Chipotle pulled jalapeños from restaurants in Minnesota this week after state health officials flagged a possible connection to a salmonella outbreak. The stock fell close to…
Cornelis raised $205 million to attack Nvidia's interconnect lock-in. The $1.68 billion waste figure anchoring the pitch is…
Oura's S-1 shows gross margin falling from 65% to 52%. An $84.4 million warranty charge for defective Ring…
Stocks, indices, and the macro tape
Costco capped Kirkland Signature motor oil at two boxes and pushed the price to…
Brent crude settled at $101.21 a barrel on Wednesday, up 3.4% on the day…
Every story about the memory crunch this year has been filed as a market…
Novartis shed close to 4% in Zurich on Monday after pelacarsen, its lipoprotein(a) lowering…
The race to build — and regulate — intelligent machines
The Office of Strategic Capital would make its largest ever loan to Fluidstack, funding data center components rather than data centers.
Product, platform, and the shape of the Internet
The headline out of Apple Park on Wednesday was a folding phone. The number…
The European Commission brought ChatGPT under the strictest tier of the Digital Services Act…
Most of the coverage of Apple’s surprise Mac refresh has treated it as a…
With four months still to run, 2026 has already been a worse year for…
XPeng’s robotics business has never shipped a product to a paying customer, and investors…
In July, Nevada regulators capped Tesla at exactly ten paid robotaxis in Las Vegas…
Deals, earnings, and corporate strategy
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Every major index, currency, commodity, and the 20 biggest cryptos — all on one page.
Open the Tape →Arguments, essays, and deep dives
Salesforce closed up 22.6% on Thursday, the second-best trading day in the company’s history behind only August 2020. The number that did it was an adjusted…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
Every preview of Dell Technologies’ fiscal second quarter, which the company reports after the…
Nvidia said on Monday it will guarantee up to $105 billion in financing for…
Baidu reported second-quarter revenue of RMB 31.3 billion on Tuesday, down 4% from a…
CoreWeave beat on nearly every line that Wall Street models and the stock jumped…
Cisco reports fourth-quarter and full-year fiscal 2026 results after the close today, with the…
TikTok’s parent company just made the largest single infrastructure bet in Latin American history,…
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