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THE DAILY RECEIPTS

The Daily Receipts

Edition of 25 September 2026

This edition's sourced facts, the last close and the stock of the day — exactly as they were mailed.

Today's facts

AdoptionPrimary

Baidu's Apollo Go robotaxi service has expanded to 28 cities worldwide and its fleet has now driven over 240 million kilometres with nobody behind the wheel, out of more than 350 million autonomous kilometres in total Apollo Go's fully driverless total: 240 million+ kilometres across 28 cities

SourceBaidu Q2 2026 results·Q2 2026
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ModelsPrimary

CL-Bench, a new benchmark testing whether AI agents actually improve with experience across sequential real-world tasks, found that even the best system -- Claude Sonnet 4.6 using full-context in-context learning -- achieved only a 25.4% normalized gain over its own stateless baseline Best AI agent's continual-learning gain on CL-Bench: 25.4%

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CapitalPrimary

GE Vernova's Electrification segment, which sells the transformers and switchgear data centres need to connect to the grid, booked over $5 billion in data-centre equipment orders in the first half of 2026 alone -- more than its entire 2025 total GE Vernova's H1 2026 data-centre orders: over $5 billion, beating all of 2025

SourceGE Vernova·Q2 2026
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LabourPrimary

An IMF staff analysis of Israel's labour market found that 23.1% of national employment sits in occupations with high AI exposure but low task complementarity -- the group most vulnerable to AI-driven displacement rather than augmentation 23.1% of Israeli jobs: high AI exposure, low complementarity

SourceIMF Selected Issues Paper·July 2026
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MarketsPrimary

Vertiv Holdings, which makes the power and thermal systems AI data centres run on, reported net sales of $3.274 billion for the second quarter of 2026, up 24% year-over-year, citing intensifying demand for AI and general-purpose compute infrastructure Vertiv's Q2 2026 net sales: $3.274 billion, up 24% year-over-year

SourceVertiv Holdings·Q2 2026
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Supply chainPrimary

Innodata's data engineers annotate, label and curate the training data behind frontier AI models, and demand for that work keeps climbing. Its second-quarter 2026 revenue hit a record $92.1 million, up 58% year-over-year

SourceInnodata Inc.·Q2 2026
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The last close

Mixed — 30 of 72 AI names higher, 42 lower — session 2026-09-24

Stock of the day

NBIS Nebius Group, +8.3% today, at 245.34