Microsoft powers past estimates on a day its cloud stumbled, but shares still slip
Shannon Carroll / qz - Microsoft beat expectations with $77.7 billion in revenue and a 40% Azure surge, but shares slipped after hours as investors seemed fixated on margins
Back to Top / Wednesday, October 29, 2025, 4:21 pm / permalink 15527 / 9 stories in 4 months
Nvidia Poised to Become First $5 Trillion Company
Hannah Erin Lang / wsj - The company’s shares have been boosted by the AI boom and a flurry of new deals.
- China Trade & Expansion (3)
- Leadership & Event Dynamics (2)
- Nvidia's $5 Trillion Milestone (14)
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China Trade & Expansion
Leadership & Event Dynamics
Nvidia's $5 Trillion Milestone
All Other Stories
Back to Top / Wednesday, October 29, 2025, 8:21 am / permalink 15512 / 21 stories in 4 months
Apple just hit a $4-trillion market cap as strong iPhone 17 sales drive a stock rally
Alex Daniel, Shannon Carroll / qz - The tech giant rode a fresh market surge to hit the milestone, amid strong early sales for its new iPhone model in the U.S. and China
Back to Top / Tuesday, October 28, 2025, 9:21 am / permalink 15482 / 9 stories in 4 months
Microsoft–OpenAI: Big numbers, thin footnotes
Marcus Schuler / implicator - Microsoft buried OpenAI losses in a $4.7B catch-all line without disclosing stake size, fair value, or revenue mechanics—despite a partner now worth $500B. Investors can't map exposure or returns. The gaps are fixable and overdue.
Back to Top / Monday, October 27, 2025, 8:23 am / permalink 15445 / 3 stories in 4 months
The iPhone Air isn't selling well so far - and good riddance
Roger Fingas / pocket-lint - The iPhone Air might still return next year, however.
Back to Top / Saturday, October 25, 2025, 11:20 am / permalink 15406 / 2 stories in 4 months
Intel delivers first profit in six quarters as turnaround gains momentum
Mike Wheatley / siliconangle - Intel Corp.’s turnaround continued making progress, as the company repored strong sales growth in its core personal computer chip business and lower costs from layoffs and other cuts implemented over the past year. The struggling chipmaker, which has fall…
- Foundry turnaround and AI push (3)
- Government-backed investment boost (1)
- Mixed investor sentiment (1)
- Strong Q3 earnings turnaround (5)
Foundry turnaround and AI push
Government-backed investment boost
Mixed investor sentiment
Strong Q3 earnings turnaround
Back to Top / Thursday, October 23, 2025, 7:22 pm / permalink 15365 / 10 stories in 4 months
Tesla’s record quarter comes with a cost
Shannon Carroll / qz - Revenue surged on strong demand ahead of the U.S. EV tax-credit expiration, yet profit and margins were squeezed
Investor market reactions
Profit margins under pressure
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Back to Top / Wednesday, October 22, 2025, 4:21 pm / permalink 15324 / 8 stories in 4 months
Netflix quarterly earnings miss triggers stock declines amid tax issues
Disappointing quarterly results, compounded by an unexpected tax payment in Brazil, led Netflix’s stock to drop sharply. Multiple reports highlight an earnings miss amid the company’s ambitious AI initiatives, leaving investors torn between subdued financial performance and the promise of future innovation.
Back to Top / Wednesday, October 22, 2025, 2:20 am / permalink 15299 / 3 stories in 4 months
Netflix Revenues Grew 17 Percent in Third Quarter
Paul Thurrott / thurrott - Netflix reported that it earned a net income of $2.4 billion on revenues of $9.8 billion in the quarter ending September 30, 2025.The post Netflix Revenues Grew 17 Percent in Third Quarter appeared first on Thurrott.com.
Back to Top / Tuesday, October 21, 2025, 4:20 pm / permalink 15291 / 5 stories in 4 months
Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom
techxplore - Taiwan's leading computer chip maker, TSMC, said Thursday that its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence.
Back to Top / Thursday, October 16, 2025, 5:20 am / permalink 15163 / 6 stories in 4 months
GM’s EV push will cost it $1.6 billion in Q3 with end of the tax credit
Jonathan M. Gitlin / arstechnica - With EV demand predicted to plummet, GM has rejiggered its production plans.
Back to Top / Tuesday, October 14, 2025, 11:22 am / permalink 15117 / 4 stories in 4 months
Oracle’s High Cost of Nvidia Chips Squeezes its AI Cloud Profits
Markus Kasanmascheff / winbuzzer - Oracle has reportedly thin AI cloud margins due to costly Nvidia chips, raising investor concerns despite its key role in the $400B+ Stargate project.The post Oracle’s High Cost of Nvidia Chips Squeezes its AI Cloud Profits appeared first on WinBuzzer.
Back to Top / Tuesday, October 7, 2025, 1:21 pm / permalink 15006 / 2 stories in 4 months
Tesla has its best sales quarter ever as EV tax credit expires
Sean O'Kane / techcrunch - The tax credit's expiration on September 30 motivated buyers to take advantage of the $7,500 incentive, giving Tesla a shot to return to sales growth in 2025.
Back to Top / Thursday, October 2, 2025, 9:21 am / permalink 14958 / 10 stories in 5 months
Navan IPO filing reveals steady revenue amid persistent losses
Navan, a corporate travel and expense startup, has filed for an IPO that highlights steady revenue growth despite continuing losses. Investors now get a front‐row seat as the company navigates its ambitious path in the competitive tech travel sector—proving that even loss leaders can enjoy the IPO limelight.
Back to Top / Friday, September 19, 2025, 5:20 pm / permalink 14757 / 1 stories in 5 months
Revolut touts 50% revenue surge as it courts investors for ‘Project Athens’ funding round
sifted -
Back to Top / Tuesday, September 16, 2025, 4:21 pm / permalink 14613 / 2 stories in 5 months
Nestlé Chairman steps down following CEO’s abrupt ouster
In the wake of a dramatic executive upheaval, Nestlé’s Chairman Bulcke is stepping down early following the recent ouster of the company’s CEO. This leadership change marks a significant restructuring effort at one of the world’s largest food companies, fueling ongoing speculation about its strategic future.
Back to Top / Tuesday, September 16, 2025, 3:21 pm / permalink 14609 / 1 stories in 5 months
Ram ends EV pickup truck plans
Kirsten Korosec / techcrunch - Stellantis, the parent company of Ram, said Friday that it will no longer develop a battery-electric full-size pickup. The company cited low demand for full-size battery-electric trucks as the primary reason.
Back to Top / Friday, September 12, 2025, 6:20 pm / permalink 14512 / 3 stories in 5 months
Adobe’s stock gains as its AI investments start bearing fruit
Mike Wheatley / siliconangle - Adobe Inc.’s shares made gains in late trading today after the Photoshop maker delivered third-quarter financial results that surpassed Wall Street’s expectations and offered a strong outlook for the current quarter, indicating that its investments in art…
Back to Top / Thursday, September 11, 2025, 7:20 pm / permalink 14421 / 2 stories in 5 months
Delta Offers Sunnier Revenue Forecast Based on Travel Demand
PYMNTS / pymnts - Delta Air Lines has reaffirmed its earnings forecast based on ongoing travel demand. The company made this announcement Thursday (Sept. 11), while also raising its projections for third quarter revenue through September, from 0% to 4% growth to 2% to 4%. …
Back to Top / Thursday, September 11, 2025, 3:22 pm / permalink 14395 / 1 stories in 5 months
Larry Ellison is $110 billion richer after blowout Oracle earnings report
cnbc - Larry Ellison, the co-founder and technology chief of database software incumbent Oracle, is closing in on his friend Elon Musk's net worth.
Back to Top / Wednesday, September 10, 2025, 11:21 am / permalink 14265 / 3 stories in 5 months