Pinterest crushed Q1 estimates, PINS jumped 15%, and seven sell-side desks raised targets. The AI ad targeting engine is moving the income statement, not just the slide deck.
OpenAI hit $25B in annualized revenue, but CFO Sarah Friar reportedly wants to push the IPO from late…
Nvidia commits up to $3.2 billion to a Corning optical manufacturing partnership, 10x'ing US optical capacity and adding…
Stocks, indices, and the macro tape
Disney's first earnings under CEO Josh D'Amaro: $25.2B revenue, streaming operating income up 88%,…
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…
The race to build — and regulate — intelligent machines
Former OpenAI CTO Mira Murati testified Sam Altman lied to her about a safety board review and "created chaos" inside the company, in a video deposition played at…
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.…
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Iran's new Persian Gulf Strait Authority charges up to $2M per tanker for Hormuz transit. With Brent at $102, the toll booth may outlast the war.
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
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…
Four of the five most valuable companies in America report earnings tonight: Microsoft, Meta,…
GE Vernova surged 12% to an all-time high as Q1 orders jumped 71% to…
Meta expanded its CoreWeave partnership by $21 billion to a total of $35 billion…
The tech industry just had its worst quarter for jobs since the dot-com crash.…
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