorros-presupuesto-diciembre-oct-2026 Alex Morgan Unfiltered es 2026-10-04T11:12:00+00:00 Chalmers anuncia ahorros en diciembre, no un paquete grueso de alivio. https://alexmorganunfiltered.com/es/economia/crudo-golfo-exportaciones-casi-preguerra-oct-2026 Alex Morgan Unfiltered es 2026-10-05T01:00:00+00:00 El crudo del Golfo roza niveles prebélicos. Eso no normaliza Ormuz. https://alexmorganunfiltered.com/es/economia/deloitte-canada-pib-2027-aranceles-oct-2026 Alex Morgan Unfiltered es 2026-10-05T01:48:00+00:00 Deloitte recorta al 1,6 % el crecimiento de Canadá en 2027. Los bans tardíos de EE. UU. no entran. https://alexmorganunfiltered.com/es/economia/empleo-eeuu-septiembre-29000-fed-oct-2026 Alex Morgan Unfiltered es 2026-10-04T23:24:00+00:00 EE. UU. sumó 29.000 empleos en septiembre. No es un mercado laboral caliente que obligue a subir tipos en octubre. https://alexmorganunfiltered.com/es/economia/eurostat-inflacion-eurozona-38-sept-2026 Alex Morgan Unfiltered es 2026-10-05T00:12:00+00:00 La inflación de la zona euro saltó al 3,8 % en septiembre. La energía hizo casi todo el daño. https://alexmorganunfiltered.com/es/economia/g7-aie-cien-millones-barriles-gasoleo-oct-2026 Alex Morgan Unfiltered es 2026-10-05T05:24:00+00:00 El G7 liberará 100 millones de barriles de crudo y gasóleo. No es un embargo de EE. UU. al diesel. https://alexmorganunfiltered.com/es/economia/takaichi-recorte-impuesto-alimentos-dieta-oct-2026 Alex Morgan Unfiltered es 2026-10-05T07:48:00+00:00 Tokio busca bajar el IVA de alimentos del 8 % al 1 % dos años; la Dieta aún no lo aprobó. https://alexmorganunfiltered.com/es/economia/trump-ohio-arancel-300-fabricas-oct-2026 Alex Morgan Unfiltered es 2026-10-04T11:00:00+00:00 Trump amenazó con aranceles del 150 al 300 % si no hay fábricas en EE. UU. No hay orden firmada. https://alexmorganunfiltered.com/es/geopolitica/alberta-separatistas-washington-petroleo-agua-oct-2026 Alex Morgan Unfiltered es 2026-10-05T08:36:00+00:00 Separatistas de Alberta plantearon agua y petróleo en Washington. Smith se desmarca. https://alexmorganunfiltered.com/es/geopolitica/bombarderos-b1-fairford-complot-oct-2026 Alex Morgan Unfiltered es 2026-10-05T03:00:00+00:00 EE. UU. retira los B-1 de RAF Fairford tras un complot terrorista presunto. No es retirada de la guerra contra Irán. https://alexmorganunfiltered.com/es/geopolitica/dialogo-australia-japon-liderazgo-oct-2026 Alex Morgan Unfiltered es 2026-10-05T03:24:00+00:00 Australia y Japón abren esta semana su primer diálogo de liderazgo. Es mesa de conversación, no un nuevo tratado de alianza. https://alexmorganunfiltered.com/es/geopolitica/hrw-australianos-detencion-irak-oct-2026 Alex Morgan Unfiltered es 2026-10-05T09:00:00+00:00 HRW: 13 australianos en cárceles iraquíes arriesgan ejecución. Canberra no los repatria. https://alexmorganunfiltered.com/es/geopolitica/huties-reivindicacion-aramco-riad-oct-2026 Alex Morgan Unfiltered es 2026-10-05T08:12:00+00:00 Los hutíes dicen que atacaron a Aramco en Riad. Arabia Saudí no lo ha confirmado. https://alexmorganunfiltered.com/es/geopolitica/iran-ormuz-condiciones-islamabad-oct-2026 Alex Morgan Unfiltered es 2026-10-05T02:12:00+00:00 Irán dice que Ormuz sigue cerrado hasta cumplir las condiciones de Islamabad. Washington aún quiere el nuclear primero. https://alexmorganunfiltered.com/es/geopolitica/kubilius-articulo-5-fabricas-armas-oct-2026 Alex Morgan Unfiltered es 2026-10-05T02:36:00+00:00 Bruselas dice que un misil ruso en una fábrica de armas europea sería el artículo 5. La OTAN recuerda que no le toca a la UE proclamarlo. https://alexmorganunfiltered.com/es/geopolitica/merz-kyiv-visita-paquete-militar-ue-oct-2026 Alex Morgan Unfiltered es 2026-10-04T11:24:00+00:00 Merz está en Kyiv con unos 1.000 millones en material. Zelenskyy sigue rechazando la asociación sin voto. https://alexmorganunfiltered.com/es/geopolitica/takaichi-china-vecino-borrador-discurso-oct-2026 Alex Morgan Unfiltered es 2026-10-05T09:24:00+00:00 Se espera que Takaichi llame a China vecino importante. Un borrador no restaura la relación. https://alexmorganunfiltered.com/es/geopolitica/ucrania-grano-polonia-rumania-transito-oct-2026 Alex Morgan Unfiltered es 2026-10-04T11:36:00+00:00 Polonia y Rumanía no añadirán capacidad para el grano ucraniano atrapado por el bloqueo. https://alexmorganunfiltered.com/es/tecnologia/anthropic-glm-53-capacidades-ciber-oct-2026 Alex Morgan Unfiltered es 2026-10-05T05:48:00+00:00 Anthropic: el GLM-5.3 chino crea exploits como un Claude restringido. Cualquiera puede descargarlo. https://alexmorganunfiltered.com/es/tecnologia/fiscalia-greg-lui-contrabando-servidores-ia-oct-2026 Alex Morgan Unfiltered es 2026-10-05T05:00:00+00:00 Fiscales: un revendedor de California contrabandeó 300 M$ en servidores IA a China. Sin condena. https://alexmorganunfiltered.com/es/tecnologia/google-pausa-vrp-codigo-abierto-ia-oct-2026 Alex Morgan Unfiltered es 2026-10-04T23:00:00+00:00 Google pausa las recompensas open source por fallos de producto. Informes basura con IA, no el fin de la caza. https://alexmorganunfiltered.com/es/tecnologia/jordania-detiene-scattered-lapsus-qantas-oct-2026 Alex Morgan Unfiltered es 2026-10-05T06:36:00+00:00 Jordania detiene a un presunto admin de Scattered Lapsus$; nadie le imputa el hackeo a Qantas. https://alexmorganunfiltered.com/es/tecnologia/nist-caisi-glm-5-3-codigo-abierto-oct-2026 Alex Morgan Unfiltered es 2026-10-05T07:24:00+00:00 CAISI sitúa a GLM-5.3 como líder open weight en ciber, meses detrás de EE. UU. https://alexmorganunfiltered.com/es/tecnologia/openai-jalapeno-chip-ia-diseno-oct-2026 Alex Morgan Unfiltered es 2026-10-04T23:48:00+00:00 OpenAI diseñó Jalapeño con sus propios modelos. Los ingenieros siguen firmando el silicio. https://alexmorganunfiltered.com/es/tecnologia/shinhan-filtracion-artex-ia-oct-2026 Alex Morgan Unfiltered es 2026-10-04T11:48:00+00:00 Shinhan filtró datos de 25.000 clientes. Los investigadores citan una herramienta de IA. https://alexmorganunfiltered.com/es/tecnologia/tesla-ai5-memoria-72-gb-optimus-oct-2026 Alex Morgan Unfiltered es 2026-10-05T01:24:00+00:00 Tesla reduce a la mitad la memoria del AI5. El ancho de banda se mantuvo; la DRAM, no. https://alexmorganunfiltered.com/es/tecnologia/tsmc-terafab-texas-musk-conversaciones-oct-2026 Alex Morgan Unfiltered es 2026-10-05T00:36:00+00:00 TSMC habla con Musk de un Terafab en Texas. No hay foundry firmado. https://alexmorganunfiltered.com/fr/economie/australie-encheres-clearance-48-2-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T07:00:00+00:00 Les enchères australiennes passent à 48,2 % de réussite. Le printemps n'est pas un boom. https://alexmorganunfiltered.com/fr/economie/broadcom-anthropic-42-milliards-location-puces-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T06:12:00+00:00 Broadcom pourrait prêter jusqu'à 42 Md$ à Anthropic pour louer des puces. https://alexmorganunfiltered.com/fr/economie/chalmers-economies-budget-decembre-oct-2026 Alex Morgan Unfiltered fr 2026-10-04T11:12:00+00:00 Chalmers annonce des économies en décembre, pas un gros geste de pouvoir d'achat. https://alexmorganunfiltered.com/fr/economie/deloitte-canada-pib-2027-droits-douane-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T01:48:00+00:00 Deloitte rabote la croissance 2027 du Canada à 1,6 %. Les bans US tardifs n'y sont pas. https://alexmorganunfiltered.com/fr/economie/emplois-usa-septembre-29000-fed-oct-2026 Alex Morgan Unfiltered fr 2026-10-04T23:24:00+00:00 Les États-Unis ont créé 29 000 emplois en septembre. Pas un marché du travail brûlant qui imposerait une hausse en octobre. https://alexmorganunfiltered.com/fr/economie/eurostat-inflation-zone-euro-38-sept-2026 Alex Morgan Unfiltered fr 2026-10-05T00:12:00+00:00 L'inflation zone euro a bondi à 3,8 % en septembre. L'énergie a fait l'essentiel des dégâts. https://alexmorganunfiltered.com/fr/economie/g7-aie-cent-millions-barils-gasoil-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T05:24:00+00:00 Le G7 libère 100 millions de barils. Ce n'est pas un embargo américain sur le diesel. https://alexmorganunfiltered.com/fr/economie/petrole-golfe-exportations-presque-preguerre-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T01:00:00+00:00 Le pétrole du Golfe retrouve les niveaux d'avant la guerre. Ormuz n'est pas normal. https://alexmorganunfiltered.com/fr/economie/takaichi-baisse-tva-alimentaire-diete-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T07:48:00+00:00 Tokyo veut baisser la TVA alimentaire de 8 % à 1 % deux ans. La Diète n'a pas encore voté. https://alexmorganunfiltered.com/fr/economie/trump-ohio-droits-300-usines-oct-2026 Alex Morgan Unfiltered fr 2026-10-04T11:00:00+00:00 Trump a menacé des droits de 150 à 300 % si les usines ne se bâtissent pas aux États-Unis. Rien n'est signé. https://alexmorganunfiltered.com/fr/geopolitique/alberta-separatistes-washington-petrole-eau-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T08:36:00+00:00 Séparatistes albertains : eau et pétrole évoqués à Washington. Smith se désolidarise. https://alexmorganunfiltered.com/fr/geopolitique/bombardiers-b1-fairford-complot-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T03:00:00+00:00 Les États-Unis retirent leurs B-1 de RAF Fairford après un complot terroriste présumé. Ce n'est pas un retrait de la guerre contre l'Iran. https://alexmorganunfiltered.com/fr/geopolitique/dialogue-australie-japon-leadership-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T03:24:00+00:00 L'Australie et le Japon ouvrent cette semaine leur premier dialogue au sommet. C'est une table ronde, pas un nouveau traité d'alliance. https://alexmorganunfiltered.com/fr/geopolitique/houthis-revendication-aramco-riad-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T08:12:00+00:00 Les Houthis disent avoir visé Aramco à Riyad. L'Arabie saoudite n'a pas confirmé. https://alexmorganunfiltered.com/fr/geopolitique/hrw-australiens-detention-irak-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T09:00:00+00:00 HRW : 13 Australiens en prison en Irak risquent la peine de mort. Canberra ne rapatrie pas. https://alexmorganunfiltered.com/fr/geopolitique/iran-hormuz-conditions-islamabad-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T02:12:00+00:00 L'Iran dit qu'Hormuz reste fermé tant que les conditions d'Islamabad ne sont pas remplies. Washington veut encore le nucléaire d'abord. https://alexmorganunfiltered.com/fr/geopolitique/kubilius-article-5-usines-armes-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T02:36:00+00:00 Bruxelles dit qu'un missile russe sur une usine d'armes en Europe serait l'article 5. L'OTAN rappelle que ce n'est pas à l'UE de le proclamer. https://alexmorganunfiltered.com/fr/geopolitique/merz-kyiv-visite-paquet-militaire-ue-oct-2026 Alex Morgan Unfiltered fr 2026-10-04T11:24:00+00:00 Merz à Kyiv avec près d'un milliard d'euros d'aide. Le statut associé européen reste un non de Zelenskyy. https://alexmorganunfiltered.com/fr/geopolitique/takaichi-chine-voisin-brouillon-discours-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T09:24:00+00:00 Takaichi devrait appeler la Chine voisin important. Un projet n'est pas une relation rétablie. https://alexmorganunfiltered.com/fr/geopolitique/ukraine-grain-pologne-roumanie-transit-oct-2026 Alex Morgan Unfiltered fr 2026-10-04T11:36:00+00:00 Pologne et Roumanie refusent d'ajouter des capacités pour le grain ukrainien coincé par le blocus. https://alexmorganunfiltered.com/fr/technologie/anthropic-glm-53-cyber-poids-ouverts-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T05:48:00+00:00 Anthropic: GLM-5.3 chinois fabrique des exploits comme un Claude restreint. https://alexmorganunfiltered.com/fr/technologie/doj-greg-lui-contrebande-serveurs-ia-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T05:00:00+00:00 Un revendeur californien est accusé d'avoir envoyé 300 M$ de serveurs IA vers la Chine. https://alexmorganunfiltered.com/fr/technologie/google-pause-primes-oss-ia-oct-2026 Alex Morgan Unfiltered fr 2026-10-04T23:00:00+00:00 Google met en pause les primes open source sur les failles produit. Le flot de rapports IA, pas la chasse aux bugs. https://alexmorganunfiltered.com/fr/technologie/jordanie-retention-scattered-lapsus-qantas-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T06:36:00+00:00 La Jordanie retient un admin Scattered Lapsus$. Pas d'inculpation Qantas pour l'instant. https://alexmorganunfiltered.com/fr/technologie/nist-caisi-glm-53-open-weight-cyber-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T07:24:00+00:00 Un labo fédéral juge GLM-5.3 le modèle open weight le plus cyber, encore loin des USA. https://alexmorganunfiltered.com/fr/technologie/openai-jalapeno-puce-ia-broadcom-oct-2026 Alex Morgan Unfiltered fr 2026-10-04T23:48:00+00:00 OpenAI a conçu Jalapeño avec ses propres modèles. Les ingénieurs valident toujours le silicium. https://alexmorganunfiltered.com/fr/technologie/shinhan-fuite-artex-ia-oct-2026 Alex Morgan Unfiltered fr 2026-10-04T11:48:00+00:00 Fuite Shinhan pour 25 000 clients. Les enquêteurs citent un outil d'IA. https://alexmorganunfiltered.com/fr/technologie/tesla-ai5-memoire-72-go-optimus-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T01:24:00+00:00 Tesla divise par deux la mémoire de l'AI5. Le débit tient ; l'offre DRAM, non. https://alexmorganunfiltered.com/fr/technologie/tsmc-terafab-texas-musk-pourparlers-oct-2026 Alex Morgan Unfiltered fr 2026-10-05T00:36:00+00:00 TSMC discute avec Musk d'un Terafab au Texas. Aucune fonderie signée. https://alexmorganunfiltered.com/geopolitics/alberta-separatists-washington-oil-water-oct-2026 Alex Morgan Unfiltered en 2026-10-05T08:36:00+00:00 Separatists floated Alberta water and oil in Washington. Danielle Smith says that is not her. https://alexmorganunfiltered.com/geopolitics/houthis-aramco-riyadh-claim-oct-2026 Alex Morgan Unfiltered en 2026-10-05T08:12:00+00:00 The Houthis say they hit Aramco in Riyadh. Saudi Arabia has not confirmed it. https://alexmorganunfiltered.com/geopolitics/iran-hormuz-islamabad-seven-conditions-oct-2026 Alex Morgan Unfiltered en 2026-10-05T02:12:00+00:00 Iran says Hormuz stays shut until the Islamabad conditions are met. Washington still wants nuclear talks first. https://alexmorganunfiltered.com/geopolitics/kubilius-article-5-arms-factory-oct-2026 Alex Morgan Unfiltered en 2026-10-05T02:36:00+00:00 Brussels says a Russian missile on a European arms plant would be Article 5. NATO says that call is not the EU's. https://alexmorganunfiltered.com/geopolitics/merz-kyiv-visit-military-package-eu-status-oct-2026 Alex Morgan Unfiltered en 2026-10-04T11:24:00+00:00 Merz is in Kyiv with about €1bn in kit. Associated EU membership is still a no from Zelenskyy. https://alexmorganunfiltered.com/geopolitics/takaichi-china-important-neighbour-draft-oct-2026 Alex Morgan Unfiltered en 2026-10-05T09:24:00+00:00 Takaichi is expected to call China an important neighbour. A draft is not a restored relationship. https://alexmorganunfiltered.com/geopolitics/ukraine-grain-poland-romania-transit-oct-2026 Alex Morgan Unfiltered en 2026-10-04T11:36:00+00:00 Poland and Romania will not add capacity for Ukrainian grain stuck by the Black Sea blockade. https://alexmorganunfiltered.com/geopolitics/us-b1-bombers-raf-fairford-terror-plot-oct-2026 Alex Morgan Unfiltered en 2026-10-05T03:00:00+00:00 The US pulled B-1 bombers out of RAF Fairford after a suspected terror plot. That is not a withdrawal from the Iran war. https://alexmorganunfiltered.com/technology/anthropic-glm-5-3-cyber-safeguards-oct-2026 Alex Morgan Unfiltered en 2026-10-05T05:48:00+00:00 Anthropic says China's GLM-5.3 can build exploits like a restricted Claude. Anyone can download it. https://alexmorganunfiltered.com/technology/doj-greg-lui-earthmade-gpu-smuggling-oct-2026 Alex Morgan Unfiltered en 2026-10-05T05:00:00+00:00 Prosecutors allege a California reseller smuggled $300m in AI servers to China. https://alexmorganunfiltered.com/technology/google-oss-vrp-pause-ai-submissions-oct-2026 Alex Morgan Unfiltered en 2026-10-04T23:00:00+00:00 Google paused its open-source bug bounty. AI junk reports, not a shutdown of all hunting. https://alexmorganunfiltered.com/technology/jordan-detains-scattered-lapsus-qantas-oct-2026 Alex Morgan Unfiltered en 2026-10-05T06:36:00+00:00 Jordan detained a suspected Scattered Lapsus$ admin. Nobody has charged him over Qantas. https://alexmorganunfiltered.com/technology/nist-caisi-glm-5-3-open-weight-oct-2026 Alex Morgan Unfiltered en 2026-10-05T07:24:00+00:00 A US standards lab says GLM-5.3 is the strongest open-weight hack model. US labs lead by months. https://alexmorganunfiltered.com/technology/openai-jalapeno-ai-chip-design-ho-oct-2026 Alex Morgan Unfiltered en 2026-10-04T23:48:00+00:00 OpenAI used its own models to design Jalapeño. Engineers still have to sign the silicon off. https://alexmorganunfiltered.com/technology/shinhan-bank-leak-artex-ai-oct-2026 Alex Morgan Unfiltered en 2026-10-04T11:48:00+00:00 Shinhan leaked data on 25,000 customers. Investigators cite an AI pentest tool. https://alexmorganunfiltered.com/technology/tesla-ai5-72gb-memory-cut-optimus-oct-2026 Alex Morgan Unfiltered en 2026-10-05T01:24:00+00:00 Tesla cut AI5 memory in half. Bandwidth stayed; DRAM supply did not. https://alexmorganunfiltered.com/technology/tsmc-musk-texas-terafab-talks-oct-2026 Alex Morgan Unfiltered en 2026-10-05T00:36:00+00:00 TSMC is talking to Musk about a Texas Terafab. That is not a signed foundry.