The news. The narrative. The timeline.
Bureau: San Francisco
The tariff letters are not deal offers—they are unilateral rate notices from a government that completed exactly two bilateral frameworks, and the goods those rates will tax are already at sea.
A Trump DOJ no-conditions clearance is not the verdict — a California-led investigation and two European regulators still stand between Paramount-Warner and closing.
A government equity stake in OpenAI gives the White House a financial interest in its rivals' failure — regulatory capture through an asset, not a rule.
Enterprise customers learned their frontier-model SLA is unenforceable when Commerce holds the off-switch; no contract in the market prices that risk yet.
Warsh calls 4.2% inflation 'too high' while declining to signal any rate direction—his only institutional protection from removal is the Fed carve-out Slaughter didn't touch, yet.
Three weeks after Fox announced its $22B Roku acquisition, shareholders still don't know what Fox thinks Roku's first-party data is worth — because the S-4 that would quantify it hasn't landed.
No public disclosure explains what is holding up the world's biggest gaming LBO, and a September 28 deadline is approaching with Saudi sovereign wealth and Kushner money in the ownership structure.
A $4B break fee means SpaceX priced regulatory failure as a real variable at roughly 7% — the market is quietly giving this deal a non-trivial chance of dying in antitrust review.
The OBBBA front-loaded tax cuts and back-loaded spending reductions—the $1.9 trillion deficit is not a surprise; it is the sequencing working exactly as designed.
Qualcomm just converted the main open-source alternative to Nvidia's CUDA into a proprietary tool, closing the escape hatch that let AI builders avoid lock-in.
Rivian beat its Q2 delivery guidance then immediately diluted shareholders 6%; the stock fell 14%, funding R2 production and a DOE loan repayment rather than returning value.