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TSMC Posts Record Quarter as AI Demand Defies Gravity

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BNY Mellon Posts Record Revenue in Strong Q1 2026

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Morgan Stanley Posts Record Quarter With $20.6B Revenue

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Bank of America Posts $8.6B Profit in Strong Q1 2026

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ASML Raises 2026 Outlook as AI Lifts Lithography Demand

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Spotlight Feature

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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

Kevin Warsh Faces Senate Test on Fed Independence

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Jeff Bezos Builds the AI Lab That Industry Cannot Ignore

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GE Aerospace Posts Strong Q1 as Backlog Tops $170 Billion

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JPMorgan Extends $1.5 Trillion Security Initiative to Europe

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Amazon Doubles Down on Anthropic With $25B Investment

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Tim Cook Steps Back as Apple Names John Ternus CEO

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How USA Rare Earth Is Building the West's Rare Earth Stack

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OpenAI Leadership Changes Signal a Fundamental Strategic Shift

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White House Moves to Give Federal Agencies Access to Mythos AI

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Netflix Posts Strong Q1 but Guidance Disappoints Wall Street

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Snap Cuts 1,000 Jobs as AI Reshapes Its Global Workforce

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TSMC Posts Record Quarter as AI Demand Defies Gravity

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BNY Mellon Posts Record Revenue in Strong Q1 2026

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S&P 500 and Nasdaq Hit Records as Bank Earnings Impress

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Morgan Stanley Posts Record Quarter With $20.6B Revenue

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Bank of America Posts $8.6B Profit in Strong Q1 2026

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ASML Raises 2026 Outlook as AI Lifts Lithography Demand

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Amazon Acquires Globalstar in $11.6 Billion Satellite Deal

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Citigroup Q1 Earnings Show Growth as Restructuring Delivers

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Wells Fargo Posts Strong Q1 as Balance Sheet Expands

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JPMorgan's Q1 Results Confirm Its Structural Edge

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Market Pulse

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Stocks to Watch

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Capital Markets

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BlackRock Q1 inflows earnings AUM growth ETF inflows asset management revenue growth BlackRock financial results iShares inflows platform expansion

BlackRock Q1 Inflows Hit Record as Earnings and AUM Expand

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Goldman Sachs Q1 earnings results trading revenue investment banking financial results Goldman Sachs earnings report quarterly performance

Goldman Sachs Posts Record Equities Revenue in Q1 Beat

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TSMC AI chip revenue Q1 2026 strong AI chip demand CoWoS packaging constraints advanced node growth semiconductor leadership TSMC AI infrastructure expansion

TSMC Q1 Revenue Beat Reinforces AI Chip Dominance

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Elon Musk Musk Altman trial OpenAI governance lawsuit nonprofit dispute AI governance case restructuring control

Musk v. Altman: The Trial That Will Define AI Governance

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Jamie Dimon JPMorgan Dimon letter outlining stagflation risk, macro risks, policy reform and economic outlook as JPMorgan reports record results and strong financial performance

Jamie Dimon Warns of Structural Risk as Markets Stay Complacent

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Sam Altman OpenAI CEO during the $122 billion funding round as OpenAI scales AI infrastructure investment and platform growth at an $852 billion valuation

OpenAI Closes $122 Billion Round at $852 Billion Valuation

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NVLink Fusion NVIDIA data center infrastructure as NVIDIA and Marvell build AI infrastructure linking custom silicon through high-bandwidth interconnect

NVIDIA and Marvell Forge a $2 Billion AI Infrastructure Alliance

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Jerome Powell Federal Reserve chair as Powell Fed policy signals patience amid oil inflation near $115 and rising private credit risks

Jerome Powell Holds Fire as Oil Shock Tests the Fed's Nerve

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New York Stock Exchange as US markets outlook shifts amid energy shock, private credit stress and tech liability in Q1 2026

US Markets Hit by Energy Shock, Credit Stress and Tech Liability

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Pentagon building as Anthropic Pentagon ruling blocks US action and reshapes AI policy and executive power over defense AI

Court Blocks Pentagon Action Against Anthropic in AI Power Dispute

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Meta platform liability highlighted by jury verdict under state law, showing child safety failures and platform accountability risks

Meta Ordered to Pay $375 Million in Landmark Child Safety Case

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private credit redemptions as Ares Strategic Income Fund triggers redemption gates, testing liquidity limits in retail private credit markets

When the Gate Comes Down: Private Credit's Retail Reckoning

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Revolut profit growth as global banking expansion accelerates, highlighting fintech profitability and digital banking scale

Revolut Posts £1.7B Profit as Global Banking Push Begins

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Apollo Global Management signage representing private credit liquidity as fund redemptions exceed limits in retail private credit markets

Apollo Tests the Limits of Private Credit's Retail Experiment

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Larry Fink discusses expanding market access and capital markets access to reduce inequality and increase investment participation

Larry Fink Bets Capital Markets Can Fix Inequality

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