Microsoft down 21% despite record earnings on CapEx anxiety
Microsoft dropped 21% in two weeks even as it beat earnings, illustrating market panic over hyperscaler CapEx intensity rather than fundamental deterioration.
Nvidia leads Mag 7 decline but Jensen sees half-trillion revenue
Nvidia fell 11% on CapEx fears, yet Jensen Huang projects $500B revenue as hyperscalers direct $680B CapEx largely toward GPUs and AI infrastructure, suggesting the selloff discon…
Amazon beats earnings but increases CapEx, adding to sector selloff
Amazon's earnings beat was overshadowed by rising CapEx guidance, contributing to the broader hyperscaler selloff driven by investor fear of margin compression.
Apple outperforms Mag 7 as AI sideline beneficiary
Apple gained 7% while peers crashed because it has minimal AI CapEx exposure — 'can't hurt you if you're not in it' — while still collecting $20B from Google search deal and a $1B…
Host argues market wrong on Google CapEx as scaling laws hold
Google's $185B CapEx is justified because scaling laws continue to deliver intelligence per dollar, search revenue grew 17% YoY, Gemini hit 750M MAU, and cloud demand proves AI in…
Anthropic runs Super Bowl ads claiming profitability path to $70B ARR
Anthropic's Super Bowl ad campaign signals financial strength — Dario Amodei projects $70B ARR by 2027 and profitability in 2028 — making it the only independent AI lab potentiall…
OpenAI launches Codex desktop app, hits 1M downloads in days
OpenAI's Codex coding agent achieved 1M downloads rapidly, doubles usage limits vs Claude Code, and engineers report superior code generation — though late to market, it signals r…
SpaceX FCC approval for 1M satellites enables orbital AI data centers
FCC approved SpaceX's 1M satellite constellation for space-based AI compute powered by solar energy, with Starship targeting operational scale within 36 months — potentially the c…
Palmer Luckey showcased a biological computer using mouse neurons trained via reinforcement learning to navigate obstacles, suggesting brain-cell compute may offer efficiency adva…
Kaggle launches dynamic 3D game arena for AI model evaluation
Kaggle's game arena forces models to compete in dynamic 3D worlds (card games, RPGs) that cannot be benchmark-gamed, providing a more realistic capability test than static benchma…