Editorial companion

What stands out

Meta is quietly sketching a cloud business that could sell access to its AI models or raw compute, which matters because it is a clear attempt to turn research infrastructure into a revenue stream. Robinhood helped funnel more than $3 billion of World Cup wagers into a prediction market, a reminder that event-driven betting and trading can spike retail flows overnight. Delta reaffirmed full-year profit guidance even as fuel costs hit a record quarterly high, showing demand for premium, corporate and international travel can offset cost shocks and keep earnings intact.