The 30-year US Treasury yield closed Friday at 5.127%, the highest since 2007. Oil sits at $107.65, futures slid into Monday's open, and Fed funds futures now price the next move as a hike, not a cut. The bond market has officially given up on the 2026 rate-cut narrative.
Nvidia reports Wednesday after the bell. Consensus: $78 billion revenue, $1.77 EPS, 77% YoY growth. Wall Street wants…
Anthropic is in advanced talks for a $30 billion round at a $900 billion valuation, expected to close…
Stocks, indices, and the macro tape
Cerebras opened at $350 against a $185 IPO price, triggered a circuit breaker, and…
President Trump's personal portfolio executed a flurry of trades in Nvidia, Boeing, Microsoft, and…
The three-day Beijing summit ended Friday with one big agricultural pledge, a sharp Xi…
The Senate Banking Committee marks up the 309-page Digital Asset Market CLARITY Act at…
The race to build — and regulate — intelligent machines
Google I/O 2026 runs May 19-20. What to expect: a major Gemini upgrade, Android XR glasses, Aluminium OS, and a keynote Wall Street is watching closely.
Product, platform, and the shape of the Internet
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…
Kevin Weil, Bill Peebles, and Srinivas Narayanan all exited OpenAI on the same day.…
Deals, earnings, and corporate strategy
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OpenAI says Codex doubled in seven days. NVIDIA put it on 10,000 non-engineering staff. Seat-based SaaS multiples have a new ceiling.
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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