Similar to This
Previous

‘Big Short’ Investor Michael Burry Bets Against Oracle—Here’s His Advice - Alphabet (NASDAQ:GOOGL), Meta
benzinga.com/markets/guidance/26/01/49832199/big-short-investor-michael-burry-bets-against-oracle-heres-his-advice

Paid articlePaywall OpenAI May Raise $10 Billion From Amazon, The Information Says: OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc ...
bloomberg.com/news/articles/2025-12-17/openai-in-talks-to-raise-10-billion-from-amazon-information
Paid articlePaywall This crazy chart shows just how much cash OpenAI is burning as it chases AI profits
marketwatch.com/story/this-crazy-chart-shows-just-how-much-cash-openai-is-burning-as-it-chases-ai-profits-81e7ffef

OpenAI's ChatGPT is so popular that almost no one will pay for it: : If you build it, they will come and expect the service to be free
theregister.com/2025/10/15/openais_chatgpt_popular_few_pay/

Alphabet becomes fourth company to reach $3 trillion market cap: Google's parent company added hundreds of billions of dollars in value in September following a ...
cnbc.com/2025/09/15/alphabet-3-trillion-market-cap.html

Oracle stock gains 36% to post best day since 1992, tops $900 billion market cap
cnbc.com/2025/09/10/oracle-stock-cloud-backlog-ai.html

Inside Google’s Quiet Rebuild: Changes Outpace AI Hype: You can see Google's eye-popping capex. You can’t see the rewiring — yet.
thestreet.com/technology/inside-googles-quiet-rebuild-changes-outpace-ai-hype

Google's antitrust ruling has major impact on Apple: A judge's ruling in the antitrust case sends Apple's stock rallying.
thestreet.com/technology/apple-is-a-winner-following-the-google-antitrust-ruling

Nvidia quietly buys more stock in AI infrastructure favorite: This little-known firm is now Nvidia's largest outside stock holding
thestreet.com/technology/nvidia-quietly-boosts-its-bet-on-an-ai-infrastructure-favorite

Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion
cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html
Key FactsMicrosoft tops forecasts and reports Azure revenue for first time
Jul 30, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: cnbc.com
Summary created with AI assistance · Source: cnbc.com
- Microsoft reported EPS of $3.65 and revenue of $76.44 billion, both exceeding LSEG expectations.
- Microsoft disclosed Azure’s dollar scale for the first time; fiscal-2025 revenue exceeded $75 billion, while quarterly growth reached 39%.
- Finance chief Amy Hood forecast first-quarter revenue of $74.7 billion to $75.8 billion, above the $74.09 billion LSEG consensus.
- Microsoft expects over $30 billion in first-quarter capital expenditures and assets acquired through finance leases, while data-center capacity remains constrained.
"I talked about it, my gosh, in January, and said I thought we'd be in better supply-demand shape by June," Hood said. "And now I'm saying I hope I'm in better shape by December."— Microsoft CFO Amy Hood, on a conference call with analysts, discussing the expected supply-demand balance and quarterly outlook.

Google Brain founder has an unexpected one-word message on AI: One word from a tech insider shifts how we see the AI race.
trib.al/m1la6Bo

OpenAI makes shocking move amid fierce competition, Microsoft problems : The company's latest move seems quite desperate.
thestreet.com/technology/openai-makes-shocking-move-amid-fierce-competition-microsoft-problems-

OpenAI will reportedly start using Google's cloud servers: OpenAI has inked a deal with Google to begin using the latter's cloud computing service ...
engadget.com/ai/openai-will-reportedly-start-using-googles-cloud-servers-162311068.html

Why OpenAI and Google's surprising new alliance makes a lot of AI sense: The partnership gives the ChatGPT-maker access to Google's cloud services for training ...
zdnet.com/article/why-openai-and-googles-surprising-new-alliance-makes-a-lot-of-ai-sense/

ChatGPT could soon run on Google's servers instead of Microsoft's: It's been in the making for months
androidpolice.com/google-openai-deal/

Coreweave signs new $4 bln deal with OpenAI, filing shows: Nvidia-backed AI company Coreweave has signed an additional agreement with OpenAI under which the ...
reuters.com/business/coreweave-signs-new-4-bln-deal-with-openai-filing-shows-2025-05-15/
Key FactsCoreWeave Outlook: CapEx and Lockup Risks
May 15, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: wccftech.com
Summary created with AI assistance · Source: wccftech.com
- CoreWeave reported Q1 2025 revenue of $981.632 million, beating consensus by 14%.
- Guidance disappointed with projected Q2 CapEx of $3–3.5 billion alongside revenue guidance of $1.06–1.10 billion, and FY2025 revenue is forecast at $4.9–5.1 billion with CapEx of $20–23 billion.
- The company added Google as a hyperscaler customer and carries an order backlog of $25.9 billion, including $11.2 billion from OpenAI.
- DA Davidson downgraded CoreWeave to Underperform with a $36 price target, noting limited short-term downside due to a very small float and very high cost to borrow but warning risk may increase after lockup expirations and potential secondary offerings.
We realize shares may have limited short-term downside given the very small float and very high cost to borrow, but that may change upon the expiration of the lockup and likely need for secondaries.— Gil Luria, DA Davidson analyst, commenting on CoreWeave (CRWV) and the stock's limited downside due to its float

Microsoft has a secret weapon in war against Google, Amazon: A surprising part of the company's business is demonstrating clear progress.
thestreet.com/technology/microsoft-could-have-major-advantage-over-big-tech-rivals

Only Google can run Chrome, company’s browser chief tells judge: Google is the only company that can offer the level of features and functionality that its ...
latimes.com/business/story/2025-04-25/only-google-can-run-chrome-companys-browser-chief-tells-judge

'Everybody Wants to Be First': Nvidia CEO Says Demand for Its Blackwell AI Chip Is 'Insane'
entrepreneur.com/business-news/nvidia-ceo-jensen-huang-demand-for-blackwell-ai-is-insane/480833
Next
