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Meta’s September-quarter filing, accepted October 21, changed the scale of the cash question facing AI stocks before Microsoft, Alphabet and Amazon report this week. The amount of Meta’s noncancelable contracts scheduled for payment in 2027…
Amazon approaches its October 29 earnings report with a measurable cash hurdle. Its second-quarter filing shows $71.419 billion of operating cash generated from January through June 2026 and $98.411 billion of gross property-and-equipment purchases. The…
Oracle AI World is opening in Las Vegas with a question that matters more to investors than the size of the keynote schedule: who captures the cash when enterprise AI moves from demonstrations into production?…
Apollo’s chief economist argued in an October 24 research note that broad US companies still show little measurable financial payoff from artificial intelligence. That is a warning about the economics of the buyers at the…
Teck Resources said Saturday that a strike has begun at its Highland Valley Copper operation in British Columbia and that the mine is still running, but at reduced capacity. The company did not quantify the…
Amgen said on October 24 that adding IMDELLTRA to IMFINZI reduced the hazard of death by 58% versus IMFINZI alone in a Phase 3 lung-cancer trial. Its DeLLphi-305 announcement, issued at 10:30 a.m. EDT, strengthens…
Nvidia is trying to turn Europe’s appetite for artificial intelligence into a durable infrastructure business just as investors are questioning how much capital the AI boom can absorb. The tension is visible in two developments…
Meta Platforms and Lam Research fell sharply on Thursday, October 22, after earnings exposed different pressures in the artificial-intelligence economy. Meta closed down 6.98% at $648.85, while Lam lost 11.76% to $230.15. Both reported higher…
Spotify added 6 million net premium subscribers in Q3 to reach 306 million, one million ahead of its own guidance, and guided Q4 operating income to €820 million — even as revenue of €4.97 billion…
Meta Platforms reported third-quarter revenue of $64.6 billion, up 26% from a year earlier and ahead of the $63.37 billion consensus, as stronger ad pricing carried the quarter. A $9.89 billion one-time legal charge held…
SpaceX (Nasdaq: SPCX) reported its first quarterly profit as a public company on Tuesday, posting net income of $4.4 billion for the third quarter as revenue rose 161% to $14.6 billion, well above the $12.7…
Netflix reported third-quarter operating profit of $4.46 billion on October 20, beating its own July forecast and rising about 15% once the $619 million Brazil tax charge in last year’s quarter is stripped from the…
Tesla reported third-quarter results after the close on Wednesday, October 21 that reversed the quarter’s central expectation: free cash flow came in at positive $1.53 billion, against the $4.51 billion cash burn in Tesla’s own…
Netflix enters its October 20 earnings report with an unusually forgiving profit comparison: last year’s quarter absorbed a $619 million Brazil tax expense. Its July forecast implies operating profit growth of about 31%. Add that…
Cathie Wood’s ARK Invest has put a $4,400 price on Tesla shares in 2031, with robotaxis accounting for roughly 80% of the company’s projected enterprise value. The October 19 forecast turns the investment question toward…
Tesla approaches its third-quarter report with analysts expecting negative $4.506 billion of free cash flow. Its October 19 compilation of estimates reports sell-side forecasts, not management guidance or actual results. For shareholders, the useful question…
Zions Bancorporation’s third-quarter earnings rose 20% per share, but its underlying operating comparison moved in the opposite direction. The bank reported at 4:10 p.m. Eastern on October 19 that diluted earnings reached $1.78, up from…
MSCI said on Thursday, Oct. 15, that it will make “non-operating companies” ineligible for its Global Investable Market Indexes. On MSCI’s own list of affected securities, that would remove Strategy (MSTR), the bitcoin-treasury company, when…
SpaceX will report third-quarter results after the market closes on Tuesday, Oct. 20, and hold an audio webcast at 4:30 p.m. ET, the company said on Friday. It is the second report since SPCX began…
The Philadelphia Semiconductor Index, the benchmark for U.S.-listed chipmakers, fell 3.83% on Friday, Oct. 16, and closed at 11,137.29. It was the eighth lower close in a row. TECHi counted the index’s daily closes back…
Exascale Labs shares surged Friday after a filing disclosed a deal for 96 Nvidia GPUs. The contract is real, but its payment, delivery and profit milestones matter more than the headline value. Exascale Labs Holdings…
Nebius shares slid further on Friday afternoon, turning a difficult week for companies building artificial-intelligence data centers into a direct test of the company’s funding model. At 2:19 p.m. EDT on October 16, TECHi’s Yahoo…
CoreWeave shares were down more than 11% in Friday trading, according to a Reuters report updated at 12:57 p.m. ET. The selloff had spread across companies that build and lease computing capacity for artificial intelligence:…
The UK competition watchdog has opened a new front in the debate over how artificial intelligence reaches office workers. The Competition and Markets Authority said on October 16 that it is proposing to designate Microsoft’s…
Tesla FSD is approved in Slovakia and its rollout will begin soon, the company said on Friday, extending the European reach of one of its most closely watched AI products. The company’s European account posted…
Zesty launched a tool on Thursday that aims to let companies run more AI workloads on the Nvidia GPUs they already own. For NVDA investors, that raises a question often lost in the race to…
Rambus announced a power-management chip for the next generation of low-power AI server memory on Tuesday, October 13, extending a product business that is becoming increasingly important to the company’s revenue. The announcement, distributed at…
CyberTAN unveiled a liquid-cooled AI networking design built around Marvell’s Teralynx T100 specifications on Tuesday, October 13, giving investors a fresh example of how the chipmaker’s technology could reach data centers. The announcement, released at…
Dell’s AI business has a larger potential market to pursue—and more reason to explain what customers are paying Dell to do. At 8:00 a.m. EDT on October 13, the Open Compute Project Foundation released an…
Adobe’s Semrush released its first UK benchmark for AI-search visibility on Tuesday, October 13, finding that brands’ prominence varies by market and platform—and that being named in an answer often does not bring a matching…
