AI
SpaceX Files for a $1.75 Trillion IPO. The Money Furnace Is xAI, Not the Rockets.
SpaceX filed for a $1.75 trillion IPO, but its S-1 shows a $4.3 billion quarterly loss. The real money furnace is xAI, not the rockets.
Section
Featured
Featured stories from BusinessTech News: the editor's pick of the most consequential reporting and analysis across business, technology, markets, AI, and policy. Each entry was selected because it captures something larger than a single news cycle (a market shift, a regulatory turning point, an executive decision with multi-year consequences). Read here for the BTN view of what matters most this week, this month, and this year.
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AIGoogle I/O 2026 Live: Gemini Omni, Googlebooks Laptops, And Android XR Glasses Land In Make-Or-Break Keynote For $190 Billion AI Bet
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AIAnthropic Hits #1 On CNBC Disruptor 50, Knocks Out OpenAI: How An $30 Billion Run Rate And $900 Billion Valuation Reset The AI Pecking Order
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AnalysisBitcoin Crashes Below $77,000 As Bond Yields Hit 19-Year High: Inside The $657 Million Liquidation Cascade Reshaping Crypto
Markets
30-Year Treasury Yield Tops 5.1% As Oil Hits $107: Markets Price In Fed Rate Hike By March
The 30-year US Treasury yield closed Friday at 5.127%, the highest since 2007. Oil…
AI
Nvidia Earnings Preview: $78 Billion Quarter, $725 Billion AI Capex, And A Bond Market In Revolt
Nvidia reports Wednesday after the bell. Consensus: $78 billion revenue, $1.77 EPS, 77% YoY…
AI
Anthropic $30 Billion Funding Round At $900 Billion Valuation Closes In On OpenAI’s IPO Math
Anthropic is in advanced talks for a $30 billion round at a $900 billion…
AI
Anthropic Just Passed OpenAI In Enterprise AI Adoption: How Claude Code Quietly Flipped The Business Market And Cracked The OpenAI IPO Story
Ramp's April AI Index says Anthropic now sits at 34.4% of businesses to OpenAI's…
AI
Bill Ackman Drops $2.1 Billion On Microsoft At 21x Forward Earnings: Inside The Pershing Square Bet That Says Wall Street Got Azure Wrong
Bill Ackman quietly built a $2.1 billion Microsoft stake since February and waited until…
Analysis
Kevin Warsh Takes The Fed As 10-Year Yield Hits 4.59% And Tech Sells Off: Inside The Warsh Trade That Just Reset Wall Street
Jerome Powell's eight-year run ended Friday afternoon and the bond market did the math…
AI
Google I/O 2026: What to Expect From the Keynote That Has to Justify $190 Billion
Google I/O 2026 runs May 19-20. What to expect: a major Gemini upgrade, Android…
AI
OpenAI Compute Crunch Bites: Why Sarah Friar’s New Capital Warning Reshapes The 2027 IPO Math
OpenAI CFO Sarah Friar told investors this week the company may need to raise…
AI
Trump-Xi Summit Greenlights Nvidia H200 Sales To Alibaba, Tencent, ByteDance: Inside The 10-Firm Chip Deal That Could Reset US-China AI Trade
The US has cleared Nvidia H200 chip sales to ~10 Chinese tech firms including…
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.…
Analysis
Pinterest Stock Jumps 15% After Q1 Earnings Crush: How AI Ad Targeting Is Reviving a Forgotten Social Platform
Pinterest crushed Q1 estimates, PINS jumped 15%, and seven sell-side desks raised targets. The…
Analysis
OpenAI IPO Delay? $25 Billion Revenue, $14 Billion Loss, and a CFO Pumping the Brakes
OpenAI hit $25B in annualized revenue, but CFO Sarah Friar reportedly wants to push…
Analysis
Nvidia 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%
Analysis
Hormuz Ceasefire Unravels: Oil Tops $102 as US-Iran Fire Exchange Rattles Markets
Analysis
Anthropic Rented Elon Musk’s Entire AI Supercomputer. The $4 Billion Math Made Both Sides Swallow Hard.
Business
HawkEye 360 IPO Pops 28% On NYSE Debut: How A $2.4 Billion Defense-Tech Listing Is Reopening The 2026 IPO Window
Business
Disney Q2 2026 Earnings: Josh D’Amaro’s First Quarter Delivers Streaming Profit Surge, $8 Billion Buyback, And A Domestic Parks Warning
AI
Datadog Stock Surges 31% On Q1 Earnings: How AI Workloads Just Became SaaS’s Best Friend (And Why Fortinet, DoorDash Are Riding The Same Wave)
AI