Articles

Deere traded at $633.62 at 12:38 p.m. ET Thursday, up 9.13%. • Operating profit in its largest segment fell 9%, to $527 million. • The new guidance midpoint of $4.875 billion sits $5 million from the $4...

Treasury doubled the cap on its long-end buyback operations to at least $4 billion from $2 billion, effective September 9. • Its own 20-year bond auction priced hours later at 5.204%, the exact midpoint b...

Moderna traded at $142.50 at 12:33 p.m. ET Wednesday, up 126.33% from Tuesday's $62.96 close. • Merck traded at $149.82 at the same minute, up 10.84% from $135.17. • Merck's smaller move added $36.19 bi...

Korea's Kospi closed down 5.80% at 6,471.17. • SK hynix fell 9.27% and Samsung Electronics 7.26%. • Taiwan's Taiex, also a chip market, fell 1.7%. • Korean retail investors bought a net 1.2645 trillio...

Micron closed at $940.76, down 7.02%, and Seagate closed down 9.16%. • Nvidia, which the report does name, closed down 2.34%. • Four memory and storage names shed about $138.7 billion, more than Nvidia'...

Home Depot sales rose $2.584 billion and $779.5 million of it came from its stores. • A bigger average basket added $1.11 billion. • 3.6 million fewer customer visits gave back $333 million. • The ful...

The 30-year Treasury yield closed at 5.309% on Monday, up 4.3 basis points, its highest since 2007, per CNBC quoting Tradeweb at 4:52 p.m. Eastern. • The government's newest 30-year bond settled Monday at...

Five commodity vessels crossed the Strait of Hormuz on Saturday and none on Sunday, against 31 the previous weekend, Reuters reported from Kpler tracking data. • The five-day average is 12 transits a day,...

Micron traded at $1,004.42 before Monday's open, up 3.37% on Friday's close of $971.66. • On the 1.13 billion shares StockAnalysis lists, that move is worth about $37 billion. • Commerce Secretary Howar...

Advanced Micro Devices sold $4.75 billion of senior notes in four tranches on August 13 and settles them on Monday, August 17. • The blended coupon is 5.0526%, which is exactly $240 million of interest a ...

The Federal Open Market Committee held its target range at 3.50% to 3.75% on July 29 by a 9-3 vote. • All three dissents came from Reserve Bank presidents, and only five presidents hold a vote in 2026, so...

A 50% U.S. tariff on roughly $20.4 billion of Canadian goods takes effect at 12:01 a.m. Eastern on Wednesday, August 19. • The proclamation issued over Canada's treatment of American cars carries $19.3 bi...

Airline ticket prices fell 3.9% in July, from an unadjusted index of 323.758 to 311.176 in BLS Table 1. • The seasonally adjusted reading of that same month rose 2.2%, a gap of 6.1 percentage points. • ...

SpaceX issued 391,041,680 Class A shares to Cursor holders at closing, worth $50.5 billion at the deal's own reference price. • The $60.0 billion implied equity value divides across 464,535,053 fully dilu...

The $14.7 billion rise in back-to-college spending splits 51.0% from shoppers spending more and 45.2% from more shoppers. • Spending per college shopper rose 8.4% this year, while spending per K-12 shoppe...

Sandisk has reported a gross margin above 80% exactly once, and its new target holds 80% through fiscal 2030. • That target sits 4.6 points below the 84.6% the company reported on August 5. • The stock ...

Retail and food services sales were $763.6 billion in July, down 0.6% from June but up 5.0% from a year earlier, per the Census Bureau. • Grocery store sales rose 0.8% over the year, while grocery prices ...

Reddit joins the S&P 500 before Tuesday's open, replacing AvalonBay Communities. • The seat opened because Equity Residential closes its merger with AvalonBay on Monday, and the combined company stays...

StubHub closed up 4.27% at $8.54 and traded at $7.12 in extended hours, down 16.63%. • Gross merchandise sales reached $3.1 billion, up 34%, on what the company called a record-setting World Cup. • Inco...

Consumer prices rose 3.4% over the 12 months through July, and core rose 2.5%. • Energy is 7.432% of the household basket and produced 0.982 of those 3.4 percentage points. • Gasoline alone produced 0.7...

CoreWeave reported second quarter revenue of $2.575 billion, up 112.5% from $1.212 billion a year earlier. • Depreciation and amortisation rose faster, to $1.393 billion from $560 million, a gain of 148.7...

Riot Platforms disclosed a 20-year lease for 191 megawatts of critical IT capacity expected to generate about $9.1 billion. • The stock opened at $23.57 and reached $23.66, then traded back to $19.40, whi...

On Holding reported second-quarter net sales of CHF 850.3 million against a CHF 881.4 million consensus. • The same quarter retranslated at last year's exchange rates comes to about CHF 911.1 million, abo...

West Texas Intermediate crude settled at $82.13 a barrel Monday, up $4.17 or 5.33%, per CNBC. • The S&P 500 closed at 7,753.11, down 4.53 points or 0.06%, on CNBC's own quote page. • Energy was the ...

Intel announced a $15 billion underwritten public offering of common stock before Monday's open. • The shares traded at $98.95 at 12:35 PM ET, down 2.66% from Friday's close of $101.65. • That is a $13....

Restaurant Brands International booked $3,193 million of systemwide sales in its Burger King segment last quarter, against Wendy's $2,875.8 million in the United States. • Wendy's US systemwide sales fell...

Seven Cyclospora investigations sit on the FDA's active outbreak table, and only one of them, reference 1390, names a product: iceberg lettuce. • The CDC counted 10,468 laboratory-confirmed domestic cases...

The Energy Information Administration put on-highway diesel at $5.348 a gallon for the week ended August 3, up 3.5 cents. • Regular gasoline fell 1.7 cents to $4.079 in the same release. • The premium a...

The Trade Desk closed Friday at $13.80, down 21.9%, after opening the session more than 27% lower. • Third-quarter revenue is guided to at least $650 million, 12.1% below the $739.4 million booked a year ...

A proclamation signed August 6 sets a minimum import price of $21 per kilogram on polysilicon, per the White House. • Polysilicon sold for $4.73 a kilogram in Northeast Asia in June, per IMARC Group, so t...

Nonfarm payrolls fell by 23,000 in July, per the Bureau of Labor Statistics, against a Dow Jones consensus of plus 83,000. • The unemployment rate fell in the same month, to 4.1%, because the labor force ...

Airbnb closed at $151.64, down 0.56%, then traded at $164.09 half an hour later, per StockAnalysis.com. • The average night or seat booked cost $183.73 in the quarter, up $9.25 from a year earlier, per th...

SpaceX and Tesla will make an initial $16.8 billion investment in Terafab, a chip plant in Grimes County, Texas, per statements reported Thursday by TechCrunch. • The commitment came one day after SpaceX ...

SpaceX's first post-IPO lockup tranche freed up to 911.5 million insider shares on Thursday, and the stock rose 6.4% to $115.20 after falling 2.9% earlier in the session. • A separate tranche of up to 455...

Warner Bros. Discovery reported $149 million of net income available to the company for the quarter ended June 30, on a $271 million loss before income taxes. • An income tax benefit of $433 million sits ...

Salesforce told the SEC that Srini Tallapragada has decided to step down as President and Chief Engineering and Customer Success Officer, effective August 6, 2026. • He becomes Special Advisor to the Chie...

Icahn Enterprises, chaired by Carl C. Icahn, posted a net loss attributable to it of $355 million for the three months ended June 30, 2026. • Indicative net asset value fell $765 million in the quarter to...

Eli Lilly reported second-quarter revenue of $22,974 million, up 48%, and raised full-year revenue guidance to $85 billion to $87 billion. • Full-year non-GAAP earnings per share guidance is now $35.50 to...

Electronic Arts went private on August 4 at $210 a share, merging with a company the buyer consortium formed. • The consortium is the Public Investment Fund plus private investment funds affiliated with S...

Cummins reported record second-quarter revenues of $9,457 million, up 9%, and raised 2026 revenue guidance to up 10% to 13%. • Net income attributable to Cummins Inc. rose to $932 million from $890 millio...

McDonald's told the SEC it appointed Skye Anderson president of McDonald's USA effective August 4, a day after Joseph M. Erlinger gave notice he would leave the role. • Anderson has more than 26 years of ...

Danaher named Julie Sawyer Montgomery, 54, president and chief executive officer effective October 1, 2026, succeeding Rainer M. Blair. • The same Form 8-K discloses a Long-Term Growth Program of special ...

Hughes Satellite Systems Corporation and eleven of its own subsidiaries filed voluntary chapter 11 petitions on August 2, twelve debtors. • Commencing the cases is an event of default under both indenture...

GameStop agreed to issue stock for about $1.4 billion aggregate principal amount of its 0.00% convertible senior notes. • The exchange covers roughly $400 million of principal in the 2030 Notes and $1.0 b...

Chipotle Mexican Grill spent $1.35 billion of cash on share repurchases in the six months to June 30, against $1.33 billion of operating cash flow. • Retained earnings ended the quarter at a $67.2 million...

Reddit, Inc.'s Form 10-Q for the quarter ended June 30, 2026 reports revenue of $804.9 million, up 61% from a year earlier. • Advertising revenue was $761.6 million of that total against $464.8 million a ...

Equity Residential and AvalonBay Communities filed supplemental merger disclosures on July 31, twelve days before both shareholder votes on August 12. • The filing adds a 2024 and 2025 timeline for an unn...

Sony Group Corporation reported 476.5 billion yen of operating income for the June quarter, up 40%, on sales of 2,837.8 billion yen. • The Q1 FY2026 results presentation says that on a constant currency b...

Amazon.com registered its stock for the Globalstar takeover on July 31, in a Form S-4 that sets out how holders will choose cash or shares. • Each share other than canceled shares converts into $90.00 in ...

BigBear.ai told the SEC on Friday it may sell up to 100,000,000 new shares through Jefferies, 20.9% of the 479,494,493 outstanding. • At the $2.83 July 30 close the prospectus supplement assumes, a full d...

Warner Music CFO and COO Armin Zerza stepped down for personal reasons on July 31, effective immediately, the company told the SEC the same day. • His double role is being split: Lou Dickler, chief accoun...

Amgen told the SEC that proprietary data and patient protected health information were exfiltrated from cloud environments hosted by third-party providers. • The company determined the incident was materi...

Mattel promoted Roberto Stanichi to President, Chief Marketing and Brand Officer on July 29 and filed the pay terms two days later. • Base salary is $900,000, with a Mattel Incentive Plan target of 100% o...

ExxonMobil earned $14,525 million in the second quarter, or $3.48 a share, more than double the $7,082 million of a year earlier. • Adjusted second-quarter earnings were $14,680 million, or $3.52 a share,...

Apple's June quarter set records: revenue of $109.4 billion, up 16%, and diluted earnings of $2.02 a share, up 29%. • Apple says about 2 percentage points of the 50.1% gross margin and $0.11 of that $2.02...

Freddie Mac, in federal conservatorship since 2008, earned $3.8 billion in the second quarter, up 61% from a year earlier and 8% above the first quarter. • The engine was one flipped line: credit losses s...

Intercontinental Exchange will pay $167 a share in cash for MarketAxess Holdings, a 33% premium to the July 29 close, valuing the equity at about $6.0 billion. • The release also gives a total enterprise ...

Fannie Mae earned $3.98 billion in the three months ended June 30, 2026, its 34th consecutive quarterly profit, and closed the quarter with a net worth of $116.5 billion. • Net revenues rose to $7.57 bill...

Procter & Gamble reported April-June net sales of $21.2 billion, up 2%, and diluted earnings per share of $1.26, down 15%. Core earnings per share, which strips out restructuring charges, fell 3% to $1....

Boeing's second-quarter earnings from operations came to $156 million, against a $176 million loss a year earlier, on revenue of $24.56 billion and 171 commercial deliveries. • Interest and debt expense t...

Core Scientific issued Advanced Micro Devices a warrant to buy up to 30 million of its shares at $23.47 each on Monday, July 27, the same day the two companies signed a set of data center leases. • The wa...

Celestica, which builds the servers, switches and racks that fill hyperscale data centers, reported second-quarter revenue of $4.70 billion on Monday, up 62% from $2.89 billion, and lifted its 2026 revenue ...

Cracker Barrel Old Country Store told the SEC on Monday that Julie Masino steps down as president and chief executive on August 10, 2026, and that David Deno, 69, who ran Bloomin' Brands from 2019 to 2024, ...

Baker Hughes Company, the Houston and London energy technology group, told the SEC that its Gas Technology Equipment product line booked $4,913 million of orders in the three months ended June 30, 2026, aga...

Darden Restaurants filed its fiscal 2026 annual report on Friday, July 24, covering the year that ended May 31, 2026, with sales up 9.4% to $13.21 billion and diluted earnings from continuing operations of ...

Honeywell International filed Amendment No. 1 to its second-quarter Form 10-Q at 6:18 p.m. Eastern on July 23, roughly eight and a half hours after the original, to correct what it calls typographical error...

Texas Instruments filed its quarterly report on Form 10-Q on Friday, July 24, and the cash flow statement shows capital expenditures of $1.19 billion for the first six months of 2026, down 51% from $2.43 bi...

NextEra Energy reported second-quarter net income attributable to the company of $3.144 billion, or $1.50 a share, against $2.028 billion, or $0.98 a share, a year earlier. • On the adjusted basis managem...

Cleveland-Cliffs told the Securities and Exchange Commission that on July 21 its board named Chief Financial Officer Celso L. Goncalves Jr., age 38, president of the steelmaker and seated him as a director,...

QVC Group, the company behind the QVC and HSN shopping channels, told the SEC after Friday's close that a bankruptcy court in Texas confirmed its prepackaged Chapter 11 plan on July 20, 2026. • Under that...

Chegg, which the filing describes as a global learning and workforce skilling company, told the SEC on July 24 that the New York Stock Exchange has ruled it out of compliance with the exchange’s minimum s...

Verizon reported second-quarter 2026 results on July 24 and called it a record quarter, yet consolidated net income fell 22.9% to $3.9 billion and diluted earnings per share dropped 22% to $0.92. • Almost...

American Express reported second-quarter 2026 revenue of $19.6 billion, up 10%, and earnings per share of $4.53, up 11%, and raised its full-year revenue growth guidance to 10% in a Form 8-K filed July 24. ...

Intel reported second-quarter 2026 revenue of $16.1 billion, up 25% from a year earlier, its fastest sales growth in more than fifteen years, in a Form 8-K filed with the SEC on July 23. • Despite that gr...

American Airlines reported record second-quarter revenue of $16.7 billion on July 23, up 16% from a year earlier and the highest quarterly revenue in the airline's history, yet net income fell 88% to $71 mi...

T-Mobile reported second-quarter results on July 23, with total service revenue up 9% to $19.0 billion and core adjusted profit up 12%, yet net income rose just 1% to $3.2 billion. • Postpaid net account ...

Alphabet, the parent of Google, reported second-quarter revenue of $119.8 billion, up 24% from a year earlier, its 12th straight quarter of double-digit growth. • Google Cloud was the standout, with reven...

Philip Morris International reported that second-quarter net revenues topped $11 billion for the first time, reaching $11.2 billion, up 10.4% and up 7.6% organically (excluding currency swings, acquisitions...

GE Vernova (NYSE: GEV), the power-equipment maker spun out of General Electric in 2024 and now worth more than $200 billion, used its second-quarter report on July 22 to raise full-year guidance, pointing t...

Capital One earned $3.0 billion in the second quarter of 2026, or $4.73 per share, up from $2.2 billion in the first quarter and a reversal from the $4.3 billion loss it reported a year earlier. • Excludi...

General Motors, the Detroit automaker behind Chevrolet, GMC, Cadillac, and Buick, reported second-quarter 2026 revenue of $48.0 billion and raised its full-year adjusted profit outlook for the second time t...

3M filed a Form 8-K (a same-day report of a material corporate event) on July 21, 2026 covering its second quarter and raised its full-year 2026 adjusted earnings guidance to a range of $8.80 to $8.95 a sha...

Tempus AI, the Chicago cancer-data company led by CEO Eric Lefkofsky, agreed to buy genomics-testing firm Personalis in a deal it values at about $1.5 billion. • Personalis shareholders will receive $16.2...

IREN Limited, a vertically integrated AI cloud provider built on a former bitcoin-mining business, said in a Form 8-K that it signed $2.8 billion of new multi-year contracts with leading artificial-intellig...

Domino's Pizza reported second-quarter 2026 results Monday, with total revenue up 4.3% to $1,194.4 million and global retail sales up 3.0% to $4,850.0 million, per an 8-K filed with the SEC. • Diluted ear...

AMC Entertainment reported the highest quarterly revenue and adjusted EBITDA in its 106-year history, with revenue of $1,596.7 million for the quarter ended June 30, 2026, up 14.2% from a year earlier, per ...

Tesla reports its second quarter 2026 results after the market closes on Wednesday, July 22, with a webcast at 5:30 p.m. Eastern, a date set in the delivery report it filed with the SEC on July 2. • Half ...

• The Travelers Companies, the Dow-listed auto, home and business insurer led by CEO Alan Schnitzer, reported second-quarter net income of $2.208 billion, or $10.26 per diluted share, up 46% from a year e...

UnitedHealth (unitedhealthgroup.com), the largest health insurer in the United States and the parent of the Optum health-services business, reported second-quarter 2026 earnings from operations of $8.0 bill...

Netflix (netflix.com), the world's largest subscription streaming service, reported second-quarter 2026 revenue of $12.56 billion, up 13% from a year earlier, and operating income of $4.19 billion, as co-ch...

TSMC (tsmc.com), the Taiwanese company that manufactures the world’s most advanced computer chips for other firms, reported second-quarter 2026 net income of NT$706.56 billion, about US$4.31 for each Amer...

ASML (asml.com), the Dutch company whose machines print the circuitry onto nearly every advanced computer chip, led by Chief Executive Christophe Fouquet, reported second-quarter 2026 net sales of €9.3...

BlackRock (blackrock.com), the world's largest asset manager, run by Chairman and CEO Laurence Fink, said second-quarter 2026 profit rose 20% to $1.9 billion as assets under management reached a record $15....

IBM took the unusual step of preannouncing weak second-quarter results in a Form 8-K on July 14, more than a week ahead of its scheduled July 22 earnings call, after several large deals failed to close on t...

Rackspace Technology (Nasdaq: RXT), the San Antonio cloud provider controlled by Apollo Global Management and led by chief executive Gajen Kandiah, filed a Form 8-K on July 9 built around its shift to opera...

Broadcom (NASDAQ: AVGO), the Palo Alto chipmaker, told the SEC in a Form 8-K filed July 6 that it and Apple have agreed to expand their long-standing collaboration through 2031, signing new multi-year agree...

Qualcomm (NASDAQ: QCOM), the San Diego chipmaker, told the SEC in a Form 8-K filed June 24 that it signed a definitive agreement on June 21 to acquire Modular Inc, a privately held artificial-intelligence s...

AeroVironment (NASDAQ: AVAV), the Arlington, Virginia defense-technology maker of drones and autonomous systems led by chairman and chief executive Wahid Nawabi, reported its fiscal 2026 fourth-quarter and ...

Comcast Corporation (Nasdaq: CMCSA), the cable and media giant led by chairman Brian L. Roberts, filed a Form 8-K on June 29 announcing plans to break itself into two separate public companies. • One comp...

Strategy Inc (Nasdaq: MSTR), the bitcoin-focused company formerly known as MicroStrategy and run by Michael Saylor, filed a Form 8-K on June 22 that updated its weekly bitcoin purchases and stock sales. •...

GameStop, the video-game retailer turned investment vehicle led by Chairman and Chief Executive Ryan Cohen, used a June 26 filing to reaffirm its drive to buy eBay and to raise its full-year profit outlook....

onsemi (Nasdaq: ON), a maker of power and sensing chips, told the SEC in a June 25 Form 8-K that it has agreed to buy Synaptics (Nasdaq: SYNA) in an all-stock deal. The two companies value the deal at about...

BlackBerry (NYSE: BB), the Waterloo, Ontario company once known for its smartphones and now a maker of embedded and secure-communications software, filed a Form 8-K on June 25 reporting results for its fisc...

Micron Technology (Nasdaq: MU), the Idaho-based maker of memory chips, filed a Form 8-K on June 24 reporting record results for its fiscal third quarter, which ended May 28, 2026. • Revenue reached $41.46...

Cerebras Systems (Nasdaq: CBRS), the Sunnyvale maker of wafer-scale chips built for high-speed AI work, reported its first results as a public company in a Form 8-K filed June 23, covering the quarter ended...

Quantum Computing Inc. (Nasdaq: QUBT), a maker of quantum optics and integrated photonics, told the SEC in a Form 8-K that it has bought all of NHanced Semiconductors and closed the deal on June 22. • The...

ICONIQ Capital, the wealth manager that handles Mark Zuckerberg's personal money and runs the growth fund that backed Snowflake and Datadog before they went public, reported $4.46 billion in U.S. equities a...

Gavin Baker's Atreides Management filed its Q1 2026 13F-HR on May 18, 2026, disclosing $5.0 billion in U.S. long-equity concentrated in AI connectivity chips and a residual macro-hedge sleeve. • Disclosed...

Sylebra Capital, the mid-cap technology fund run by former Coatue partner Daniel Gibson, holds a $773.7 million U.S. long-equity portfolio per its May 13F filing, built around one move: cut the software and...

Evolutionary Tree Capital Management, the Alexandria, Virginia innovation-growth firm run by former Sands Capital portfolio manager Thomas Ricketts, holds a $53 million stock portfolio per its May 13F filin...

Berkshire Hathaway, the conglomerate run by 95-year-old Warren Buffett, holds a $263 billion equity portfolio per its May 13F filing (the SEC form U.S. institutional managers use to disclose their stock hol...

Soroban Capital Partners, the New York hedge fund run by former Goldman Sachs principal strategies trader Eric Mandelblatt, holds a $51.8 billion equity portfolio per its May 13F filing, built around one be...

Renaissance Technologies, the quantitative hedge fund built by Jim Simons and now run by Peter Brown, holds a $63.9 billion equity portfolio across 3,213 positions per its May 13F filing, driven entirely by...

Situational Awareness LP, the hedge fund run by 25-year-old former OpenAI researcher Leopold Aschenbrenner, shows a $13.68 billion portfolio per its May 13F-HR (the SEC form U.S. institutional managers use ...

Light Street Capital Management, the Palo Alto technology fund founded by former Integral Capital managing director Glen Kacher, holds a $519 million equity portfolio per its May 13F filing (the SEC form U....

Lone Pine Capital, the concentrated growth fund run by Tiger Cub Stephen Mandel, holds a $12.5 billion equity portfolio per its May 2026 13F filing (the SEC form institutional managers use to report stock h...

Soros Fund Management, the macro hedge fund founded by billionaire George Soros, holds a $9.1 billion portfolio per its May 2026 13F filing (the SEC form institutional managers use to report stock holdings ...

ARK Investment Management, the innovation-focused fund run by Cathie Wood, reported a $12.9 billion equity portfolio in its May 13F filing (the SEC form U.S. institutional managers use to report stock holdi...

Oura launched its first in-house AI model Tuesday, built specifically for women's reproductive health — not built on ChatGPT or Gemini, but trained from scratch on clinical research and biometric data •...

Claude Sonnet 4.6 launched February 17, 2026 as Anthropic's default model across all plans — priced at $3/$15 per million tokens, the same as its predecessor • Claude in Excel now connects directly to S...

Anthropic closed a $30 billion Series G at a $380 billion valuation, more than doubling from its $183 billion Series F just months earlier and becoming the second-largest funding round in private tech histo...

Amazon reported $716.9 billion in 2025 revenue, surpassing Walmart's $713.2 billion and ending a 13-year run at the top of the Fortune 500 • AWS generated $128.7 billion in revenue in 2025 — growing 20%...

Two major geopolitical robotics programs emerged in 2026 — the U.S. "Genesis Mission" and China's accelerated manufacturing push — with the U.S. considering a standalone robotics executive order • Hum...

The Dow Jones fell 793 points on Friday to close at 45,166, officially entering correction territory at more than 10% below its February high • The S&P 500 posted its fifth consecutive weekly decline, its...

Anthropic now captures 73% of first-time enterprise AI spending per Ramp data, up from a 40% share just 10 weeks ago, as annualized revenue surges past $19 billion • OpenAI shut down its Sora video app on...

Apple announced $400 million in new investments through 2030 to expand its American Manufacturing Program with four new domestic supply chain partners • Bosch, Cirrus Logic, TDK, and Qnity Electronics wil...

A California jury found Meta and YouTube negligent in the first-ever social media addiction trial, awarding $6 million in total damages • Meta was assigned 70% liability and YouTube 30% after a seven-week...

The SEC faces a March 27 deadline to rule on 91 crypto ETF applications covering 24 tokens, the largest single batch of digital asset fund decisions in regulatory history • A March 17 joint SEC-CFTC inter...

OpenAI is shutting down its Sora standalone video app just six months after launch, citing unsustainable infrastructure costs estimated at $15 million per day at peak usage • Walt Disney Co. scrapped its ...

Anthropic released Claude Opus 4.6, expanding its context window from 200,000 to 1 million tokens — a five-fold increase enabling roughly 3,000 pages of text in a single conversation • On GDPval-AA, Opu...

Salesforce reported Q4 FY26 revenue of $11.2B, up 12% year-over-year — its fastest growth rate in two years, beating Wall Street estimates and closing the full fiscal year at $41.5B in revenue • Agentfo...

Block announced it is cutting 4,000 employees — nearly half its workforce — from over 10,000 to just under 6,000, with CEO Jack Dorsey attributing the decision directly to AI, and the stock jumping 24% ...

Anthropic launched a $5B–$6B employee share sale this week at a $350B pre-money valuation, following its $30B Series G that closed February 12 at a $380B post-money valuation — the fastest large-scale v...

OpenClaw is a locally-running, open-source personal AI agent that executes tasks autonomously across messaging apps, email, calendar, and system files — without sending sensitive data to the cloud • In ...

In less than 24 hours in February 2026, Alphabet raised nearly $32 billion in debt across multiple currencies and markets. The most striking detail wasn’t the size—it was the maturity structure. The company issued what financial mar...

SpaceX has officially shifted its long-term focus from Mars colonization to building what CEO Elon Musk calls a “self-growing city on the Moon” — resequencing its Mars ambitions to use the Moo...

The short week (Tuesday-Friday) features three major releases on Friday alone — Q4 GDP (advance estimate), December PCE inflation (the Fed's preferred measure), and Personal Income & Outlays data, all at ...

Super Bowl LX kicks off today at 6:30 p.m. ET between the Seattle Seahawks and New England Patriots — marking the first time a major live event is experiencing simultaneous betting saturation across five ...

Grayscale filed seven separate SEC amendments for altcoin ETFs in a single week, covering XRP, Solana, Sui, Dogecoin, Chainlink, Bittensor, and Zcash • The filings include the first-ever decentralized AI ...

Delta Air Lines has signed a multi-year agreement with Amazon Leo to equip 500 aircraft with satellite-powered in-flight WiFi starting in 2028 • The deal leverages Amazon's Project Kuiper constellation of...

Strive Asset Management and Tuttle Capital filed a 485A prospectus with the SEC on March 30 for the T-Strive Digital Credit ETF (DGCR), which would invest in preferred shares issued by Bitcoin treasury comp...

Dutch medical robotics company Vitestro raised $70 million in Series B funding to bring its Aletta blood-drawing robot to US hospitals after more than 10,000 successful procedures in Europe • Aletta uses ...

Josh D’Amaro officially became Disney’s CEO today, succeeding Bob Iger after a 15-year tenure that transformed the company through landmark acquisitions and the launch of Disney+ • Dana Walden...

11-1 vote to hold rates at 3.5%-3.75% — Governor Stephen Miran was the lone dissent, favoring a quarter-point cut • Inflation forecast raised to 2.7% for 2026, up from the Fed’s prior 2.4% estimate, d...

Brent crude hit $112/barrel — a 56% surge driven by the near-closure of the Strait of Hormuz, which controls 20% of global seaborne oil • Maritime traffic through the Strait has dropped 95% from prewar ...

Grayscale filed an S-1 with the SEC on March 20 to register a spot Hyperliquid ETF called GHYP for NASDAQ — becoming the third major issuer racing to bring HYPE to traditional investors • HYPE trades ne...

Berkshire Hathaway Q4 operating earnings fell 29.8% year-over-year to $10.2 billion, driven by a 54% drop in insurance underwriting income — Warren Buffett's final quarter as CEO ended with a thud on pape...

Elon Musk announced “Terafab,” a $20 billion chip manufacturing facility in Austin, Texas — a joint venture between Tesla, SpaceX, and xAI • The plant targets 2-nanometer chips capable of producing ...

SpaceX is targeting a confidential IPO filing with the SEC as early as March 2026, which would set up a June listing at a valuation of over $1.75 trillion — making it the largest IPO in history by a wide ...

U.S. gasoline prices have jumped nearly 30% in three weeks, rising from around $3.00 to roughly $3.84 per gallon as the Iran conflict disrupts global oil supply • WTI crude oil peaked at $119.50 per barre...

OpenClaw, the open-source AI agent framework that went from 9,000 to 100,000+ GitHub stars in days, now powers an estimated 150,000–400,000 active agents running autonomously across messaging apps and ope...

Bitmine (NYSE: BMNR) now owns 4.66 million ETH — 3.86% of Ethereum’s entire circulating supply — making it the world’s largest corporate ETH treasury at $9.66 billion • The company earns $...

Brent crude peaked at $119.50 per barrel this week — it now trades around $110, up from $70 before the conflict began in late February. That is a 57% surge in under a month. • The Strait of Hormuz carri...

BlackRock CEO Larry Fink warned in his 2026 annual letter that AI threatens to deepen inequality by concentrating wealth among asset owners at an even larger scale than before • The Magnificent Seven tech...

Gemini (NASDAQ: GEMI) stock has fallen more than 80% from its first-day trading close of $32 to roughly $6 per share since its September 2025 IPO • A proposed class-action lawsuit filed March 19 in the So...

NRG Energy on April 28, 2026 closed a $2.6 billion three-tranche bond offering, pairing $500 million of 4.955% senior secured first lien notes due 2031 with $1.05 billion of 5.875% senior notes due 2034 and...

CME Group's Chicago Mercantile Exchange clearing subsidiary on April 22, 2026 amended its 364-day multi-currency revolving secured credit facility for the eleventh time, keeping the line at $7 billion with ...

BioMarin Pharmaceutical on April 27, 2026 closed its $4.8 billion all-cash acquisition of Amicus Therapeutics, paying $14.50 per share for the rare-disease specialist. • The company funded the deal with a...

SEC enforcement actions fell 22% to 456 in fiscal year 2025, the lowest total in more than two decades • Financial penalties dropped from $8.2 billion to roughly $2.7 billion as the agency shifted away fr...

The March FOMC minutes revealed that 4 to 7 Federal Reserve officials advocated for potential interest rate increases, introducing “two-sided” policy language that puts rate hikes back on the table for ...

The Dow surged 1,325 points on Thursday, its best single-day gain since April 2025, after a two-week U.S.-Iran ceasefire raised hopes for reopening the Strait of Hormuz • WTI crude oil plunged 16.4% to $9...

Morgan Stanley launches MSBT, the first spot Bitcoin ETF issued by a major U.S. bank, with a market-leading 0.14% annual fee • The fund undercuts BlackRock’s IBIT (0.25%) and Fidelity’s FBTC (0.25%), ...

SpaceX filed a confidential S-1 registration with the SEC on April 1, targeting what would be the largest IPO in history at a $1.75 trillion valuation • The company plans to raise up to $75 billion — mo...

Oil prices hover near $112 per barrel as U.S. and Iran receive a framework ceasefire proposal with a Tuesday deadline • The Strait of Hormuz — which carries roughly 20 million barrels of oil per day —...

Jack Dorsey's Block is reviving the legendary Bitcoin faucet at btc.day, launching Monday, April 6 • The original 2010 faucet by Gavin Andresen distributed roughly 19,700 BTC — worth over $2 billion at ...

Tesla delivered 358,023 vehicles in Q1 2026, missing the 365,645 analyst consensus by more than 7,600 units • The company produced 408,386 vehicles but only sold 358,023, adding over 50,000 unsold cars to...

SpaceX has filed a confidential S-1 registration with the SEC, targeting a June 2026 listing at a potential $1.75 trillion valuation — which would make it the largest IPO in history • The company expect...

Private credit has ballooned to $3.5 trillion in assets under management, with default rates surging to 9.2% — four times the historical average • Major funds including Blue Owl, Ares, and BlackRock hav...

OpenAI closed a record-breaking $122 billion funding round at an $852 billion post-money valuation, the largest private capital raise in history • Anchor investors include Amazon at $50 billion, Nvidia an...

The U.S. Department of Labor proposed a rule on March 30 that would create a safe harbor for 401(k) plan fiduciaries to include cryptocurrency and alternative assets in retirement plan menus • The $13.9 t...

Bitmine Immersion Technologies now holds 4.73 million ETH worth approximately $10.7 billion representing 3.92 percent of total Ethereum supply • The company acquired 71,179 ETH in the past week alone acce...

Eli Lilly signed a $2.75 billion deal with Insilico Medicine to develop and commercialize AI-discovered drugs worldwide • The partnership includes $115 million upfront with the rest tied to regulatory and...

Morgan Stanley filed an S-1/A for a spot Bitcoin ETF under ticker MSBT on NYSE Arca, becoming the first major U.S. bank to issue its own Bitcoin fund • The trust carries a 0.14% delegated sponsor fee, und...

Maverick Capital Ltd, the Dallas-based hedge fund run by Tiger Cub Lee Ainslie, shows a $9.32 billion equity portfolio per its February 13F filing, built around one bet: the AI chip equipment makers will ea...

Duquesne Family Office, the personal investment firm of veteran macro investor Stanley Druckenmiller, runs a $4.49 billion equity portfolio per its February 13F filing, newly spread across healthcare, broad...

Third Point LLC, the activist hedge fund run by 30-year veteran investor Daniel Loeb, holds a $7.27 billion equity portfolio per its February 13F filing, where Loeb closed a $583 million S&P 500 put hed...

Quantinuum, the trapped-ion quantum computing company spun out of Honeywell in 2021, filed its S-1 with the SEC on Friday to list Class A common stock on the Nasdaq Global Market under the ticker QNT, with ...

Sun Pharmaceutical Industries on April 26 agreed to acquire Organon for $14.00 a share in an $11.75 billion cash deal, a 103 percent premium. • The $14.00 price is a 103 percent premium to Organon's $6.90...

Bumble Inc. on April 24, 2026 closed a new $475 million Term Loan and $50 million Super Priority Revolver, refinancing the 2020 Citi-led credit agreement signed before the company's 2021 IPO. • The new te...

Accenture replaced its $5.5 billion bank revolver with two new credit facilities totaling $8.1 billion, lifting the ceiling on its commercial paper backstop by $2.6 billion. • The new package is a $5.925 ...

Venture Global's Calcasieu Pass subsidiary issued $750 million of 6.000% senior secured notes due May 2036, using proceeds and hedge termination cash to prepay the project's remaining term loan in full. •...

Coeur Mining (NYSE: CDE) completed a debt exchange on April 22 absorbing 96.45% of New Gold's $400 million 6.875% senior notes due 2032. • The swap issued $385.774 million of new Coeur notes plus roughly ...

SpaceX opened a three-day closed-door analyst tour Tuesday at Starbase Texas, the first demand test for what would be the largest IPO in history. • The deal targets a $75 billion raise at a $1.75 trillion...

Cerebras filed a new S-1 last Friday at a $23 billion valuation, its second IPO attempt after withdrawing a 2024 filing under federal security review. • Revenue reached $510 million in 2025, up from $290....

Strategy bought 34,164 Bitcoin for $2.54 billion at an average of $74,395 per coin, pushing holdings to 815,061 BTC and past BlackRock's 802,823 as the largest institutional holder. • BitMine bought 101,6...

Brent crude jumped above $95 a barrel Monday after Iran closed the Strait of Hormuz, the chokepoint carrying 20 percent of the world's oil. • The U.S. Navy destroyer USS Spruance seized the Iranian-flagge...

Jupiter Exchange, Solana's dominant DEX aggregator, routed roughly $1 billion in volume through X's new Cashtags feature in the 72 hours after its April 14 launch, according to X market tracker aixbt. • C...

Senate Banking questions Kevin Warsh for the Fed Chair job on Tuesday at 10:00 AM ET, with Senator Thom Tillis already threatening to block the nomination over the Justice Department's investigation of Jero...

Anthropic's last priced round valued it at $380 billion, but tokens on Solana now imply roughly $850 billion and unaccepted VC offers reach $800 billion. • PreStocks, a Solana-based platform, sells tokens...

Apple CEO Tim Cook bought 25,000 Nike shares for $1.06 million on April 10, his second post-earnings purchase in two quarters. • Nike CEO Elliott Hill bought 23,660 shares of his own company for roughly $...

Chevron raised its stake in Venezuela's Petroindependencia joint venture to 49% from 35.8%, the maximum private-operator share allowed under Venezuelan law. • The asset swap also hands Chevron's Petropiar...

Taiwan Semiconductor's Q1 revenue hit NT$1.134 trillion, about $35 billion, beating analyst estimates for the fourth straight quarter. • Net income rose 58% year-over-year to NT$572.5 billion, roughly $17...

X launched Cashtags this week bringing real-time stock and crypto price charts directly into the timeline for US and Canada iPhone users • X Money, now in beta across 40+ states, offers a metal Visa debit...

Whale Rock Capital Management, the Boston technology fund run by former Fidelity manager Alex Sacerdote, holds a $7.82 billion equity portfolio per its February 13F filing, built around one move: cut the cr...

Lone Pine Capital LLC, the concentrated growth firm run by Tiger Cub Stephen Mandel, disclosed a $13.61 billion equity portfolio in its February 13F filing, with the $971 million Meta stake fully exited and...

ARK Investment Management LLC, the disruptive-innovation firm run by Cathie Wood, disclosed a $15.07 billion equity portfolio in its February 13F filing, with nearly every top position trimmed and the total...

Coatue Management LLC, the New York hedge fund run by Tiger Cub Philippe Laffont, disclosed a $39.96 billion equity portfolio in its February 13F filing, built around one bet: the picks-and-shovels supplier...

Tiger Global Management LLC, the public-and-private crossover fund founded by Tiger Cub and former Julian Robertson protege Chase Coleman, disclosed a $29.71 billion equity portfolio in its February 13F fil...

Appaloosa LP, the hedge fund run by Carolina Panthers owner and former Goldman Sachs trader David Tepper, disclosed a $6.93 billion equity portfolio in its February 13F filing, built around one trade: rotat...

Pershing Square Capital Management, the concentrated activist fund run by Bill Ackman, disclosed a $15.5 billion equity portfolio in its February 13F filing, built around one rotation: a new $1.8 billion Me...

Apple reported record fiscal second-quarter revenue of $111.2 billion for the three months ended March 28, 2026, up 17 percent year over year, lifted by iPhone, Services, and a Greater China rebound. • Di...

Altimeter Capital Management, the Boston hedge fund run by tech investor and BG2 podcast co-host Brad Gerstner, disclosed a $6.66 billion equity portfolio in its February 13F filing, built around concentrat...

Scion Asset Management, the hedge fund run by Michael Burry of 2008 housing-short fame, disclosed a $1.38 billion equity portfolio in its November 13F filing, built around one bet: AI mega-caps Palantir and...

Situational Awareness LP, the hedge fund run by 24-year-old former OpenAI researcher Leopold Aschenbrenner, disclosed a $5.52 billion equity portfolio in its February 13F filing, built around one bet: AI ne...

Microsoft Corporation reported fiscal Q3 2026 revenue of $82.9 billion, up 18% year over year (up 15% in constant currency), with GAAP diluted earnings per share of $4.27, up 23%, in a Form 8-K Item 2.02 fi...

Rumble, the independent video platform run by founder Chris Pavlovski, has closed its takeover of Northern Data, a German operator of artificial-intelligence data centers. It told the SEC in a Form 8-K, and...

Bandwidth Inc., a cloud-communications company whose owner-operated network carries calls and texts for businesses across more than 65 countries, told the SEC in a Form 8-K that it sold $316.25 million of c...

Morgan Stanley Investment Management, the money-management arm of the Wall Street bank, asked the SEC in updated Form S-1 filings on June 18 to launch two crypto exchange-traded funds, one holding Ethereum ...

CoreWeave, the New Jersey cloud company that rents out Nvidia AI chips to customers like Microsoft and OpenAI, told the SEC in a June 18 Form 8-K that it had completed a sale of senior notes, a form of long...

Dell Technologies, the Texas computer and AI-server maker run by founder and chief executive Michael Dell, told the SEC in a June 16 Form 8-K that it completed a $3 billion sale of senior notes in three par...

Robinhood Markets, the trading app led by chief executive Vlad Tenev, told the SEC in a June 16 Form 8-K that it will cut about 10% of its full-time staff to strip out layers of management. • The reductio...

Super Micro Computer, the San Jose builder of AI servers and data-center hardware, closed a roughly $3.75 billion preferred-stock offering and set out the terms in a Form 8-K filed June 15. • The company ...

Bitfury, the bitcoin-mining infrastructure group founded by Valerijs Vavilovs and the largest shareholder of bitcoin miner Cipher Digital since it went public in 2021, used a run of Schedule 13D amendments ...

Sequoia Capital Global Equities, the public-markets affiliate of venture-capital firm Sequoia Capital, reported a $3.3 billion U.S. stock portfolio for the first quarter, a stretch in which longtime head Je...

SkyBridge Capital, the New York firm founded by former White House communications director Anthony Scaramucci, reported a $13.1 million U.S. stock portfolio in its May 13F filing, built around one bet: almo...

Charles Jigarjian's 7G Capital Management, a $168M New York fund he founded in 2011 to run a concentrated value strategy, filed its Q1 2026 13F-HR (the quarterly holdings report big investors must file) sho...

Positano Wealth Management Ltd is a Hong Kong manager at Admiralty's Far East Finance Centre whose Form 13F filings are signed by senior manager Tai Ka Yan. Its debut pair of 13F-HRs (the quarterly holdings...

Alta Park Capital is a San Francisco technology hedge fund founded in 2013 by Bijan Modanlou, who previously invested at Cavalry Asset Management and Bowman Capital, with partners Joseph Bou-Saba and Jayave...

Pathway Wealth Management, a state-registered investment adviser in Dallas run by Roger J. Allen, filed its first Form 13F-HR (the quarterly holdings report investors managing more than $100 million must fi...

Feynman Point Asset Management is the New York crypto hedge fund that Joe Naggar, a 16-year veteran of GoldenTree Asset Management, spun out of the startup investor Republic. Its Q1 2026 13F-HR, the quarter...

Ma Investment Partnership is a Hillsborough, California partnership run by managing partner Yao Ma. It returned to SEC reporting on May 18 after a three-year gap, and its Q1 2026 13F-HR (the quarterly holdi...

H&H International Investment is the Palo Alto family office of Duan Yongping, the BBK Electronics founder behind the Oppo and Vivo phone brands who is often called China's Warren Buffett. Its Q1 2026 13...

Ricky Sandler's Eminence Capital, a $4.4B concentrated long/short equity fund founded in 1999 in New York, filed its Q1 2026 13F-HR with the SEC on May 15, 2026. • Portfolio value shrank from $6.3B on Dec...

Alan Breed’s Edgewood Management LLC, a $15.5B New York concentrated growth fund founded in 1974, filed its Q1 2026 13F-HR on May 14, 2026. • Edgewood’s portfolio shrank from $21.0B in Q4 2025 to $15....

Val Zlatev's Analog Century Management, a $2.1B hard-tech hedge fund founded in 2018, filed its Q1 2026 13F-HR with the SEC on May 15, 2026. • Portfolio value rose three percent quarter-over-quarter, from...

Frank Sands’s Sands Capital Management, a $25.5B Arlington-based concentrated-growth fund founded by his father Frank M. Sands Sr. in 1992, filed its Q1 2026 13F-HR on May 15, 2026 and ran a sweeping ...

David Greenspan's Slate Path Capital, a $6.7B Tiger Cub fund seeded by John Griffin of Blue Ridge in 2012, filed its Q1 2026 13F-HR on May 15 showing a sharp pivot into analog and power semiconductors. • ...

How E20 Capital Moved Last QuarterMoney In20 positionsLumentumOptical transceivers that link AI chips$131Mmore than 7x (+607%)Tower SemiconductorSpecialty foundry for AI analog chips$108Mnew buyIntelLegacy chip giant, mid-turnaround$99Mmore...

Pershing Square Capital Management, the activist hedge fund run by Bill Ackman, holds a $13.7 billion equity portfolio per its May 2026 13F filing (the SEC form U.S. institutional managers use to disclose t...

Warner Bros. Discovery renewed Chief Financial Officer Gunnar Wiedenfels through April 2028 at roughly $16.9 million in annual target compensation, plus a $2 million one-time equity grant. • The new contr...

Microsoft reported $82.9 billion in Q3 fiscal 2026 revenue, up 18 percent, with the AI business hitting a $37 billion annual run rate. • Microsoft Cloud revenue rose 29 percent to $54.5 billion, and the c...

Meta Platforms reported Q1 2026 revenue of $56.31 billion, up 33% year over year, in a Form 8-K Item 2.02 filing on April 29, 2026, with diluted earnings per share of $10.44. • Q1 capital expenditures, in...

CareDx, Inc. agreed to acquire viral-cancer diagnostics company Naveris, Inc. for $160 million in cash plus up to $100 million in earnouts tied to revenue milestones, in a Form 8-K filed April 28, 2026. •...

DRB (Debt Relief Bot) is the first cryptocurrency token proposed by one AI (Grok) and deployed by another (Bankr), creating an unprecedented case study in AI-native capital formation • The Grok wallet has...

Big Tech is spending over $600 billion in 2026 on AI data centers, driving unprecedented electricity demand across the U.S. • Data center power demand is projected to triple to 134.4 GW by 2030, requiring...