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Salesforce Beats Q1 Estimates as Agentforce Scales

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Marvell Becomes a Core Infrastructure Layer for AI Scaling

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Snowflake Breaks Out as the Agentic Enterprise Takes Shape

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NASA Commits $700 Million to Commercial Lunar Infrastructure

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Ferrari's Luce Signals a Quiet Revolution in Luxury EVs

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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

Meta Bets on Paid AI as the Next Revenue Frontier

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Salesforce Beats Q1 Estimates as Agentforce Scales

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Marvell Becomes a Core Infrastructure Layer for AI Scaling

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Snowflake Breaks Out as the Agentic Enterprise Takes Shape

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NASA Commits $700 Million to Commercial Lunar Infrastructure

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Trump Backs CFTC Authority Over Prediction Markets

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Trump Halts AI Oversight Order to Protect U.S. Lead

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SpaceX Files for the Largest Initial Public Offering in History

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NVIDIA Posts $81.6 Billion Quarter as AI Infrastructure Scales

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OpenAI's IPO Bid Asks Wall Street to Price the AI Revolution

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Blackstone and Google Build a New AI Compute Giant

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How a Statute of Limitations Ended Musk’s War With OpenAI

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Anthropic Eyes $900 Billion Valuation in AI’s Defining Moment

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Klarna Posts $1B Quarter as Fintech Maturity Gains Pace

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Cerebras Hits Nasdaq With the Largest U.S. IPO of 2026

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Cisco Raises AI Outlook to $9 Billion After Record Run

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Two Powers, One Table: Trump and Xi Rewrite the Rules in Beijing

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Trump Brings Wall Street and Silicon Valley to Beijing Summit

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Alibaba's Cloud Business Surges 38% on Accelerating AI Demand

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SoftBank Bets Big on AI While Keeping Its Balance Sheet Clean

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April Jobs Report Beats Forecasts but Signals Slower Growth

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Market Pulse

Cross Asset View

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Airbnb Experiences and travel services representing Airbnb experiences, travel services expansion, Airbnb travel platform, and short-term rental platform growth

Airbnb Beats Q1 Estimates as Its Ecosystem Strategy Takes Hold

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Cloudflare headquarters and cloud infrastructure systems representing Cloudflare Q1 2026 results, AI-first operating model, AI infrastructure expansion, cybersecurity cloud platform, and enterprise cloud security growth

Cloudflare Beats Q1 Estimates But Cuts 20% of Workforce

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NVIDIA RTX Pro 6000 Blackwell GPU representing NVIDIA and IREN AI infrastructure, Blackwell GPU deployment, hyperscale AI compute, GPU cloud infrastructure, and AI data centre expansion

NVIDIA Bets on IREN to Solve Artificial Intelligence's Power Problem

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CoreWeave Times Square signage representing CoreWeave Q1 2026 revenue growth, AI infrastructure expansion, GPU cloud infrastructure, hyperscale AI compute demand, NVIDIA AI infrastructure, and large-scale AI data centre growth across the global cloud computing market

CoreWeave Revenue Doubles to $2.1B With $99B in Backlog

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The New York Stock Exchange building in New York representing the S&P 500 rally, semiconductor earnings growth, and AI-driven market momentum

S&P 500 Reaches New Historic High on Strongest Earnings in Years

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Kalshi CEO Tarek Mansour discussing prediction markets growth, institutional adoption, and regulated event contracts infrastructure

Kalshi Doubles to $22B Valuation as Institutional Money Moves In

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Warner Bros. Discovery headquarters and HBO Max streaming platform illustrating WBD Q1 2026 earnings, streaming growth, studio revenues, and media transformation

Warner Bros. Discovery Posts Progress Behind a Paper Loss

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DoorDash Clears $31 Billion GOV as Global Push Gains

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Snapchat social media platform app icon highlighting Snap Q1 2026 earnings, user growth, Snapchat+ subscriptions, and augmented reality engagement

Snap Delivers Measured Gains as Diversification Takes Hold

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Vision 25 AI data center infrastructure supporting Arm Neoverse processors, Arm AGI CPU platforms, hyperscale cloud computing, and enterprise artificial intelligence workloads

Arm Holdings Sets Records as AI Reshapes Its Ambitions

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Uber mobility and delivery platform supporting ride-hailing, autonomous vehicle integration, and digital transportation infrastructure across global markets

Uber Delivers Record Profits as Its Platform Flywheel Spins

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Samsung Electronics corporate operations as the company expands AI memory production, semiconductor investment, and hyperscale infrastructure partnerships, and surpasses $1 trillion

Samsung Crosses $1 Trillion as AI Memory Demand Surges

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AMD Instinct MI455X AI accelerator platform powering next-generation AI infrastructure, hyperscale data centers, and enterprise machine learning workloads amid rising demand for GPU compute

AMD's AI Surge Lifts Revenue as Data Centers Take Command

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The new BMW 7 Series luxury vehicle reflecting BMW Q1 2026 results, highlighting resilient margins, strong EV demand, European order growth, and profitability despite tariffs and China market pressure

BMW Group Holds Margin Guidance as Tariffs and China Bite

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Pharmaceutical research facility representing Novo Nordisk pipeline, Wegovy oral pill launch, GLP-1 expansion, and ongoing innovation in obesity and diabetes treatment

Novo Nordisk Beats Q1 Estimates Despite U.S. Pricing Pain

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