Ramp's April AI Index says Anthropic now sits at 34.4% of businesses to OpenAI's 32.3%. Anthropic quadrupled enterprise share in twelve months. Claude Code is the wedge, and the OpenAI IPO story just got harder to tell.
Bill Ackman quietly built a $2.1 billion Microsoft stake since February and waited until Friday morning to tell…
Jerome Powell's eight-year run ended Friday afternoon and the bond market did the math out loud. The 10-year…
Stocks, indices, and the macro tape
President Trump's personal portfolio executed a flurry of trades in Nvidia, Boeing, Microsoft, and…
The three-day Beijing summit ended Friday with one big agricultural pledge, a sharp Xi…
The Senate Banking Committee marks up the 309-page Digital Asset Market CLARITY Act at…
The US has cleared Nvidia H200 chip sales to ~10 Chinese tech firms including…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
Google unveiled its eighth-generation TPU at Cloud Next 2026 with two purpose-built chips delivering…
Nine weeks after launching its first ad, OpenAI has rolled out cost-per-click pricing, onboarded…
After 15 years and a 1,000% stock gain, Tim Cook is stepping down as…
Cursor is raising more than $2 billion at north of $50 billion, doubling its…
TSMC reported a 58% year-over-year profit increase in Q1 2026, with AI and high-performance…
Kevin Weil, Bill Peebles, and Srinivas Narayanan all exited OpenAI on the same day.…
Deals, earnings, and corporate strategy
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Open the Tape →Arguments, essays, and deep dives
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.
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
Datadog jumped 31 percent on Q1 revenue of $1.006 billion as AI workloads drive…
Microsoft is weighing a delay or abandonment of its 2030 100/100/0 clean energy pledge…
AMD reported Q1 2026 revenue of $10.3 billion with data center revenue surging 57…
Qualcomm beat Q2 estimates, disclosed a "leading hyperscaler" custom silicon win that begins shipping…
Caterpillar shares surged more than 9% to a record high after Q1 earnings crushed…
Four of the five most valuable companies in America report earnings tonight: Microsoft, Meta,…
Inflation, employment, and the real economy
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