The Bureau of Economic Analysis reported Thursday that real GDP grew at a 1.5% annual rate in the second quarter, down from 2.1% in the first,…
Crude lost more than 9% in four sessions on US-Iran diplomacy that does not exist. No meeting is…
SoftBank's $11 billion notes are senior unsecured. Arm already backs a $25 billion margin loan and the OpenAI…
Stocks, indices, and the macro tape
Generac added nearly $2 billion in market value on the Amazon deal. The 8-K…
The FOMC raised rates a quarter point, but its new dot plot carries 18…
Lennar's construction costs and cycle times improved last quarter. Gross margin still fell 170…
J.B. Hunt fell 13% to $236.73, the worst performer in the S&P 500. The…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
X Corp and SpaceXAI dropped Apple from their antitrust suit with prejudice and disclosed…
The headline out of Apple Park on Wednesday was a folding phone. The number…
Every story about the memory crunch this year has been filed as a market…
The European Commission brought ChatGPT under the strictest tier of the Digital Services Act…
Most of the coverage of Apple’s surprise Mac refresh has treated it as a…
With four months still to run, 2026 has already been a worse year for…
Deals, earnings, and corporate strategy
Danone recalled So Delicious SKU 136603 for stones in cashew inclusions, nine months after an identical Class II recall the FDA recorded as corrected.
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Every major index, currency, commodity, and the 20 biggest cryptos — all on one page.
Open the Tape →Arguments, essays, and deep dives
Oracle reports first-quarter fiscal 2027 results on Thursday, and nearly every preview written this week leads with the same number: $638 billion in remaining performance obligations,…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
Microsoft's reported 38 gigawatt capacity target has been written up as an announcement. The…
Crusoe closed more than $3 billion at roughly a $30 billion valuation, nearly tripling…
Every preview of Dell Technologies’ fiscal second quarter, which the company reports after the…
Nvidia said on Monday it will guarantee up to $105 billion in financing for…
Baidu reported second-quarter revenue of RMB 31.3 billion on Tuesday, down 4% from a…
CoreWeave beat on nearly every line that Wall Street models and the stock jumped…
Everything else across the newsroom
