Apple closed fiscal 2025 with record-breaking results, underscoring the company’s operational strength and product leadership across categories. For Q4, Apple reported $102.5 billion in revenue (+8% y/y) and $1.85 EPS (+13% y/y), both September-quarter records. For the full fiscal year, revenue reached an all-time high of $416 billion, driven by double-digit growth in iPhone, Mac,…

Microsoft began fiscal year 2026 with one of the most powerful quarters in its history, underscoring how its aggressive AI investments and cloud scale are transforming the company’s economics and competitive position. Revenue for Q1 FY 2026 rose 18% year-over-year to $77.7 billion, while operating income climbed 24% to $38.0 billion and net income reached…

The easy story is “this looks bubbly.” Spending is massive AND front-loaded, the narrative is high, and a handful of winners dominate the landscape. Hyperscaler capital spending is tracking to roughly $424B in 2025 and stepping toward ~$500B in 2026, after topping $100B in a single quarter earlier this year—numbers that rhyme with past build-outs…

Today is a big day, M5 Day! I say this because I believe M5 is a bigger deal than the products it’s in. That’s not to say these products are bad, quite the opposite: they are so good and have been so good for so many years that it’s hard to think of anything meaningful…

Coming fresh from the Austin Grand Prix, I couldn’t help but notice how different the atmosphere felt compared to just a few years ago. The crowd was electric, yes, but also incredibly diverse — not just in nationality, but in age, gender, and background. From families and first-timers to Gen Z fans decked out in…

With Gemini Enterprise, Google wasn’t just announcing another “AI for business” product. Rather, Google is staking a claim to a much more ambitious vision: embedding AI across every workflow, across every level of an organization, in a way that feels seamless and pervasive. Addressing the Enterprise as an Ecosystem, Not a Collection of Use Cases…