Markets, earnings, deals, and the macro shifts that move them. Reported for readers who already know the basics.
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 · 187 DAYS AGO
Samsung Electronics posted its highest-ever quarterly operating profit in the first quarter of 2026, with earnings rising more than 750% year over year to 57.2 trillion Korean won, driven by surging demand for AI-linked memory chips.
Sara Montes de Oca · 188 DAYS AGO
PayPal CEO Enrique Lores has restructured the company into three distinct segments, making Venmo a standalone business unit for the first time as takeover interest from firms including Stripe intensifies and two senior executives depart.
Jay Goldberg · 188 DAYS AGO
AstraZeneca and GSK both beat first-quarter earnings expectations on Wednesday, but their CEOs joined a growing chorus of European pharma leaders warning that Trump's most-favored-nation drug pricing policy could limit which new medicines reach patients in Europe.
Sara Montes de Oca · 189 DAYS AGO
The world’s largest contract chipmaker posted first-quarter revenue of 1.13 trillion New Taiwan dollars ($35.6 billion), marking a 35% year-over-year increase and slightly exceeding analyst expectations.
Sara Montes de Oca · 208 DAYS AGO
Spanning geopolitical conflict, trade policy upheaval, artificial intelligence, private market fragility, and bank regulation, the letter offers an unvarnished look at how the most influential banker in the world sees the current environment.
Sara Montes de Oca · 210 DAYS AGO
Tesla delivered 358,023 vehicles in Q1 2026, falling short of the analyst consensus estimate of 370,000 deliveries and the company's own internal estimate of 365,645. Production for the quarter came in at 408,386 vehicles.
Sara Montes de Oca · 210 DAYS AGO
The confidential filing allows SpaceX to submit its financials to the SEC for regulatory review before making them public.
Sara Montes de Oca · 210 DAYS AGO
The outsized raise reflects the firm's growing confidence in its AI portfolio. Kleiner Perkins holds early stakes in Together AI, Harvey, and OpenEvidence, and is an investor in both Anthropic and SpaceX — two companies widely expected to pursue IPOs this year.
Sara Montes de Oca · 221 DAYS AGO
Revised figures from the government show that gross domestic product grew at an annualized rate of just 0.7% in the fourth quarter, sharply lower than the previous estimate of 1.4% and well below economists’ expectations of roughly 1.5%. The slowdown marks a steep drop from the 4.
Jay Goldberg · 235 DAYS AGO
The SXSW Pitch competition returns to Austin this week, bringing together hundreds of early-stage startups and emerging technology companies competing for recognition across a wide range of industries.
Sara Montes de Oca · 238 DAYS AGO
While the immediate impact remains limited, a prolonged war could affect both the supply of key chipmaking materials and the economics of AI data center expansion.
Jay Goldberg · 239 DAYS AGO
Graber said the change reflects Bluesky’s evolving needs as the platform scales. In a post announcing the transition, she explained that the company now requires “a seasoned operator focused on scaling and execution,” while she intends to focus more directly on product development and experimentation.
Sara Montes de Oca · 239 DAYS AGO
The Dow Jones Industrial Average dropped nearly 1,000 points, or about 2%, while the S&P 500 declined 1.2% and the Nasdaq Composite slipped roughly 1%. Industrial and cyclical companies led the downturn, including Boeing and Caterpillar, which tend to be particularly sensitive to global economic slowdowns.
Sara Montes de Oca · 243 DAYS AGO
With more than a thousand exhibitors across the conference’s expansive exhibition floor, HIMSS has become one of the most important venues for unveiling the technologies shaping healthcare’s digital transformation.
Sara Montes de Oca · 243 DAYS AGO
The chip giant reported fiscal fourth-quarter results well ahead of Wall Street estimates, with revenue surging 73% year-over-year to $68.13 billion and adjusted earnings per share of $1.62, topping expectations.
Sara Montes de Oca · 251 DAYS AGO
The S&P 500 rose 0.5%, while the Nasdaq Composite climbed 1%, reflecting renewed strength in growth and AI-linked names. The Dow Jones Industrial Average added a more modest 0.2%, highlighting a tech-led recovery rather than a broad-based rally.
Jay Goldberg · 251 DAYS AGO
The century bond, Alphabet’s debut issuance in British pounds, drew nearly 10 times demand for the £1 billion ($1.37 billion) offering, according to Bloomberg.
Jay Goldberg · 264 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.