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American large companies are sitting at a major inflection point: whether to deploy massive capital expenditures (capex) now — on manufacturing, infrastructure, AI, data centres and reshoring — or to hold fire. The Economist estimates the potential national capex wave…
Microsoft just flexed its financial muscle—reporting $70.1 billion in revenue for Q3 FY 2025, handily beating the $68.4 billion analysts expected. Azure, its cloud powerhouse, grew 33 percent year over year, with AI driving a significant portion of that jump.…
What’s Going On with Apple and AI? Apple’s CEO, Tim Cook, has been asked a lot about artificial intelligence (AI) over the past year. Some people think Apple is falling behind in AI because they haven’t talked much about it.…
Better Than Expected Financial Results Meta recently reported financial results that were better than what many experts thought they would be. Their revenue went up by 27% to $36.46 billion, which was more than the expected $36.16 billion. They also…