The Bureau of Economic Analysis reported Thursday that real GDP grew at a 1.5% annual rate in the second quarter, down from 2.1% in the first,…
Anthropic's prospectus lists up to $84.5 billion in SpaceX compute agreements, most cancelable on 90 days' notice. We…
Employers added 29,000 jobs in September, but wages grew 3% against inflation near 3.4% while the Fed is…
Stocks, indices, and the macro tape
Synopsys gained about $3.9 billion in value on a $1 billion-plus Amazon deal and…
Micron beat on every line, then dipped on $25 billion of capex. Customers have…
Kodiak Sciences more than doubled after Zenkuda matched Eylea in Phase 3. The comparator…
A BlackRock-backed consortium is in exclusive talks for Stack's Asia-Pacific data centers at up…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
IonQ opened 11.9% higher on a real-time quantum error decoder. The error data came…
Meta added roughly $190 billion in market value on Muse download counts. The same…
X Corp and SpaceXAI dropped Apple from their antitrust suit with prejudice and disclosed…
The headline out of Apple Park on Wednesday was a folding phone. The number…
Every story about the memory crunch this year has been filed as a market…
The European Commission brought ChatGPT under the strictest tier of the Digital Services Act…
Deals, earnings, and corporate strategy
A judge restored White House press passes for CNN, MS NOW and Politico for 14 days. The precedent they won on guarantees process, not access.
Streaming markets and news, on air 24/7.
Every major index, currency, commodity, and the 20 biggest cryptos — all on one page.
Open the Tape →Arguments, essays, and deep dives
Oracle reports first-quarter fiscal 2027 results on Thursday, and nearly every preview written this week leads with the same number: $638 billion in remaining performance obligations,…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
Cornelis raised $205 million to attack Nvidia's interconnect lock-in. The $1.68 billion waste figure…
Cloudflare's Accountable designation decides which AI crawlers keep reading your site. Microsoft holds it…
The Office of Strategic Capital would make its largest ever loan to Fluidstack, funding…
Microsoft's reported 38 gigawatt capacity target has been written up as an announcement. The…
Crusoe closed more than $3 billion at roughly a $30 billion valuation, nearly tripling…
Every preview of Dell Technologies’ fiscal second quarter, which the company reports after the…
Inflation, employment, and the real economy
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