Category

Big Tech

FAANG-tier news, earnings, strategy.

Big Tech covers the seven or eight companies whose moves reshape the rest of the industry. Apple, Microsoft, Google, Amazon, Meta, Nvidia, and the supporting cast that orbits them. Earnings, strategy shifts, product launches, executive moves, antitrust pressure, and the platform decisions that quietly redirect billions in downstream spending.

We read the 10-Ks and the earnings transcripts so you don't have to, and we tell you when guidance has changed in a way that matters versus a way that just sounds dramatic. When a Big Tech move creates an opening (or closes one) for startups and operators downstream, we connect those dots.

Sam Whitaker leads coverage, with Nadia Rao on the regulation overlay and Hank Reed on the bigger-picture columns.

SpaceX Raised $75B in the Largest IPO Ever, Then Spent $60B on Cursor in Five Days

SpaceX priced its IPO at $135 on June 11, the largest in history. Shares closed day one at $160.95. By June 16 Musk used the newly public stock as currency for a $60 billion all-stock acquisition of Cursor.

Sam Whitaker

The Commerce Department Just Became the FDA of AI

The US government used export-control authority to force Anthropic to disable Fable 5 and Mythos 5 worldwide. Hank Reed on what just changed for every frontier-model launch from here on.

Hank Reed

Anthropic Raised $65B at $965B. Then Its Flagship Got Taken Offline.

Anthropic closed a $65 billion Series H on May 28 valuing the company at $965 billion. Two weeks later, the US forced its flagship Fable 5 and Mythos 5 models offline. The IPO math just changed.

Sam Whitaker

Broadcom Beat Q2 With $10.8B in AI Semis. The $56B Full-Year Guide Read as a Ceiling.

Broadcom posted Q2 AI semiconductor revenue of $10.8 billion, up 143% YoY, with Q3 guided at $16 billion. The reiterated $56 billion FY26 AI target landed as the bear case.

Sam Whitaker

The Week Nvidia Stopped Acting Like a Vendor

Spark for laptops, Vera for the data center, equity stakes in the labs that buy its GPUs. Hank Reed on the week Nvidia stopped being a chip company and started being a platform.

Hank Reed

Qualcomm's Windows-on-Arm Head Start Just Disappeared

Qualcomm had a two-year lead on Arm-based Windows laptops with Snapdragon X. Nvidia's RTX Spark erased it overnight, and Qualcomm's premium PC story is now the stock risk.

Sam Whitaker

Nvidia Took Aim at the $200B Laptop CPU Market With RTX Spark

Nvidia unveiled RTX Spark at Computex 2026, an Arm-based laptop superchip pairing a 20-core CPU with a Blackwell GPU and 128GB unified memory. The launch OEM list covers every major Windows laptop maker.

Sam Whitaker

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.

Sam Whitaker

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.

Sam Whitaker

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.

Sam Whitaker

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.

Sam Whitaker

The AI Labs Are Quietly Turning Into Consulting Firms

Anthropic just formed a $1.5B JV with Goldman, Blackstone, and Hellman & Friedman to embed engineers in mid-sized companies. This is the McKinsey playbook with model weights.

Hank Reed