Anthropic just leased Elon Musk's entire Colossus 1 supercomputer in Memphis. The $4 billion-a-year deal exposes AI's real bottleneck: the megawatt.
HawkEye 360 priced at the top of range, raised $416 million, and surged 28 percent on its NYSE…
Disney's first earnings under CEO Josh D'Amaro: $25.2B revenue, streaming operating income up 88%, and an $8 billion…
Stocks, indices, and the macro tape
Wall Street is pricing the Iran-US ceasefire as the S&P 500 closes at a…
Toyota has spent $10 billion building Woven City at the foot of Mount Fuji.…
Trump halts 165 wind farms on national-security grounds: the legal mechanism, capital-markets fallout for…
Spirit Airlines is winding down after the biggest U.S. airline collapse in a generation.…
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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Open the Tape →Arguments, essays, and deep dives
Four dissents at Powell's last FOMC meeting, the most since 1992, expose how deeply the Iran war's $111 oil shock has cracked Fed consensus on rates.
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…
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.…
Oracle has begun cutting up to 30,000 employees, roughly 18.5% of its global workforce,…
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