The news. The narrative. The timeline.
Bureau: San Francisco
Disney named ABC once in the shareholder letter and zero times on the call, twenty-one days short of the FCC license cliff, and the omission is itself the disclosure.
Coinbase prints Q1 with consensus revenue cut to $1.50 billion and a 14 percent layoff pre-announcement two days before the call.
Block reports tonight with the bitcoin treasury already pre-announced as a balance-sheet liability and Cash App carrying the whole story.
Three sell-side desks looked at the same Meta deal and came back with three different prices, because the warrant is a balance-sheet structure, not a contract.
Brockman's two days on the stand turned a Musk lawsuit into a fiduciary-disclosure document for next week's Cerebras IPO.
The CBRS bookbuild has held at $10B-plus for four days, and the buy-side is paying 78 times sales for one customer's contract.
Day two of the print: Pfizer reaffirmed guidance, kept zero buybacks against $3.3B authorization, and Padcev's 39% growth carried the call.
The disciplined cohort enters its operational week — Apple's $0.27 dividend records May 11, pays May 14, Berkshire 13F window opens.
T-8 to May 15 — SpaceX must file the public S-1 by then to clear a June roadshow, and Tesla's related-party set is now its disclosure too.
Tesla's amended 10-K identifies xAI Holdings as a SpaceX subsidiary as of February 2026 — the SpaceX prospectus inherits every Musk-conglomerate related-party line.
T-13 to the May 20 cuts — 8,000 layoffs plus 6,000 cancelled jobs equals 14,000 positions removed as keystroke tracking begins.
The White House is convening companies for table-reads of an executive order routing around the Pentagon's Anthropic ban — Pentagon CTO says no thanks.
Day 18 since the Vercel breach, Day 8 of the class-action solicitation, and the OAuth-scope review Vercel promised is still unpublished.
T-4 to record date, T-7 to pay date — the $0.27 dividend and $100B buyback land inside the quarter Apple quietly retired its 2018 net-cash-neutral target.
Microsoft 10-Q, Disney 8-K, Disney 10-Q, Disney earnings call — the four-document stack is now the broadcaster-and-tech playbook for keeping regulatory cliffs in cautionary language.