Big Tech May 29, 2026 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
Big Tech May 24, 2026 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
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