Google is starting to bridge OpenAI's product moat, like with Gemini's “dynamic view” option, which converts a text answer into an interactive, visual output
here's why Anthropic and Gemini are pulling ahead Ludwig Makhyan / Search Engine Journal : ChatGPT Vs. Gemini Vs. Claude: What Are The Differences? Amina Ali / Daily Sabah : Reset in AI race: Google's...
Nvidia CFO Colette Kress says the US hasn't outlined its plan for a 15% China commission, Nvidia won't pay until it has it, and it can sell AI chips without it
And This Stock Has Exploded 125% Reuters : China chipmakers push to triple AI chip capacity, eyes Nvidia alternative Dan Gallagher / Wall Street Journal : Even Nvidia Has Speed Limits Marcus Schuler /...
Netflix reports Q1 revenue up 12.5% YoY to $10.54B, vs. $10.51B est., net income of $2.89B, and stops reporting subscriber numbers on a quarterly basis
April 17, 2025 Fellow shareholders, ● We are off to a good start in 2025. Annika Masrani / TipRanks Financial : Netflix Stock (NFLX) Pops as Earnings Beat but Tariffs Threaten Growth Dan Gallagher / W...
UBS: Nvidia's $5.5B inventory charge indicates ~$13B in actual H20 sales; Nvidia reported $17.11B in FY 2025 revenue from China, up from $10.31B in FY 2024
Dan Gallagher / Wall Street Journal :
Analysis: Apple's $500B+ spending announcement in the US over four years is in line with what one might expect it to spend anyway, given its financials
Dan Gallagher / Wall Street Journal :
A look at chipmaker Marvell, whose market cap has passed Intel's, driven by its data center business; CEO Matt Murphy has reportedly been floated as Intel's CEO
Dan Gallagher / Wall Street Journal :
Sources: Trump's transition team is considering Dan Gallagher, a former SEC commissioner and Robinhood's current legal chief, to replace SEC chair Gary Gensler
Meta reports Q4 revenue up 25% YoY to $40.1B, net income up 201% YoY to $14B, and family daily active people up 8% YoY to 3.19B for December 2023
Meta Platforms (META Quick Quote META - Free Report) … Salvador Rodriguez / Wall Street Journal : Facebook Parent Meta Initiates Dividend as Growth Continues Jonathan Vanian / CNBC : Mark Zuckerberg s...
Meta reports Q3 revenue up 23% YoY to $34.15B, net income up 164% YoY to $11.58B, and family daily active people up 7% YoY to 3.14B for September 2023
that's what the Ray Ban glasses are for Ryan Deffenbaugh / Investor's Business Daily : Meta Earnings Crushed Targets. Why Is The Stock Falling Anyway? Yuvraj Malik / Reuters : Facebook-parent Meta bea...
Meta reports Q2 revenue up 11% YoY to $32B, net income up 16% YoY to $7.79B, and family daily active people up 7% YoY to 3.07B for June 2023; META jumps 10%+
but most of the new users came from outside the US and Canada Karissa Bell / Engadget : Meta had its best quarter since 2021 despite losing more money on the metaverse Abubakar Idris / The Messenger :...