Apple's June 8 WWDC centers on a Gemini-powered Siri overhaul in iOS 27, the moment Cupertino must prove its AI premium or cede the iPhone to Google and OpenAI.
Delta Air Lines is making its most aggressive trans-Pacific move in a decade. The carrier’s inaugural Los Angeles…
T-Mobile has quietly added an artificial speed limit to its cheapest 5G home internet plan, the first time…
Stocks, indices, and the macro tape
Macy’s just delivered the kind of quarter that makes the “retail is dead” crowd…
Prediction markets pushed the probability of a Federal Reserve rate increase this year past…
Wall Street’s semiconductor selloff did not stay in Wall Street. South Korea’s KOSPI index…
The Nasdaq plunged 4.18% on Friday, its steepest single-session drop since April 2025, as…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
The Trump administration’s labor board just offered Amazon a way out of one of…
Zcash plummeted as much as 30% on Thursday after Shielded Labs disclosed a critical…
Bitcoin crashed to $62,715 on Thursday, down 14.5% on the week, as the AI-fueled…
Broadcom just delivered the number that broke the AI trade’s winning streak. The chipmaker’s…
GitLab just told the market that the future of software development needs fewer humans,…
Palo Alto Networks just delivered the quarter that cybersecurity bulls have been waiting for,…
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Open the Tape →Arguments, essays, and deep dives
The private equity selloff that Wall Street has been quietly bracing for just got its first real catalyst, and it came from Zurich, not New York.…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
Alphabet just announced the largest equity capital markets transaction in history: an $80 billion…
Snowflake stock jumped 36% after a Q1 beat, a raised forecast, and a five-year,…
Dell reports Q1 FY2027 Thursday with a $43 billion AI server backlog. The number…
Anthropic is in talks to run Claude on Microsoft's Maia 200 inference chip, a…
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…
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