Stocks hit fresh records and Brent crude sank more than 10% after Iran declared the Strait of Hormuz "completely open" and Trump's two-week ceasefire held. The rally is real. The peace has an expiration date.
Iran declared the Strait of Hormuz completely open for the remainder of the ceasefire. Brent barely flinched, war…
OpenAI's leaked investor memos accuse Anthropic of inflating revenue by $8 billion and building on "fear and restriction."…
Stocks, indices, and the macro tape
SpaceX has filed confidentially for what would be the largest IPO in history, targeting…
Intel is repurchasing Apollo's 49% stake in Fab 34, its advanced chip fabrication facility…
Solana-based DeFi trading platform Drift Protocol suffered a catastrophic exploit on April 1, with…
Nike shares suffered their worst single-day drop in years, falling more than 15% after…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
French AI startup Mistral just completed its first major debt raise, $830 million backed…
A federal judge in San Francisco granted Anthropic a preliminary injunction against the Trump…
New court filings reveal a Pentagon official emailed Anthropic CEO Dario Amodei saying the…
Adobe beat earnings by $120 million. AI revenue tripled. The stock dropped 7.6% anyway.…
Jensen Huang takes the stage at GTC 2026 with 30,000 attendees watching. The Vera…
Advanced Micro Devices just got the kind of validation that money can’t buy. Except…
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Open the Tape →Arguments, essays, and deep dives
Futures traders have pushed the probability of a Federal Reserve rate increase by year-end to 52%, the first time it has crossed the 50% threshold. Six months ago, the consensus…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
Amazon's $8 billion investment in Anthropic has evolved from a perceived desperation play into…
Elon Musk combines SpaceX and xAI in a $1.25 trillion deal that dwarfs every…
The headline sounds like a punchline: top engineers at Anthropic and OpenAI say AI…
Jensen Huang isn’t just selling picks and shovels to AI gold miners anymore. He’s…
Jensen Huang just pulled off one of the most expensive non-acquisitions in tech history.…
Forget the chatbots. Forget the AI startups burning through $100 million in cloud credits…
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