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Eli Lilly Posts 56% Revenue Surge as Incretin Empire ExpandsVW Group Posts Resilient Q1 Amid Mounting Reform PressureQualcomm Posts Record Quarter Despite Chip HeadwindsMeta Posts 33% Revenue Surge While Doubling Down on AIAlphabet's Full-Stack AI Play Produces a Landmark QuarterMicrosoft Cloud and AI Revenue Hits $54.5 BillionAmazon Q1 2026 Shows AWS Reaccelerating on AI DemandFed Holds Rates as Inflation and Middle East Risks Cloud PathBooking Holdings Posts Solid Q1 Despite Travel HeadwindsRobinhood Posts $1.07B Revenue as Platform ExpandsMercedes-Benz Holds Steady Through Its Biggest Product BetAirbus Holds Course as Supply Constraints Cloud Q1 ResultsOPEC Loses the UAE in Its Most Damaging Split in YearsNovartis Q1 2026 Earnings Show Growth Beyond Patent CliffVerizon Q1 2026 Earnings Show Margin and Growth ShiftBeijing Blocks Meta's Manus Bid as AI Sovereignty War WidensGoogle Backs Anthropic With Up to $40 Billion in New CapitalFederal Reserve Independence Survives Its Most Serious TestSAP Cloud Growth Accelerates as Transition MaturesIntel Beats Q1 Estimates as AI Demand Reshapes Its Core

Jerome Powell, Chair of the Federal Reserve, speaking at a public event, as the Fed rate decision April 2026 keeps US interest rates unchanged, reflecting inflation risks, energy prices and the evolving Federal Reserve policy outlook

Fed Holds Rates as Inflation and Middle East Risks Cloud Path

The Federal Reserve kept its benchmark rate unchanged at 3.5-3.75% on April 29, as elevated energy prices, geopolitical uncertainty, and a fractured committee vote signal a prolonged pause.

Tech IconsApr 29, 2026Interest RatesMonetary PolicyUS Economy

Amazon Q1 2026 Shows AWS Reaccelerating on AI Demand

Amazon's first-quarter results show AWS growing at its fastest pace in 15 quarters, with AI infrastructure, custom silicon, and enterprise cloud driving a structural rerating of the business.

Tech IconsApr 29, 2026AI InfrastructureCloud ComputingData Centers

Sundar Pichai, CEO of Google, speaking at a public event, as Alphabet’s business spans Google Cloud growth, advertising revenue and artificial intelligence investment driving AI infrastructure and earnings performance

Alphabet's Full-Stack AI Play Produces a Landmark Quarter

Record revenues, a surging Cloud unit, and 81% net income growth signal that Alphabet's full-stack AI strategy is delivering measurable commercial returns ahead of expectations.

Tech IconsApr 29, 2026AI InfrastructureCloud ComputingData Centers

Meta Posts 33% Revenue Surge While Doubling Down on AI

Meta posted $56.3 billion in Q1 revenue, up 33%, while raising its full-year capex ceiling to $145 billion as Zuckerberg bets the company's future on artificial intelligence.

Tech IconsApr 29, 2026AI InfrastructureData CentersDigital Advertising

Microsoft Cloud and AI Revenue Hits $54.5 Billion

Azure's 40% growth and a $627 billion commercial backlog signal deepening enterprise conviction in Microsoft's AI platform strategy, even as capex intensity draws investor scrutiny.

Tech IconsApr 29, 2026AI InfrastructureBig TechCloud Computing

Top Stories

Booking Q1 2026 earnings revenue 5.53B room nights growth EBITDA margin expansion AI strategy travel demand

Booking Holdings Posts Solid Q1 Despite Travel Headwinds

Robinhood Q1 2026 earnings report showing $1.07 billion revenue, platform growth to $307 billion assets, Gold subscribers increase and expansion strategy amid crypto revenue decline

Robinhood Posts $1.07B Revenue as Platform Expands

Mercedes Benz Q1 2026 earnings show Mercedes Benz sales decline, Mercedes Benz China sales pressure, Mercedes Benz EV growth and Mercedes Benz top end vehicles strength across Mercedes Benz financial results, Mercedes revenue and EBIT, Mercedes global sales, Mercedes China market, Mercedes electric vehicles, Mercedes luxury segment, Mercedes earnings report 2026 and Mercedes growth strategy

Mercedes-Benz Holds Steady Through Its Biggest Product Bet

Airbus Q1 2026 earnings show Airbus deliveries decline, Airbus backlog growth, Airbus A320neo production constraints, Airbus defence growth and Airbus supply chain issues across Airbus financial results, Airbus revenue decline, Airbus aircraft deliveries, Airbus order book, Airbus engine shortages, Airbus defence division, Airbus production constraints and Airbus growth outlook

Airbus Holds Course as Supply Constraints Cloud Q1 Results

Novartis Q1 2026 earnings show Novartis Kisqali growth, Novartis Pluvicto sales, Novartis Entresto decline and Novartis pharma growth across Novartis drug portfolio, Novartis financial results, Novartis revenue and growth, Novartis oncology drugs, Novartis patent expiry impact, Novartis growth brands, Novartis drug sales growth and Novartis pharma strategy

Novartis Q1 2026 Earnings Show Growth Beyond Patent Cliff

Google Anthropic investment shows Alphabet AI strategy as Google invests in Anthropic through funding, valuation and cloud AI partnership driving enterprise AI growth, Claude adoption, revenue growth, compute deal and broader AI infrastructure investment

Google Backs Anthropic With Up to $40 Billion in New Capital

Artificial Intelligence

Databricks Expands Into Cybersecurity with Lakewatch

UAE OPEC exit shows UAE leaves OPEC reshaping OPEC oil market through ADNOC production growth, global oil supply shifts, oil market disruption, OPEC+ fragmentation, Saudi OPEC leadership pressure, UAE oil strategy, OPEC supply control, ADNOC expansion plan, oil price volatility, OPEC cartel decline, Middle East oil market and oil production strategy

OPEC Loses the UAE in Its Most Damaging Split in Years

CoreWeave AI infrastructure Meta deal AI compute GPU cloud growth hyperscale data center infrastructure CoreWeave AI deals expansion

CoreWeave Locks In Meta and Anthropic in Back-to-Back Deals

Enterprise & Cloud

Scott Bessent Trump Accounts program US Treasury as Trump Accounts savings system launches with BNY Mellon and Robinhood for newborn savings accounts policy and public private capital model

BNY Mellon and Robinhood to Power Trump Accounts Program

OpenAI pharmaceutical partnership Novo Nordisk AI drug discovery healthcare AI digital transformation Novo Nordisk OpenAI alliance AI strategy

Novo Nordisk and OpenAI Join Forces to Reshape Drug Discovery

Reed Hastings Netflix founder exit as he steps down from board after 29 years leading company into global streaming platform

Netflix Founder Reed Hastings to Exit Board After 29 Years

Tesla Q1 earnings highlight Tesla deliveries, Tesla margins and Tesla automotive revenue as Tesla AI strategy, Tesla robotaxi and Tesla energy storage drive future growth and free cash flow outlook

Tesla Q1 Profit Recovery Sharpens Focus on Autonomous Future

Google TPU 8 chips powering agentic AI workloads and Google Cloud AI infrastructure with custom silicon architecture

Google's New TPU Chips Bet Big on the Agentic AI Era

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

As companies stay private longer and AI demands surge, venture capitalists are reimagining their entire business model—creating new ways to cash out while betting everything on one technology.

Peter CoyNov 7, 2025AI InfrastructureCapital StrategiesVenture Capital

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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Eli Lilly Q1 2026 results reflecting tirzepatide sales surge, Mounjaro and Zepbound growth, and expanding GLP-1 drug market demand

Eli Lilly Posts 56% Revenue Surge as Incretin Empire Expands

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Lamborghini supercar representing Volkswagen Q1 2026 earnings, highlighting premium segment performance, operating cash flow recovery and ongoing transformation strategy across the Volkswagen Group’s automotive portfolio

VW Group Posts Resilient Q1 Amid Mounting Reform Pressure

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Qualcomm Posts Record Quarter Despite Chip Headwinds

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Meta Posts 33% Revenue Surge While Doubling Down on AI

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Sundar Pichai, CEO of Google, speaking at a public event, as Alphabet’s business spans Google Cloud growth, advertising revenue and artificial intelligence investment driving AI infrastructure and earnings performance

Alphabet's Full-Stack AI Play Produces a Landmark Quarter

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Microsoft Cloud and AI Revenue Hits $54.5 Billion

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Amazon Q1 2026 Shows AWS Reaccelerating on AI Demand

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Jerome Powell, Chair of the Federal Reserve, speaking at a public event, as the Fed rate decision April 2026 keeps US interest rates unchanged, reflecting inflation risks, energy prices and the evolving Federal Reserve policy outlook

Fed Holds Rates as Inflation and Middle East Risks Cloud Path

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Booking Q1 2026 earnings revenue 5.53B room nights growth EBITDA margin expansion AI strategy travel demand

Booking Holdings Posts Solid Q1 Despite Travel Headwinds

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Robinhood Q1 2026 earnings report showing $1.07 billion revenue, platform growth to $307 billion assets, Gold subscribers increase and expansion strategy amid crypto revenue decline

Robinhood Posts $1.07B Revenue as Platform Expands

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Mercedes Benz Q1 2026 earnings show Mercedes Benz sales decline, Mercedes Benz China sales pressure, Mercedes Benz EV growth and Mercedes Benz top end vehicles strength across Mercedes Benz financial results, Mercedes revenue and EBIT, Mercedes global sales, Mercedes China market, Mercedes electric vehicles, Mercedes luxury segment, Mercedes earnings report 2026 and Mercedes growth strategy

Mercedes-Benz Holds Steady Through Its Biggest Product Bet

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Airbus Q1 2026 earnings show Airbus deliveries decline, Airbus backlog growth, Airbus A320neo production constraints, Airbus defence growth and Airbus supply chain issues across Airbus financial results, Airbus revenue decline, Airbus aircraft deliveries, Airbus order book, Airbus engine shortages, Airbus defence division, Airbus production constraints and Airbus growth outlook

Airbus Holds Course as Supply Constraints Cloud Q1 Results

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Novartis Q1 2026 earnings show Novartis Kisqali growth, Novartis Pluvicto sales, Novartis Entresto decline and Novartis pharma growth across Novartis drug portfolio, Novartis financial results, Novartis revenue and growth, Novartis oncology drugs, Novartis patent expiry impact, Novartis growth brands, Novartis drug sales growth and Novartis pharma strategy

Novartis Q1 2026 Earnings Show Growth Beyond Patent Cliff

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Verizon Q1 2026 earnings show Verizon EBITDA growth, Verizon postpaid growth, Verizon broadband growth and Verizon Frontier acquisition within Verizon 5G strategy, Verizon financial results, Verizon revenue and EBITDA, Verizon subscriber growth, Verizon fiber expansion, Verizon AI network efficiency and Verizon growth strategy

Verizon Q1 2026 Earnings Show Margin and Growth Shift

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Tao Chang Manus co-founder during Meta Manus deal highlights Meta AI acquisition and cross border AI deal under China AI regulation and AI geopolitical risk

Beijing Blocks Meta's Manus Bid as AI Sovereignty War Widens

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Powell DOJ probe dropped as Federal Reserve independence debate, Jerome Powell investigation, Fed chair probe, Warsh confirmation and Fed leadership transition highlight DOJ Federal Reserve case, central bank independence and policy independence

Federal Reserve Independence Survives Its Most Serious Test

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SAP Q1 2026 earnings show cloud revenue growth and cloud transformation as ERP cloud, Business AI, cloud backlog and revenue growth highlight quarterly results, enterprise software transition, AI strategy, subscription model and financial performance in digital transformation

SAP Cloud Growth Accelerates as Transition Matures

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Intel Q1 2026 earnings beat shows AI strategy and AI demand driving data center revenue growth, Xeon AI performance, Foundry growth and semiconductor recovery as quarterly results highlight AI infrastructure, partnerships, chip demand, revenue growth and turnaround

Intel Beats Q1 Estimates as AI Demand Reshapes Its Core

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Meta layoffs AI strategy with job cuts, workforce reduction and restructuring in 2026 as cost cutting, headcount reduction and efficiency program fund capital spending, AI infrastructure, Superintelligence Labs and broader AI investment strategy and AI pivot across big tech

Meta Chooses Compute Over Headcount in Its Biggest AI Bet

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American Express Q1 2026 earnings highlight the premium model as revenue growth, credit quality, consumer spending resilience and margins are tested, with Amex financial performance, credit metrics, affluent consumers behaviour, profitability, capital returns and earnings forecast shaping the outlook for American Express dividend and premium strategy

American Express Q1 2026: Premium Model Under the Lens

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Boeing Q1 2026 earnings reflect recovery with strong backlog growth, rising aircraft deliveries and improving cash flow across aerospace operations

Boeing's Recovery Takes Flight as Backlog Hits $695 Billion

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Market Pulse

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Stocks to Watch

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Magnificent 7

AT&T Q1 2026 earnings reflect strong fiber growth and connectivity strategy as the company expands broadband and 5G services

AT&T Q1 2026 Earnings Show Fiber Growth Accelerating

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Kevin Warsh testifies at his Fed hearing before the Senate Banking Committee, outlining an inflation-focused approach and defending Fed independence

Kevin Warsh Faces Senate Test on Fed Independence

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Jeff Bezos Prometheus physical AI investment showing industrial AI systems robotics manufacturing models and large scale funding for physical world AI development

Jeff Bezos Builds the AI Lab That Industry Cannot Ignore

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GE Aerospace Q1 2026 earnings showing strong backlog growth above $170 billion with rising orders revenue and services demand across commercial aviation and defense

GE Aerospace Posts Strong Q1 as Backlog Tops $170 Billion

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JPMorgan security initiative Europe expansion showing strategic investment in defense energy and critical minerals for supply chain security

JPMorgan Extends $1.5 Trillion Security Initiative to Europe

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Amazon Anthropic deal showing Amazon AI investment and AWS AI partnership building large scale AI infrastructure and compute capacity

Amazon Doubles Down on Anthropic With $25B Investment

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USA Rare Earth deal Serra Verde deal rare earth acquisition creating non China rare earth supply chain and vertically integrated rare earth production platform

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

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Netflix Q1 earnings results showing revenue growth and advertising expansion as Netflix reports quarterly financial results and strengthens profitability

Netflix Posts Strong Q1 but Guidance Disappoints Wall Street

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TSMC Q1 earnings results showing record revenue growth driven by AI demand with advanced semiconductor manufacturing and 2nm production ramp

TSMC Posts Record Quarter as AI Demand Defies Gravity

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BNY Mellon Q1 earnings results with record revenue of $5.41 billion and strong profit growth as BNY Mellon reports quarterly financial results under CEO Robin Vince

BNY Mellon Posts Record Revenue in Strong Q1 2026

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S&P 500 records Nasdaq record high US stock market rally bank earnings boost markets stock market records US equities surge new highs

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

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Morgan Stanley earnings strong Q1 results MS earnings record revenue $20.6B Morgan Stanley profit wealth management growth trading revenue performance

Morgan Stanley Posts Record Quarter With $20.6B Revenue

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Bank of America Q1 2026 earnings Bank of America profit 2026 BAC earnings report net income $8.6B wealth management growth capital markets revenue

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

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ASML AI lithography demand EUV systems semiconductor equipment AI chip manufacturing demand ASML 2026 outlook EUV lithography growth semiconductor equipment orders

ASML Raises 2026 Outlook as AI Lifts Lithography Demand

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Amazon Globalstar deal Amazon satellite acquisition Amazon Leo satellite network direct to device satellite connectivity LEO satellite infrastructure Amazon space infrastructure

Amazon Acquires Globalstar in $11.6 Billion Satellite Deal

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Apple CEO transition Tim Cook steps back Apple leadership change showing Tim Cook as Apple executive chairman during Apple succession

Tim Cook Steps Back as Apple Names John Ternus CEO

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Sam Altman OpenAI leadership changes as company shifts strategy toward enterprise platform amid executive departures and organisational transition

OpenAI Leadership Changes Signal a Fundamental Strategic Shift

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White House prepares Anthropic Mythos AI deployment across federal agencies as government expands AI use in national security and cybersecurity

White House Moves to Give Federal Agencies Access to Mythos AI

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Snap layoffs announcement showing CEO Evan Spiegel leading AI pivot as Snap cuts workforce and restructures operations to improve profitability

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

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Oracle Bloom Energy deal AI power infrastructure data center electricity distributed power fuel cells Oracle energy infrastructure AI infrastructure growth

Oracle Bloom Energy Deal Signals Shift to AI Power Infrastructure

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Citigroup Q1 earnings revenue growth net income RoTCE restructuring financial results Citigroup earnings results quarterly performance Citi revenue growth

Citigroup Q1 Earnings Show Growth as Restructuring Delivers

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Wells Fargo Q1 earnings net income loan growth deposit growth balance sheet strength financial results Wells Fargo earnings results quarterly performance

Wells Fargo Posts Strong Q1 as Balance Sheet Expands

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JPMorgan Q1 earnings net income markets revenue financial results capital strength JPMorgan earnings results quarterly earnings balance sheet advantage

JPMorgan's Q1 Results Confirm Its Structural Edge

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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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OpenAI $852B valuation Sam Altman investor concerns enterprise pivot growth valuation secondary market discounts OpenAI valuation scrutiny

OpenAI's $852 Billion Price Tag Unnerves Its Own Backers

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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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Broadcom AI infrastructure Google TPU deal custom silicon AI networking hyperscaler compute Broadcom Google AI deal

Google and Anthropic Commit to Broadcom for AI Compute

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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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SpaceX IPO filing illustrated by Falcon 9 and Crew Dragon during NASA Commercial Crew Program test as SpaceX targets a $1.75 trillion IPO valuation, the largest IPO in history, ahead of a public listing, SEC filing, stock debut and market debut driven by Starlink business

SpaceX Files for $1.75T IPO, Redefining the Limits of Public Markets

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Tim Cook Apple CEO Apple 50 years platform strategy services revenue ecosystem scale long-term growth financial performance

How Apple Spent Fifty Years Becoming Impossible to Replace

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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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Oracle Cuts Thousands as AI Infrastructure Spending Intensifies

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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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Eli Lilly headquarters as Lilly Insilico deal advances AI drug discovery and pharmaceutical AI strategy

Lilly’s $2.75B Insilico Deal Completes AI Strategy

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Arthur Mensch CEO of Mistral AI as Mistral AI debt deal supports Europe AI infrastructure and sovereign data centre expansion

Mistral AI’s $830M Debt Deal Anchors Europe’s AI Infrastructure

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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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Mark Zuckerberg as Meta faces social media liability after Meta and Google are found liable in LA case over platform design

Meta and Google Found Liable in LA Social Media Case

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OpenAI Sora shutdown reflects shift from AI video platform to enterprise AI and robotics, highlighting generative video transition

OpenAI Shuts Sora App to Refocus on Enterprise AI and Robotics

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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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Arm AGI CPU unveiled for AI infrastructure orchestration, highlighting data centre CPU design and rising AI compute demand

Arm Launches AGI CPU to Target AI Infrastructure Orchestration

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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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