Apple’s record services revenue hides a massive AI infrastructure buildout. The company is manufacturing servers and increasing capital expenditures for its private cloud compute environment amid slowing iPhone growth.
Beyond spreadsheets and financial models, sophisticated investors are developing psychological frameworks to evaluate founder potential. These human-focused due diligence methods are becoming critical differentiators in competitive funding environments.
Apple’s Q4 2025 earnings reveal a fascinating split in customer acquisition strategies. While iPad and Apple Watch continue attracting first-time buyers, iPhone and Mac sales increasingly depend on existing users upgrading their devices.
Microsoft’s ambitious Week D rollout collides with market realities as the company pushes AI integration across Windows, Xbox, and Microsoft 365. The simultaneous expansion faces technical challenges and strategic pressures that could define Microsoft’s AI era.
Intel is reportedly considering acquiring AI chip developer SambaNova Systems in what could be a transformative move for its struggling AI strategy. The potential acquisition comes as SambaNova explores sale options after fundraising challenges.
Corporate travel platform Navan’s groundbreaking IPO using a new SEC shutdown workaround resulted in immediate 20% losses. The company’s risky regulatory strategy may signal trouble for other startups considering similar paths to public markets amid government uncertainty.
Major tech stocks experienced significant after-hours movement following earnings reports that revealed surprising strengths and weaknesses across the sector. Amazon’s 14% surge led the pack, while streaming and cloud companies showed divergent fortunes.
Apple’s guidance for the holiday quarter suggests the company is on track for its biggest quarter ever. The iPhone 17 family appears to be driving unprecedented demand that could push revenue to $136.73 billion.
Nvidia CEO Jensen Huang is urging Washington to maintain engagement with China in the AI race, warning that isolation could backfire. The tech leader argues that losing access to half the world’s developers would harm US innovation long-term.
Canva has unveiled its most ambitious platform update yet, integrating AI across its entire product suite. The company is calling this its “Creative Operating System,” positioning itself as a comprehensive creative platform for businesses.
