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.
The fuel shock that defense analysts warned about for months is now hitting consumers directly, and the airline…
GitLab just told the market that the future of software development needs fewer humans, and it is restructuring…
Stocks, indices, and the macro tape
Quantinuum, Honeywell’s quantum computing spinoff, raised both its share count and its price range…
Alphabet just announced the largest equity capital markets transaction in history: an $80 billion…
Marvell Technology added $60 billion in market value in a single trading session on…
Strategy sold Bitcoin for the first time since 2022 as BTC cracked $68,000, while…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
Jensen Huang just declared war on the PC chip establishment. At Computex 2026 in…
American Airlines is installing SpaceX’s Starlink satellite internet on more than 500 of its…
SpaceX has quietly cut its IPO valuation target to at least $1.8 trillion, down…
The Invesco Solar ETF surged roughly 26.5% in May, its strongest monthly performance in…
Google spent years building the most dominant search franchise in technology history. It took…
Samsung Electronics just fired the starting gun on the next phase of the AI…
Deals, earnings, and corporate strategy
Barry Diller has never been shy about a contrarian bet, and his latest one is a doozy. People Incorporated, the renamed IAC entity that Diller controls,…
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Open the Tape →Arguments, essays, and deep dives
Bitcoin slid below $73K and Ethereum near $1,986 even as US stocks hit records, breaking the risk-on correlation and testing what Bitcoin actually is.
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
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…
Microsoft is weighing a delay or abandonment of its 2030 100/100/0 clean energy pledge…
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