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01.05.26 - 07:54
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Meta threatens to shut down social networks in New Mexico over child safety court case (The Guardian)
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Company asserts in court filing that the state's proposed remedies would be too onerous to comply withMeta has threatened to block access to Instagram, Facebook and WhatsApp in New Mexico, which would be an unprecedented move in its home country. The ultimatum, made in a court filing this week, comes after the company was found liable and fined $375m for child safety failures in a landmark lawsuit brought by the state's attorney general. The second phase of the suit, known as the remedies phase, is scheduled to begin on Monday and will determine what actions the tech giant is obligated to take in response.Should Meta lose the second phase of trial, which will begin on 4 May, it would be compelled to introduce a series of reforms to its products. The New Mexico department of justice argues these changes would make Meta's social networks safer for underage users in the state. Meta has argued these reforms are unfeasible and it would be left with little option but to withdraw its services completely. Cont...
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01.05.26 - 00:06
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Apple Drops After Mixed Results: America, Europe Revenue Miss; Iphone Sales Disappoint, But China Surges Again (ZeroHedge)
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Apple Drops After Mixed Results: America, Europe Revenue Miss; Iphone Sales Disappoint, But China Surges Again
Ahead of today's AAPL earnings report, we've had a mixed picture from Mag 7 earnings so far: GOOGL soared to a record high, MSFT and AMZN both dropped (although they recovered much of their losses throughout the day) and META crashed, all on different reads of their capex. Which leaves AAPL to complete the picture of the big 5 megacaps (with NVDA set to report in a few weeks). As we previewed earlier, focus today will be on how soaring memory prices are impacting the company's profit margin, as well as hearing from new CEO John Ternus.
With that in mind, here is what the company just reported for its fiscal second quarter:
EPS $2.01 vs. $1.65 y/y, beating estimates of $1.96
Revenue $111.18 billion, +17% y/y, beating estimates of $109.66 billion
Products revenue $80.21 billion, +17% y/y, beating estimates of $79.26 billion
IPhone revenue $56.99 billion, +22% y/y, barely beati...
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30.04.26 - 23:01
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AI Payoff in Focus During Tech Earnings Bonanza | Bloomberg Tech 4/30/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company's new AI tools and partnership with Google.
(Source: Bloomberg)...
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30.04.26 - 21:31
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How Big Tech′s AI Ambitions Are Fueling a Borrowing Boom (Bloomberg)
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For the past few years, the largest US technology companies have been in a costly race to develop advanced artificial intelligence systems while at the same time providing computing power to a burgeoning field of startups. To chase these goals, they have radically changed how they finance their growth. Long reliant on rich revenues and share price increases, Alphabet Inc.'s Google, Meta Platforms Inc. and other tech giants now are borrowing heavily to build the technology that makes chatbots run...
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30.04.26 - 20:51
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Microsoft: „Kein Interesse, die Aktie zu kaufen“ (Der Aktionaer)
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Die Aktie von Microsoft steht auch nach den starken Quartalszahlen unter Druck und findet sich zusammen mit Meta am Nasdaq-100-Ende wieder. Azure wächst schneller als erwartet, die KI-Story bleibt intakt – trotzdem reicht das nicht. Der Grund: Die Investitionen laufen weiter nach oben....
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