Microsoft faces scrutiny over AI spending as Copilot adoption lags
There's a "wall of worry" around Microsoft's earnings
Financials articles
Roblox accused of inflating user numbers and being a pedophile paradise
Report claims Roblox is lying to investors about key metrics
Samsung confirms there are no plans to sell foundry business, issues apology over missed profits
Sorry for the $6.78 billion in operating profits
Intel splits its struggling foundry division into an independent subsidiary
Chip fabrication will conduct its business separately but still answers to Intel's CEO
OnlyFans creators earned record $5.3 billion in 2023, platform sees massive growth
Billionaire owner pockets $472 million as OnlyFans profits soar
Intel's gathering storm and why it needs to stay the course
The risks of splitting Intel: Why it's a bad idea
Dell's AI-focused strategy pays off with 38 percent growth in hardware infrastructure revenue
Running generative AI requires of more servers and infrastructure, and Dell is selling a lot of that
Intel mulls splitting divisions as financial woes continue
Pat Gelsinger's plans for a comeback aren't working out (yet?)
AMD's $5 billion ZT acquisition: Strategic play or overpriced gamble?
Bottom line: The strategic rationale behind AMD acquiring ZT makes sense, to a point, but $5 billion is a lot to pay, especially when the true value of the transaction relies heavily on the price AMD will get when they spin off ZT's manufacturing unit.
Under-siege Intel quietly sells Arm stake as restructuring program continues
Intel still holds shares in other companies
Dell cuts thousands of jobs as part of AI-focused restructuring
Most of the cuts appear to impact sales teams
Intel's rough quarter was expected, but management's messaging struggles were not
Intel misses by a lot... but what's next?
Bottom line: The fact that Intel had a bad quarter is not that surprising. What is surprising is the extent to which management does not seem to have a handle on how to communicate its plans.
Intel faces crisis as revenue misses and a bleak forecast shakes investor confidence
Bottom line: Intel's latest quarterly earnings were nothing short of ugly, prompting restructuring plans. It is quite the change for a company that was once among the 30 best stocks in the world. Analysts are increasingly skeptical about CEO Pat Gelsinger's ability to execute a successful turnaround, especially as Intel struggles to keep pace with AMD and Nvidia.
Nintendo profit plummets 55% as Switch hardware and software sales slow
Switch sales slow as next-gen launch nears
Xbox hardware revenue fell 42% last quarter, but overall gaming revenue rose 44%
Microsoft expects the trends to continue into the following quarter
The big picture: Some analysts predicted the Xbox Series X would outsell the PlayStation 5 in 2020. Instead, Sony's console has likely sold more than double the Xbox Series S and X. The situation is so dire that Microsoft hasn't disclosed precise unit sales in over a year and has begun releasing its games on competing consoles. The company's latest earnings call certainly won't improve investor outlook concerning the future of Xbox hardware.
3 programming languages that will help you land a job in finance
Strategic choices for finance jobs
TSMC market cap briefly hits $1 trillion as it readies 2nm chip trials for iPhone 17
Chipmaker for Apple and Nvidia joins them in the trillion dollar club
AMD engineer tells the tale of when the PlayStation 4 saved the chipmaker from bankruptcy
Jaguar kept the lights on during the post-Athlon, pre-Zen days
The buckets of AI and where Nvidia is crushing it
AI as Magic (AGI), AI as a Feature, and AI as a Product
Nvidia reports record revenue amid global AI boom, up 262% year-over-year
Team Green expects the good times to continue
PlayStation 5 surpasses Xbox One in lifetime sales but still misses Sony's revised yearly target
It was also revealed that Helldivers 2 is Sony's fastest-selling PlayStation game of all time
AMD's gaming revenue plunges 48% and might not recover until 2025
Fortunately, AMD has Zen 5 and Strix Point to look forward to later this year
Samsung on cloud nine after 933% Q1 profit jump, thanks to AI wave
The generative AI craze brought about a surge in memory chip prices, benefiting Samsung
Microsoft Xbox Series X/S sales downturn continued last quarter
Microsoft's figures would have looked a lot worse without Activision Blizzard
Intel's Foundry financials and what it needs to turn things around
We got pretty close guessing Intel Foundry's numbers