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.
Uber's 33-euro bid for Delivery Hero, built on a 19.5% stake, sets up a DoorDash fight and a…
AutoZone beat with $38.07 EPS on $4.84B sales, but a buyback-driven number and defensive DIY demand make AZO…
Stocks, indices, and the macro tape
Salesforce reports Wednesday with Agentforce at $800M ARR and CRM down about 30% YTD.…
Crude oil crashed about 5% after Trump said an Iran deal to reopen the…
SpaceX filed for a $1.75 trillion IPO, but its S-1 shows a $4.3 billion…
Home Depot beat the top and bottom line, posted its first positive US comp…
The race to build — and regulate — intelligent machines
Anthropic is in talks to run Claude on Microsoft's Maia 200 inference chip, a fourth silicon program that turns up the pressure on Nvidia's inference moat.
Product, platform, and the shape of the Internet
Ramp's April AI Index says Anthropic now sits at 34.4% of businesses to OpenAI's…
Bill Ackman quietly built a $2.1 billion Microsoft stake since February and waited until…
Google I/O 2026 runs May 19-20. What to expect: a major Gemini upgrade, Android…
A Reuters tracking study found Tesla Robotaxi wait times in Austin exceeded 15 minutes…
Google unveiled its eighth-generation TPU at Cloud Next 2026 with two purpose-built chips delivering…
Nine weeks after launching its first ad, OpenAI has rolled out cost-per-click pricing, onboarded…
Deals, earnings, and corporate strategy
Star Wars returns to theaters Friday after a seven-year absence. Tracking sits at $80 million to $100 million for the four-day Memorial Day weekend. Anything under $85 million…
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Open the Tape →Arguments, essays, and deep dives
Bitcoin broke its $77,000 support overnight as the 30-year Treasury yield punched through 5.18%, triggering $657 million in forced liquidations and pulling roughly $1 billion out of US spot Bitcoin…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
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…
AMD reported Q1 2026 revenue of $10.3 billion with data center revenue surging 57…
Qualcomm beat Q2 estimates, disclosed a "leading hyperscaler" custom silicon win that begins shipping…
Caterpillar shares surged more than 9% to a record high after Q1 earnings crushed…
Everything else across the newsroom
