The numbers tell the story. The S&P 500 gained 14.8% in the second quarter, its strongest quarterly performance since the pandemic recovery rally of late 2020.…
President Trump earned at least $1.4 billion from crypto ventures in 2025, his first year back in office,…
Kroger just made the deal that Albertsons was supposed to be. The Cincinnati-based grocery giant announced on Tuesday…
Stocks, indices, and the macro tape
Microsoft is preparing to cut thousands of jobs across its sales, consulting, and Xbox…
Cleveland Federal Reserve President Beth Hammack just put a price tag on the AI…
Charlie Ergen built a satellite empire on the bet that Dish Network’s pay-TV cash…
The May goods trade gap came in 27% wider than April and $20 billion…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
Rocket Lab just made the deal Peter Beck has been building toward for a…
Dell Technologies shareholders voted overwhelmingly to move the company’s legal home from Delaware to…
GE Vernova has become the most unlikely kingmaker of the AI era, with its…
Meta is building a prediction-market app, Arena, to rival Kalshi and Polymarket. The business…
OpenAI is no longer content to rent its compute. The company unveiled Jalapeno on…
SK Hynix is about to pull off the largest ADR offering in stock market…
Deals, earnings, and corporate strategy
Anthropic has accused Alibaba’s Qwen AI team of operating the largest model distillation attack in the company’s history, using 25,000 fake accounts and 28.8 million conversations…
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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 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…
Alphabet just announced the largest equity capital markets transaction in history: an $80 billion…
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