Markets

The Information's in-depth reporting about Markets.
Follow this topic to get the latest updates from The Information reporters and subscribers.

Recent Articles Subscriber Posts Most Popular Articles
Recent Articles about Markets
Joan Cros/Getty Images.
The Briefing

Stock Comp and Software’s Illusory Profits

By Martin Peers · Mar 22, 2026 3:00pm PDT
Memo to software executives: Now is the time to radically reduce the amount of stock you give employees. That would win you some favor with investors, who’ve generally gone off your sector thanks to worries about the threat posed by AI. Even if those concerns are overblown, cutting costs in the face of a major disruption is a smart idea.It’s no... Memo to software executives: Now is the time to radically reduce the amount of stock you give...
Sunday Insights

Tech M&A Chilled by AI, Inflation Fears

By Valida Pau · Mar 22, 2026 8:06am PDT · 1 comment
This year hasn’t lived up to the high expectations of the bankers and lawyers that advise tech companies on acquisitions. One major culprit is fear of AI-driven irrelevance, which has paralyzed corporate CEOs, according to some bankers and lawyers gathered in New Orleans for the annual Tulane Corporate Law Institute conference. “I have a lot of... This year hasn’t lived up to the high expectations of the bankers and lawyers that advise tech...
Art by Mike Sullivan
Exclusive

OpenAI’s First Advertisers Can’t Prove ChatGPT Ads Work

By Catherine Perloff · Mar 21, 2026 9:00am PDT · 3 comments
As OpenAI prepares to open up ad sales to more marketers next month, it is trying to address what some advertisers say was lacking in the initial ad sales offering. Among other things, the ChatGPT creator is planning to streamline the process of ad buying, either in partnerships with ad tech firms or with its own ad management system. So far,... As OpenAI prepares to open up ad sales to more marketers next month, it is trying to address what...
Art by Clark Miller.

Crypto Is Getting Bashed in Markets and Washington

By Yueqi Yang · Feb 10, 2026 6:00am PST · 1 comment
The crypto industry is facing twin crises—in the markets and in Washington—that are threatening to derail its dream of mainstream acceptance. With the worst crypto sell-off since the collapse of FTX in the background, the industry has run into strong opposition to a wide-ranging bill it is trying to push through Congress. To break... The crypto industry is facing twin crises—in the markets and in Washington—that are...
Art by Clark Miller.
Opinion

Fix Private Markets Before Small Investors Are Invited In

By Rett Wallace · Dec 30, 2025 8:00am PST · 16 comments
Wall Street’s latest push into private markets may give individual investors and their 401(k) accounts access to shares of unicorns like SpaceX and OpenAI. It may also allow them to add billions of additional dollars to the liquidity trap currently plaguing more sophisticated investors. Private markets have suffered from illiquidity, not lack of... Wall Street’s latest push into private markets may give individual investors and their 401(k)...