Reporter · Big Tech, Markets & Money

Sam Whitaker

Reads 10-Ks and earnings transcripts so you don't have to.

Sam covers the public-company side of the technology industry: earnings, M&A, segment economics, and the strategic moves that show up first in financial filings.

Articles by Sam Whitaker

Daily Roundup, May 29: The AI Money Kept Circling
Markets & Money

Daily Roundup, May 29: The AI Money Kept Circling

Anthropic's record raise, Snowflake's best day ever, and a trillion-dollar Micron. The thread is capital, and a lot of it is moving in a circle.
Snowflake Jumped 36% on a $6B AWS Deal and an Accelerating Top Line
Big Tech

Snowflake Jumped 36% on a $6B AWS Deal and an Accelerating Top Line

Snowflake posted $1.39B in Q1 revenue (up 33%), raised guidance, and signed a five-year $6 billion AWS contract. The stock had its best day ever.
Hyperscaler, Explained: Who Counts, What They Spend, and Why They Move the AI Market
Big Tech

Hyperscaler, Explained: Who Counts, What They Spend, and Why They Move the AI Market

A hyperscaler is one of the handful of cloud providers operating at a scale that reshapes markets just by their purchasing decisions. Here is who they are and why their capex matters.
Nvidia Hit $81.6 Billion in Q1 Revenue. The Stock Slid Anyway.
Markets & Money

Nvidia Hit $81.6 Billion in Q1 Revenue. The Stock Slid Anyway.

Nvidia reported record Q1 revenue of $81.6B, Data Center $75.2B. Beat on every line. The stock fell after hours. The market needed a trajectory surprise and did not get one.
Nvidia Beat Q1: $81.6B Revenue, $91B Q2 Guide. Blackwell 300 Carried the Print.
Markets & Money

Nvidia Beat Q1: $81.6B Revenue, $91B Q2 Guide. Blackwell 300 Carried the Print.

Nvidia reported $81.6B revenue (+85% YoY) and $1.87 EPS, both beats. Q2 guidance: $91B at the midpoint. Data Center hit $75.25B, up 92% YoY.
Meta Began Cutting 8,000 Roles. The AI Capex Bill Is Coming Due in Headcount.
Big Tech

Meta Began Cutting 8,000 Roles. The AI Capex Bill Is Coming Due in Headcount.

Meta started the first wave of a planned 10% workforce reduction: about 8,000 roles. The cuts arrive alongside the company's $125-145B 2026 AI capex commitment.
Tech Sold Off Again Monday. The 10-Year Hit Its Highest in a Year.
Markets & Money

Tech Sold Off Again Monday. The 10-Year Hit Its Highest in a Year.

Nasdaq and S&P 500 dropped to start the week as 10-year Treasury yields reached a one-year high. The AI rally is on the defensive ahead of Nvidia earnings Wednesday.
Trump Cleared Nvidia H200 Exports to Ten Chinese Firms. The Government Is Taking a 25% Revenue Cut.
Big Tech

Trump Cleared Nvidia H200 Exports to Ten Chinese Firms. The Government Is Taking a 25% Revenue Cut.

The Trump-Xi summit produced approval for Nvidia H200 sales to Alibaba, Tencent, ByteDance, and seven others. The unusual structure: 25% of revenue to the US Treasury.
Nvidia Reports Q1 Tuesday. Consensus Is $78.8B on Revenue. Blackwell Is Already 70% of Data Center.
Markets & Money

Nvidia Reports Q1 Tuesday. Consensus Is $78.8B on Revenue. Blackwell Is Already 70% of Data Center.

Nvidia FY27 Q1 earnings hit May 20. Wall Street expects $78.8B in revenue, $1.77 EPS. Blackwell is the print to watch.
Friday's Tech Sell-Off Was the Yields Story Catching Up to the AI Rally
Markets & Money

Friday's Tech Sell-Off Was the Yields Story Catching Up to the AI Rally

Nasdaq down 1.3%, S&P 500 down 1%, semiconductors leading the drop as 10-year Treasury yields ticked past 4.4% on the hotter April CPI.
Qualcomm Fell 11% as the AI Chip Trade Took Its First Real Hit
Markets & Money

Qualcomm Fell 11% as the AI Chip Trade Took Its First Real Hit

Qualcomm dropped 11% Tuesday, Intel 7%, Skyworks 5%, Marvell 4%. The semiconductor ETF lost 3%. What the rotation actually means.
Amazon's $11.6 Billion Globalstar Buy Is a Satellite-First AWS
Big Tech

Amazon's $11.6 Billion Globalstar Buy Is a Satellite-First AWS

Amazon is buying Globalstar at $90/share, $11.57B total. The strategic logic runs through Kuiper-AWS integration and Globalstar's spectrum.