Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B
One of these companies is not like the others. — If you've been following the Big Tech companies' earnings reports …
Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B
One of these companies is not like the others. — If you've been following the Big Tech companies' earnings reports …
S&P Global: data center deals hit $61B globally in 2025; debt issuance nearly doubled YoY to $182B, with Meta raising $62B debt since 2022, ~50% of that in 2025
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads.
NXP reports Q3 revenue down 2% YoY to $3.17B, vs. $3.16B est., automotive revenue flat YoY to $1.83B, and expects above estimates Q4 revenue of $3.20B to $3.40B
Juby Babu / Reuters :
Qualcomm details the Snapdragon 8 Elite Gen 5, its latest flagship mobile SoC, claiming a 20% boost in YoY CPU performance and a 23% uplift in GPU performance
Daniel Bader / Android Police :
Match reports Q2 revenue flat YoY at $864M, net earnings down 6% YoY to $125.5M, invests $50M in product, and provides a Q3 forecast above est.; MTCH jumps 10%+
Natalie Lung / Bloomberg :
Microsoft's latest 10-K shows that the company's committed datacenter construction is down YoY, with almost no new leases signed in the past 12 months
Microsoft datacenter strategy - still in⏸️mode 🧵 @JeremieEO Four months ago we flagged Microsoft's pause on more than 1.5 GW of self-build capacity — on top of the leasing freeze we called out in Dece...
Intel reports Q2 revenue flat YoY at $12.9B, vs. $11.9B est., a $2.9B loss due to restructuring and impairment charges, and forecasts Q3 revenue above estimates
US chipmaker posts positive revenue and forecast as it cuts jobs — Intel chief executive Lip-Bu Tan pushed ahead …
A report finds Google undercounted its carbon emissions, which rose 65% from 2019 to 2024, not 51% as claimed; the largest YoY jump was 26%, from 2023 to 2024
Research says Google's carbon emissions went up by 65% between 2019-2024, not 51% as the tech giant had claimed
Palantir reports Q1 revenue up 39% YoY to $884M, below $863M est., US commercial sales up 71% to $255M, and raises 2025 sales guidance to ~$3.9B; PLTR falls 5%+
Our interest in arming the United States of America, in ensuring that its defense … Proactive : Palantir shares drop sharply after results fail to justify lofty valuation Arsheeya Bajwa / Reuters : Pa...