Big Tech & Markets desk · Big Tech, Markets & Money

Sam Whitaker

Covers Big Tech and the markets from the 10-Ks and earnings calls.

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

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.
Anthropic's Annual Revenue Just Passed OpenAI's
Markets & Money

Anthropic's Annual Revenue Just Passed OpenAI's

Anthropic's $30B ARR just passed OpenAI's $24B for the first time, after growing roughly 6× in 18 months against OpenAI's 2×.
Nvidia Has Quietly Become a $40 Billion Strategic Investor
Big Tech

Nvidia Has Quietly Become a $40 Billion Strategic Investor

Nvidia is up to $40B in strategic equity bets across its supply chain and customers in 2026, about half a year of free cash flow. The photonics names show where it expects the next bottleneck.
Big Tech's Q1 Split the Magnificent Seven Down the Middle
Big Tech

Big Tech's Q1 Split the Magnificent Seven Down the Middle

Microsoft, Amazon, and Alphabet beat. Meta tumbled 8%. The dividing line was who is getting paid for the AI capex and who is still funding it.