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Shannon CarrollQuartz |
Oracle stock fell as much as 16% as earnings made it painfully clear that the AI grid is wired to a very nervous bond market

Musk's company is reportedly working on a mid- to late-2026 IPO that could raise more than $30 billion and give SpaceX the biggest market debut ever

State AGs pushed Google into a $700 million Play Store settlement. Millions of US customers will get refunds — of at least $2 via PayPal or Venmo

A few giants finance each other's buildouts, pre-sell years of infrastructure to each other, and then point to those contracts as proof it can’t...

Policy experts say Trump’s Nvidia plan weakens America’s only clear advantage in AI compute — even as Beijing limits H200 access and backs local chips

Nvidia’s year at 0% in China may shift as Washington reportedly moves to license H200s, offering a narrow reopening of a crucial market

Starbucks teased a second wave of its Bearista cup, telling fans that their “chance” at the sold-out glass bear is in the app today

After a $140 million fine over X’s blue checks, ads, and research access, Elon Musk is campaigning against the E.U. itself

Elon Musk's space company is sketching out a late-2026 IPO — while also testing an $800 billion valuation, according to The Information

The e-commerce giant could walk away from a $6 billion postal pipeline, putting the USPS’ balance sheet — and rural delivery — on a collision course

Years after Meta renamed itself for the metaverse, the company is reportedly rethinking the cash-burning boondoggle

A November hasn't seen this many job cuts since 2022. And hiring continues to lag, hitting its lowest point in 15 years

OpenAI's “confessions” experiment forces ChatGPT to file a second answer, listing the rules it heard, the shortcuts it took, and why it bent the rules

Salesforce showed up to earnings priced like a SaaS relic and left with numbers that finally backed the AI pitch, sending the stock up after hours

Investors aren't sold on Salesforce AI. Shares are low, growth is slowing, and bubble fears are turning a cloud giant into a value stock

Slop Evader rewires searches to ignore anything written before November 2022, pulling users back into the gloriously unvarnished — and human — web

As the AI boom overwhelms grids, Google is sketching a 10-year shift toward space-based data centers, starting with hardware racks launching in 2027

Apple has a new AI boss, a delayed Siri reboot, and edgy investors. Now, Gemini veteran Amar Subramanya must turn invisible AI into visible upside

Burry cast Tesla as a giant on stilts, with Elon Musk’s trillion-dollar prize and rolling AI storylines turning investors into a subsidy for the myth

Shoppers are increasingly using bots, not browsers, for their holiday shopping, as AI agents quietly start steering what shows up — and sells out

Google’s TPU push and Meta’s interest rattled Nvidia stock, but Wedbush says the AI race still runs through Jensen Huang’s corner of the ring

Burry is stitching together familiar red flags — circular money loops, stretched depreciation — and he doesn’t like the shape they make around Nvidia

Nvidia chief Jensen Huang wants employees to treat AI as the starting point for every task, saying it’s “insane” not to use the tools

The Bearista Cold Cup was meant to spread holiday cheer. Instead, it sold out in hours, sparked fights, and turned a $30 cup into a speculative asset

Siddhant Awasthi, the engineer who turned Elon Musk’s stainless-steel fantasy into a street-legal pickup, is leaving as the Cybertruck faces its...

Shareholders at the electric-vehicle maker seem ready to approve the richest CEO pay package in history

As the U.S. and China try to resolve tensions, the minerals that power EVs and smartphones are increasingly under lock and key. China holds most of...

Being nice to your AI chatbot requires computational power that raises electricity and water costs

Earnings across Microsoft, Amazon, Google, Meta, and Apple showed the same thing: proof and power now matter more than promises

Microsoft’s latest quarter shows that the currency of the cloud is capacity, as the company spent $35 billion to keep pace with power and demand

AWS grew 20% to $33 billion, its fastest pace in over a year — still trailing Microsoft’s 40% and Google Cloud’s 34%, but closing the gap

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

Nvidia is inching back toward China’s vast AI market as CEO Jensen Huang blends patriotism with quiet diplomacy to reopen the world’s...

Huang, long the swaggering high priest of Silicon Valley’s AI chip economy, arrived in Washington to deliver a sermon rewritten for the new regime

The future of self-driving is shifting from charisma to compliance, and Nvidia’s blueprint may prove more durable than Tesla’s belief system

Nvidia’s first-ever Washington GTC wasn’t just a product showcase — it was a policy statement, positioning AI as the next pillar of U.S. industry

At Nvidia’s first Washington GTC, the company that made GPUs a religion is courting a new congregation: agencies with budgets bigger than data centers

The market still believes in the AI revolution. This week’s earnings will test whether Big Tech can stay profitable while waiting for the power to...

At the new Milken Center for Advancing the American Dream, ambition is renewable, optimism is merchandised, and irony remains blessedly free

Better margins, rising PC sales, and a lighter cost structure gave Intel its strongest report in years. Now, it has to catch up to the world it...

Tesla’s latest quarter offered record revenue, shrinking margins, and a familiar promise: that the future’s delays are just part of the design

Musk’s attack on proxy firms added drama to a Nov. 6 shareholder vote that won't just decide his pay, but how much control he keeps over Tesla’s...

Revenue surged on strong demand before U.S. EV tax credits expired, yet profit and margins were squeezed

Apple’s strong iPhone 17 launch is lifting sales and sentiment alike, pushing its market cap toward rarified air ahead of next week’s earnings

A $619 million tax charge hit Netflix’s margin, but record ad sales, rising ARPU, and live events showed how its growth engine is evolving

Tesla reports earnings Wednesday after record deliveries, with analysts watching margins, cash flow, and whether growth is holding up under pressure

With the company’s China business “100% out,” Nvidia is treating the world’s second-largest computing market as a rounding error — for now

The pumpkin-spice latte has become a multibillion-dollar seasonal engine — driving foot traffic, grocery markups, and the scent of profit every fall

The company that made ”democratic design” a slogan now has to pay for democracy, as tariffs and input costs are forcing IKEA to rethink affordability

Oracle’s cloud arm has been dining almost exclusively at Nvidia’s table. Now it's buying leverage — and that costs billions
