Jens Meyer/AP

Google's annual developer conference, I/O, takes place Wednesday through Friday in Mountain View.

  • Android O: Google has already released a developer preview, but expect a lot more detail on the next version of Android. Last week, Google also announced Project Treble, its latest effort to make it easier for manufacturers to allow their devices to upgrade to later versions.
  • AI: Expect the case this year that it is delivering AI, not just to improve its own products but also to put those capabilities into the hands of business and research.
  • Google Assistant: Expect the Assistant to go to some new places but also for Google to better link its disparate efforts to ensure it's the same Assistant on every device.
  • VR: Google launched its Daydream effort at last year's I/O and an update is definitely overdue. Virtual reality will be one of the topics on Day 2.

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Uber to buy Postmates in $2.65 billion deal

Illustration: Sarah Grillo/Axios

Uber has agreed to acquire food delivery company Postmates for $2.65 billion in an all-stock deal, the companies announced Monday.

Why it matters: This is the latest merger for the food delivery space as the sector undergoes an ongoing market consolidation.

Analysts expect soaring stock market despite slashed earnings forecasts

Data: FactSet; Chart: Axios Visuals

Despite cutting expectations for companies' earnings by the most in history and revenue by the most since 2009, Wall Street analysts are getting increasingly bullish on the overall direction of the U.S. stock market.

What's happening: Equity analysts are expecting earnings in the second quarter to fall by 43.8% — the most since 2008's fourth quarter 69.1% decline.

Case growth outpacing testing in coronavirus hotspots

Data: The COVID Tracking Project. Note: Vermont and Hawaii were not included because they have fewer than 20 cases per day. Chart: Andrew Witherspoon/Axios

The United States' alarming rise in coronavirus cases isn't due to increased testing — particularly not where cases have grown fastest over the last month.

Why it matters: The U.S. doesn't yet know what it looks like when a pandemic rages on relatively unchecked after the health system has become overwhelmed. It may be about to find out.