AI
Micron Tops $1 Trillion Market Cap as AI Memory Demand Outruns Supply
Micron jumped 19% past a $1 trillion market cap as high-bandwidth memory demand outran supply, dragging the S&P 500 to a record. SK Hynix joined the club too.
Analysis
Starbucks Korea’s ‘Tank Day’ Boycott Lands on E-Mart, Not Seattle
Starbucks Korea's 'Tank Day' boycott is cratering sales, but Starbucks sold out in 2021. The damage lands on…
Analysis
Dropbox Hands Off to Co-CEO Ashraf Alkarmi as Founder Drew Houston Steps Back
Dropbox named Ashraf Alkarmi co-CEO as founder Drew Houston steps back after 19 years. The reshuffle is really…
Markets
Stocks, indices, and the macro tape
Business
AutoZone’s Q3 Beat Turns AZO Into Wall Street’s Cost-of-Living Bellwether
AutoZone beat with $38.07 EPS on $4.84B sales, but a buyback-driven number and defensive…
Analysis
Consumer Confidence Hits the Tape as Record Stocks Collide With Record-Low Sentiment
The Conference Board's May read lands as record-high stocks collide with record-low consumer sentiment,…
Energy
Stocks Open Higher as Fresh Iran Strikes Test the S&P 500’s Record Run
Wall Street reopened higher after Memorial Day, but fresh US strikes on Iran split…
Cloud & Infrastructure
Dell Q1 FY2027 Earnings Preview: A $43 Billion AI Server Backlog Meets the Gross-Margin Stress Test as DELL Nears a 52-Week High
Dell reports Q1 FY2027 Thursday with a $43 billion AI server backlog. The number…
Artificial Intelligence
The race to build — and regulate — intelligent machines
AI
Trump Cancels AI Executive Order Amid Claude Mythos Cybersecurity Fallout: How Anthropic’s Most Dangerous Model Is Reshaping Washington’s AI Playbook
Trump cancelled his AI national security executive order amid the Claude Mythos cybersecurity fallout. What it signals for cyber insurance, SOC 2, and Anthropic.
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AIAnthropic and Microsoft in Talks for the Maia 200 Chip: Claude Inference Goes Custom as Nvidia Faces Its First Real ASIC Threat
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AISpaceX Files for a $1.75 Trillion IPO. The Money Furnace Is xAI, Not the Rockets.
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AIGoogle I/O 2026 Live: Gemini Omni, Googlebooks Laptops, And Android XR Glasses Land In Make-Or-Break Keynote For $190 Billion AI Bet
Technology
Product, platform, and the shape of the Internet
AI
Anthropic Just Passed OpenAI In Enterprise AI Adoption: How Claude Code Quietly Flipped The Business Market And Cracked The OpenAI IPO Story
Ramp's April AI Index says Anthropic now sits at 34.4% of businesses to OpenAI's…
AI
Bill Ackman Drops $2.1 Billion On Microsoft At 21x Forward Earnings: Inside The Pershing Square Bet That Says Wall Street Got Azure Wrong
Bill Ackman quietly built a $2.1 billion Microsoft stake since February and waited until…
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…
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…
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…
Business
Deals, earnings, and corporate strategy
Business
The Mandalorian And Grogu Box Office: Disney’s $80 Million Tracking Star Wars Reboot Is A Make-Or-Break Test For The Franchise
Star Wars returns to theaters Friday after a seven-year absence. Tracking sits at $80 million to $100 million for the four-day Memorial Day weekend. Anything under $85 million…
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AnalysisHome Depot Q1 2026 Earnings Beat: $41.8 Billion Revenue, Positive Comp Sales, And A Surprise Reaffirmed Guidance As Mortgage Rates Squeeze Housing
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AIAnthropic $30 Billion Funding Round At $900 Billion Valuation Closes In On OpenAI’s IPO Math
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BusinessToyota’s $2 Billion Texas Bet: Inside Project Orca, The Hybrid Plant That Doubles Down On San Antonio And Tariff-Era Reshoring
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Anthropic Hits #1 On CNBC Disruptor 50, Knocks Out OpenAI: How An $30 Billion Run Rate And $900 Billion Valuation Reset The AI Pecking Order
Anthropic leapfrogged OpenAI on this morning's CNBC Disruptor 50, claiming the top spot with an $30 billion run rate, 80x Q1 revenue growth, and a pending funding round targeting a…
Bitcoin Crashes Below $77,000 As Bond Yields Hit 19-Year High: Inside The $657 Million Liquidation Cascade Reshaping Crypto
Nvidia Earnings Preview: $78 Billion Quarter, $725 Billion AI Capex, And A Bond Market In Revolt
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
Analysis
Anthropic Rented Elon Musk’s Entire AI Supercomputer. The $4 Billion Math Made Both Sides Swallow Hard.
Anthropic just leased Elon Musk's entire Colossus 1 supercomputer in Memphis. The $4 billion-a-year…
AI
Datadog Stock Surges 31% On Q1 Earnings: How AI Workloads Just Became SaaS’s Best Friend (And Why Fortinet, DoorDash Are Riding The Same Wave)
Datadog jumped 31 percent on Q1 revenue of $1.006 billion as AI workloads drive…
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…
The Latest
Everything else across the newsroom
Markets
Salesforce Q1 FY2027 Earnings Wednesday: Agentforce’s $800 Million ARR Faces Its Prove-It Quarter as CRM Stock Searches for a Bottom
Energy
Oil Prices Crash 5% on Trump Iran Deal: Brent Drops to $98 as Strait of Hormuz Reopening Bet Reshapes the Inflation Outlook
AI
Cisco Stock Jumps 17% On Q3 Earnings Beat: AI Infrastructure Orders Hit $9 Billion As CSCO Doubles Hyperscaler Target
AI
Cerebras Stock Soars 68% In $5.55 Billion IPO Debut: How CBRS Just Reopened The AI Chip IPO Window And Put Nvidia On Notice
AI
OpenAI Compute Crunch Bites: Why Sarah Friar’s New Capital Warning Reshapes The 2027 IPO Math
Markets
Trump’s Nvidia, Boeing, And Intel Stock Trades Spark Ethics Firestorm Mid-Beijing Summit: What The Disclosures Show
Breaking News
Trump-Xi Summit Wraps With China Farm Pledge, Taiwan Warning, And No Chip Deal: How Wall Street Is Reading The Beijing Outcome
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
Consumer Behavior
On Holding Stock Pops After Record Q1 2026: Founders Return As CEOs As ONON Crushes Nike, Lululemon On Margin
Aviation
Trump-Xi Summit 2026: Boeing 500-Jet China Deal, LNG Exports, And AI Chip Talks Hit Wall Street Before The Plane Lands
AI
Codex Doubled in Seven Days. NVIDIA Just Restructured 30,000 People Around It.
AI