BIG TECH· Jul 31, 2026
Coverage Timeline
newest first- Jul 31, 2026BIG TECHAmazon Surges, Apple Falls as Investors Pick AI WinnersAMZN +12-14%, AAPL -8-9%→
- Jul 30, 2026BIG TECHApple Beats Estimates for a 13th Straight Quarter$109.4B rev, EPS $2.02→
- Jul 29, 2026BIG TECHMicrosoft, Meta Earnings Put Wall Street's AI Patience to the Test→
- Jul 28, 2026IPOApple Crosses $5 Trillion Market Cap→
- Jul 28, 2026BIG TECHApple And Google Both Blink As RAM Prices SextupleRAM up ~6x→
- Jul 27, 2026BIG TECHApple Reclaims Title As World's Most Valuable Company~$4.94T cap→
- Jul 27, 2026BIG TECHApple Reclaims World's Most Valuable Company From Nvidia→
- Jul 27, 2026BIG TECHBig Tech's $725B AI Bet Faces Earnings Reckoning→
- Jul 23, 2026AIOpenAI Rolls Out ChatGPT Health to All US Adults→
- Jul 22, 2026BIG TECHAltman and Ive's Hardware Bet Now Sits at the Center of OpenAI's Future→
- Jul 17, 2026IPOApple's Trade-Secrets Suit Threatens OpenAI's IPOIPO odds: 18.5%→
- Jul 17, 2026REGULATIONApple, Google Ordered to Purge 'Nudify' Apps→
- Jul 17, 2026BIG TECHApple, Nvidia Battle for Most Valuable CompanyMarket-cap race→
- Jul 16, 2026BIG TECHApple Intelligence Clears China Launch With Alibaba's Qwen→
- Jul 16, 2026BIG TECHAlibaba, Baidu Jump on Reported Apple AI Tie-Up→
- Jul 16, 2026BIG TECHTSMC Adds $100B Arizona Bet After Profit Soars 77%$100B new investment→
- Jul 14, 2026AIApple in Talks to Shrink AI Models for iPhone27B params, phone-sized→
- Jul 10, 2026REGULATIONApple Sues OpenAI, Alleging Trade Secret Theft "At Every Level"→
- Jul 7, 2026BIG TECHBroadcom and Apple Extend Custom Chip Pact Through 2031Multi-year extension through 2031→
- Jun 29, 2026AIOpenAI Teases Dedicated Hardware for Its Codex Coding AgentHardware tease→
- Jun 28, 2026REGULATIONApple Lobbies Washington to Buy Memory From Blacklisted China Chipmaker as the AI Memory Crunch BitesDRAM +98% in Q1→
- Jun 27, 2026BIG TECHApple's Vision Pro Chief Paul Meade Is Leaving for OpenAI's Hardware TeamSenior hardware exit→
- Jun 21, 2026AIBeyond Siri: The Practical AI Features Coming to Your iPhone in iOS 27→
- Jun 17, 2026BIG TECHApple Says iPhone Price Hikes Are 'Unavoidable' as the AI Memory Crunch Becomes a 'Hundred-Year Flood'~4x memory costs→
- Jun 9, 2026AIThe Apple-Google AI Deal: $3B+ a Year and a New Playbook for Renting Intelligence→
- Jun 9, 2026BIG TECHApple Unveils Siri AI Powered by Google Gemini at WWDC 2026$3B+ estimated Gemini deal→
All Coverage
BIG TECHAMZN +12-14%, AAPL -8-9%
Amazon Surges, Apple Falls as Investors Pick AI Winners
Amazon jumped after AWS posted its fastest cloud growth in 18 quarters while Apple fell on soft guidance and supply constraints, in Tim Cook's final earnings call before handing the CEO role to John Ternus.
Jul 31, 2026BIG TECH· Jul 30, 2026
Apple Beats Estimates for a 13th Straight Quarter
BIG TECH$109.4B rev, EPS $2.02
Apple Beats Estimates for a 13th Straight Quarter
Apple beat Wall Street's revenue and profit estimates for a 13th consecutive quarter, posting $109.4 billion in Q3 revenue and EPS of $2.02, up 29% year-over-year, on strong iPhone sales.
Jul 30, 2026BIG TECH· Jul 29, 2026
Microsoft, Meta Earnings Put Wall Street's AI Patience to the Test
BIG TECH
Microsoft, Meta Earnings Put Wall Street's AI Patience to the Test
Microsoft and Meta report Q2 results after the bell Wednesday, the first of the Magnificent Seven to face investors since Apple reclaimed the world's-most-valuable-company crown from Nvidia on the strength of capital discipline rather than AI spending.
Jul 29, 2026IPO· Jul 28, 2026
Apple Crosses $5 Trillion Market Cap
IPO
Apple Crosses $5 Trillion Market Cap
Apple briefly topped a $5 trillion market capitalization for the first time Tuesday, becoming only the second company ever to hit the mark after Nvidia reached it in October 2025, less than a year after Apple itself first crossed $4 trillion.
Jul 28, 2026BIG TECH· Jul 28, 2026
Apple And Google Both Blink As RAM Prices Sextuple
BIG TECHRAM up ~6x
Apple And Google Both Blink As RAM Prices Sextuple
Apple launches a Klarna-backed lease-to-own plan Tuesday and Google confirmed Pixel price hikes, as both companies respond to memory costs that jumped sixfold from $2.80 to $12 per gigabyte in a year.
Jul 28, 2026BIG TECH· Jul 27, 2026
Apple Reclaims Title As World's Most Valuable Company
BIG TECH~$4.94T cap
Apple Reclaims Title As World's Most Valuable Company
Apple's market capitalization climbed past $4.94 trillion Monday, edging ahead of Nvidia's roughly $4.83 trillion, as investors rotated toward companies with more restrained AI capital spending.
Jul 27, 2026BIG TECH· Jul 27, 2026
Apple Reclaims World's Most Valuable Company From Nvidia
BIG TECH
Apple Reclaims World's Most Valuable Company From Nvidia
Apple reclaimed the title of world's most valuable public company on Monday, its market cap reaching roughly $4.94 trillion against Nvidia's $4.83 trillion, as investors rewarded Apple's restraint on AI capital spending.
Jul 27, 2026BIG TECH· Jul 27, 2026
Big Tech's $725B AI Bet Faces Earnings Reckoning
BIG TECH
Big Tech's $725B AI Bet Faces Earnings Reckoning
Meta, Microsoft, Amazon and Apple report earnings this week carrying a combined $725 billion 2026 AI capital-spending plan into a market that has grown newly skeptical of unlimited AI infrastructure spending.
Jul 27, 2026AI· Jul 23, 2026
OpenAI Rolls Out ChatGPT Health to All US Adults
AI
OpenAI Rolls Out ChatGPT Health to All US Adults
OpenAI launched Health in ChatGPT, letting U.S. adults connect Apple Health data and medical records so the assistant can compare lab results and track wellness trends.
Jul 23, 2026BIG TECH· Jul 22, 2026
Altman and Ive's Hardware Bet Now Sits at the Center of OpenAI's Future
BIG TECH
Altman and Ive's Hardware Bet Now Sits at the Center of OpenAI's Future
OpenAI's $6.5 billion bet on Jony Ive's io Products, expected to ship its first device in H2 2026, is now the subject of a trade-secrets lawsuit from Apple and the central flashpoint in the fight over what OpenAI becomes next.
Jul 22, 2026IPO· Jul 17, 2026
Apple's Trade-Secrets Suit Threatens OpenAI's IPO
IPOIPO odds: 18.5%
Apple's Trade-Secrets Suit Threatens OpenAI's IPO
Apple's trade-secrets lawsuit against OpenAI, alleging its hardware chief directed former Apple staff to bring 'actual parts' to interviews, has already cut Wall Street's odds of a 2026 OpenAI IPO from roughly 22% to 18.5%.
Jul 17, 2026REGULATION· Jul 17, 2026
Apple, Google Ordered to Purge 'Nudify' Apps
REGULATION
Apple, Google Ordered to Purge 'Nudify' Apps
San Francisco's city attorney ordered Apple and Google to remove AI 'nudify' apps that generate non-consensual deepfake nudes, saying both companies have earned millions in fees from services that exploit women and girls.
Jul 17, 2026BIG TECH· Jul 17, 2026
Apple, Nvidia Battle for Most Valuable Company
BIG TECHMarket-cap race
Apple, Nvidia Battle for Most Valuable Company
Apple and Nvidia are trading blows for the title of world's most valuable public company, a symbolic marker of how completely AI-driven chip demand has reshaped the market-cap hierarchy that Apple's iPhone business once dominated alone.
Jul 17, 2026BIG TECH· Jul 16, 2026
Apple Intelligence Clears China Launch With Alibaba's Qwen
BIG TECH
Apple Intelligence Clears China Launch With Alibaba's Qwen
Apple won Chinese regulatory approval to launch Apple Intelligence by swapping in Alibaba's Qwen model for on-device and cloud AI features, the clearest sign yet that no foreign AI system -- not even Apple's own -- gets into China without a local partner.
Jul 16, 2026BIG TECH· Jul 16, 2026
Alibaba, Baidu Jump on Reported Apple AI Tie-Up
BIG TECH
Alibaba, Baidu Jump on Reported Apple AI Tie-Up
Alibaba and Baidu shares rose sharply in Hong Kong trading on reports that Apple is partnering with Chinese AI providers to power AI features for iPhones sold in China.
Jul 16, 2026BIG TECH· Jul 16, 2026
TSMC Adds $100B Arizona Bet After Profit Soars 77%
BIG TECH$100B new investment
TSMC Adds $100B Arizona Bet After Profit Soars 77%
TSMC will invest an additional $100 billion in its Arizona chip fabs after quarterly profit jumped 77%, deepening the US buildout underpinning Nvidia, Apple and AMD's leading-edge chip supply.
Jul 16, 2026AI· Jul 14, 2026
Apple in Talks to Shrink AI Models for iPhone
AI27B params, phone-sized
Apple in Talks to Shrink AI Models for iPhone
Apple is in talks with PrismML, a startup that compresses large AI models to run natively on-device, to bring shrunk models to the iPhone.
Jul 14, 2026REGULATION· Jul 10, 2026
Apple Sues OpenAI, Alleging Trade Secret Theft "At Every Level"
REGULATION
Apple Sues OpenAI, Alleging Trade Secret Theft "At Every Level"
Apple sued OpenAI and two former Apple hardware engineers now working there, alleging a systematic campaign to steal confidential iPhone and Apple Watch design secrets to build OpenAI's own consumer AI hardware.
Jul 10, 2026BIG TECH· Jul 7, 2026
Broadcom and Apple Extend Custom Chip Pact Through 2031
BIG TECHMulti-year extension through 2031
Broadcom and Apple Extend Custom Chip Pact Through 2031
Broadcom and Apple agreed on July 7 to extend their custom-silicon partnership through 2031, deepening a relationship that dates to the late 2000s as Broadcom's ASIC business increasingly threatens Nvidia elsewhere.
Jul 7, 2026AI· Jun 29, 2026
OpenAI Teases Dedicated Hardware for Its Codex Coding Agent
AIHardware tease
OpenAI Teases Dedicated Hardware for Its Codex Coding Agent
OpenAI is teasing new hardware built around Codex, its AI coding agent, signaling ambitions to move beyond software and into purpose-built devices for developers. The hints fold into OpenAI's broader hardware push -- the secretive 'io' effort it built with former Apple design chief Jony Ive -- and suggest the company sees agentic coding as a flagship use case worth its own physical form factor.
Jun 29, 2026REGULATION· Jun 28, 2026
Apple Lobbies Washington to Buy Memory From Blacklisted China Chipmaker as the AI Memory Crunch Bites
REGULATIONDRAM +98% in Q1
Apple Lobbies Washington to Buy Memory From Blacklisted China Chipmaker as the AI Memory Crunch Bites
Apple is reportedly lobbying US agencies for permission to buy DRAM from ChangXin Memory Technologies (CXMT), a Chinese supplier on the US Entity List, as a brutal memory shortage drives up component costs. DRAM prices jumped roughly 98% in Q1 2026 and are projected to climb another 58-63% this quarter, the spillover from every major fab rerouting capacity to the high-bandwidth memory that feeds AI accelerators. Apple has already raised prices on Macs, iPads and home devices.
Jun 28, 2026BIG TECH· Jun 27, 2026
Apple's Vision Pro Chief Paul Meade Is Leaving for OpenAI's Hardware Team
BIG TECHSenior hardware exit
Apple's Vision Pro Chief Paul Meade Is Leaving for OpenAI's Hardware Team
Paul Meade, the Apple vice president who led Vision Pro development and the company's still-unreleased AI smart glasses, is reportedly leaving to join OpenAI's hardware division. The departure follows a reorganization under new Apple CEO John Ternus that left some hardware VPs feeling sidelined, and it hands OpenAI -- already building an AI device with former Apple design chief Jony Ive -- another senior Apple hardware leader.
Jun 27, 2026AI· Jun 21, 2026
Beyond Siri: The Practical AI Features Coming to Your iPhone in iOS 27
AI
Beyond Siri: The Practical AI Features Coming to Your iPhone in iOS 27
Apple is previewing a slate of practical, on-device AI features in iOS 27 that go well beyond its long-delayed Siri overhaul, per TechCrunch. The emphasis on concrete, everyday utility -- rather than a single flashy assistant -- signals Apple's bid to make AI feel useful and trustworthy to a billion-plus users.
Jun 21, 2026BIG TECH· Jun 17, 2026
Apple Says iPhone Price Hikes Are 'Unavoidable' as the AI Memory Crunch Becomes a 'Hundred-Year Flood'
BIG TECH~4x memory costs
Apple Says iPhone Price Hikes Are 'Unavoidable' as the AI Memory Crunch Becomes a 'Hundred-Year Flood'
Tim Cook told the Wall Street Journal that Apple can no longer fully absorb surging memory and chip costs, calling the AI-driven shortage a 'hundred-year flood' and price increases 'unavoidable.' DRAM and high-bandwidth memory have been gobbled up by AI data centers, leaving consumer-device makers paying multiples of last year's prices.
Jun 17, 2026AI· Jun 9, 2026
The Apple-Google AI Deal: $3B+ a Year and a New Playbook for Renting Intelligence
AI
The Apple-Google AI Deal: $3B+ a Year and a New Playbook for Renting Intelligence
Strip away the WWDC theater and this is a landmark commercial deal: Apple pays Google an estimated $3B+ annually to run Gemini behind Siri. It's the inverse of the search-default arrangement, and it sets the template for how non-lab giants will buy AI -- rent the frontier, own the distribution. Every enterprise procurement team should study the structure.
Jun 9, 2026BIG TECH· Jun 9, 2026
Apple Unveils Siri AI Powered by Google Gemini at WWDC 2026
BIG TECH$3B+ estimated Gemini deal
Apple Unveils Siri AI Powered by Google Gemini at WWDC 2026
Apple conceded the foundation model race and chose to be a distribution layer instead, embedding Google Gemini into Siri across 2B+ devices. Google wins the platform war without building hardware, while every startup building an "AI assistant" layer just got commoditized.
Jun 9, 2026