This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing
Big tech's dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms.
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 …
TechCreate's shares surged ~1,995% in the past week; the payment software company says it is not aware of any info that would account for the trading activity
TechCreate's shares surged ~1,995% in the past week; the payment software company says it is not aware of any info that would account for the trading activity
Singapore-based payment software company TechCreateTCGL $181.52 (101.20%) mooned on Thursday, rising 889% and prompting management …
Appfigures: Sora 2 had ~6M iOS downloads as of December 2025; the Android version, available since early November 2025, had ~3.1M, as growth begins to slow
Appfigures: Sora 2 had ~6M iOS downloads as of December 2025; the Android version, available since early November 2025, had ~3.1M, as growth begins to slow
The app racked up 1 million downloads in its first five days, despite being iOS-only and requiring an invite.
Stack Overflow's monthly question volume in Dec. 2025 sank to 2008 levels; revenue has doubled since ChatGPT's debut driven by enterprise tools and AI licensing
The platform is raking in millions of dollars in revenue, with AI an ironic new source of revenue.
Stack Overflow's monthly question volume in Dec. 2025 sank to 2008 levels; revenue has doubled since ChatGPT's debut driven by enterprise tools and AI licensing
The platform is raking in millions of dollars in revenue, with AI an ironic new source of revenue.
A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+
A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+
$10 billion of investment. Code names to disguise projects and companies. Mixed opinions. Skyrocketing property values.
White House Press Secretary Karoline Leavitt says Americans would hold six of the seven board seats for TikTok US and its algorithm would be US-controlled
The US operations of TikTok will be majority-owned and controlled by Americans under a deal reached this week to spin off the platform …
Similarweb: TikTok had 183M US MAUs on iOS and Android in August 2025, up 16% YoY, vs. Instagram's 169M, Facebook's 157M, Pinterest's 100M, and Snapchat's 70M
Oracle's potential TikTok takeover is a big deal to US competitors like Meta and Snap. — 1H X: @ranimolla . Bluesky: @carnage4life and @sherwood.news X: Rani Molla / @ranimolla :...
Nvidia reported record gaming revenue of $3.76B in Q1, up 42% YoY, driven by sales of its Blackwell chips that are used to enhance game graphics through DLSS
https://sherwood.news/business/nvidia- finally-had-a-quarter-for-the-gamers- again/
Nvidia reported record gaming revenue of $3.76B in Q1, up 42% YoY, driven by sales of its Blackwell chips that are used to enhance game graphics through DLSS
Nvidia's former cash cow posted record sales in the first quarter, carrying the company to a sales beat.
A case study of the amount and kinds of ads in 12 shows on the ad-supported tiers of Netflix, Peacock, Disney+, Max, Paramount+, and Hulu
We watched 12 shows on six platforms to find out how much of your life you give up to save a few bucks each month. — It's getting harder to avoid ads on streaming video.