Markets, earnings, deals, and the macro shifts that move them. Reported for readers who already know the basics.
Nvidia has surpassed $40 billion in equity commitments in 2026, investing across data centers, optical technology, cloud companies, and AI model developers as it works to extend its dominance beyond chip manufacturing.
Jay Goldberg · 133 DAYS AGO
Intel shares surged nearly 14% after the Wall Street Journal reported the company has reached a preliminary agreement to manufacture chips for Apple, potentially ending Apple's sole reliance on TSMC and marking a major turning point for Intel's foundry business.
Sara Montes de Oca · 134 DAYS AGO
CoreWeave shares fell as much as 10% in after-hours trading Thursday after the AI infrastructure provider issued second-quarter revenue guidance below analyst expectations and raised the low end of its 2026 capital expenditure forecast to $31 billion.
Jay Goldberg · 135 DAYS AGO
Miami-based Propy has secured a $100 million credit facility from Metropolitan Partners Group to acquire title and escrow companies and migrate residential real estate closings onto a blockchain-based, AI-powered platform.
Sara Montes de Oca · 135 DAYS AGO
Arm Holdings posted fiscal Q4 revenue of $1.49 billion, up 20% year over year, beating estimates — but shares fell roughly 7% after hours as supply chain constraints tempered an otherwise bullish outlook for the company's data center CPU business.
Sara Montes de Oca · 136 DAYS AGO
The U.S. Supreme Court rejected Apple's bid to temporarily halt a contempt order stemming from its antitrust dispute with Epic Games, leaving the iPhone maker subject to court-mandated App Store restrictions while it prepares a full appeal.
Sara Montes de Oca · 136 DAYS AGO
Uber reported first-quarter revenue of $13.2 billion, just under analyst estimates, but second-quarter gross bookings guidance of up to $57.75 billion topped Wall Street expectations and sent shares surging more than 8% in premarket trading.
Sara Montes de Oca · 136 DAYS AGO
Micron Technology's shares surged 12% on Tuesday, pushing the memory maker's market cap past $700 billion for the first time and extending a 700% rally over the past 12 months, as an AI-driven global memory shortage continues to fuel demand.
Sara Montes de Oca · 137 DAYS AGO
Pinterest reported first-quarter revenue of $1.01 billion, beating estimates of $966 million, as shares surged 15%. The company also issued second-quarter guidance above Wall Street projections, citing AI-driven advertising improvements.
Sara Montes de Oca · 137 DAYS AGO
The SEC announced a settlement with Elon Musk's revocable trust over the late disclosure of his 2022 Twitter stock purchases, with the trust agreeing to pay a $1.5 million civil penalty — far less than the $150 million the agency claimed Musk saved by breaking disclosure rules.
Sara Montes de Oca · 138 DAYS AGO
Amazon is opening its logistics network to outside businesses under the "Amazon Supply Chain Services" brand, competing directly with UPS and FedEx by offering warehousing, fulfillment, and parcel delivery to companies in retail, healthcare, and manufacturing.
Sara Montes de Oca · 138 DAYS AGO
GameStop has made an unsolicited, non-binding offer to acquire eBay for $125 per share in a cash-and-stock deal valuing the e-commerce platform at roughly $55.5 billion, with CEO Ryan Cohen pitching a path to rivaling Amazon.
Sara Montes de Oca · 138 DAYS AGO
Spirit Airlines ceased all operations on May 2, 2026, after surging jet fuel prices — rising from a projected $2.24 per gallon to more than $4.50 — rendered its March 2026 bondholder restructuring plan financially unviable, ending 34 years of service.
Sara Montes de Oca · 140 DAYS AGO
Average health insurance deductibles on ACA marketplaces have reached $2,912 in 2026, up from $1,881 in 2014, while roughly one in five workers with employer-sponsored plans now faces a deductible of $3,000 or more for single coverage.
Sara Montes de Oca · 140 DAYS AGO
The S&P 500 closed at 7,230.12 and the Nasdaq finished at 25,114.44 on May 1, both setting all-time highs, as Apple's fiscal second-quarter earnings beat lifted shares more than 3% and oil prices retreated on Iran peace-deal uncertainty.
Sara Montes de Oca · 141 DAYS AGO
Bitcoin gained 12.7% in April for its best month since April 2025, but CryptoQuant says perpetual futures were the "sole driver" of the rally while spot demand contracted — a pattern analysts associate with self-limiting price runs.
Sara Montes de Oca · 141 DAYS AGO
Apple reported fiscal second-quarter revenue of $111.18 billion, up 17% year over year, and earnings of $2.01 per share — both ahead of estimates — as the company navigated its best-ever March quarter and prepared for a CEO transition in September.
Sara Montes de Oca · 142 DAYS AGO
Google Cloud posted 63% revenue growth to $20.03 billion in the first quarter — its fastest rate on record — while Amazon Web Services and Microsoft Azure also topped analyst estimates, reflecting surging demand for AI infrastructure.
Jay Goldberg · 142 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.