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,…
Treasury will allow most US pharma licensing deals with China, restricting only pathogen work. The reason is commercial:…
Anthropic moved its listing to November to show Q3 results first. The delay concedes that the $2 trillion…
Stocks, indices, and the macro tape
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…
Washington says it has the Strait of Hormuz under control. War risk underwriters still…
The Baldwin Group is going private at $7.7 billion. None of the three principal…
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
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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
Novartis shed close to 4% in Zurich on Monday after pelacarsen, its lipoprotein(a) lowering drug, missed the primary endpoint of a Phase III cardiovascular outcomes study.…
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…
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…
Cisco reports fourth-quarter and full-year fiscal 2026 results after the close today, with the…
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