AI
Codex Doubled in Seven Days. NVIDIA Just Restructured 30,000 People Around It.
OpenAI says Codex doubled in seven days. NVIDIA put it on 10,000 non-engineering staff. Seat-based SaaS multiples have a new ceiling.
Section
Analysis
Deep-dive opinion and analysis pieces
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AnalysisPinterest Stock Jumps 15% After Q1 Earnings Crush: How AI Ad Targeting Is Reviving a Forgotten Social Platform
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AnalysisOpenAI IPO Delay? $25 Billion Revenue, $14 Billion Loss, and a CFO Pumping the Brakes
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AnalysisNvidia Bets $3.2 Billion on Corning to Onshore AI Optical Manufacturing and Add 3,000 US Jobs
Analysis
Cloudflare Layoffs: 1,100 Jobs Cut in “Agentic AI” Reset as NET Stock Drops 18%
Cloudflare cuts 1,100 jobs, ~20% of staff, framing the layoffs as an "agentic AI"…
Analysis
Hormuz Ceasefire Unravels: Oil Tops $102 as US-Iran Fire Exchange Rattles Markets
Iranian missiles strike US destroyers in the Strait of Hormuz, the US strikes back,…
Analysis
Anthropic Rented Elon Musk’s Entire AI Supercomputer. The $4 Billion Math Made Both Sides Swallow Hard.
Anthropic just leased Elon Musk's entire Colossus 1 supercomputer in Memphis. The $4 billion-a-year…
Analysis
Inside Iran’s $2 Million Hormuz Toll: How the Persian Gulf Strait Authority Is Reshaping Global Oil
Iran's new Persian Gulf Strait Authority charges up to $2M per tanker for Hormuz…
Analysis
The Fed’s Iran War Anxiety: Why Four Dissents at Powell’s Last Meeting Signal Stagflation Risk
Four dissents at Powell's last FOMC meeting, the most since 1992, expose how deeply…
Analysis
Amazon Now Sells Ozempic at Pharmacy Kiosks with Same-Day Delivery: Price, Availability, How It Works
Amazon Pharmacy is selling Novo Nordisk's Ozempic pill at One Medical kiosks for $149…
AI
Mira Murati Testifies Sam Altman Lied to Her: Key Moments From the Musk vs OpenAI Trial
Former OpenAI CTO Mira Murati testified Sam Altman lied to her about a safety…
Analysis
Iran Peace Deal Close: S&P 500, Nasdaq Hit Records as Oil Falls Below $100 on Ceasefire Hopes
Wall Street is pricing the Iran-US ceasefire as the S&P 500 closes at a…
Analysis
Caterpillar Stock Hits Record High On $17.4 Billion Q1 Beat: How AI Just Turned A Construction Giant Into A Tech Trade
Caterpillar shares surged more than 9% to a record high after Q1 earnings crushed…
Analysis
Oil Prices Hit 4-Year High As Strait Of Hormuz Blockade Drags Into Month Two
Brent crude touched $126 a barrel overnight, the highest since 2022, as the Strait…
AI
Meta Stock Drops 10% On $145 Billion AI Capex Bombshell: JPMorgan Downgrade, ROI Fears, And A Free Cash Flow Cliff
Meta beat Q1 earnings, missed on user growth, and detonated a $145 billion AI…
Analysis
S&P 500 Hits Fresh All-Time High As Alphabet And Caterpillar Earnings Power Wall Street Rally
The S&P 500 punched through to a new all-time intraday high Thursday on the…
AI
Chip Stocks Break All-Time Record With 16-Day Winning Streak as AI Spending Surges
AI
Cursor Valuation Doubles To $50 Billion As AI Coding Race Attracts Nvidia And Andreessen Horowitz
AI
OpenAI Executive Exodus: Sora Shuts Down As Kevin Weil And Bill Peebles Exit In Enterprise Pivot
Markets
Fed Rate Hike Odds Top 50% for the First Time as Oil-Driven Inflation Rewrites the 2026 Playbook
AI
Pentagon Told Anthropic They Were “Very Close” on AI Deal, One Week After Trump Cut Ties: Court Filing
Markets
Fed Meeting March 2026: Why the Dot Plot Matters More Than the Rate Decision This Week
AI
Why Adobe’s CEO Resigned: Shantanu Narayen’s Exit Exposes Big Software’s AI Identity Crisis
IPO