30 Apr 2026
Microsoft, Meta, and Google just announced billions more in AI spending—and only one got punished
Microsoft, Meta Platforms, and Google parent Alphabet announced billions in increased AI spending, with only Meta’s stock dropping more than 6% after hours. Alphabet’s Google Cloud saw record revenue growth of 63% year-over-year, while Meta’s CEO Mark Zuckerberg faced investor skepticism on AI ROI.
29 Apr 2026
Microsoft Expects Headcount to Decrease in Coming Quarters
Microsoft reported quarterly results on Wednesday. The company said it expects headcount to decrease in its next fiscal year. Microsoft stock suffered its worst quarterly stock performance since 2008 earlier this year. Microsoft expects headcount to decrease in coming quarters, CFO Amy Hood said during an earnings conference call with analysts on Wednesday.
29 Apr 2026
Big US tech stocks swing as investors probe AI spend
The share prices of the biggest US tech firms swung up and down as investors considered their immense spending on artificial intelligence (AI). Facebook's owner Meta, Google's owner Alphabet, Microsoft, and Amazon all reported their business results for the first three months of this year on Wednesday. The companies collectively plan to spend more than half a trillion dollars on AI this year,…
29 Apr 2026
Tech giants double down on AI as earnings reveal growth gains and rising costs
Big Tech's multi-billion dollar AI bets are still on track as the Mag 7 giants report earnings. Four of the Magnificent Seven (Microsoft, Alphabet, Meta, Amazon) reported quarterly results showing they remain committed to spending billions on AI infrastructure.
28 Apr 2026
The Richest Grudge Match in History
Elon Musk and Sam Altman are two of the most influential people in Silicon Valley, if not the world. Between them, Musk and Altman run technology companies worth many trillions of dollars that promise to reshape civilization. This morning, both sat under fluorescent lights in a courthouse in downtown Oakland, suffering through technical glitches as their respective attorneys kicked off the…
24 Apr 2026
Samsung Galaxy Connect Now Works With Even More Windows PCs
David Nield David Nield Freelance Writer Experience David Nield is a technology journalist from Manchester in the U.K. who has been writing about gadgets and apps for more than 20 years. He has a bachelor's degree in English Literature from Durham University, where he also spent a term as editor of the award-winning st
24 Apr 2026
Intel's Earnings Report Shows How the CPU Has Found Its Way to the AI Boom.
Shares of Intel (INTC +2.10%) surged in extended trading Thursday after the semiconductor company reported first-quarter results that were far better than Wall Street expected. For a company that has spent...
23 Apr 2026
Oppo Find X9 Ultra Review: One of the Very Best Phones for Photographers
The Oppo Find X9 Ultra will be the company’s first “Ultra” flagship to go beyond China’s borders, making it something of a global debut. Those in the know recognize the symbolism, but the backbone of this...
23 Apr 2026
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment. Agents Thomas Kurian, welcome back to Stratechery. The framing this year is that as AI models have become more sophisticated, we see customers evolving the use of AI models from being used to answer questions in a chatbot-like fashion, to actually automating tasks on their behalf, and to automate process flows within the…
