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BIG TECH
Tesla Opens Cybercab Rides to the Public in Austin
Tesla began offering paid Cybercab robotaxi rides to the general public in parts of Austin, a steering-wheel-free two-seater that immediately drew scrutiny from federal safety regulators.
DEEP DIVE
John Ternus Takes Over as Apple CEO
BIG TECH
John Ternus Takes Over as Apple CEO
Tim Cook stepped down after 15 years and hardware chief John Ternus became Apple's CEO on Sept. 4, inheriting a $4.75 trillion company facing a memory chip shortage, slowing growth and a widening AI gap with OpenAI and Google.
DEEP DIVE
Nvidia Confirms $12.9B Deal to Buy Hugging Face
BIG TECH$12.9B acquisition
Nvidia Confirms $12.9B Deal to Buy Hugging Face
Nvidia formally confirmed its $12.9 billion acquisition of Hugging Face, the open-source AI model repository, converting a deal reported as unsigned in August into a completed agreement with public commitments on platform neutrality.
FOLLOW-UP
Adobe Names Anil Chakravarthy CEO, Ending Narayen Era
BIG TECH
Adobe Names Anil Chakravarthy CEO, Ending Narayen Era
Adobe named longtime executive Anil Chakravarthy as its next CEO, ending Shantanu Narayen's 19-year run atop the company as he moves to executive chair.
DEEP DIVE
Nvidia Confirms $12.93B Deal for Hugging Face
BIG TECH$12.93B acquisition
Nvidia Confirms $12.93B Deal for Hugging Face
Nvidia agreed to pay $12.93 billion for Hugging Face, the open-source AI model and dataset hub used by more than 18 million developers, with Jensen Huang pledging the platform stays open and compute-agnostic.
FOLLOW-UP
Charter's CFO Jumps to a Blackstone-Google AI Venture
BIG TECH
Charter's CFO Jumps to a Blackstone-Google AI Venture
Charter Communications CFO Jessica Fischer is leaving to become CFO of a Blackstone-Google joint venture building US AI data-center capacity, seeded with $5 billion in equity toward 500 megawatts by 2027.
DEEP DIVE
Adobe Buys India's Rilo to Bolt On Agentic Marketing
BIG TECH
Adobe Buys India's Rilo to Bolt On Agentic Marketing
Adobe acquired the six-person, Bengaluru-based AI workflow startup Rilo for an undisclosed sum, adding natural-language marketing automation as it fends off Canva and agentic pushes from Anthropic and OpenAI.
DEEP DIVE
Snowflake Jumps 22% as AI Coding Tools Juice Growth
BIG TECH
Snowflake Jumps 22% as AI Coding Tools Juice Growth
Snowflake beat Wall Street's second-quarter estimates and raised its full-year guidance, sending shares up as much as 22-25% on accelerating adoption of its CoCo and CoWork AI products.
DEEP DIVE
Microsoft Will Finally Disclose Azure's Actual Revenue
BIG TECH
Microsoft Will Finally Disclose Azure's Actual Revenue
Microsoft will begin reporting Azure's dollar revenue for the first time starting fiscal 2027, collapsing three segments into two and stripping GitHub and Security Copilot out of the Azure number.
DEEP DIVE
AI Capex Earnings Season Delivers a Split Verdict
BIG TECH
AI Capex Earnings Season Delivers a Split Verdict
Snowflake, Broadcom, and Microsoft all reported this week, and the market rewarded AI-product mix and disclosure clarity over raw growth -- Broadcom's 86% growth was punished, Snowflake's slower 35% was not.
BY THE NUMBERS
Broadcom Beats on Earnings, Drops 5% on Weak Guidance
BIG TECH
Broadcom Beats on Earnings, Drops 5% on Weak Guidance
Broadcom beat revenue and earnings estimates but guided fiscal fourth-quarter revenue slightly below consensus, sending shares down as much as 5% despite 86% year-over-year growth.
FOLLOW-UP
Microsoft Will Finally Break Out Azure's Real Revenue
BIG TECH
Microsoft Will Finally Break Out Azure's Real Revenue
Microsoft will disclose standalone Azure revenue for the first time starting this fall, restating the cloud business at $29.4 billion and 42% growth as part of a broader two-segment reporting overhaul.
DEEP DIVE
Palo Alto Networks Pays $500M for Console
BIG TECH$500M acquisition
Palo Alto Networks Pays $500M for Console
Palo Alto Networks acquired Console, a two-year-old AI agent platform that automates IT help-desk tasks, for about $500 million in cash and stock -- a roughly 3x markup on the $157 million valuation Thrive Capital backed months earlier.
DEEP DIVE
Dell's AI Order Backlog Hits a Record $95B
BIG TECH$60.9B AI order backlog
Dell's AI Order Backlog Hits a Record $95B
Dell posted a record $60.9 billion in AI server orders and raised full-year guidance well above Wall Street's prior estimate, extending a rally that has lifted the stock about 20% in a month.
DEEP DIVE
Delivery Hero Board Backs Uber's $15B Bid
BIG TECH$15B takeover bid
Delivery Hero Board Backs Uber's $15B Bid
Delivery Hero's board endorsed a $15 billion takeover offer from Uber, already the delivery company's largest shareholder, in a deal that would double Uber's delivery footprint outside China.
DEEP DIVE
Uber Cuts 3,300 Jobs to Fund Its Robotaxi Bet
BIG TECH
Uber Cuts 3,300 Jobs to Fund Its Robotaxi Bet
Uber is eliminating about 3,300 jobs, roughly 10% of its corporate workforce and its largest cut since 2020, as CEO Dara Khosrowshahi flattens management to redirect spending toward the company's robotaxi partnerships.
DEEP DIVE
a16z Says Enshittification Isn't Real. The Data Disagrees.
BIG TECH
a16z Says Enshittification Isn't Real. The Data Disagrees.
An Andreessen Horowitz-published essay argued social media satisfaction is rising and 'enshittification' is a myth, but the survey data it cites is contradicted by separate research showing declining trust and rising usage stress.
DEEP DIVE
Broadcom: Arm Servers Are Three to Five Years From Mattering
BIG TECH
Broadcom: Arm Servers Are Three to Five Years From Mattering
Ram Velaga, who runs Broadcom's enterprise software division, said at VMware Explore that Arm servers will not hold significant enterprise market share for at least three to five years, even as VMware previews Arm hypervisor support.
DEEP DIVE
Gas Pipelines Are the New AI Trade: $10B of Deals in a Week
BIG TECH$4.42B acquisition
Gas Pipelines Are the New AI Trade: $10B of Deals in a Week
ONEOK agreed to buy Brazos Midstream's Permian assets for $4.42 billion days after Williams struck a $5.5 billion deal for Momentum Midstream, as gas gathering capacity gets repriced around AI electricity demand and LNG exports.
DEEP DIVE
Apple's New CEO Starts With a $55 Million Pay Package
BIG TECH$55M equity award
Apple's New CEO Starts With a $55 Million Pay Package
John Ternus took over as Apple's chief executive on Tuesday, and a new 8-K sets his salary at $3 million now and a $55 million equity award for fiscal 2027, three-quarters of it tied to Apple's return against the S&P 500.
DEEP DIVE
Cook Leaves Apple 2,680% Higher Than He Found It
BIG TECH
Cook Leaves Apple 2,680% Higher Than He Found It
Apple's total shareholder return over Tim Cook's 15 years as chief executive came to roughly 2,680%, turning a $10,000 investment on his first day into about $278,000 and growing market capitalization from $347 billion to $4.7 trillion.
DEEP DIVE
Google Aims Nano Banana at Canva With a Tool Called Pics
BIG TECH
Google Aims Nano Banana at Canva With a Tool Called Pics
Google began rolling out Pics on Sept. 1, an AI image creation and editing tool built on its Nano Banana model and bundled into Workspace, Docs and Slides for business and AI Pro subscribers.
DEEP DIVE
Attackers Hit X Accounts Right After X Money Went Live
BIG TECH
Attackers Hit X Accounts Right After X Money Went Live
X said attackers began mass-triggering password reset forms using public usernames immediately after X Money became widely available, with the company reporting no evidence of successful account takeovers.
DEEP DIVE
Microsoft and AWS Finally Built the Multicloud Link
BIG TECH
Microsoft and AWS Finally Built the Multicloud Link
Azure Multicloud Interconnect and AWS Interconnect deliver private 100 Gbps links between the two clouds with 99.99% availability, from companies that spent years telling regulators customers barely wanted this.
DEEP DIVE
Waymo Goes on Offense Days Before Tesla's Cybercab Debut
BIG TECH
Waymo Goes on Offense Days Before Tesla's Cybercab Debut
Waymo argued publicly that Tesla's camera-only approach to self-driving isn't safe enough, kicking off a weekend social-media fight just a week before Tesla is set to formally launch its two-seat Cybercab.
DEEP DIVE
Waymo and Zoox Both Just Expanded the Robotaxi Map
BIG TECH
Waymo and Zoox Both Just Expanded the Robotaxi Map
Waymo and Amazon's Zoox both expanded into new US cities this week, intensifying a robotaxi race defined by Waymo's scale advantage and Zoox's still-supervised test rollout.
DEEP DIVE
Tim Cook Steps Down as Apple CEO, Hands Reins to Ternus
BIG TECH
Tim Cook Steps Down as Apple CEO, Hands Reins to Ternus
Cook's 15-year run as Apple CEO ended Monday, handing the job to hardware chief John Ternus while Cook moves into a newly created executive chairman role.
DEEP DIVE
Tesla Jumps 3.7% as Optimus Enters Production at Fremont
BIG TECH+3.7% on the day
Tesla Jumps 3.7% as Optimus Enters Production at Fremont
Tesla shares rose roughly 3.7% Monday as the broader market slid, after the company pointed to Optimus humanoid robot production getting underway at its converted Fremont, California factory.
DEEP DIVE
SpaceX Is Building Its Own Gas Turbine Blade Foundry
BIG TECH
SpaceX Is Building Its Own Gas Turbine Blade Foundry
Elon Musk confirmed SpaceX is casting its own turbine blades at a secret Bastrop, Texas foundry to get gas power online 18 months faster for AI data centers -- and it's already triggering a pollution fight.
DEEP DIVE
AI Labs Are Now Cutting Off Their Own Portfolio
BIG TECH
AI Labs Are Now Cutting Off Their Own Portfolio
OpenAI is severing Cursor's model access after SpaceX bought it -- the clearest sign yet that frontier AI labs now treat model access itself as a strategic weapon, not a neutral utility.
DEEP DIVE
AI Earnings Season Just Split Into Winners and Losers
BIG TECH
AI Earnings Season Just Split Into Winners and Losers
Salesforce and CrowdStrike jumped more than 20% on AI-driven earnings beats this week, while Marvell fell 6% on a beat of its own -- proof the market is now pricing AI software monetization and AI hardware capacity on opposite curves.
DEEP DIVE
OpenAI Cuts Off Cursor's Model Access After SpaceX Deal
BIG TECH5% of Cursor traffic
OpenAI Cuts Off Cursor's Model Access After SpaceX Deal
OpenAI will stop supplying its models to Cursor on Nov. 12, saying it can't trust SpaceX -- Cursor's new owner after a $60 billion acquisition -- to honor its contract terms.
DEEP DIVE
Stripe Walks Away From Its $53B PayPal Bid
BIG TECH
Stripe Walks Away From Its $53B PayPal Bid
The Stripe-Advent consortium has dropped its pursuit of PayPal after a 40% stock rally priced the group's $60.50-a-share, roughly $53 billion offer out of reach for what would have been one of the largest leveraged buyouts ever.
FOLLOW-UP
Apple TV Jumps to $14.99, Fourth Hike in Four Years
BIG TECH$14.99/mo, up from $12.99
Apple TV Jumps to $14.99, Fourth Hike in Four Years
Apple raised Apple TV to $14.99 a month from $12.99 and lifted the Apple One Individual bundle to $21.95, effective immediately for new subscribers in the United States.
DEEP DIVE
Chip Stocks Slide as Marvell Miss Spooks AI Trade
BIG TECHMarvell -16% premarket
Chip Stocks Slide as Marvell Miss Spooks AI Trade
Marvell's premarket slide after underwhelming guidance dragged Nvidia, Broadcom and the broader chip sector lower Friday, a day after Nvidia's own earnings beat had powered a $400 billion market-cap rally.
FOLLOW-UP
OpenAI Starts Selling Ads Inside ChatGPT
BIG TECHRs 399 ($4)/mo Go tier
OpenAI Starts Selling Ads Inside ChatGPT
OpenAI has begun showing sponsored placements under ChatGPT answers for free and $4-a-month Go users in India, its second-largest market, opening an advertising business ahead of a planned listing.
DEEP DIVE
AWS to Deploy 2 Million More Nvidia GPUs by 2028
BIG TECH$220B 2026 capex
AWS to Deploy 2 Million More Nvidia GPUs by 2028
Amazon Web Services and Nvidia are expanding their infrastructure partnership to add 2 million more GPUs by 2028, as Amazon raises its 2026 capital-expenditure forecast to roughly $220 billion.
DEEP DIVE
Waymo Tells Tesla: Cameras Alone Can't Drive
BIG TECH
Waymo Tells Tesla: Cameras Alone Can't Drive
Waymo's co-CEO argued cameras alone hit a safety ceiling well short of full autonomy, an implicit rebuke of Tesla's camera-only approach as both companies race to scale robotaxis.
DEEP DIVE
Nvidia Agrees to Buy Hugging Face for $12.9B
BIG TECH$12.9B acquisition
Nvidia Agrees to Buy Hugging Face for $12.9B
Nvidia has agreed to acquire Hugging Face, the default public repository for open-source AI models, in a deal reported at about $12.9 billion -- its largest outright acquisition.
DEEP DIVE
Nvidia Posts $96.2B Quarter, Guides Even Higher
BIG TECH$96.2B revenue, +106% YoY
Nvidia Posts $96.2B Quarter, Guides Even Higher
Nvidia reported record fiscal second-quarter revenue of $96.2 billion, up 106% year over year, with Data Center revenue at $89 billion and third-quarter guidance of $108 billion, sending shares up 8.7%.
DEEP DIVE
Salesforce Jumps 22.6% and Ships Claudeforce With Anthropic
BIG TECH$11.35B quarterly revenue
Salesforce Jumps 22.6% and Ships Claudeforce With Anthropic
Salesforce beat second-quarter estimates and raised full-year guidance, while unveiling Claudeforce, a joint product with Anthropic that layers Claude's reasoning onto Salesforce's data and workflows.
DEEP DIVE
Salesforce Jumps 22% on Earnings, Anthropic Tie-Up
BIG TECH+22% stock
Salesforce Jumps 22% on Earnings, Anthropic Tie-Up
Salesforce shares had their second-best trading day ever after beating Q2 revenue and EPS estimates and unveiling a deeper Anthropic partnership that embeds Claude directly into its sales tools.
FOLLOW-UP
Nvidia Posts $96B Quarter, Guides Even Higher
BIG TECH$96.2B quarterly revenue
Nvidia Posts $96B Quarter, Guides Even Higher
Nvidia reported $96.2 billion in fiscal second-quarter revenue, up 106% year over year, and guided to $108 billion for the current quarter with zero China compute assumed.
DEEP DIVE
Amazon Is Shutting Down Mechanical Turk After 21 Years
BIG TECH
Amazon Is Shutting Down Mechanical Turk After 21 Years
Amazon will fully close Mechanical Turk, the crowdsourced task platform Jeff Bezos once called 'artificial artificial intelligence,' on September 30, 2026, after AI-labeling startups hollowed out its demand.
DEEP DIVE
SpaceX Plans $100 Billion Louisiana Spaceport
BIG TECH$100B
SpaceX Plans $100 Billion Louisiana Spaceport
SpaceX unveiled a $100 billion, 125,000-acre Starship launch complex in Vermilion Parish, Louisiana -- its fourth and largest site -- targeting first liftoff as soon as 2029.
DEEP DIVE
SpaceX, Nvidia to Launch AI Supercomputer Into Orbit
BIG TECH
SpaceX, Nvidia to Launch AI Supercomputer Into Orbit
SpaceX and Nvidia have built a space-optimized version of Nvidia's Vera Rubin NVL72 rack for SpaceX's Starmind AI1 satellite, targeting a first orbital launch in Q4 2027 as part of a broader push toward off-Earth AI compute.
DEEP DIVE
Netflix Weighs Opening Its App to Rival Streamers
BIG TECH
Netflix Weighs Opening Its App to Rival Streamers
Netflix is reportedly considering letting other streaming services sell inside its app, a shift from walled garden toward distribution platform.
DEEP DIVE
At Apple's CEO Farewell, an Unusually Personal Tim Cook
BIG TECH
At Apple's CEO Farewell, an Unusually Personal Tim Cook
Apple's farewell event for its departing CEO drew unusually personal tributes, marking a leadership transition that lands as the company races to catch up on AI and prepares a major new hardware launch.
DEEP DIVE
Alibaba Shares Plunge 10% on $10.2B AI Share Sale
BIG TECH$10.2B
Alibaba Shares Plunge 10% on $10.2B AI Share Sale
Alibaba raised $10.2 billion in the largest-ever Hong Kong primary share placement to fund its AI buildout, and the stock dropped roughly 10% on the dilution, days after a 75% quarterly profit decline tied to AI spending.
DEEP DIVE
Amazon Becomes a Vital Sales Outlet for Small Merchants
BIG TECH
Amazon Becomes a Vital Sales Outlet for Small Merchants
Independent merchants increasingly rely on Amazon as their primary sales channel, a dependency that has grown even as sellers complain about rising fees and shrinking margins.
DEEP DIVE
Memory Prices Go Stratospheric, Chipmakers Cash In
BIG TECH
Memory Prices Go Stratospheric, Chipmakers Cash In
DRAM and high-bandwidth memory pricing has climbed to levels that are transforming memory makers' margins while raising the bill for everyone building AI systems.
BY THE NUMBERS
Alibaba Seeks $10B Share Sale to Fund AI
BIG TECH$10B
Alibaba Seeks $10B Share Sale to Fund AI
Alibaba is seeking to raise about $10 billion through a share sale to fund AI infrastructure investment, adding equity issuance to the list of ways hyperscalers are financing compute.
DEEP DIVE
Apple Cuts 200+ Jobs From Siri and Vision Pro Teams
BIG TECH
Apple Cuts 200+ Jobs From Siri and Vision Pro Teams
Apple cut more than 200 jobs across its old Siri assistant team and Vision Pro's gaming and immersive video groups, redirecting headcount toward new Siri AI and smart-glasses efforts.
DEEP DIVE
Amazon Hikes Echo, Kindle, Eero Prices on Memory Costs
BIG TECH
Amazon Hikes Echo, Kindle, Eero Prices on Memory Costs
Amazon quietly raised prices on Echo, Fire TV, Kindle and eero devices overnight, citing a sharp rise in memory-chip costs that AI infrastructure demand has driven across the entire consumer electronics industry.
DEEP DIVE
New York Overtakes Bay Area on Tech Talent
BIG TECH
New York Overtakes Bay Area on Tech Talent
New York's office market now hosts more tech jobs than the San Francisco Bay Area for the first time in 13 years of CBRE tracking, with AI-driven finance hiring offsetting a Bay Area contraction.
DEEP DIVE
Stocks Slide on Bond Yields as Crypto Rallies on Clarity Act
BIG TECH
Stocks Slide on Bond Yields as Crypto Rallies on Clarity Act
The Dow fell 1.32% and the Nasdaq 1.0% on rising 30-year Treasury yields and a Walmart earnings miss, the same session Bitcoin jumped 11.5% past $71,000 on a White House push for crypto's Clarity Act.
DEEP DIVE
Charter Closes $34.5B Cox Deal, Forms Cable Giant
BIG TECH$34.5B merger
Charter Closes $34.5B Cox Deal, Forms Cable Giant
Charter Communications closed its $34.5 billion acquisition of Cox, creating a 37-million-subscriber cable and broadband giant that will retire the Charter name in favor of Cox within a year.
DEEP DIVE
What $67B in AI Buyouts Says About Where Value Is Moving
BIG TECH
What $67B in AI Buyouts Says About Where Value Is Moving
Stripe's $7.5B OpenRouter deal and SpaceX's $60B Anysphere buyout total $67.5B in AI M&A in six weeks, while Etched's $21B venture valuation shows the same distribution/infrastructure bet playing out in funding rounds too.
DEEP DIVE
Nvidia Pays $6B to License Poolside's Coding AI
BIG TECH
Nvidia Pays $6B to License Poolside's Coding AI
Nvidia agreed to pay $6B to non-exclusively license Poolside's code-generation models and invest $1B at a $12B valuation, while extending job offers to roughly 109 Poolside employees.
DEEP DIVE
It's Greg Brockman's OpenAI Now, Ahead of an IPO
BIG TECH
It's Greg Brockman's OpenAI Now, Ahead of an IPO
OpenAI co-founder and president Greg Brockman has absorbed ChatGPT's product business, go-to-market, enterprise and compute teams into his own remit, consolidating operating control as the company prepares for a 2027 IPO.
DEEP DIVE