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Anthropic Revenue Climbs 45% to $16.8bn as IPO Draws NearTSMC Q3 Profit Soars 69% as AI Demand Absorbs 2nm CostsA Bug in the Boardroom Tests OpenAI’s Security DefensesMorgan Stanley Q3: Traders and Wealth Carry a Firm BeatBlackRock Q3 Profit Jumps as Assets Hit $15.5 TrillionBank of America’s Record Fine Masks a Sturdier FranchiseASML Posts Record Margin as AI Demand Outruns CapacityWells Fargo Beats on Profit, but Revenue Gap Tests GrowthJPMorgan Q3 Profit Climbs as Equities Surge Offsets FICCGoldman Sachs Q3 Profit Jumps 29% as Stock Traders ShineSpaceX Buys 800 MHz Airwaves to Make Starlink a CarrierOpenAI’s $20 Billion Gap Tests Faith in the AI Build-OutWashington Freezes Microsoft, Adobe Green Card PipelineTrump's AI Accord Puts Self-Policing Ahead of RegulationOura Shelves $2.2 Billion IPO, Choosing Price Over TimingNvidia Moves Agent Safety Into Silicon With New PlatformMeta Shares Surge 11% on Muse AI Ahead of Connect 2026Fed Raises Rates for First Time Since 2023 Under WarshTrump Dismisses AI Industry's Safety Warning as Nvidia Shares FallAdobe Q3 2026 Earnings: Record Revenue, Falling Stock

Dario Amodei, CEO of Anthropic, representing Anthropic Q3 revenue, Claude growth, adjusted profitability, compute economics and the company’s approaching IPO

Anthropic Revenue Climbs 45% to $16.8bn as IPO Draws Near

The Claude developer told investors it turned an adjusted profit for a second straight quarter, giving a nervous AI market its first hard look at a listing pitched near $2 trillion.

Tech IconsOct 15, 2026Artificial IntelligenceCloud InfrastructureEarnings ReportIPO

TSMC Q3 Profit Soars 69% as AI Demand Absorbs 2nm Costs

Record profit and margin expansion above guidance, plus a sold-out order book, signal that AI infrastructure demand still has room to run despite a bruising sector selloff.

Tech IconsOct 15, 2026AI ChipsEarnings ReportEUV LithographySemiconductors

BlackRock Q3 Profit Jumps as Assets Hit $15.5 Trillion

Adjusted EPS rose 38% on $205 billion of net inflows and a 47.8% margin, but a $564 million noncash charge and one-off fees mean the quality of earnings deserves a closer reading.

Tech IconsOct 14, 2026Asset ManagementEarnings ReportETFsPrivate Markets

Bank of America office representing Bank of America Q3 earnings, the $1.2 billion AML fine, stronger net interest income, loan growth and trading performance

Bank of America’s Record Fine Masks a Sturdier Franchise

A $1.2 billion anti-money laundering penalty cut third-quarter profit 17%, yet rising net interest income, broad loan growth and cleaner credit show a franchise still compounding.

Tech IconsOct 14, 2026Consumer BankingEarnings ReportWealth Management

Sam Altman representing OpenAI revenue run rate, the $20 billion gap, AI infrastructure spending, Oracle and CoreWeave exposure, and investor scrutiny of OpenAI growth

OpenAI’s $20 Billion Gap Tests Faith in the AI Build-Out

OpenAI’s revenue run rate, restated to about $50 billion, reflects accounting rather than lost sales. The episode shows how much of the listed AI complex is priced on one private company’s numbers.

Tech IconsOct 9, 2026AI SpendingArtificial IntelligenceCloud ComputingFinancials

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High NA EUV lithography system with two cleanroom engineers at a console, representing ASML Q3 earnings, record gross margin, AI-driven EUV demand and semiconductor capacity constraints

ASML Posts Record Margin as AI Demand Outruns Capacity

Wells Fargo branch representing Wells Fargo Q3 earnings, rising profit, loan and deposit growth, weaker trading revenue, net interest margin pressure and lower capital flexibility

Wells Fargo Beats on Profit, but Revenue Gap Tests Growth

JPMorgan Chase headquarters in New York representing JPMorgan Q3 earnings, rising profit, surging equities trading, weaker FICC revenue, consumer banking strength and lower share buybacks

JPMorgan Q3 Profit Climbs as Equities Surge Offsets FICC

Goldman Sachs sign representing Goldman Sachs Q3 earnings, surging equities revenue, prime brokerage growth, weaker FICC trading and investment banking performance

Goldman Sachs Q3 Profit Jumps 29% as Stock Traders Shine

SpaceX Buys 800 MHz Airwaves to Make Starlink a Carrier

US President Donald Trump, House Speaker Mike Johnson and Nvidia CEO Jensen Huang after a White House AI meeting on Trump’s AI accord, self-regulation, AI safety and federal oversight

Trump's AI Accord Puts Self-Policing Ahead of Regulation

Artificial Intelligence

A Bug in the Boardroom Tests OpenAI’s Security Defenses

Hand holding a TRISO-X fuel particle representing X-energy, advanced nuclear fuel, Project Prometheus and AI-powered reactor development.

X-energy Trades Reactor Data for a Prometheus Board Seat

Oracle headquarters building illustrating Oracle Q1 2027 earnings, cloud infrastructure revenue growth, AI infrastructure spending, rising debt pressure and the outlook for Oracle stock

Oracle's Cloud Boom Collides With a Debt Reckoning

Enterprise & Cloud

Donald Trump meets crypto industry leaders at the White House as the administration pushes the CLARITY Act and broader US crypto market structure legislation.

Trump Presses Congress as Crypto's Clarity Act Stalls

Oura Ring product representing Oura valuation, IPO pricing, Nasdaq listing plans, investor demand and the smart ring maker’s decision to postpone its offering

Oura Shelves $2.2 Billion IPO, Choosing Price Over Timing

Meta CEO Mark Zuckerberg testifies before the Senate in 2024, pictured as Meta faces a $17 billion teen safety settlement involving Facebook, Instagram, child safety and youth social media protections

Meta's $17 Billion Reckoning Over Teen Safety Design

Rocket Lab Electron launch during record 2025 revenue growth

Rocket Lab's Record Quarter Meets a Costly Reckoning

Nvidia headquarters building representing Nvidia AI agent safety, OpenShell, BlueField-4, hardware-enforced AI security, autonomous AI agents and cybersecurity infrastructure

Nvidia Moves Agent Safety Into Silicon With New Platform

Prediction Markets Promised to Price Reality. Now Comes the Bill.

Kalshi and Polymarket turned election odds and wartime wagers into a $20 billion business before Washington had decided what they were — and that ambiguity is now their greatest liability.

Chris Stokel-WalkerMay 8, 2026Algorithmic TradingPrediction MarketsTrading Platforms

Two men — one older, one younger — face each other under blue light, symbolizing the architect of a system in dialogue with his own creation.

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

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Renaissance painting depicting a banker counting coins beside his wife, symbolizing wealth, morality, and the origins of financial culture—echoing today’s digital banking revolution.

How Challenger Banks Are Redefining the Future of Global Finance

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Britain’s overlooked deep tech ecosystem is coming into focus—from AI infrastructure and quantum computing to robotics, advanced materials, and battery innovation.

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

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Golden eagle symbolizing sovereign wealth and strategic power in global tech investments

States of Power: Sovereign Capital and the New Technological Order

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Jerome Powell and Christine Lagarde face public backlash as central bankers struggle to explain monetary policy in a post-trust world.

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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Statue of Liberty standing over rubble with a red binary dollar symbol behind her, rendered in a digital noir style as AI and cloud reshape finance.

Global Banks Deepen Reliance on Tech as AI Reshapes Finance

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The rare phenomenon of identical twins building billion-dollar tech empires — and why their difference is their strength.

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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Close-up of a masked figure in a black balaclava with a hostile gaze.

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

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API Wars Have Been Declared

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Dario Amodei, CEO of Anthropic, representing Anthropic Q3 revenue, Claude growth, adjusted profitability, compute economics and the company’s approaching IPO

Anthropic Revenue Climbs 45% to $16.8bn as IPO Draws Near

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TSMC Q3 Profit Soars 69% as AI Demand Absorbs 2nm Costs

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Interior of a Morgan Stanley office representing Morgan Stanley Q3 earnings, record wealth management revenue, surging equity trading, softer underwriting and fixed income performance

Morgan Stanley Q3: Traders and Wealth Carry a Firm Beat

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BlackRock Q3 Profit Jumps as Assets Hit $15.5 Trillion

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Bank of America office representing Bank of America Q3 earnings, the $1.2 billion AML fine, stronger net interest income, loan growth and trading performance

Bank of America’s Record Fine Masks a Sturdier Franchise

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High NA EUV lithography system with two cleanroom engineers at a console, representing ASML Q3 earnings, record gross margin, AI-driven EUV demand and semiconductor capacity constraints

ASML Posts Record Margin as AI Demand Outruns Capacity

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Wells Fargo branch representing Wells Fargo Q3 earnings, rising profit, loan and deposit growth, weaker trading revenue, net interest margin pressure and lower capital flexibility

Wells Fargo Beats on Profit, but Revenue Gap Tests Growth

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JPMorgan Chase headquarters in New York representing JPMorgan Q3 earnings, rising profit, surging equities trading, weaker FICC revenue, consumer banking strength and lower share buybacks

JPMorgan Q3 Profit Climbs as Equities Surge Offsets FICC

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Goldman Sachs sign representing Goldman Sachs Q3 earnings, surging equities revenue, prime brokerage growth, weaker FICC trading and investment banking performance

Goldman Sachs Q3 Profit Jumps 29% as Stock Traders Shine

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SpaceX Buys 800 MHz Airwaves to Make Starlink a Carrier

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Sam Altman representing OpenAI revenue run rate, the $20 billion gap, AI infrastructure spending, Oracle and CoreWeave exposure, and investor scrutiny of OpenAI growth

OpenAI’s $20 Billion Gap Tests Faith in the AI Build-Out

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JD Vance and US officials at a press conference announcing the Microsoft Adobe PERM suspension, green card filing freeze and tighter Big Tech immigration enforcement

Washington Freezes Microsoft, Adobe Green Card Pipeline

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Meta Shares Surge 11% on Muse AI Ahead of Connect 2026

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Federal Reserve Chair Kevin Warsh announcing the Fed rate hike 2026 as interest rates rose to 3.75%-4.00% amid persistent US inflation, energy costs and tighter monetary policy

Fed Raises Rates for First Time Since 2023 Under Warsh

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President Donald Trump responding to Dario Amodei's AI slowdown call, dismissing frontier AI safety concerns as a hoax amid debate over AI regulation and Nvidia stock

Trump Dismisses AI Industry's Safety Warning as Nvidia Shares Fall

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Adobe Q3 2026 Earnings: Record Revenue, Falling Stock

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California Governor Gavin Newsom, who signed California AB 1709 targeting addictive social media feeds, algorithmic feeds, autoplay and online safety for users under 16

California First to Outlaw Addictive Social Feeds for Under-16s

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Apple's First Fold, and a New Chief Executive's First Costly Test

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Broadcom AI Semiconductor Revenue Surges as Shares Fall

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Hand using a computer keyboard illustrating Palo Alto Networks cybersecurity, enterprise security, cyber defense and AI-powered threat protection

Palo Alto Networks Beats Big, Wall Street Sells Anyway

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Dell PowerRack system inside a data center representing Dell AI infrastructure, AI-optimized servers, enterprise AI computing and growing demand for data center infrastructure

Dell's Record Quarter Reveals the True Cost of the AI Boom

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Magnificent 7

Claude displayed on a mobile phone as Anthropic's $35 billion Nvidia cloud deal with Lambda expands Claude AI infrastructure, cloud computing and AI compute capacity

Inside Anthropic's $35 Billion Bet on NVIDIA's Cloud

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Affirm app checkout process on mobile showing the digital payment experience and buy now, pay later financing options available to consumers through Affirm

Affirm's Fourth-Quarter Profit Rests on a Tax Break

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Marvell's Record Quarter Meets a Market Already Convinced

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Nvidia's $12.9 Billion Bid for AI's Open-Source Backbone

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Okta's Second Act: Profits, Backlog, and the AI Agent Bet

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CrowdStrike Falcon branding representing CrowdStrike AI security, AI-powered cybersecurity, enterprise threat detection and the expanding Falcon security platform

CrowdStrike's Falcon Soars as AI Security Demand Surges

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Sydney Salesforce Tower headquarters representing Salesforce AI growth as Agentforce, Data 360, enterprise AI and the Anthropic partnership drive its expanding AI business

Salesforce's Beat Hides a Story Worth a Closer Look

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NVIDIA Rubin Platform for next-generation AI infrastructure and accelerated computing, designed to power large-scale AI models, inference workloads and advanced data center system, as NVIDIA reports Q2 2027 Earnings

NVIDIA's Numbers Are Astonishing. Investors Aren't.

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Alibaba headquarters as the Chinese technology group accelerates Alibaba AI investment, expands AI Cloud infrastructure and scales its artificial intelligence business

Alibaba's AI Investment Cycle Tests Investor Patience

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Screens displaying Klarna logos during the company's IPO and stock market debut, illustrating Klarna's transition from a private fintech company to a publicly traded business. The image accompanies coverage of Klarna's earnings, profitability, revised full-year guidance, executive departures, and U.S. banking expansion.

Klarna Beats on Profit, Then Trims Its Full-Year Guidance

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Cisco Posts Record Fourth Quarter as AI Supercycle Accelerates

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Cerebras Grows Faster Than the Market Can Forgive

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Supermicro's Profit Beat Cannot Silence Legal Doubts

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CoreWeave AI infrastructure powering high-performance cloud computing and artificial intelligence workloads as revenue doubles and backlog reaches $104 billion

CoreWeave Revenue Doubles to $2.6 Billion, Backlog Hits $104B

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Jensen Huang, Nvidia CEO, as Nvidia expands its role in AI infrastructure financing through partnerships with six major asset managers aimed at mobilizing more than $500 billion in capital for AI compute, data centers and next-generation infrastructure.

Nvidia Turns Its GPUs Into a $500 Billion Asset Class

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Pete Hegseth amid the Anthropic Pentagon blacklist dispute, after a federal judge ruled the Defense Department’s supply chain risk designation against Anthropic unlawful

Federal Judge Voids Pentagon's Blacklist on Anthropic

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Marvell Gives Google a $12.2 Billion Option in Chip Deal

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Hims & Hers Health Q2 2026 earnings and financial results, showing the company amid record revenue growth, international expansion following the Eucalyptus acquisition, weight loss and GLP-1 business changes, and mounting legal and regulatory risk from the FTC privacy lawsuit.

Hims & Hers Posts Record Revenue Amid Mounting Legal Risk

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Mark Zuckerberg leaving court during a Meta legal case, illustrating ongoing regulatory scrutiny as Meta faces the New Mexico child safety lawsuit and a $567 million youth abatement order over Instagram and Facebook safety measures.

Meta Ordered to Pay $567 Million in Landmark Child Safety Case

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Airbnb property illustrating Airbnb Q2 2026 earnings, revenue growth, AI-driven platform improvements, stronger EBITDA margins and higher full-year guidance

Airbnb Q2 2026: Revenue Jumps 17% as AI Cuts Support Costs

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SoftBank Group's Record NAV Hides a Harder Earnings Story

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Square payment hardware displayed as Block reported Q2 earnings, highlighting Cash App growth, Square payment volume (GPV), stronger Block financial results, higher gross profit, bitcoin revenue performance and raised full-year guidance.

Block's Record Quarter Meets an Unconvinced Wall Street

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Eli Lilly pharmaceutical research laboratory representing the company's GLP-1 innovation, obesity drug development, Mounjaro, Zepbound, Foundayo and second-quarter earnings growth.

Eli Lilly's Quarter Confirms Who Is Winning Obesity Care

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Uber corporate branding on the building representing the company's mobility and delivery platform following strong Q2 earnings, record Gross Bookings, Delivery Hero acquisition plans and continued investment in autonomous vehicle technology.

Uber's Momentum Collides With a Market Short on Patience

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Novo Nordisk research and development laboratory with scientists working on pharmaceutical innovation, drug discovery and clinical research related to obesity treatments, Wegovy development and future therapies.

Novo Nordisk's Profit Beat Cannot Settle Investor Doubts

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Colorful houses in Tórshavn, Faroe Islands, representing global travel destinations, AI-driven savings, Booking Holdings travel experiences, online tourism platforms, vacation planning and growing demand for unique destinations around the world.

Booking Holdings Turns a Rocky Quarter Into a Clean Beat

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AMD's Nearly Perfect Quarter Meets an Unforgiving Market

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SpaceX Starship launching during a test flight, illustrating SpaceX Q2 earnings, revenue growth, Starlink expansion, AI spending, capital investment, SpaceX financial results and the company's long-term space strategy.

SpaceX Revenue Soars 92%, but Investors Balk at AI Costs

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Palantir's Blowout Quarter Reshapes the AI Trade Narrative

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Snap's Costly Restructuring Finally Pays Off in Hard Numbers

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Anthropic's Claude Breached Three Firms in Cyber Tests

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Scientist holding a laboratory test tube during pharmaceutical research at Novo Nordisk, illustrating Ziltivekimab, ZEUS trial, IL-6 inhibitor research, cardiovascular inflammation therapy, heart disease treatment and clinical drug development.

Novo Nordisk's Ziltivekimab Fails Pivotal Heart Trial

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Reddit's Profit Soars, but Investors Demand More Trust

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Coinbase crypto platform interface showing digital asset trading, subscription revenue growth, market share expansion and cryptocurrency ecosystem

Coinbase Q2 Earnings Reveal Crypto Diversification Challenge

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Roblox's Revenue Climbs 36% as Bookings Growth Stalls Sharply

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Amazon office building representing Amazon AWS growth, AI investment strategy, cloud business expansion, Anthropic gains, and rising infrastructure costs affecting cash flow.

Amazon's Cloud Business Reaccelerates as AI Bet Pays Off

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Apple Beats Wall Street, But Guidance Rattles Investors

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Ferrari HC25 Formula 1 car representing Ferrari raises guidance after Ferrari earnings 2026, Ferrari Q2 results and Ferrari revenue growth driven by personalization.

Ferrari Raises 2026 Outlook on Richer Mix, Slimmer Volumes

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L3Harris Red Wolf missile system as L3Harris earnings highlight record backlog, stronger revenue, raised guidance and expanding defense technology programs.

L3Harris Beats and Raises as Backlog Hits Record $42B

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Vertiv headquarters (HQ) building, representing Vertiv Q2 2026 earnings, Vertiv AI infrastructure expansion, data center infrastructure growth, revenue miss, and Vertiv financial results.

Vertiv's AI Infrastructure Boom Collides With a Revenue Stumble

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Robinhood trading app interface displayed on a smartphone showing the fintech investment platform after Robinhood Q2 earnings report, record revenue growth, rising customer deposits and stock market reaction

Robinhood Q2 Earnings: Record Revenue Meets Market Doubt

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Arm Holdings AI chip demand illustrated by the Arm AGI CPU chip, showing the company's AI semiconductor expansion, AGI processor development, data center growth strategy, and next-generation artificial intelligence technology as Arm moves beyond traditional chip licensing.

Arm's Record Quarter Cannot Quiet Wall Street's Doubts

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Qualcomm Earnings Beat as Apple Modem Retreat Hits Stock

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Microsoft's Q4 Growth Is Real. So Is Its Spending Bill.

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Meta headquarters in Menlo Park illustrating Meta Q2 earnings, advertising revenue growth, AI spending, quarterly financial results and Meta stock performance.

Meta's Ad Engine Roars While AI Spending Erodes Profit

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