Big Tech May 11, 2026 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 is not mobile SOS. It is the Kuiper-AWS integration that follows. Sam Whitaker
Big Tech May 8, 2026 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. Sam Whitaker