TL;DR — Alphabet’s Q2 2026 net income hit a record $112.1 billion, but $77.1 billion of it, after tax, came from marking up its Anthropic and SpaceX stakes to fresh funding-round prices, not from search, cloud or YouTube. Free cash flow went negative $5.9...
TL;DR — Arm posted record fiscal first-quarter revenue of $1.29 billion, up 22%, and free cash flow jumped 343% to $665 million. The stock still fell more than 8% because the FTC opened a formal antitrust probe into whether Arm’s new self-made AI chip gives it...
TL;DR — TSMC’s July revenue hit a record NT$467.6 billion, up 44.7% year over year, capping a quarter with 67.7% gross margin that beat guidance. But NT$2.24 of the quarter’s 23.4% EPS growth came from a one-time gain on a Vanguard share sale; strip that...
TL;DR — Waymo grew from 10 US metro areas in March 2026 to 15 by August, adding Denver, Las Vegas, San Diego and Tampa. Weekly paid trips stayed at roughly 500,000 across four public disclosures since March, and trips per vehicle fell 25% as the fleet grew faster than...
TL;DR — Nvidia’s newest AI chips draw over 1,000 watts each, more heat than air cooling can handle. That single constraint pushed Vertiv’s liquid cooling backlog up 109% year over year. Nvidia’s Blackwell GPUs draw up to 1,000 watts each — more than...
