Earnings

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Roblox on mobile as the platform reports $6.8B bookings, with rising user engagement and advertising expansion supporting stronger platform economics and a path toward profitability.

Roblox Delivers $6.8B Bookings as Metaverse Model Matures

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Affirm profitability rises as BNPL transaction volumes accelerate, reflecting stronger unit economics and sustained earnings in consumer finance.

Affirm Achieves Profitability as BNPL Volumes Accelerate

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Reddit’s revenue surge and rising margins show how disciplined monetization, AI advertising and scale are reshaping the social media business model.

Reddit’s Revenue Surge Redefines Social Media Business Model

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Amazon invests $200 billion in AI and cloud infrastructure as AWS growth accelerates and reshapes global enterprise computing and cloud economics.

Amazon’s $200 Billion Push Reshapes Cloud and AI

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Qualcomm beats forecasts but warns memory shortages could slow AI growth, testing investor confidence and near-term semiconductor demand outlook.

Qualcomm Beats Forecasts as Memory Crunch Hits AI Outlook

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Snap's Margin Discipline Sharpens Amid User Retreat

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Alphabet posts record $400B revenue as AI and cloud growth accelerate, with major infrastructure investment reshaping search and enterprise computing.

Alphabet’s AI and Cloud Surge Drives Record $400B Revenue

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Eli Lilly headquarters as weight-loss drugs Mounjaro and Zepbound drive record quarterly revenue

Lilly Delivers Record Q4 as Weight-Loss Drugs Rewrite Economics

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Uber headquarters reflecting the company’s scale and autonomous mobility strategy in 2025

Uber Closes 2025 With Dual Mandate: Scale and Autonomy

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AMD datacenter revenue growth driven by AI accelerators amid market skepticism

AMD Datacenter Revenue Doubles as AI Accelerates Growth

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Hand holding a PayPal payment card, symbolizing PayPal’s core digital payments business during a period of modest growth and operational reset.

PayPal Slips on Modest Growth as New CEO Faces Execution Test

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Palantir headquarters as AI-driven revenue jumps 70 percent amid rapid expansion in U.S. commercial and enterprise operations.

Palantir Reports 70% Revenue Jump as AI Reshapes Operations

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

President Donald Trump and Energy Secretary Chris Wright presenting the Ratepayer Protection Pledge on AI data center energy infrastructure at the White House

Big Tech Leaders Sign Power Pact With Washington on AI Energy

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High-voltage transmission tower supplying electricity to data centers amid rising power demand from Big Tech’s AI infrastructure expansion.

Big Tech Turns to Power Trading as Data Center Demand Surges

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California Governor Gavin Newsom

Trump's $7.6B Energy Cuts Imperil 200K Jobs, Spark Fury

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