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Nvidia CEO Jensen Huang. Ian Maule/Bloomberg/Getty.
The Briefing

Nvidia’s Blowout and SpaceX’s Blue Sky Ambitions

By Martin Peers · May 20, 2026 5:00pm PDT
Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth for its April quarter, the first in its 2027 fiscal year. Even better, Nvidia forecast 95% growth for the second quarter. Its fiscal 2027 is shaping up to be a firecracker, with sharply faster growth than last year’s still-stellar 66% rate of... Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth...
Art by Mike Sullivan.
The Information Finance

Fintech Lenders are Still Learning the Hard Way

By Ann Gehan · May 20, 2026 9:41am PDT
The recent bankruptcy of Parker, a corporate card startup that catered to e-commerce customers, is a good reminder that lending is one of the toughest ways to make money in fintech. Parker had been among the dwindling number of standalone, tech-heavy lenders geared toward small businesses that first sprung up during the fintech funding... The recent bankruptcy of Parker, a corporate card startup that catered to e-commerce customers,...
Google CEO Sundar Pichai on stage at Google I/O. Photo courtesy of Google.
AI Agenda

Google Pitches Its AI Coding Tools as the Cost-Effective Option

By Erin Woo · May 20, 2026 7:00am PDT
Google came into its flagship developer conference, Google I/O, on Tuesday with a big question to answer: Does it have a counter to Anthropic’s dominance in coding?The takeaway, after a sweltering day in Mountain View, Calif.: Google wants to redefine the competition. Google didn’t release a new “pro” version of its flagship model, Gemini, to... Google came into its flagship developer conference, Google I/O, on Tuesday with a big question to...
Binance's Yi He, left, and Richard Teng. Photos by Getty Images
Exclusive

Treasury Department Demands Binance Compliance After Iran Crypto Reports

By Leo Schwartz · May 7, 2026 9:05am PDT
The U.S. Department of the Treasury has privately demanded that Binance comply with a monitoring program U.S. regulators imposed on the crypto exchange in 2023, when it pleaded guilty to charges related to sanctions and anti–money-laundering violations, The Information has learned. The Treasury Department’s request—which it sent to... The U.S. Department of the Treasury has privately demanded that Binance comply with a monitoring...