Analysis
Intel Hits All-Time High After Trump Confirms Apple Chip Manufacturing Partnership
Intel just broke a 26-year price record, and it took one Truth Social post to get there. President Trump announced on June 18 that Apple has…
Business
Toy Story 5 Opens to $164 Million, Smashing Pixar’s Franchise Record and Handing Disney Its Biggest 2026 Win
Disney and Pixar needed a blockbuster to close out an uneven first half, and the toys delivered. Toy…
AI
FERC Orders Six Grid Operators to Fast-Track AI Data Center Connections or Justify Current Rules
The federal government just gave America’s largest power grid operators a 60-day ultimatum: prove your interconnection rules can…
Markets
Stocks, indices, and the macro tape
Economy
Bank of Japan Raises Rates to 1% Without Its Own Governor, Hitting a 31-Year High
Japan’s central bank just pushed borrowing costs to their highest level since September 1995,…
Economy
OPEC’s Al Ghais Dismisses the IEA Glut Forecast as the First Saudi Tankers Clear Hormuz
OPEC chief Haitham Al Ghais rejects the IEA's oil supply glut forecast as the…
Business
Kroger Q1 Earnings Will Tell Us Everything About the American Consumer Right Now
Kroger reports first-quarter fiscal 2026 results before the bell on Wednesday, and the numbers…
Business
BMW Profit Warning Sends Shares Down 8% as China Slump and Iran War Crush Margins
BMW just told investors to brace for a brutal year. The German automaker slashed…
Artificial Intelligence
The race to build — and regulate — intelligent machines
Technology
Product, platform, and the shape of the Internet
Business
Snap’s $2,195 AR Glasses Just Landed, and Wall Street Already Has Questions
Snap just bet a decade of R&D on a single product launch. The company…
Business
Dow Hits Record Near 52,000 While Nasdaq Slides Ahead of Warsh’s First Fed Decision
The Dow Jones Industrial Average posted a fresh all-time high on Monday, closing up…
Business
Fox’s $22 Billion Roku Bet Reshapes the Streaming Wars Overnight
Fox Corporation is not content with being a cable news and sports powerhouse anymore.…
AI
Washington Pulls the Plug on Anthropic’s Most Powerful AI Models Over Jailbreak Fears
The U.S. government just did something no regulator has done before: it ordered a…
AI Technology
Most Americans Oppose AI Data Centers in Their Communities as the Industry’s Social License Erodes
A Reuters/Ipsos poll released Wednesday found that 57% of Americans would oppose a data…
AI Technology
Apple Opens Xcode 27 to Claude, Gemini, and GPT Coding Agents in Its Biggest Developer Tools Overhaul in Years
Apple quietly dropped the most significant change to its developer ecosystem in a decade…
Business
Deals, earnings, and corporate strategy
Business
JPMorgan Moves $2 Billion in AI Spending to Core Infrastructure, Treating It Like Cybersecurity
JPMorgan Chase has formally reclassified its artificial intelligence investments from experimental R&D to core infrastructure, placing AI alongside cybersecurity, payment systems, and operational resilience in its…
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BusinessDave and Buster’s Q1 Earnings Collapse Signals Deeper Trouble for Consumer Discretionary
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BusinessTrump Invokes the Defense Production Act to Force U.S. Weapons Manufacturing Into Overdrive
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BusinessSubstack Launches Brand Sponsorship Platform, Giving Newsletter Creators a Second Revenue Stream
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Fed Signals Rate Hike as Nine Officials Back Higher Rates in Warsh’s First Meeting
The Federal Reserve held interest rates steady on Wednesday, but the real story was the hawkish jolt buried in the updated dot plot: nine of 18…
Partners Group Caps Fund Withdrawals, Triggering a $50 Billion Private Equity Rout
Bitcoin Drops Below $73K as Stocks Hit Records: Why Crypto Is Diverging
Crypto
Digital assets, tokenization, and the on-chain economy
Policy
Regulation, geopolitics, and capital in Washington
Cloud & Infrastructure
Data centers, chips, and the plumbing of AI
AI
AI Debt Boom: Morgan Stanley Projects $570 Billion in AI-Linked Borrowing in 2026
The AI infrastructure buildout is no longer being funded primarily from cash flow or…
Business
Oracle Q4 Earnings Beat Wall Street, but a $40 Billion Capital Raise Spooked Investors
Oracle just posted the kind of quarter most enterprise software companies dream about, and…
AI
Meta’s $200 Billion Hyperion Data Center Is Rewriting the Rules of AI Infrastructure
Meta is building the single largest artificial intelligence facility on Earth in rural Richland…
AI
Alphabet Announces Record $80 Billion Equity Raise to Fund AI Infrastructure, Stock Drops 4%
Alphabet just announced the largest equity capital markets transaction in history: an $80 billion…
Cloud & Infrastructure
Snowflake Stock Soars 36% as $6 Billion AWS Deal and Earnings Beat Reignite Its AI Growth Story
Snowflake stock jumped 36% after a Q1 beat, a raised forecast, and a five-year,…
Cloud & Infrastructure
Dell Q1 FY2027 Earnings Preview: A $43 Billion AI Server Backlog Meets the Gross-Margin Stress Test as DELL Nears a 52-Week High
Dell reports Q1 FY2027 Thursday with a $43 billion AI server backlog. The number…
The Latest
Everything else across the newsroom
Business
Knicks’ First NBA Championship in 53 Years Sends MSG Sports Stock Soaring and a Spinoff Filing Forward
Business Technology
Nvidia Plans $20 Billion Bond Sale in Its First Debt Offering Since the AI Boom Began
Business Technology
BlackRock Launches BITA, Its First Bitcoin Yield ETF, and Beats Goldman to Market
Business
Apple and Samsung Are About to Collide in the Foldable Wars This Summer
Defense Technology
Defense Stocks Lose Billions as the Iran Peace Deal Unwinds the War Premium
Business
DOJ Clears Paramount’s $111 Billion Warner Bros. Discovery Acquisition Without a Single Concession
AI
Bezos’s Prometheus Raises $12 Billion at $41 Billion Valuation to Build the “Artificial General Engineer”
Business
SpaceX Closes at $161 in the Biggest IPO Ever. The Hard Part Starts Monday
Business
States Race to Ban Bitcoin ATMs as Fraud Losses From Crypto Kiosks Surge Past $100 Million
Business
ECB Raises Interest Rates for the First Time Since 2023 as Iran War Drives Energy Costs Higher
IPO
SpaceX Begins Trading on Nasdaq in the Largest IPO in Financial History
AI Security