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.
SpaceX is about to become the biggest IPO in history, pricing 555.6 million shares at $135 each for…
The Office of the United States Trade Representative on June 2 proposed additional tariffs of up to 12.5%…
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
T-Mobile has quietly added an artificial speed limit to its cheapest 5G home internet…
Microsoft’s Xbox Games Showcase kicks off today at 1 PM ET, and the stakes…
The Trump administration’s labor board just offered Amazon a way out of one of…
OpenAI rolled out the most significant upgrade to ChatGPT’s memory system since the feature…
Microsoft just told the AI world it can stand on its own. At Build…
Zcash plummeted as much as 30% on Thursday after Shielded Labs disclosed a critical…
Deals, earnings, and corporate strategy
SpaceX’s roadshow launched on June 4, two days ahead of its originally reported timeline, and the demand numbers are already unprecedented. The $75 billion offering is…
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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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