Q2 GDP Slowed to 1.5%, but Private Demand Jumped 3.9%: Why the Bond Market Isn’t Buying the Cooldown
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,…
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,…
Twelve states won film quotas, a $47.5 million workforce fund and an editorial monitor. Bankers start selling $49…
Freddie Mac's weekly survey says 6.95 percent. Optimal Blue, Zillow and US News all printed above 7 percent…
Stocks, indices, and the macro tape
Anthropic moved its listing to November to show Q3 results first. The delay concedes…
Trump's Greenland security pact contains no mining permits, yet an undrilled oil explorer rose…
Generac added nearly $2 billion in market value on the Amazon deal. The 8-K…
The FOMC raised rates a quarter point, but its new dot plot carries 18…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
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…
Most of the coverage of Apple’s surprise Mac refresh has treated it as a…
With four months still to run, 2026 has already been a worse year for…
Deals, earnings, and corporate strategy
Danone recalled So Delicious SKU 136603 for stones in cashew inclusions, nine months after an identical Class II recall the FDA recorded as corrected.



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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
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…
Nvidia said on Monday it will guarantee up to $105 billion in financing for…
Baidu reported second-quarter revenue of RMB 31.3 billion on Tuesday, down 4% from a…
CoreWeave beat on nearly every line that Wall Street models and the stock jumped…
Everything else across the newsroom