Markets

Page 4

Capital View

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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President Trump announces Project Vault to secure rare earth supplies and reduce U.S. reliance on China

Trump's $12B Mineral Reserve Marks New Era for US Industry

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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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Disney’s fiscal Q1 shows record theme park revenue and streaming growth, but higher content costs and ad weakness weighed on operating income.

Disney Posts Mixed Q1 as Parks Surge Offsets Streaming Strain

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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

OpenAI Sora shutdown reflects shift from AI video platform to enterprise AI and robotics, highlighting generative video transition

OpenAI Shuts Sora App to Refocus on Enterprise AI and Robotics

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Ben Affleck, founder of InterPositive, during the Netflix InterPositive acquisition focused on AI film production tools.

Netflix Buys Affleck’s AI Startup to Reinvent Film Production

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Netflix co-CEO Ted Sarandos departs the White House on February 26 amid Warner Bros Discovery acquisition developments

Netflix Walks Away From Warner Bros. Deal as Discipline Prevails

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