Anthropic launched Claude Opus 5 at the same $5 and $25 token price as Opus 4.8 and roughly half the cost of its own Fable 5 flagship. The pricing, not the benchmarks, is the strategy.
Both companies report after today’s close, and roughly 95% beat odds are already priced into each. Which means…
The Philadelphia Semiconductor Index has given back more than 20% from its 52-week high since peaking in late…
Stocks, indices, and the macro tape
Meta’s chief AI officer Alexandr Wang told employees during an internal town hall on…
PJM escalated emergency actions July 3 as demand hit a record 166,304 MW. DOE…
After months of negotiation and legislative ratification across 27 member states, the most consequential…
Mark Zuckerberg spent more than $60 billion building AI infrastructure nobody outside Meta could…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
Microsoft just admitted what the rest of the industry has been whispering for months:…
Europe’s third ban on the U.S. defense tech giant in two months is not…
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…
Bloom Energy just landed the kind of deal that turns a fuel cell company…
The EU Court of Justice has dismissed Alphabet’s last appeal against a EUR 4.125…
Deals, earnings, and corporate strategy
Streaming markets and news, on air 24/7.
Every major index, currency, commodity, and the 20 biggest cryptos — all on one page.
Open the Tape →Arguments, essays, and deep dives
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
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…
Ohio Governor Mike DeWine ordered the state’s Tax Credit Authority to stop accepting new…
Everything else across the newsroom
