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.
Microsoft just shipped the largest single monthly security update in the history of its Patch Tuesday program, fixing…
The AI infrastructure buildout is no longer being funded primarily from cash flow or equity. It is being…
Stocks, indices, and the macro tape
Super Micro Computer announced a massive $7 billion equity and equity-linked financing package on…
GSK announced on Monday that it will acquire Nuvalent, a Boston-based clinical-stage oncology company,…
The May Consumer Price Index landed at 4.2% year-over-year on Tuesday, the highest reading…
The United States completed a fresh round of military strikes against Iranian targets near…
The race to build — and regulate — intelligent machines
Product, platform, and the shape of the Internet
SpaceX is about to become the biggest IPO in history, pricing 555.6 million shares…
T-Mobile has quietly added an artificial speed limit to its cheapest 5G home internet…
Tim Cook walked onto the Apple Park stage for the last time as CEO…
Microsoft’s Xbox Games Showcase kicks off today at 1 PM ET, and the stakes…
The Trump administration’s labor board just offered Amazon a way out of one of…
Meta is building the single largest artificial intelligence facility on Earth in rural Richland…
Deals, earnings, and corporate strategy
The Office of the United States Trade Representative on June 2 proposed additional tariffs of up to 12.5% on imports from 60 trading partners, marking the…
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Open the Tape →Arguments, essays, and deep dives
The private equity selloff that Wall Street has been quietly bracing for just got its first real catalyst, and it came from Zurich, not New York.…
Digital assets, tokenization, and the on-chain economy
Regulation, geopolitics, and capital in Washington
Data centers, chips, and the plumbing of AI
Alphabet just announced the largest equity capital markets transaction in history: an $80 billion…
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…
Inflation, employment, and the real economy
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