Q&A with Ted Sarandos on the scenario planning Netflix did before Paramount's final WBD bid, how Paramount's deal closing could lead to cuts of $16B+, and more
When Netflix Inc. dropped out of the bidding for Warner Bros. Discovery Inc. on Feb. 26, the news came as a surprise to many in Hollywood.
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
Kai Nicol-Schwarz /CNBC:
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
Alphabet raised $20B in its biggest ever US dollar bond sale, more than the $15B initially expected, after drawing more than $100B of orders
Here's all we knowErin Woo /The Information:Alphabet Reportedly Set for $20 Billion US Bond SaleEstefano Gomez /Crypto Briefing:Alphabet draws $100B+ demand for $15B bond sale to f...
Sources: Alphabet plans to sell a rare 100-year sterling bond, as Big Tech companies borrow more to fund their capex growth; IBM sold a 100-year bond in 1996
Deal comes as Google parent steps up AI borrowing rush with $15bn sale of dollar bonds — Alphabet has lined up banks to sell …
Alphabet raised $20B in its biggest ever US dollar bond sale, more than the $15B initially expected, as it seeks to finance $185B in 2026 capex
Alphabet Inc. is looking to raise about $15 billion from a US high-grade dollar bond sale, according to people with knowledge of the matter …
Sources: Alphabet plans to sell a rare 100-year sterling bond, as Big Tech companies borrow more to fund their capex growth; IBM sold a 100-year bond in 1996
Deal comes as Google parent steps up AI borrowing rush with $15bn sale of dollar bonds — Alphabet has lined up banks to sell …
Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+
Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025. Fourth Quarter 2025
Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.
Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …
PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%
PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss …
Amazon plans to cut ~16,000 roles across the company as part of an ongoing effort to reduce organizational layers and bureaucracy, after cuts in October 2025
Amazon plans to cut ~16,000 roles across the company as part of an ongoing effort to reduce organizational layers and bureaucracy, after cuts in October 2025
I want to let you know that we're making additional organizational changes across Amazon that will impact some of our teammates.
Verizon fixes “an issue impacting wireless voice and data services” that caused 100K+ users to lose reception for 10+ hours on January 14 and gives a $20 credit
The carrier says the outage is now resolved — While Verizon had a good few months, with the last major outage occurring …
Verizon says it is “aware of an issue impacting wireless voice and data services for some customers”, as thousands of users report no cellular reception
Seemingly ‘SOS’ is replacing network bars — While Verizon had a good few months, with the last major outage occurring in October 2024 …
S&P Global: data center deals hit $61B globally in 2025; debt issuance nearly doubled YoY to $182B, with Meta raising $62B debt since 2022, ~50% of that in 2025
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads.
Cisco's stock touched a new record high of $80.25 on December 10, surpassing its previous split-adjusted high of $80.06 on March 27, 2000; CSCO is up 31.64% YTD
🥳🥳🥳🥳🥳 — It only took 25 years, eight months and 13 days, but the stock of Cisco Systems finally hit a new record high.
Zoom says its “federated AI” model, combining its SLM with open- and closed-source models, got 48.1% on Humanity's Last Exam vs. 45.8% for Gemini 3 Pro w/ tools
outperforming other AI models with a 2.3% jump over the previous SOTA. ✨ HLE is one of the most rigorous tests in AI, built to measure real expert-level knowledge and deep reasonin...
After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips
Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble …
Microsoft ends support for Windows 10, which runs on ~40% of Windows PCs, per Statcounter; users can enroll in its Extended Security Updates program for a year
it pushes up to 400 million functional PCs toward early obsolescence. We're calling on Microsoft to extend support [image] @sankew06 : remember, this was Microsoft's goal with Wind...
Taco Bell, which deployed voice AI-powered ordering at 500+ drive-through locations, is now reconsidering the tech after viral videos of glitches and pranks
I'm sure I'm going to upset the AI bros, who are desperately fumbling around to try & keep a bag they know is about to be gone. Craven Lovelace / @cravenlovelace : Another company ...