The news. The narrative. The timeline.
Bureau: San Francisco
Microsoft stopped paying OpenAI revenue share and dropped exclusivity through 2032 the day before printing $627B of remaining performance obligations without naming OpenAI's share.
Seven N.D. Cal. lawsuits allege OpenAI's safety team flagged the shooter in June 2025 and Altman overruled them to protect a trillion-dollar IPO valuation.
The construction-equipment bellwether passed its tariff bill through to dealers and end customers and printed a 22 percent revenue jump anyway.
The capex ceiling moved up ten billion overnight; the share-repurchase commentary that used to anchor the call did not come.
The bridge looked like a refi until you read which five facilities it took out, and which two companies they belonged to.
Three different cells in the cap table point at the same private counterparty, and that counterparty just got sued in San Francisco.
The breach happened through an AI vendor's stale OAuth grant; eleven days later there is no policy paper, and procurement teams notice.
Three industrial prints in a week describe a long-cycle capex boom and a short-cycle freight slowdown — the same companies, read together.
The two US oil majors print Friday into a $126 Brent tape with analysts bullish on Exxon's Permian and bearish on Chevron's setup.
Forty-two days after Adobe announced the Semrush acquisition, no fresh purchase-price line, antitrust filing, or revised guidance has reached the public record.
Sydney office, Japan workforce deal, five gigawatts of Amazon compute — and twelve days running with nothing new on who can use the dangerous model.