Chipotle pulled jalapeños from restaurants in Minnesota this week after state health officials flagged a possible connection to a salmonella outbreak. The stock fell close to…
Cisco reports fourth-quarter and full-year fiscal 2026 results after the close today, with the call scheduled for 4:30…
Safe Harbor Marinas agreed this week to take MarineMax private for $53.00 a share in cash, valuing the…
Stocks, indices, and the macro tape
Buried in the disclosure for GameStop’s $1.4 billion debt-for-equity swap is a sentence that…
Intel closed Friday at $101.65, up $11.45 on the week, a 12.7% run that…
Nine days ago the market was positioned for a September rate hike. On Friday…
The Trade Desk told investors on Thursday to expect third-quarter revenue of “at least…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
Anthropic launched Claude Opus 5 at the same $5 and $25 token price as…
Meta’s chief AI officer Alexandr Wang told employees during an internal town hall on…
Microsoft just admitted what the rest of the industry has been whispering for months:…
Elon Musk’s AI company just collapsed the cost of building AI phone agents by…
After months of negotiation and legislative ratification across 27 member states, the most consequential…
Europe’s third ban on the U.S. defense tech giant in two months is not…
Deals, earnings, and corporate strategy
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Open the Tape →Arguments, essays, and deep dives
Nvidia added 3.8% on Wednesday to close near $208.34, and the catalyst was not a product, a partnership, or anything Nvidia said. It was a spreadsheet.…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
TikTok’s parent company just made the largest single infrastructure bet in Latin American history,…
Mark Zuckerberg spent more than $60 billion building AI infrastructure nobody outside Meta could…
Bloom Energy just landed the kind of deal that turns a fuel cell company…
Amazon CEO Andy Jassy met Indian Prime Minister Narendra Modi on Thursday and announced…
The federal government just gave America’s largest power grid operators a 60-day ultimatum: prove…
The AI infrastructure buildout is no longer being funded primarily from cash flow or…
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