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Warsh Holds Rates and Leaves the Fed’s Hawks Waiting for December
Azure Accelerates to 48% as Microsoft Pays Up for Its AI Capacity
Anthropic's S-1 Shows a Business Outgrowing Its Own Compute Bill
Meta Sells $35 Billion of Stock as AI Spending Outruns Cash Flow
SpaceX’s $40 Billion Chip Debt Exposes a Widening AI Credit Divide
GE Vernova Raises Guidance, Buys Trench as Its Backlog Nears $200B
Robinhood’s Record Quarter Exposes the Price of Diversification
SK Hynix Tops ₩100 Trillion as Memory Shifts From Cycle to Contract
Broadcom's $63 Billion Anthropic Deal Shows Who Now Underwrites AI
PayPal’s Turnaround Finds Discipline but Not Yet a Growth Engine
The Brief
Listen to the Latest Headlines
OpenAI Lowers Its Price to $1.25 Trillion as Investors Push Back
A Bug in the Boardroom Tests OpenAI’s Security Defenses
X-energy Trades Reactor Data for a Prometheus Board Seat
SAP Clears €10 Billion as Cloud Backlog Outruns Guidance
American Express Lifts Its Outlook as Membership Fees Carry Growth
Novartis Raises Profit Outlook as Avidity Bet Costs $1.9 Billion
Spotify’s Pricing Power Buys Patience for Its Costly AI Build-Out
Tesla Q3 Earnings: Car Margins Recover as AI Spending Eats Profit
IBM Rebuilds Investor Trust as Software Growth Returns
Prediction Markets Promised to Price Reality. Now Comes the Bill.
Venture Capital's Transformation: Why VCs Are Trapped in Their Own Investments
How Challenger Banks Are Redefining the Future of Global Finance
Beyond Silicon Valley: UK Deep Tech Startups to Watch in 2026
States of Power: Sovereign Capital and the New Technological Order
Two Audiences, One Lectern
The Insider Threat You Didn’t See Coming
How Religion’s $5 Trillion Is Reshaping the Future of Tech
Global Banks Deepen Reliance on Tech as AI Reshapes Finance
Twinnovation. Identical Twins in Tech
Synthetic Hearts: Can AI Dating Apps Create True Love?
AI Therapy: The So-Called ‘Future of Mental Health’ Could Have Deadly Consequences
The Brutal Side of Bitcoin: Digital Crime and Real-World Attacks
API Wars Have Been Declared
Boeing’s Third Quarter: Defense Pays the Bills While the 737 Waits
Verizon Q3: Low-Subsidy Turnaround Gathers Pace as SpaceX Circles
Lockheed Martin’s Missile Boom Meets an F-35 Funding Test
Nokia's AI Orders Surge as Cash Takes the Strain in Q3
Meta Beats on Revenue as AI Spending Turns Cash Negative
AT&T Wins on Fiber, but Investors Want Proof in Wireless
Netflix Q3: Profits Climb as Ad Delay Tests Investors
SpaceX Q3 Profit Hits $4.4 Billion as AI Revenue Surges
GE Aerospace Lifts Outlook Again as Q3 Orders Surge 49%
RTX Raises 2026 Outlook as Order Book Hits $340 Billion
Northrop Grumman’s Record Backlog Meets a Skeptical Market
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Anthropic Revenue Climbs 45% to $16.8bn as IPO Draws Near
TSMC Q3 Profit Soars 69% as AI Demand Absorbs 2nm Costs
Morgan Stanley Q3: Traders and Wealth Carry a Firm Beat
BlackRock Q3 Profit Jumps as Assets Hit $15.5 Trillion
Bank of America’s Record Fine Masks a Sturdier Franchise
ASML Posts Record Margin as AI Demand Outruns Capacity
Wells Fargo Beats on Profit, but Revenue Gap Tests Growth
JPMorgan Q3 Profit Climbs as Equities Surge Offsets FICC
Goldman Sachs Q3 Profit Jumps 29% as Stock Traders Shine
SpaceX Buys 800 MHz Airwaves to Make Starlink a Carrier
Washington Freezes Microsoft, Adobe Green Card Pipeline
Trump's AI Accord Puts Self-Policing Ahead of Regulation
Oura Shelves $2.2 Billion IPO, Choosing Price Over Timing
Meta Shares Surge 11% on Muse AI Ahead of Connect 2026
Fed Raises Rates for First Time Since 2023 Under Warsh
Tesla’s Flying Roadster Puts Its Engineering Ambition on Display
OpenAI’s $20 Billion Gap Tests Faith in the AI Build-Out
Nvidia Moves Agent Safety Into Silicon With New Platform
Trump Dismisses AI Industry's Safety Warning as Nvidia Shares Fall
Adobe Q3 2026 Earnings: Record Revenue, Falling Stock
California First to Outlaw Addictive Social Feeds for Under-16s
Oracle's Cloud Boom Collides With a Debt Reckoning
Apple's First Fold, and a New Chief Executive's First Costly Test
Broadcom AI Semiconductor Revenue Surges as Shares Fall
Palo Alto Networks Beats Big, Wall Street Sells Anyway
Dell's Record Quarter Reveals the True Cost of the AI Boom
Inside Anthropic's $35 Billion Bet on NVIDIA's Cloud
Affirm's Fourth-Quarter Profit Rests on a Tax Break
Federal Judge Voids Pentagon's Blacklist on Anthropic
Marvell's Record Quarter Meets a Market Already Convinced
Nvidia's $12.9 Billion Bid for AI's Open-Source Backbone
Okta's Second Act: Profits, Backlog, and the AI Agent Bet
CrowdStrike's Falcon Soars as AI Security Demand Surges
Salesforce's Beat Hides a Story Worth a Closer Look
NVIDIA's Numbers Are Astonishing. Investors Aren't.
Meta's $17 Billion Reckoning Over Teen Safety Design
Alibaba's AI Investment Cycle Tests Investor Patience
Trump Presses Congress as Crypto's Clarity Act Stalls
Marvell Gives Google a $12.2 Billion Option in Chip Deal
Klarna Beats on Profit, Then Trims Its Full-Year Guidance
Cisco Posts Record Fourth Quarter as AI Supercycle Accelerates
Cerebras Grows Faster Than the Market Can Forgive
Supermicro's Profit Beat Cannot Silence Legal Doubts
CoreWeave Revenue Doubles to $2.6 Billion, Backlog Hits $104B
Hims & Hers Posts Record Revenue Amid Mounting Legal Risk