Technology & Business
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6 articles
Microsoft Cleared $90 Billion in Revenue. So Why Did the Stock Story Get Complicated?
Microsoft reported quarterly revenue above $90 billion and said Azure surpassed a $100 billion annual revenue milestone. Investors still focused on the cost of building AI infrastructure and the pace at which that spending becomes durable profit.
02explainerMeta's Revenue Grew, but Profit Fell. The Missing Context Is in the Costs
Meta reported stronger revenue but lower quarterly profit after legal expenses and severance costs weighed on results. The company also continues to spend heavily on AI infrastructure, making both ad growth and expense guidance central to the outlook.
03explainerMicron Jumped as AI Memory Demand Surged. Here Is What the Numbers Actually Show
Micron reported record fiscal third-quarter results and its shares rose sharply amid optimism about memory used in AI systems. The durable question is whether high-bandwidth memory demand and pricing can offset the chip industry's familiar cycles.
04explainerSamsung's Profit Guidance Exploded Higher. The AI-Chip Caveat Still Matters
Samsung guided to roughly 171 trillion won in quarterly sales and 89.4 trillion won in operating profit. Those preliminary figures point to an extraordinary quarter, but investors still need the detailed results to understand how much came from memory pricing, one-time items and each division.
05explainerSamsung Reports Record Quarter as AI Memory Demand Lifts Chip Profits
The results show how demand for AI servers and high-bandwidth memory is reshaping the chip cycle, even as investors question the cost of expanding capacity.
06explainerMicrosoft Tops Expectations as Cloud and Paid AI Use Grow
The quarter paired strong cloud growth with another sharp increase in infrastructure spending, underscoring both the demand for AI services and their cost.