Markets, earnings, deals, and the macro shifts that move them. Reported for readers who already know the basics.
Cerebras Systems opened at $350 per share on its Nasdaq debut Thursday, raising $5.55 billion in the largest U.S. tech IPO since Uber's 2019 listing and briefly topping a $100 billion market capitalization.
Jay Goldberg · 75 DAYS AGO
Cerebras Systems priced its IPO at $185 per share on Wednesday, above its revised expected range, raising $5.55 billion and valuing the AI chip maker at $56.4 billion on a fully diluted basis.
Sara Montes de Oca · 76 DAYS AGO
SoftBank reported a $46 billion yearly gain at its Vision Fund, with $45 billion of that tied to its investment in OpenAI, even as losses on Coupang, DiDi Global, and Klarna weighed on the rest of the portfolio.
Sara Montes de Oca · 76 DAYS AGO
Copper futures closed at a record 6.531 on Tuesday as Citi cited AI data center demand and set a $15,000 bull-case target, while chip stocks pulled back sharply on a hot inflation print.
Jay Goldberg · 77 DAYS AGO
Amazon announced Tuesday it is expanding its Amazon Now 30-minute delivery service to dozens of U.S. cities, relying on a network of micro-fulfillment "dark stores" and Flex drivers, with plans to reach tens of millions of customers by year-end.
Jay Goldberg · 77 DAYS AGO
The SEC delayed the launch of 24 prediction markets ETFs from Roundhill Investments, Bitwise, and GraniteShares last week, saying it needs more time to study the novel products — a move that drew comparisons to the agency's years-long battle over spot bitcoin ETFs.
Sara Montes de Oca · 79 DAYS AGO
A growing class of YouTube strategy consultants — charging more than $15,000 a month — is quietly driving the success of top creators including MrBeast, as the platform's $100 billion creator economy grows increasingly competitive.
Jay Goldberg · 79 DAYS AGO
Netflix's $19.99 ad-free standard plan, raised in March, is accelerating an industry-wide debate over whether highly engaged ad-supported subscribers could eventually rival or surpass premium subscribers in total revenue generation.
Sara Montes de Oca · 79 DAYS AGO
Target has opened "baby boutiques" in about 200 stores, adding nearly 2,000 new products and premium brands like UPPAbaby, as new CEO Michael Fiddelke bets on family shoppers to end a three-year sales slump.
Jay Goldberg · 79 DAYS AGO
The S&P 500 and Nasdaq each extended their winning streaks to six consecutive weeks, closing at record highs Friday as strong earnings, a better-than-expected jobs report, and a major Corning-Nvidia supply deal fueled broad market gains.
Jay Goldberg · 80 DAYS AGO
Nvidia has committed more than $40 billion to equity investments in AI companies in early 2026, anchored by a $30 billion bet on OpenAI and seven additional multi-billion-dollar deals in publicly traded firms.
Sara Montes de Oca · 80 DAYS AGO
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 · 80 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 · 81 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 · 82 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 · 82 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 · 83 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 · 83 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 · 83 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.