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Exclusive

Trump Family Crypto Deal Runs Aground

By Michael Roddan · Nov 26, 2025 6:00am PST
Eric Trump and Donald Trump Jr. rang the bell at Nasdaq’s New York headquarters in August to celebrate the announcement of a deal that could have netted the family a windfall of hundreds of millions of dollars. The president’s oldest sons were combining their crypto startup, World Liberty Financial, with a publicly traded Canadian company, Alt5... Eric Trump and Donald Trump Jr. rang the bell at Nasdaq’s New York headquarters in August to...
Art by Mike Sullivan.
Exclusive

China Is Slowly but Surely Breaking Free From Nvidia

By Qianer Liu · Nov 26, 2025 4:00am PST
ByteDance bought more Nvidia chips than any other Chinese company in 2025, according to three people with direct knowledge of its purchases. Racing to secure computing power for its billion-plus users and fearing Washington might suddenly cut off supply, the TikTok parent hoarded its stock of the chips. ByteDance’s fears about a supply crunch... ByteDance bought more Nvidia chips than any other Chinese company in 2025, according to three...
Nvidia CEO Jensen Huang. Getty Images
The Briefing

Google’s Meta Talks Put the Ball in Nvidia’s Court

By Martin Peers · Nov 25, 2025 5:00pm PST
We’re getting close to the year’s end, when reporters’ minds turn to predictions for the new year. So here’s one: I predict sometime soon Nvidia will announce it is investing billions of dollars into Meta Platforms, in exchange for Meta committing to continue using Nvidia’s AI chips. This is just a wild guess, to be clear, but it’s based on how... We’re getting close to the year’s end, when reporters’ minds turn to predictions for the new...
Marc Benioff, CEO of Salesforce, speaks during the 2025 Dreamforce conference in San Francisco. Photo by Getty Images
Applied AI

The Real Winners of the Enterprise Software Market’s AI Agent Free-For-All

By · Nov 13, 2025 10:30am PST
Something curious has happened in software: Nearly every established seller of enterprise tools started marketing the same general-purpose AI agents that aim to handle everything from drafting emails to customers to resolving IT service tickets. Even old-guard database providers like Snowflake are now in the AI applications game, going head... Something curious has happened in software: Nearly every established seller of enterprise tools...
Art by Clark Miller.
Deep Research

2026 Watch List: The Candidates, the Wildcard, and the IPO Market’s Tunnel Vision

By The Information Staff · Nov 12, 2025 11:42am PST · 1 comment
The 2025 initial public offering market was defined by a stark divergence: a welcome comeback year for new listings that instantly created clear winners and losers. While investors rewarded companies with an artificial intelligence or cryptocurrency narrative, stocks of consumer facing companies and software firms that couldn’t articulate an... The 2025 initial public offering market was defined by a stark divergence: a welcome comeback...
Art by Mike Sullivan

Stock Market’s Crypto Rally Boosts Private Companies

By Yueqi Yang · Oct 31, 2025 6:00am PDT
Stock market investors fell in love with crypto this year, setting off a big rally in public markets. Now the buying frenzy has rebounded back to privately held companies like crypto exchange Kraken and payments firm Ripple, whose valuations have soared. Kraken, one of the oldest crypto exchanges, is raising money at a $20 billion valuation,... Stock market investors fell in love with crypto this year, setting off a big rally in public...