Arch Defies Seasonality, Confirming Stock Buy Backs Through Hurricane Season
Arch Capital says cat margins remain highly attractive heading into 1/1, strong enough that it’s confidently accelerating buybacks even during peak hurricane season.
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Data Centers Will Delay the AI Catastrophe Kill Switch Unless Operators Face the Cost
Data centers facing a rogue AI incident have rational financial incentives to delay pulling the internet kill switch, and the only thing likely to change that calculus is liability.