Sundar Pichai takes the I/O stage at 10 a.m. PT with the heaviest deliverable list in years: Gemini Omni, a new "Googlebooks" laptop class, Android XR smart glasses with Samsung and XREAL, and the AI surface area that has to justify $190 billion in capex.
Star Wars returns to theaters Friday after a seven-year absence. Tracking sits at $80 million to $100 million…
Anthropic leapfrogged OpenAI on this morning's CNBC Disruptor 50, claiming the top spot with an $30 billion run…
Stocks, indices, and the macro tape
Anthropic is in advanced talks for a $30 billion round at a $900 billion…
Bill Ackman quietly built a $2.1 billion Microsoft stake since February and waited until…
Jerome Powell's eight-year run ended Friday afternoon and the bond market did the math…
Cisco posted Q3 FY26 revenue of $15.84 billion and shares popped 17% after Chuck…
The race to build — and regulate — intelligent machines
Ramp's April AI Index says Anthropic now sits at 34.4% of businesses to OpenAI's 32.3%. Anthropic quadrupled enterprise share in twelve months. Claude Code is the wedge, and…
Product, platform, and the shape of the Internet
A Reuters tracking study found Tesla Robotaxi wait times in Austin exceeded 15 minutes…
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…
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President Trump's personal portfolio executed a flurry of trades in Nvidia, Boeing, Microsoft, and Intel during the same week he negotiated their fates with China. The legal box is checked.…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
Anthropic just leased Elon Musk's entire Colossus 1 supercomputer in Memphis. The $4 billion-a-year…
Datadog jumped 31 percent on Q1 revenue of $1.006 billion as AI workloads drive…
Microsoft is weighing a delay or abandonment of its 2030 100/100/0 clean energy pledge…
AMD reported Q1 2026 revenue of $10.3 billion with data center revenue surging 57…
Qualcomm beat Q2 estimates, disclosed a "leading hyperscaler" custom silicon win that begins shipping…
Caterpillar shares surged more than 9% to a record high after Q1 earnings crushed…
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