Top Stories

Wegovy Pill Powers Novo Nordisk Beat, but Pricing Will Decide 2027

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Block's Leaner Machine Delivers Record Margins and a Credit Test

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Booking Holdings Outruns Its Forecast as a $1 Billion FTC Bill Lands

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Ferrari Lifts 2026 Guidance Again as Fewer Cars Earn More Profit

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Apple's Record Quarter Exposes the Rising Price of Memory and AI

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Spotlight Feature

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Venture Capital's Transformation: Why VCs Are Trapped in Their Own Investments

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How Challenger Banks Are Redefining the Future of Global Finance

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Beyond Silicon Valley: UK Deep Tech Startups to Watch in 2026

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States of Power: Sovereign Capital and the New Technological Order

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Two Audiences, One Lectern

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The Insider Threat You Didn’t See Coming

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How Religion’s $5 Trillion Is Reshaping the Future of Tech

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Global Banks Deepen Reliance on Tech as AI Reshapes Finance

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Twinnovation. Identical Twins in Tech

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Synthetic Hearts: Can AI Dating Apps Create True Love?

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AI Therapy: The So-Called ‘Future of Mental Health’ Could Have Deadly Consequences

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The Brutal Side of Bitcoin: Digital Crime and Real-World Attacks

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API Wars Have Been Declared

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The Context

Snap Earns $56 Million as Subscriptions Outrun Its Ad Business

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Arm’s Q2 Beat Exposes the Gap Between Licenses and Royalties

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Qualcomm Tops Forecasts but Its Future Now Rests on the Data Center

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SpaceX Enlists Qualcomm to Build the Ground Network Starlink Lacks

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Uber Grows Bookings 20% as Driver Scarcity Tests Its Profit Engine

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Wegovy Pill Powers Novo Nordisk Beat, but Pricing Will Decide 2027

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Block's Leaner Machine Delivers Record Margins and a Credit Test

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Booking Holdings Outruns Its Forecast as a $1 Billion FTC Bill Lands

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Ferrari Lifts 2026 Guidance Again as Fewer Cars Earn More Profit

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Apple's Record Quarter Exposes the Rising Price of Memory and AI

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Palantir Outgrows Its Defense Roots as Commercial Revenue Leads

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Roblox Wins Back Players, but Wall Street Wants Payers

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L3Harris’s $20 Billion Missile Backlog Is Outrunning Its Factories

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Gilead's Prevention Surge Buys Time Before Biktarvy's Medicare Reset

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Reddit Posts Record Profit as Google's AI Drains Its U.S. Audience

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Sandisk Tops $11 Billion as AI Rewrites the Economics of Flash

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Intel Beats on Q3 2026 but Memory Costs and PC Slump Cloud Outlook

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AWS Hits 39%, but Amazon’s 2027 Capex Plan Sends Shares Lower

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Eli Lilly Raises Its Outlook as Volume Outruns a Steep Price Slide

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Alphabet's Cloud Doubles as AI Spending Drains Free Cash

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Market Intelligence

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Microsoft headquarters representing Microsoft Q1 earnings, Azure revenue growth, AI infrastructure investment, commercial backlog and cloud computing expansion

Azure Accelerates to 48% as Microsoft Pays Up for Its AI Capacity

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Federal Reserve Chair Kevin Warsh representing the Fed rate decision, 3.75%–4% interest rates, inflation policy, Treasury yields and the outlook for a December rate hike

Warsh Holds Rates and Leaves the Fed’s Hawks Waiting for December

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GE Vernova Berlin facility representing GE Vernova Q3 earnings, record backlog, power infrastructure growth, electrification and the Trench acquisition

GE Vernova Raises Guidance, Buys Trench as Its Backlog Nears $200B

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Robinhood mobile app interface representing Robinhood Q3 earnings, event contracts, stock and crypto trading, Gold services and the company’s expanding financial platform

Robinhood’s Record Quarter Exposes the Price of Diversification

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SK hynix 1c LPDDR6 DRAM representing SK Hynix Q3 earnings, AI memory growth, advanced DRAM technology, HBM4 demand and next-generation semiconductor products

SK Hynix Tops ₩100 Trillion as Memory Shifts From Cycle to Contract

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Broadcom logo representing the Broadcom Anthropic deal, $63 billion AI financing, custom XPU chips, vendor-backed credit and artificial intelligence infrastructure

Broadcom's $63 Billion Anthropic Deal Shows Who Now Underwrites AI

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PayPal credit card representing PayPal Q3 earnings, digital payments, Venmo growth, transaction margins, consumer financial services and the company’s turnaround strategy

PayPal’s Turnaround Finds Discipline but Not Yet a Growth Engine

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Boeing 737 aircraft representing Boeing Q3 earnings, 737 production rates, commercial aircraft deliveries, free cash flow and the company’s manufacturing turnaround

Boeing’s Third Quarter: Defense Pays the Bills While the 737 Waits

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Anthropic CEO Dario Amodei representing the Anthropic IPO, S-1 filing, rapid revenue growth, falling compute costs, AI valuation and public market strategy

Anthropic's S-1 Shows a Business Outgrowing Its Own Compute Bill

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Meta logo representing Meta stock offering, $35 billion equity raise, AI infrastructure spending, negative free cash flow and Class C share financing

Meta Sells $35 Billion of Stock as AI Spending Outruns Cash Flow

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Verizon Store storefront with Verizon advertising posters, representing Verizon Q3 earnings, wireless subscriber growth, record margins, 5G services and higher 2026 guidance

Verizon Q3: Low-Subsidy Turnaround Gathers Pace as SpaceX Circles

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SpaceX rocket launching from the pad, representing SpaceX GPU debt, $40 billion AI financing, Starlink cash flow, capital spending and technology infrastructure

SpaceX’s $40 Billion Chip Debt Exposes a Widening AI Credit Divide

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Lockheed Martin F-35 Lightning II in flight, representing Lockheed Martin Q3 earnings, F-35 production, Lot 20 funding, defense backlog and military aviation

Lockheed Martin’s Missile Boom Meets an F-35 Funding Test

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Nokia’s Oulu site in Finland, representing Nokia Q3 earnings, AI infrastructure growth, 5G and 6G network development, radio technology and cloud networking

Nokia's AI Orders Surge as Cash Takes the Strain in Q3

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Meta Store retail location representing Meta Q3 earnings, AI investment, Reality Labs, consumer hardware, advertising growth and Meta’s expanding technology ecosystem

Meta Beats on Revenue as AI Spending Turns Cash Negative

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