Apple reported staggering iPhone demand and a 16% revenue jump, yet its stock only inched up 0.5%. The muted response highlights investor focus on AI, where rivals like Meta are winning big. Broader markets saw wild swings as Microsoft plunged and gold hit an all-time high.
CNBC’s Jim Cramer argues investors shouldn’t write off tech hyperscalers like Microsoft after one disappointing quarter, pointing to Meta’s rebound and Alphabet’s turnaround as proof. The market’s narrative on AI winners changes constantly, and patience is key.
Meta’s CEO says the company’s path to “personal superintelligence” is fueled by its unmatched knowledge of users’ lives and relationships. This comes as the company plans a massive increase in AI spending, but faces internal struggles and fierce competition.
Samsung is targeting the compact AI workstation market with its new PM9E1 SSD. It squeezes 4TB of capacity and PCIe 5.0 speeds into a tiny M.2 2242 form factor, promising optimized performance for AI workloads.
The private equity giant’s infrastructure platform, powered by data centers, grew 40% to $77 billion. Its overall revenue hit $14.5 billion for the year, showing how digital infrastructure is now central to its strategy.
Netscout is upgrading its network observability platform to handle two growing headaches: Wi-Fi 7 performance and shorter-lived SSL certificates. The updates aim to shift IT teams from reactive firefighting to preventative operations. It’s a direct response to more distributed infrastructure and tig
The AI agent wave is creating a new frontier in cybersecurity. Startups are now building platforms that autonomously handle SOC tasks, remediate vulnerabilities, and even protect the agents themselves.
Microsoft’s record AI investment collided with slowing Azure growth and soft profit guidance, sparking a massive sell-off. The software giant’s stock plunged 12%, dragging major indexes down and pushing the software sector into bear market territory as investors questioned the payoff.
Google has significantly degraded the IPIDEA residential proxy network, a key tool for cybercriminals. Their actions removed millions of devices from the pool, disrupting a global marketplace for anonymity.
Tesla’s energy storage division deployed a record 46.7 gigawatt-hours in 2025, a 48% jump. The business now drives nearly a quarter of the company’s gross profit with margins nearly double those of its vehicles.
