Alphabet

CISCO SYSTEMS

NVIDIA

INTEL

Google's Amin Vahdat reveals AI models double in capability every 3-6 months at Cisco AI Summit, discusses TPU co-design, space data centers, and HBM constraints through 2028.

Google's AI Chief Declares Models Improving 2x Every 3-6 Months, Outpacing Moore's Law

LENNAR CORP /NEW/

Taylor Morrison Home

HORTON D R INC /DE/

PULTEGROUP INC/MI/

Toll Brothers

KB HOME

Lennar and Taylor Morrison propose $250B 'Trump Homes' rent-to-own program for 1M entry-level homes. Stocks rally 3-7% on privately funded affordability plan.

Homebuilders Pitch 'Trump Homes' Program to Build 1 Million Entry-Level Houses

Inspirato

Inspirato delists from Nasdaq after shareholders approve $4.27/share take-private deal. Four years after SPAC IPO, stock fell 98% from peak.

Inspirato Goes Private: Steve Case-Backed Exclusive Collective Closes $59M Acquisition

Apple

Apple's Xcode 26.3 integrates Anthropic's Claude Agent and OpenAI's Codex for autonomous app development. What 'agentic coding' means for developers.

Apple Brings Agentic Coding to Xcode 26.3, Integrating Claude and Codex

CHIPOTLE MEXICAN GRILL

Chipotle stock drops 7% after Q4 earnings. Flat 2026 same-store sales guidance signals no end to traffic declines that have plagued the burrito chain.

Chipotle Stock Tumbles After Flat 2026 Guidance Signals Prolonged Traffic Weakness

ANGIODYNAMICS

AngioDynamics CEO Jim Clemmer signs retirement agreement after 10-year transformation. Stock down 22% since announcement as board searches for successor.

News

Today

Google's AI Chief Declares Models Improving 2x Every 3-6 Months, Outpacing Moore's Law

Yesterday

Homebuilders Pitch 'Trump Homes' Program to Build 1 Million Entry-Level Houses

Inspirato Goes Private: Steve Case-Backed Exclusive Collective Closes $59M Acquisition

Apple Brings Agentic Coding to Xcode 26.3, Integrating Claude and Codex

Chipotle Stock Tumbles After Flat 2026 Guidance Signals Prolonged Traffic Weakness

AngioDynamics Formalizes CEO Transition as Clemmer Signs Retirement Agreement