Salesforce reports Wednesday with Agentforce at $800M ARR and CRM down about 30% YTD. This is the prove-it quarter for the AI agent thesis in enterprise software.
Crude oil crashed about 5% after Trump said an Iran deal to reopen the Strait of Hormuz is…
SpaceX filed for a $1.75 trillion IPO, but its S-1 shows a $4.3 billion quarterly loss. The real…
Stocks, indices, and the macro tape
Bitcoin broke its $77,000 support overnight as the 30-year Treasury yield punched through 5.18%,…
The 30-year US Treasury yield closed Friday at 5.127%, the highest since 2007. Oil…
Nvidia reports Wednesday after the bell. Consensus: $78 billion revenue, $1.77 EPS, 77% YoY…
Anthropic is in advanced talks for a $30 billion round at a $900 billion…
The race to build — and regulate — intelligent machines
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…
Product, platform, and the shape of the Internet
A Reuters tracking study found Tesla Robotaxi wait times in Austin exceeded 15 minutes…
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…
Deals, earnings, and corporate strategy
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Open the Tape →Arguments, essays, and deep dives
Jerome Powell's eight-year run ended Friday afternoon and the bond market did the math out loud. The 10-year hit 4.59%, the 30-year topped 5.1%, tech sold off hard, and Kevin…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
Anthropic just leased Elon Musk's entire Colossus 1 supercomputer in Memphis. The $4 billion-a-year…
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…
Inflation, employment, and the real economy
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