AI Gets Operational: Vendors Sell Security and Data Plumbing, and Executives Name Data, Security and Cost as the Bottlenecks•Agents Need Passports: Baselayer's $35M Bet, LY Corp's AI-Backed Guidance and Robinhood's Numbers Show Where AI Meets Always-On Markets•Enterprise Software Bets on AI Agents, but the Money Is Still in Control Layers, Not the Agents Themselves•Always-On Markets Meet Agentic Finance: Event Contracts Are Already Paying Robinhood, and the Trust Layer for AI Agents Is Still Being Built•AstraZeneca's 'Lab of the Future' Pitch Meets the Hard Part: Safety Prediction, and a Bispecific Biotech Burning Cash•AI Agents Need Identity Before They Can Trade: Baselayer's $35M Bet Meets Always-On Markets•Markets Are Going Always-On, and the Agents That Trade Them Will Need Proof of Identity•Memory, Power and Photonics: Micron's Doubled Capex Shows Where the AI Buildup Is Landing•Agents Need Passports Before Wallets: Baselayer's $35M Bet on AI-Agent Identity, and What Robinhood's Numbers Show•Agents Need Passports: Baselayer's $35M Raise Shows Where AI Meets Always-On, Event-Driven Markets•AI-Designed Viruses Reach a First Patient, but the Evidence So Far Is One Company's Word•AI Is Setting the Pace for Chip-Equipment Makers, While Dow and Union Pacific Cut Costs to Survive Energy Shocks•AI Gets Operational: Vendors Sell Security and Data Plumbing, and Executives Name Data, Security and Cost as the Bottlenecks•Agents Need Passports: Baselayer's $35M Bet, LY Corp's AI-Backed Guidance and Robinhood's Numbers Show Where AI Meets Always-On Markets•Enterprise Software Bets on AI Agents, but the Money Is Still in Control Layers, Not the Agents Themselves•Always-On Markets Meet Agentic Finance: Event Contracts Are Already Paying Robinhood, and the Trust Layer for AI Agents Is Still Being Built•AstraZeneca's 'Lab of the Future' Pitch Meets the Hard Part: Safety Prediction, and a Bispecific Biotech Burning Cash•AI Agents Need Identity Before They Can Trade: Baselayer's $35M Bet Meets Always-On Markets•Markets Are Going Always-On, and the Agents That Trade Them Will Need Proof of Identity•Memory, Power and Photonics: Micron's Doubled Capex Shows Where the AI Buildup Is Landing•Agents Need Passports Before Wallets: Baselayer's $35M Bet on AI-Agent Identity, and What Robinhood's Numbers Show•Agents Need Passports: Baselayer's $35M Raise Shows Where AI Meets Always-On, Event-Driven Markets•AI-Designed Viruses Reach a First Patient, but the Evidence So Far Is One Company's Word•AI Is Setting the Pace for Chip-Equipment Makers, While Dow and Union Pacific Cut Costs to Survive Energy Shocks•
