Apple's June 8 WWDC centers on a Gemini-powered Siri overhaul in iOS 27, the moment Cupertino must prove its AI premium or cede the iPhone to Google and OpenAI.
Wall Street’s semiconductor selloff did not stay in Wall Street. South Korea’s KOSPI index plunged over 6% on…
SpaceX’s roadshow launched on June 4, two days ahead of its originally reported timeline, and the demand numbers…
Stocks, indices, and the macro tape
Zcash plummeted as much as 30% on Thursday after Shielded Labs disclosed a critical…
Bitcoin crashed to $62,715 on Thursday, down 14.5% on the week, as the AI-fueled…
Broadcom just delivered the number that broke the AI trade’s winning streak. The chipmaker’s…
The private equity selloff that Wall Street has been quietly bracing for just got…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
GitLab just told the market that the future of software development needs fewer humans,…
Palo Alto Networks just delivered the quarter that cybersecurity bulls have been waiting for,…
Quantinuum, Honeywell’s quantum computing spinoff, raised both its share count and its price range…
Jensen Huang just declared war on the PC chip establishment. At Computex 2026 in…
American Airlines is installing SpaceX’s Starlink satellite internet on more than 500 of its…
SpaceX has quietly cut its IPO valuation target to at least $1.8 trillion, down…
Deals, earnings, and corporate strategy
The fuel shock that defense analysts warned about for months is now hitting consumers directly, and the airline industry is the canary. American Airlines confirmed this…
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Open the Tape →Arguments, essays, and deep dives
Bitcoin slid below $73K and Ethereum near $1,986 even as US stocks hit records, breaking the risk-on correlation and testing what Bitcoin actually is.
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
Snowflake stock jumped 36% after a Q1 beat, a raised forecast, and a five-year,…
Dell reports Q1 FY2027 Thursday with a $43 billion AI server backlog. The number…
Anthropic is in talks to run Claude on Microsoft's Maia 200 inference chip, a…
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…
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