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…
Sam Altman said this week that it may be time for the AI industry to pace itself. The…
Nvidia added 3.8% on Wednesday to close near $208.34, and the catalyst was not a product, a partnership,…
Stocks, indices, and the macro tape
Nvidia is in talks to guarantee as much as $250 billion of OpenAI’s obligations…
The White House accused Moonshot AI of running banned Nvidia GB300s out of Thailand…
OpenAI lost the revenue lead to Anthropic and got sued by Apple in the…
Meta’s chief AI officer Alexandr Wang told employees during an internal town hall on…
Product, platform, and the shape of the Internet
Microsoft just admitted what the rest of the industry has been whispering for months:…
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…
TikTok’s parent company just made the largest single infrastructure bet in Latin American history,…
FedEx is getting out of the contract logistics business. The Memphis-based shipping giant agreed…
The semiconductor trade that defined the first half of 2026 is getting a violent…
Deals, earnings, and corporate strategy
Mark Zuckerberg spent more than $60 billion building AI infrastructure nobody outside Meta could touch. Now he wants to rent it out, and the implications for…
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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…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
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…
Oracle just posted the kind of quarter most enterprise software companies dream about, and…
Meta is building the single largest artificial intelligence facility on Earth in rural Richland…
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