…Google’s cloud business — driven largely by enterprise AI adoption — is booming. The search giant saw Google Cloud revenue spike 82% from where it was this time last year, climbing to $24…
…Microsoft proved that its AI business is accelerating in growth, and that cash flows remain healthy despite the firm's extensive capital expenditure on new data centers. However, new information suggests that…
CEO Lip-Bu Tan outlines progress to rebuild execution, strengthen core businesses, and advance responsible growth in the AI era. In this article: Over the past year, we have laid the foundation…
…Discussing that rightsizing, Microsoft CEO Satya Nadella said the company is making the "necessary decisions required" in order to reset the business for long-term growth, echoing the sentiments offered by Xbox…
The Cost of Doing Business: How SF's Tax Structure Constrains Economic Growth [pdf]
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A Chinese article compiled 52 remarks from Liang Wenfeng’s four-hour investor meeting. I’ve summarised the most important ones below. DeepSeek has one central objective: AGI. This is not the time to maximize returns thro…
…Thunderful and continued growth across its Games and Hardware lines. However, once Thunderful's results are stripped out, the picture is more mixed. Atari's pre-existing business drops to a current…
…Dell captured the lead with a 25.0% share, posting 1.1% growth despite overall market contraction, while Lenovo also achieved growth of 1.2% to reach 20.0% of the market…
…AI infrastructure demand continues to dominate NVIDIA’s business, particularly in the data center segment, which has become the company’s primary growth engine. Under the revised reporting structure, the newly defined…
…The country has also emerged as a key battleground for Meta’s ambitions in business messaging and digital payments, areas seen as critical to WhatsApp’s next phase of growth. Cathcart, who…
…An expendable Starship could keep SpaceX in business, but doesn’t achieve the cost reductions — or frontier business models — Elon Musk is betting on. SpaceX is many businesses, but right now only…
Apple says App Store regulatory changes are beginning to affect Services growth Marcus Mendes | Jul 30 2026 - 4:50 pm PT | Jul 30 2026 - 4:50 pm PT During today’s earnings…
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