AI
Google I/O 2026: What to Expect From the Keynote That Has to Justify $190 Billion
Google I/O 2026 runs May 19-20. What to expect: a major Gemini upgrade, Android XR glasses, Aluminium OS, and a keynote Wall Street is watching closely.
AI
Cisco Stock Jumps 17% On Q3 Earnings Beat: AI Infrastructure Orders Hit $9 Billion As CSCO Doubles Hyperscaler Target
Cisco posted Q3 FY26 revenue of $15.84 billion and shares popped 17% after Chuck Robbins nearly doubled the…
AI
OpenAI Compute Crunch Bites: Why Sarah Friar’s New Capital Warning Reshapes The 2027 IPO Math
OpenAI CFO Sarah Friar told investors this week the company may need to raise more capital. The compute…
Markets
Stocks, indices, and the macro tape
Breaking News
Senate CLARITY Act Vote Today: Why The First Crypto Market Structure Markup Could Reshape Bitcoin And $15 Billion In ETF Flows
The Senate Banking Committee marks up the 309-page Digital Asset Market CLARITY Act at…
AI
Trump-Xi Summit Greenlights Nvidia H200 Sales To Alibaba, Tencent, ByteDance: Inside The 10-Firm Chip Deal That Could Reset US-China AI Trade
The US has cleared Nvidia H200 chip sales to ~10 Chinese tech firms including…
Breaking News
April PPI Shock: How Wholesale Inflation Surged 1.4% Monthly And Killed The Last 2026 Rate Cut Bet
April PPI surged 1.4% on the month and 6.0% annual, the hottest reading since…
Consumer Behavior
On Holding Stock Pops After Record Q1 2026: Founders Return As CEOs As ONON Crushes Nike, Lululemon On Margin
On Holding posted Q1 revenue of CHF 831.9 million and net income of CHF…
Artificial Intelligence
The race to build — and regulate — intelligent machines
AI
Tesla Robotaxi Wait Times Hit Two Hours In Dallas: How Safety Validation Is Quietly Killing Musk’s 2026 Rollout Target
A Reuters tracking study found Tesla Robotaxi wait times in Austin exceeded 15 minutes about half the time and one Dallas trip ran nearly two hours. Safety validation,…
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AICodex Doubled in Seven Days. NVIDIA Just Restructured 30,000 People Around It.
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AIFidelity Cuts 800 in Tech Reorg as May Layoffs Cascade Across the Sector
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AIDatadog Stock Surges 31% On Q1 Earnings: How AI Workloads Just Became SaaS’s Best Friend (And Why Fortinet, DoorDash Are Riding The Same Wave)
Technology
Product, platform, and the shape of the Internet
AI
Google’s New TPU 8 Chips Take Direct Aim at Nvidia With 3x Performance Gains
Google unveiled its eighth-generation TPU at Cloud Next 2026 with two purpose-built chips delivering…
AI
OpenAI Built a Nonprofit to Save Humanity. Now It’s Selling Cost-Per-Click Ads Inside ChatGPT.
Nine weeks after launching its first ad, OpenAI has rolled out cost-per-click pricing, onboarded…
Technology
Tim Cook Is Leaving Apple. The $4 Trillion Question Is Whether His Successor Can Win the AI War.
After 15 years and a 1,000% stock gain, Tim Cook is stepping down as…
AI
Cursor Valuation Doubles To $50 Billion As AI Coding Race Attracts Nvidia And Andreessen Horowitz
Cursor is raising more than $2 billion at north of $50 billion, doubling its…
AI
TSMC Q1 2026 Earnings: 58% Profit Surge Proves AI Chip Demand Is Nowhere Near Peaking
TSMC reported a 58% year-over-year profit increase in Q1 2026, with AI and high-performance…
AI
OpenAI Executive Exodus: Sora Shuts Down As Kevin Weil And Bill Peebles Exit In Enterprise Pivot
Kevin Weil, Bill Peebles, and Srinivas Narayanan all exited OpenAI on the same day.…
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Hormuz Ceasefire Unravels: Oil Tops $102 as US-Iran Fire Exchange Rattles Markets
Iranian missiles strike US destroyers in the Strait of Hormuz, the US strikes back, and Brent rips above $102 as the May 6 ceasefire framework cracks.
Anthropic Rented Elon Musk’s Entire AI Supercomputer. The $4 Billion Math Made Both Sides Swallow Hard.
Inside Iran’s $2 Million Hormuz Toll: How the Persian Gulf Strait Authority Is Reshaping Global Oil
Crypto
Digital assets, tokenization, and the on-chain economy
Policy
Regulation, geopolitics, and capital in Washington
Cloud & Infrastructure
Data centers, chips, and the plumbing of AI
AI
Microsoft May Drop 2030 Clean Energy Goal As AI Data Centers Blow Past Power Forecasts: What It Means For Climate Pledges Across Big Tech
Microsoft is weighing a delay or abandonment of its 2030 100/100/0 clean energy pledge…
AI
AMD Q1 2026 Earnings Crush Estimates: Data Center Revenue Hits $5.8 Billion, Stock Hits Record As Lisa Su Closes Gap With Nvidia
AMD reported Q1 2026 revenue of $10.3 billion with data center revenue surging 57…
AI
Qualcomm Stock Surges 16% On Mystery Hyperscaler Custom Silicon Deal And $20 Billion Buyback
Qualcomm beat Q2 estimates, disclosed a "leading hyperscaler" custom silicon win that begins shipping…
Analysis
Caterpillar Stock Hits Record High On $17.4 Billion Q1 Beat: How AI Just Turned A Construction Giant Into A Tech Trade
Caterpillar shares surged more than 9% to a record high after Q1 earnings crushed…
AI
Microsoft, Meta, Alphabet, Amazon Earnings Today: What Wall Street Wants To Hear On AI Spend And Cloud Growth
Four of the five most valuable companies in America report earnings tonight: Microsoft, Meta,…
AI
GE Vernova Stock Hits Record as AI Data Center Power Demand Drives 71% Order Surge
GE Vernova surged 12% to an all-time high as Q1 orders jumped 71% to…
Economy
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Aviation
Trump-Xi Summit 2026: Boeing 500-Jet China Deal, LNG Exports, And AI Chip Talks Hit Wall Street Before The Plane Lands
Business
HawkEye 360 IPO Pops 28% On NYSE Debut: How A $2.4 Billion Defense-Tech Listing Is Reopening The 2026 IPO Window
Business
Disney Q2 2026 Earnings: Josh D’Amaro’s First Quarter Delivers Streaming Profit Surge, $8 Billion Buyback, And A Domestic Parks Warning
Analysis
Amazon Now Sells Ozempic at Pharmacy Kiosks with Same-Day Delivery: Price, Availability, How It Works
AI
Mira Murati Testifies Sam Altman Lied to Her: Key Moments From the Musk vs OpenAI Trial
Energy
Inside Toyota’s $10 Billion Woven City: Hardware Moat or Corporate Theater?
Energy
Trump Halts 165 Wind Farms Citing National Security: Legal Frame, Market Fallout, Grid Risk
AI Policy
DeepSeek IP Theft Allegations Expose The New Cold War Reality
Markets
Spirit Airlines’ Collapse: How Cheap Jet Fuel and a Blocked Merger Ended the Ultra-Low-Cost Bet
AI
Apple Q2 2026 Earnings Crush Estimates: $111 Billion Revenue, $100 Billion Buyback, And Tim Cook’s Final Stretch Before John Ternus Takes Over
AI
Palantir Q1 2026 Earnings Preview: AIP Growth, DoD Tailwinds, And Why Options Are Pricing A 10% Move
Business