earnings

This will not be a banner year for the real estate app Zillow. “We describe the home market as bouncing along the bottom,” CEO Jeremy Wacksman said in our conversation this week. Last year was dismal for the real estate market, and he…

After a prolonged slump, Apple’s business is suddenly thriving again in China. The tech giant said in its latest earnings report last week that revenue from the country rose 38 percent year over year in the last quarter, primarily driven by…

Zoë Schiffer: Yeah, I think that one thing that everyone can agree on is that Nvidia is undoubtedly one of the companies that has gone all in during this AI acceleration moment. For better or worse, about 90 percent of Nvidia's sales, which…

Nvidia CEO Jensen Huang didn’t need any prompting on Wednesday to address the elephant in the room. “There's been a lot of talk about an AI bubble,” he said on an earnings call before quickly getting to his main point: “From our vantage…

Caroline Haskins: So one thing that happened recently is that Palantir had its earnings call. And I think sort of consistent with what you observed, Alex Karp seemed really exuberant during that earnings call. I think he said that it was…

Chatter about an AI bubble has been everywhere lately, and top tech companies like Google, Meta, and Microsoft have doubled down on their AI investments for 2026. But how have analysts in the past accurately identified forming tech bubbles?…

Social commerce—or shopping through platforms like TikTok and Instagram—hasn’t been a smash hit in the US, in part due to ongoing distrust of tech giants among consumers and big retailers. To help ensure AI initiatives don’t encounter…

The new era of Silicon Valley runs on networking—and not the kind you find on LinkedIn.As the tech industry funnels billions into AI data centers, chip makers both big and small are ramping up innovation around the technology that connects…

The amount of capital pouring into AI data center projects is staggering. Last week, Microsoft, Alphabet, Meta, and Amazon reported their 2025 capital expenditures would total roughly $370 billion, and they expect that number to keep rising…