Top Stories

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

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Robinhood’s Record Quarter Exposes the Price of Diversification

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

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

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

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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

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

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

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

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Robinhood’s Record Quarter Exposes the Price of Diversification

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

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

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

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

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

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

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

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

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

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

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Meta Beats on Revenue as AI Spending Turns Cash Negative

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AT&T Wins on Fiber, but Investors Want Proof in Wireless

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Netflix Q3: Profits Climb as Ad Delay Tests Investors

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SpaceX Q3 Profit Hits $4.4 Billion as AI Revenue Surges

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GE Aerospace Lifts Outlook Again as Q3 Orders Surge 49%

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RTX Raises 2026 Outlook as Order Book Hits $340 Billion

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Northrop Grumman’s Record Backlog Meets a Skeptical Market

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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 logo representing TSMC Q3 earnings, record profit, AI-driven semiconductor demand, 2nm production growth, strong gross margin and fourth-quarter guidance

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 logo on an office wall representing BlackRock Q3 earnings, record assets under management, rising profit, private markets growth and stronger fee revenue

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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Mobile phone displaying the SpaceX logo, representing the SpaceX spectrum deal, Starlink Mobile, 800 MHz low-band spectrum, direct-to-device service and U.S. wireless competition

SpaceX Buys 800 MHz Airwaves to Make Starlink a Carrier

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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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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

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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

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Meta logo representing Meta Muse AI, Meta stock surge, Meta Connect 2026, AI agents, Wall Street upgrades and Meta’s artificial intelligence strategy

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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