The US has cleared Nvidia H200 chip sales to ~10 Chinese tech firms including Alibaba, Tencent, ByteDance, and JD.com under licenses capped at 75,000 chips each. Jensen Huang was at the Trump-Xi summit when the deal landed.
Google I/O 2026 runs May 19-20. What to expect: a major Gemini upgrade, Android XR glasses, Aluminium OS,…
The Senate Banking Committee marks up the 309-page Digital Asset Market CLARITY Act at 10:30 AM ET, the…
Stocks, indices, and the macro tape
Brent crude pushed to $107.46 a barrel Tuesday after President Trump said the US-Iran…
Trump arrives in Beijing Wednesday night with a 500-jet Boeing order, US LNG export…
April CPI hit 3.8% year over year, the hottest read since May 2023, with…
Fidelity is cutting 800 tech jobs while hiring 3,300, joining Coinbase, Cloudflare, BILL, Upwork,…
The race to build — and regulate — intelligent machines
OpenAI says Codex doubled in seven days. NVIDIA put it on 10,000 non-engineering staff. Seat-based SaaS multiples have a new ceiling.
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.…
Deals, earnings, and corporate strategy
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Open the Tape →Arguments, essays, and deep dives
Iranian missiles strike US destroyers in the Strait of Hormuz, the US strikes back, and Brent rips above $102 as the May 6 ceasefire framework cracks.
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…
Caterpillar shares surged more than 9% to a record high after Q1 earnings crushed…
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.…
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