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Top stories today:
1. SEC sues Coinbase, alleging it failed to register with the agency
2. SEC requests an order to freeze Binance US's assets
3. Chart: mega-cap tech has led the S&P, rising 53% and 11% YTD
4. Tucker on Twitter: 1st show accuses Ukraine of “probably” blowing up dam

0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 close (4 PM ET / 1 PM PT).

All times are ET.

1. SEC sues Coinbase, alleging it should have registered its securities sales and as an exchange, broker, and clearing agency

SEC sues Coinbase, alleging it should have registered its securities sales and as an exchange, broker, and clearing agency

0. Data and calendar

1. SEC sues Coinbase, alleging it should have registered its securities sales and as an exchange, broker, and clearing agency

Keep reading

Anthropic restores Fable 5, Mythos 5 after U.S. lifts export controls

OpenAI teases Codex keyboard device for Jul. 15

GPT-5.6 Sol, Terra, Luna debut in limited preview as OpenAI’s newest frontier models

OpenAI said to delay IPO to 2027 amid doubts over Sam Altman’s $1T valuation goal

SEC sues Coinbase, alleging it should have registered its securities sales and as an exchange, broker, and clearing agency

0. Data and calendar

1. SEC sues Coinbase, alleging it should have registered its securities sales and as an exchange, broker, and clearing agency

Subscribe to keep reading

Keep reading

Anthropic restores Fable 5, Mythos 5 after U.S. lifts export controls

OpenAI teases Codex keyboard device for Jul. 15

GPT-5.6 Sol, Terra, Luna debut in limited preview as OpenAI’s newest frontier models

OpenAI said to delay IPO to 2027 amid doubts over Sam Altman’s $1T valuation goal