29 Apr 2026
The Stock Market's Most Important Day of the Quarter Has Arrived
The five largest AI hyperscalers -- Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META), Microsoft (MSFT), and Oracle -- reported about $414 billion in capital expenditures last year, up 70% from the prior year. Those companies expect capital expenditures to climb nearly 70% to $700 billion this year. Investors will get insight into customer adoption of AI software and services today as four…
28 Apr 2026
The space economy: how to invest in space and SpaceX
Space is coming closer to home, playing an ever-increasing role in our lives. And like the universe itself, the investment opportunities in the space economy are expanding rapidly. Novaspace estimated the size of the space economy at $626 billion in 2025, with $236 billion from the space market and $329 billion from space-enabled applications.
28 Apr 2026
Tech's hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring
The last time tech's hyperscalers addressed Wall Street, three months ago, they announced plans to collectively spend well over half a trillion dollars this year to build out their artificial intelligence infrastructure. That was before the U.S. invasion of Iran caused oil prices to spike and led to a dramatic slowdown in helium production, crucial for semiconductor manufacturing. Meanwhile, the…
23 Apr 2026
AI Fears Keep Hammering Software Stocks—Even Those Reporting Good Earnings
ToplineSoftware companies IBM and ServiceNow both beat Wall Street's estimates in first quarter earnings Wednesday after market close, but both stocks plummeted—leading a broader selloff across software...
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…
22 Apr 2026
10 leading enterprises show why agents mean business
Apr 22, 2026 How Capcom, Home Depot, Mars and more industry leaders are partnering with Google Cloud to scale agentic AI across their operations. Karthik...
22 Apr 2026
Deloitte Launches Google Cloud Agentic Transformation Practice – Press Release
Deloitte announced today a major expansion of its alliance with Google Cloud by establishing a dedicated, end-to-end agentic transformation practice, incorporating market-leading Google Cloud technologies — including Gemini Enterprise — to help power industry and sector transformation.
22 Apr 2026
Partnering with industry leaders to accelerate AI transformation
April 22, 2026 Responsibility & SafetyDavid ThackerWe’re joining forces with Accenture, Bain & Company, BCG, Deloitte, and McKinsey to bring the power of frontier AI to organizations around the...
