The news. The narrative. The timeline.
Bureau: San Francisco
$115 to $125 a share, 28 million shares, $26.5 billion midpoint — the syndicate halved the headline against a $10 billion order book and let the demand carry itself.
AAA national average held at $4.457 Monday — eleven days after the Energy Secretary said prices had likely peaked, with Tennessee crossing $4 for the first time.
Palantir's $1.63B revenue and 133% U.S. commercial growth lands the same hour the Cerebras headline was halved — the AI bull case has a number that isn't a forecast.
Wall Street wants $13.82 billion of revenue and 74 cents of adjusted EPS — both down from a year earlier — and Pfizer's $5 billion COVID floor is the line that has to hold.
Consensus is $9.85 billion of revenue and a data-center segment near $5.56 billion — the question is whether Lisa Su's anxious customers convert from warrants to firm purchase orders.
Greg Abel's first Berkshire quarter reads as $397 billion of cash, an $11.35 billion operating miss, $10 billion of net income — and a single sentence Wall Street is now repeating verbatim.
One Supreme Court IEEPA ruling, two cohorts — General Motors, Ford and Stellantis booked $2.3 billion of refunds while Caterpillar swallowed $600 million and cut the year.
Tesla's amended 10-K books $573 million of Musk-company revenue for 2025 — and the xAI Series E converted into SpaceX Class A common after SpaceX absorbed xAI Holdings.
The White House is convening table reads this week on an executive action that would let civilian agencies use Anthropic models — while the Pentagon's freeze-out remains operating policy.
Apple's $100 billion buyback authorization begins execution this week against $13 billion of calendar-2026 capex — a fraction of the four AI hyperscalers' combined $710 billion.
Microsoft's 10-Q absorbed the $190B calendar-2026 capex and OpenAI restructuring without an accompanying 8-K, setting the disclosure precedent for Disney's Wednesday Q2 print.
Greg Brockman took the stand Monday; cross-examination centers on his personal journal entries and the OpenAI nonprofit-mission debate that Musk's Series A briefs cite verbatim.
T-fifteen to Meta's May 20 layoff window — 8,000 cuts plus 6,000 cancelled requisitions equal an effective 14,000 reduction, all under Alexandr Wang's reorganized Superintelligence Labs.
SpaceX's public S-1 filing window opens May 15 — T-ten — with Tesla's $573 million related-party disclosure now part of the prospectus footnote set.
Coinbase prints Thursday after the bell at $0.36 EPS — an 81 percent year-on-year cut — while Cloudflare clears into Polymarket's 93 percent EPS-beat probability.
Aramco's Q1 print arrives Sunday at T-5 — SAR 108.8 billion forecast net is the war-quarter signature, with a 24.8 percent crude-price jump offsetting 600 kbpd of lower production.
Warsh cleared Senate Banking 13-11 along party lines — full-Senate confirmation tees up by May 15 — and the institutional brake is Powell choosing to stay on the Board as governor.
OFAC's GL 134B expires 12:01 a.m. EDT May 16 — eighteen days since issuance, no Senate counter-amendment, the silence inside Hormuz operating tension is the news.
Sixteen days after Vercel disclosed its OAuth-token breach, the company has produced no scope review, no token-storage policy, and no third-party SaaS audit — the silence is now the architecture.