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…
Flock Safety announced on Thursday that it will shorten default storage of license plate data from 30 days…
CoreWeave beat on nearly every line that Wall Street models and the stock jumped as much as 14%…
Stocks, indices, and the macro tape
Cisco reports fourth-quarter and full-year fiscal 2026 results after the close today, with the…
Safe Harbor Marinas agreed this week to take MarineMax private for $53.00 a share…
Nvidia spent three years telling the market that AI compute was infrastructure. On Monday…
ARK Invest’s largest transaction on Monday was not a purchase. Cathie Wood’s firm sold…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
Intel closed Friday at $101.65, up $11.45 on the week, a 12.7% run that…
Anthropic launched Claude Opus 5 at the same $5 and $25 token price as…
Meta’s chief AI officer Alexandr Wang told employees during an internal town hall on…
Microsoft just admitted what the rest of the industry has been whispering for months:…
Elon Musk’s AI company just collapsed the cost of building AI phone agents by…
After months of negotiation and legislative ratification across 27 member states, the most consequential…
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Open the Tape →Arguments, essays, and deep dives
On August 4, a report that the Federal Communications Commission was drafting an import ban on Chinese optical transceivers lifted Applied Optoelectronics 17%, Coherent 11% and…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
TikTok’s parent company just made the largest single infrastructure bet in Latin American history,…
Mark Zuckerberg spent more than $60 billion building AI infrastructure nobody outside Meta could…
Bloom Energy just landed the kind of deal that turns a fuel cell company…
Amazon CEO Andy Jassy met Indian Prime Minister Narendra Modi on Thursday and announced…
The federal government just gave America’s largest power grid operators a 60-day ultimatum: prove…
The AI infrastructure buildout is no longer being funded primarily from cash flow or…
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