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Intelligence for the New World Economy
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© 2026 Semafor Inc.
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Rohan Goswami
Business Reporter
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@rogoswami
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Wall Street readies for SpaceX liftoff
There is little sign that investors have rotated out of other assets ahead of the historic IPO.
Joe Skipper/File Photo/Reuters
AI startups race to IPO
The sheer amount of money these AI giants will need raises concerns they’ll crowd out fast followers.
Steve Nesius/File Photo/Reuters
Klarna on the fight for ‘top of wallet’ in an AI agentic commerce world
CEO Sebastian Siemiatkowski thinks there’s still a place for brand loyalty and perks in a bot shopping world. Up next: Klarna airport lounges?
The ‘Jensen effect’ is the new ‘Trump bump’ for stocks
Shares of different AI companies all rose as much as 10% this week after Huang complimented them on stage at an event in Taiwan.
Ann Wang/File Photo/Reuters
Private credit withdrawals spike
Investors in Blackstone’s flagship fund sought to yank 10% of their money this quarter, showing that the jitters engulfing the industry may be deepening.
Mike Segar/File Photo/Reuters
Berkshire to invest $10 billion in Alphabet in major AI bet
Berkshire Hathaway famously missed past tech waves, to Warren Buffett’s regret. Greg Abel is determined not to miss this one.
Brendan McDermid/Reuters
Short-seller Andrew Left will appeal fraud conviction
The short seller was accused of manipulating markets in media appearances and on social media.
How Anthony Pompliano thinks AI will turbocharge the independent investor
The capital manager-turned-“finfluencer” founded an AI-powered platform providing advice to independent investors.
Union Pacific executives privately deny talks with Trump over 15% stake
The US president has publicly floated the idea of the government taking an ownership stake.
Paramount appears to sway DOJ staff on Warner Bros. takeover
US antitrust regulators appear to approve Paramount’s $110 billion studio deal after a two-hour meeting at the Justice Department Tuesday, people familiar with the matter said.
Lyft is coming for corporate travel
CEO David Risher told Semafor he’s already speaking with CEOs like United Airlines’ Scott Kirby about bundling Lyft with other corporate travel perks.
Vail Resorts’ CEO Rob Katz says he won’t hedge the weather on prediction markets
The biggest risk to Vail Resorts’ ski business is the weather, but Katz says hedging it in the markets “is not as simple as it might look.”
The future of AI is an AI futures market
Wall Street is building a way for traders to buy and sell the processing power that underpins AI like the way they bet on the fluctuating price of a barrel of oil.
Novo Nordisk lets Canadian patent expire
It is unclear whether the patent’s lapse was a bit of cunning corporate strategy or an expensive oversight.
CEOs are stressed out
Corporate chiefs are using earnings calls as talk therapy.
NextEra’s $67 billion deal pokes the AI bear
Regulators’ approval will test Americans’ anger against AI.
Companies jostle for AI stock bump
If you’re, say, a flailing sneaker company, you might issue a press release announcing you’re now in the GPU-leasing business.
Mayor Zohran Mamdani is wading into an international M&A deal
New York’s mayor wants to block the merger of Western Union and Intermex, arguing it’ll hurt some of the neediest New Yorkers.