Netflix’s Profit Jump Lands With a Thud on Wall Street
Netflix Inc. delivered the kind of quarter most media companies would take. It just was not the quarter investors were paying for. The streaming company said Tuesday that third-quarter revenue…
Musk Puts a Date on Terafab: First Test Chip by Mid-2027, Volume in 2028
The first chip Terafab makes will not be a product. It will be an argument of a narrow kind, that the building and the machines inside it can turn sand…
Nvidia Prepares to Fund a Customer the Market Would Not
The pitch was straightforward: the fastest-growing builder of AI data centers in the Asia-Pacific, backed by the world’s most valuable chip company, raising capital in the middle of a computing…
A $3 Billion Valuation for Software That Watches the Grid
In September, air traffic controllers at Dulles International Airport outside Washington began working with a piece of software that tries to see a delay before it forms. It reads flight…
Anthropic’s $80.7 Billion Loss Is Mostly a Footnote
The headline number in Anthropic’s draft prospectus, reported by The Wall Street Journal on Tuesday, is a net loss of $80.7 billion for the first six months of 2026. Set…
OpenAI Buys Its Way Into the Trial Calendar
A single failed manufacturing batch can push back the start of a clinical trial by months. The delay then ripples through enrollment targets, site contracts, regulatory filings and the cash…
SpaceX’s AI Business Is Now Bigger Than Its Rockets
For most of its twenty-four years, SpaceX sold one thing: the ability to put mass in orbit more cheaply than anyone else. On Tuesday evening, Elon Musk spent the opening…
Supermicro Lifts Sales Forecast by $4 Billion as AI Server Demand Outruns Its Own Guidance
Super Micro Computer told investors on Tuesday that it expects revenue of $18.5 billion to $19.5 billion for the quarter ended September 30, up from the $14.5 billion to $15.5…
The Buildout Larry Fink Says Cannot Wait
For two years the argument about artificial intelligence has been about whether too much money is being spent on it. Larry Fink used a stage in Berlin on Wednesday to…
Jio’s Record Offering and the Retail Cheque Behind It
The smallest cheque a retail investor can write for Jio Platforms this week is 13,428 rupees, about $141, for a lot of twelve shares at the top of the price…
