Markets, banking, fintech regulation, capital allocation and the financial impact of technology.
Mark Zuckerberg reports Wednesday with consensus expecting roughly $48B in revenue, but the real test is whether Family of Apps ad uplift from generative AI can absorb a Reality Labs loss inching toward $5B per quarter.
Revenue rises to $20.1B and free cash flow burn narrows, but MAX 7 and MAX 10 certification remain Ortberg's unfinished business.
Three trillion-dollar names report Q1 2026 results between Wednesday and Thursday. Investors want one answer: whether record AI spending is converting into operating leverage or quietly destroying margins.
Alphabet posted $96.4 billion in revenue for Q1 2026, up 17% year-over-year, as Google Cloud crossed $13 billion quarterly for the first time and AI-enhanced Search drove advertising click-through rates to a five-year high.
Palantir beat Q1 estimates with $1.19 billion in revenue and 39% year-over-year growth, as its AI Platform segment hit $340 million — up 82% — and U.S. government spending on AI decision infrastructure accelerated sharply.
Palantir reported $1.12 billion in Q1 2026 revenue, beating consensus by $48 million, as its Artificial Intelligence Platform secured 31 new U.S. government contracts and enterprise AIP deployments expanded to 612 commercial customers.
Despite headwinds from US-China tariffs and currency pressure, Apple's March quarter beats Wall Street expectations on Services momentum and early Apple Intelligence subscriber conversion.
As Anthropic's annualized revenue surges past $30 billion, the company's two largest cloud backers have each doubled down with headline-grabbing new commitments, reshaping the economics of frontier AI.
Google's cloud segment grew 29% year-over-year in Q1 2026, with CFO Anat Ashkenazi describing Gemini API consumption as 'ahead of our most optimistic internal projections' — a phrase that sent shares up 6% in after-hours trading.
Azure grew 34% year-over-year with AI services driving 18 percentage points of that growth — the fastest cloud expansion Microsoft has reported since 2022.
After three years of frozen exit markets, a wave of fintech companies is filing for public offerings. Klarna, Chime, and a dozen smaller challengers are betting the window won't stay open for long.
As US export controls tighten around advanced semiconductors, Beijing has deployed a calibrated response — restricting the rare earth and specialty mineral exports that underpin the entire global chip supply chain, forcing Washington and its allies to accelerate a costly domestic mining push.
SpaceX's confidential S-1 filing targets a $1.75–$2 trillion valuation, weeks after absorbing Elon Musk's xAI in a $250 billion all-stock merger.
Intercontinental Exchange has completed a $2 billion total investment in Polymarket, positioning the prediction market platform as a core data infrastructure layer for institutional capital markets—not just a speculative trading venue.
The S&P 500 closed at 7,041 on Wednesday, a new all-time high, as investors priced out war risk following a US-Iran ceasefire announcement — while the Nasdaq logged its 12th consecutive positive session.
ASML beat Q1 expectations and raised its 2026 revenue outlook to €36–40 billion, but shares dropped 6% as tightening China export restrictions cast a shadow over the semiconductor equipment maker's outlook.
