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Nvidia NVQlink and Blackwell GPU and data center rack systems designed for large-scale AI training and inference workloads.

Nvidia’s $65 Billion Forecast: The Economics of AI Infrastructure

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Sage’s headquarters in Newcastle upon Tyne. The company reported a 16% rise in underlying operating profit as SME cloud adoption accelerates.

Sage Reports 16% Profit Surge, Announces £300 Million Buyback

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CoreWeave Q3 2025 AI Infrastructure Operations

CoreWeave Q3 2025 Results: Growth and the AI Infrastructure Test

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SoftBank Group headquarters in Tokyo, Japan

SoftBank Group Q3 2025 Results: Inside Masayoshi Son’s AI Pivot

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AMD CEO Dr. Lisa Su presents the company’s Q3 2025 results, highlighting record revenue growth and expanding AI partnerships.

AMD Beats Q3 Estimates with 36% Growth but Margins Disappoint

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Ferrari 12Cilindri showcased at Maranello, embodying the brand’s performance heritage and design evolution under its electrification strategy.

Ferrari Misses Q3 Estimates, Reaffirms Full-Year Guidance

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Uber headquarters in San Francisco, reflecting the company’s evolution from ride-sharing pioneer to autonomous mobility platform.

Uber on the Edge of Autonomy: Profit, Scale and Disruption

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Palantir Technologies logo, Q3 2025 results, as AI adoption drives 63% revenue growth and redefines the company’s valuation trajectory.

Palantir’s AI Pivot Delivers 63% Growth, Tests Valuation Limits

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Amazon headquarters illuminated over Seattle skyline during earnings week, symbolizing the company’s resurgence and AWS’s renewed dominance in the global tech cycle.

Amazon’s $180 Billion Quarter Marks AWS-Driven Turn in Cycle

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Apple CEO Tim Cook holds up a new iPhone 17 Pro during an Apple special event at Apple headquarters

Apple Reports $102 Billion Quarter as Services Strengthen Growth

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Meta headquarters in Menlo Park illuminated at dusk during earnings week, symbolizing the balance between advertising power and heavy AI investment.

Meta Reports $51B Quarter as Ad Strength Balances AI Investment

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Microsoft campus in Redmond, Washington, captured at sunset during earnings week, symbolizing the company’s industrial-scale AI transformation.

Microsoft’s Industrial Shift: The Economics of a $70 Billion Quarter

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Media & Gaming News

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Roblox gaming platform characters and virtual world avatars representing user growth, digital experiences, online gaming ecosystem and global player community

Roblox's Revenue Climbs 36% as Bookings Growth Stalls Sharply

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Netflix logo representing Netflix Q2 earnings, Netflix guidance, streaming business and quarterly financial results.

Netflix's Quarter Was Fine. Wall Street Wasn't Convinced.

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Roblox platform interface illustrating Roblox Q1 2026 results with strong revenue growth, rising DAU, and expanded engagement as the company advances its age verification system and safety strategy to support long-term monetization and adult user growth

Roblox Bets on Safety to Unlock Its Next Growth Phase

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