Big Tech, stocks, earnings, market narratives
Micron inaugurates $2.75B India ATMP facility as part of $27B+ Asian expansion, targeting AI memory dominance in a market projected to exceed $100B by 2028.
OpenAI raises $110B at $840B valuation in largest private tech round ever, led by Amazon, Nvidia, and SoftBank—reshaping Big Tech power dynamics.
An insightful look into how Artificial Intelligence is shaping our world today and what to expect in the coming years.
Meta's $100B AMD deal marks the largest AI chip agreement ever, signaling Big Tech's shift to multi-vendor strategies and reshaping competition in the $500B AI chip market.
Microsoft hit a $51.5B cloud milestone, yet shares fell 11% as investors weigh record AI infrastructure spending against long-term profit margins.
Apple beats expectations with $143.8B in Q1 2026 revenue, driven by a 23% surge in iPhone sales, positioning itself as a safe haven amid Big Tech volatility.
SK Hynix makes history by overtaking Samsung in 2025 annual profit, driven by a 57% HBM market share and explosive demand for Nvidia’s AI infrastructure.
Explore how AI is revolutionizing web development through automation, smarter tools, and enhanced user personalization in the modern digital era.
Explore how Artificial Intelligence is revolutionizing web development, from automated coding to enhanced user experiences in the modern digital landscape.
Intel shares crashed 17% after Q4 earnings revealed manufacturing delays and weak guidance, erasing 2025 gains despite a revenue beat.
Discover how Artificial Intelligence is revolutionizing web development through automation, personalized experiences, and advanced coding tools.
Wall Street tech stocks lead a massive sell-off as Greenland tensions rise and Amazon's Andy Jassy warns of tariff-driven price hikes hitting consumers.
Netflix reports Q4 2025 earnings today as the stock faces a 6% YTD dip. Analysts eye $11.97B revenue and the scaling of its $5.9B ad-revenue business.
Explore the top trends in AI for 2024, including multimodal models and the shift toward enterprise-wide generative AI deployment.
OpenAI enters the digital ad market to fund its massive chip deals with Nvidia and Broadcom, challenging Google’s $4T search dominance.
Explore the top AI trends of 2024, from multimodal models to autonomous agents, and discover how they will reshape the global economy.
Microsoft is voluntarily raising its own utility rates in Wisconsin to shield residents from AI-driven energy price hikes, a strategic move to avoid regulation.
Alphabet hits a $4.01 trillion market cap, surpassing Apple as the world's second most valuable company following a landmark Gemini-Siri integration deal.
Meta acquires Singapore-based Manus in fifth AI deal of 2025, betting $70B+ capex on autonomous agents as industry shifts from chatbots to task execution.
Gemini surges from 5.4% to 18.2% traffic share as ChatGPT drops to 68%. GOOGL stock up 62% YTD as distribution strategy pays off.
Oracle shares plunge 30% in worst quarter since 2001 as $50B capex plans and AI execution concerns spook investors amid leadership overhaul.
Nvidia agrees to acquire Groq's AI inference technology for $20B, its largest deal ever, as the chipmaker moves to dominate AI deployment.
USTR defers China chip tariffs to June 2027, giving Big Tech and automakers 18 months to restructure supply chains away from Chinese legacy semiconductors.
Alibaba enters AI glasses market with $284 G1 model, challenging Meta's 70%+ market share as industry heads toward 10M units by 2026.
Alphabet's $4.75B Intersect acquisition and ByteDance's $23B capex plan signal Big Tech's pivot from software to physical infrastructure dominance.
ByteDance's Doubao AI smartphone faces app platform backlash, but the $12B infrastructure bet signals enterprise opportunity in the $42B agentic AI market.
Micron's record $13.64B revenue and TikTok-Oracle deal drive Nasdaq up 1.3%, signaling AI trade resilience heading into 2026.
Apple deployed $20.4B in Q3 2025 buybacks—the largest single-company repurchase—as S&P 500 buybacks hit $249B, up 9.9% YoY.
Bank of America reiterates buy rating on Meta as the social media giant outperforms during December tech selloff, citing AI-driven ad growth catalysts.