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,…
X Corp and SpaceXAI dropped Apple from their antitrust suit with prejudice and disclosed nothing. Judge Mark Pittman…
Lennar's construction costs and cycle times improved last quarter. Gross margin still fell 170 basis points and SG&A…
Stocks, indices, and the macro tape
Washington says it has the Strait of Hormuz under control. War risk underwriters still…
The Baldwin Group is going private at $7.7 billion. None of the three principal…
Dario Amodei's essay sent cybersecurity stocks up 15% and semiconductors down 5% in a…
Costco capped Kirkland Signature motor oil at two boxes and pushed the price to…
The race to build — and regulate — intelligent machines
The Office of Strategic Capital would make its largest ever loan to Fluidstack, funding data center components rather than data centers.
Product, platform, and the shape of the Internet
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…
XPeng’s robotics business has never shipped a product to a paying customer, and investors…
Deals, earnings, and corporate strategy
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Every major index, currency, commodity, and the 20 biggest cryptos — all on one page.
Open the Tape →Arguments, essays, and deep dives
Novartis shed close to 4% in Zurich on Monday after pelacarsen, its lipoprotein(a) lowering drug, missed the primary endpoint of a Phase III cardiovascular outcomes study.…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
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…
Cisco reports fourth-quarter and full-year fiscal 2026 results after the close today, with the…
TikTok’s parent company just made the largest single infrastructure bet in Latin American history,…
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