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👋Good morning! Happy Monday, and welcome to a week that's arriving with all the subtlety of a marching band. The tech world spent the last few days rediscovering gravity, the kind that tugs at share prices when everyone starts asking who's actually paying the AI bar tab. Meanwhile the physical world kept tapping the futurists on the shoulder to remind them that the cloud still needs plugs, cables and a polite word with whoever holds the off switch. It's deep autumn: the leaves are falling, the pumpkin spice is flowing, and investors are patting down their portfolios like someone checking their coat pockets for a lost receipt. This week the biggest names in business step up to show their homework, and the mood has shifted firmly from "trust me" to "show me." So grab a coffee (make it a strong one, it's Monday) and let's get you up to speed on what happened yesterday.

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