Chipotle pulled jalapeños from restaurants in Minnesota this week after state health officials flagged a possible connection to a salmonella outbreak. The stock fell close to…
Kalshi and Polymarket cleared roughly $44.8 billion in combined trading volume in June, and both now operate as…
Berkshire Hathaway added more than $17 billion of Alphabet in the second quarter, and CNBC reported that the…
Stocks, indices, and the macro tape
On Holding did almost everything the market says it wants. The Swiss running brand…
Intel closed a $20 billion common stock offering on Wednesday, and the striking part…
The man who assembled the modern Wendy’s is now trying to buy it at…
Cisco reports fourth-quarter and full-year fiscal 2026 results after the close today, with the…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
Intel closed Friday at $101.65, up $11.45 on the week, a 12.7% run that…
Shopify reported second-quarter revenue of $3.58 billion on Wednesday, up 34% from a year…
Anthropic launched Claude Opus 5 at the same $5 and $25 token price as…
Meta’s chief AI officer Alexandr Wang told employees during an internal town hall on…
Microsoft just admitted what the rest of the industry has been whispering for months:…
Elon Musk’s AI company just collapsed the cost of building AI phone agents by…
Deals, earnings, and corporate strategy
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Open the Tape →Arguments, essays, and deep dives
ARK Invest’s largest transaction on Monday was not a purchase. Cathie Wood’s firm sold 60,458 shares of Deere & Co worth roughly $37.53 million, and on…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
TikTok’s parent company just made the largest single infrastructure bet in Latin American history,…
Mark Zuckerberg spent more than $60 billion building AI infrastructure nobody outside Meta could…
Bloom Energy just landed the kind of deal that turns a fuel cell company…
Amazon CEO Andy Jassy met Indian Prime Minister Narendra Modi on Thursday and announced…
The federal government just gave America’s largest power grid operators a 60-day ultimatum: prove…
The AI infrastructure buildout is no longer being funded primarily from cash flow or…
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