The Rundown

Markets Surge After Iran Ceasefire, Apple Hit by iPhone Delay Rumors

Broadcom Jumps on Google AI Deal, Health Insurers Surge on Medicare Boost

OpenAI’s IPO Timing in Question, Jamie Dimon Warns of Rising Inflation

CAVA CEO On Its Growth Playbook: Smaller Price Hikes, Bigger Footprint

Deep Dive: The Q1 Report Card (Winners, Losers & What's Next)

SpaceX Files for IPO, Tesla Delivery Slump Continues

Nike Stock Slides on Weak Outlook, OpenAI Raises $122 Billion

Delta Taps Amazon for Wi-Fi, McCormick Buys Unilever’s Food Business for $45 Billion

Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows

Is the Market Misreading the Biggest Energy Shock In Modern History? (Ft. Amos Hochstein)

Deep Dive: Is Meta Having an Identity Crisis?

Netflix Raises Prices (Again), Nasdaq Falls Into Correction

Meta Loses Landmark Case in Court, Google’s Breakthrough Tanks Memory Stocks

Stablecoin Regulation Fears Hit Crypto, OpenAI Ends Sora

Claude Gets More Powerful, Nintendo Cuts Switch 2 Production

Trump Hits Pause on Iran Strikes, Palantir Becomes AI Backbone for Military

Circle CFO On Why Stablecoin Growth Is Defying the Crypto Bear Market

The conversation explores the accelerating adoption of stablecoins, particularly USDC, and their expanding real-world applications. Jeremy Fox-Geen, CFO of Circle, explains how stablecoins address the inefficiencies in traditional financial systems, offering faster and cheaper transactions, especially for cross-border ...

Deep Dive: Agentic AI and the Next Phase of the AI Boom

Amazon Working on AI Smartphone, Super Micro Founder Charged for Smuggling Nvidia Chips

Uber Invests $1.25B in Rivian, Micron Delivers Blowout Earnings