Public Companies
50 articles in this category
Most read in Public Companies, last 30 days
- 01
Amazon Career Choice 2026 Adds Pro Credentials
- 02
Broadcom stock slide earnings masks AI chip boom bet
- 03
Micron Surges on AI Chip Report, Meta and AstraZeneca Dip
- 04
Micron, SK Hynix Expand Amid AI Boom; Meta Monetizes AI
- 05
Apple Preps Major Mac Overhaul for AI Push
- 06
Amazon Surges as Apple Stumbles in Divergent Big Tech Earnings
Amazon Stores says speed is fueling its growth
Andy Jassy says Amazon Stores units up nearly 15% YTD and pitches speed, cost to serve and grocery as force multipliers.
AWS Says 39.3% Growth Is Flywheel, Not Hype
AWS grew 39.3% in Q3 with $578B backlog, but Amazon left out margins, backlog duration and capex payback timing.
Reddit, Pinterest, nVent sink after earnings miss
Bloomberg Podcasts flagged Reddit, Pinterest and nVent drops on soft outlooks, gated forums, Google AI Overviews and slowing data-center orders.
Tech Selloff Deepens as AI Spending Fears Grow
Nasdaq futures tumbled 2.5% as Bloomberg Podcasts reported growing doubts over Big Tech AI spending, with spillover to crypto and new FTC action against Toast.
Anthropic IPO Tests Wall Street's AI Bet
Anthropic filed for its IPO as Meta seeks $95B and Broadcom lines up $60B for AI compute, testing demand for AI equity.
Anthropic files for IPO but leaves price blank
Anthropic filed a public S-1 to list Class A stock as ANT on Nasdaq, but share count and price range are not yet set.
Meta Sets Class C Stock to Fund AI Push
Meta guided Q4 revenue above estimates, narrowed 2026 capex to $135B-$145B and added Class C stock to fund AI without diluting Zuckerberg.
Meta Lifts AI Spend to $145B, Tesla and IBM Beat
Meta lifted 2026 capex to $135B-$145B and added non-voting shares while Tesla beat on profit and IBM said slipped mainframe deals are returning.
Ternus Takes Apple Reins With Foldable Duo
John Ternus, Apple's new CEO after Tim Cook's 15-year tenure, detailed iPhone Duo and Siri AI strategy in a TIME interview at Apple Park.
SpaceX Profit Hits $4.4B as Sales Top Estimates
SpaceX posted $14.58B in Q3 revenue and $4.4B in net income, both ahead of estimates, Bloomberg Podcasts reported, with Starlink profitability and Starship progress in focus.
SpaceX Posts $4.4B Profit as AI Revenue Surges
SpaceX beat Q3 estimates with $14.58B revenue and $4.4B profit as AI and connectivity scaled, Bloomberg Podcasts reported.
SpaceX posts $4.4B profit as AI lifts revenue
SpaceX reported Q3 revenue of $14.58B vs $12.87B expected and net income of $4.4B vs $1.8B, per Bloomberg Podcasts.
Elice Crashes 32% and AI Funding Fears Return
Elice plunged 32% in Seoul in the worst sizable IPO debut on record, reigniting fears about levered AI infrastructure spending.
Amazon will invest €16 billion in Germany in 2027
Amazon said it will invest €16 billion in Germany in 2027 across AWS, Leo, logistics and Prime Video, after passing €100 billion since 2010.
Earnings to Test AI Trade as Bund Summit Opens
Bloomberg Podcasts frames earnings as the test for the AI trade, with Natixis' Chetouane seeing overblown capex fears and Kaushik Basu warning the US-China AI race needs coordination.
Salesforce Jumps on BofA Upgrade, Adobe Slides
Salesforce rose 3.1% after BofA's double upgrade to Buy while Adobe and Bristol Myers slid on downgrade and trial doubts, per Bloomberg Podcasts.
Palantir CEO says only two types survive AI era
Palantir CEO Alex Karp told Valuetainment only vocational training or neurodivergent thinking will secure a future as AI erodes low-end knowledge work.
AMD to pay $8.2B for Fei-Fei Li's World Labs
AMD will acquire Fei-Fei Li's World Labs for $8.2B in stock, adding spatial AI models to its hardware roadmap with Li as chief scientist.
Akamai locks in $11.6B as Anthropic bets on CPUs
Akamai signed its largest deal ever, an $11.6B seven-year CPU cloud commitment with Anthropic that could reach $20B.
AI data centers are hiding debt like Enron did
Steve Eisman warns AI data centers are reviving Enron-style off-balance-sheet vehicles to hide debt and protect credit ratings.
Robinhood Crypto.com prediction markets partnership
Robinhood will route football prediction contracts to Crypto.com and OG.com starting Sept. 8, adding CFTC venues as volumes hit records.
Amazon Air incident Miami International Airport
Amazon confirmed a 21 Air-operated Amazon Air 767 had an incident overrunning the runway at Miami International Airport and is working with authorities.
big tech layoffs 2025 broke the stability myth
Four big tech workers detail $180K to $250K jobs lost, 8,000 applications, and $2,600 health insurance after layoffs.
Amazon Career Choice 2026 Adds Pro Credentials
Amazon expands Career Choice to bachelor’s holders with six new credentials from Stanford Online and others, opening October 2026.
Broadcom stock slide earnings masks AI chip boom bet
Broadcom forecast an AI chip boom led by OpenAI and Anthropic, but investors sold the news on doubts the momentum lasts.
Snowflake Coco AI agent drives 37% revenue surge
Snowflake's Coco drove half the Q2 beat on $1.49B product revenue, up 37%, with a consumption model Ramaswamy says makes data jobs 5-10x faster.
Nvidia acquires Hugging Face $13 billion deal
Nvidia is acquiring Hugging Face in a deal valued at about $13 billion, per a Bloomberg Podcast Money Minute.
Nvidia acquires Hugging Face $13 billion
Nvidia keeps Hugging Face as an open, compute-agnostic hub in a $13B deal with $1B in retention and founders staying six years.
Sridhar Ramaswamy Snowflake CEO on AI Flywheel
Snowflake's product revenue rose 37% to $1.49B as CEO Sridhar Ramaswamy says AI drove half the beat and lifted guidance to 36%.
Apple CEO Transition Puts Ternus in Charge Sept 1
John Ternus takes over as Apple CEO Sept 1 ahead of a fall launch featuring a foldable iPhone and speaker-aware display.
Yum Sells Pizza Hut for $1.5 Billion
Yum Brands closed its $1.5B Pizza Hut sale to Long Range Capital while Apple accused OpenAI of destroying evidence in a trade secrets case.
Cerebras Mikkeli AI data centre locks 165MW
Cerebras and Compute Nordic Finland will build a 165 MW AI data centre in Mikkeli, with 50 MW under construction under seven-year contracts.
T. Rowe Price Private Assets Test Retirement
T. Rowe Price hit $1.9T and is ready to add private assets to target-date trusts, CEO Rob Sharps told Bloomberg Podcast.
Apple's Ternus Handover Is the main topic
Apple's CEO handover to John Ternus keeps Tim Cook as chairman and DC fixer while a hardware-heavy AI roadmap defines the next era.
FTC Amazon Sponsored Ads lawsuit: Amazon rejects claims
Amazon calls the FTC Sponsored Ads suit misguided, says its relevance-weighted auction cut winning bids 50% and left inflation-adjusted CPC flat.
Nepal floods August 2026: Amazon Deploys Relief
Nepal floods after an August 26 glacier collapse killed 500+ and leave 2,000 missing as Amazon activates cash, supplies and India hubs.
Amazon Second Chance Deal Days 2025 Expands
Amazon Second Chance Deal Days 2025 offers up to 50% off refurbished goods Sept 1-10 in Europe, with US savings up to 30% via Labor Day Deals.
Nvidia's 70% Growth Is the main topic
Nvidia guided 70% growth for fiscal 2028 vs 45% expected, saying demand could double supply if chips were available.
Nvidia CFO: Revenue to Grow 70% Amid High AI Demand
Nvidia CFO Colette Kress forecasts 70% revenue growth in fiscal 2028, driven by AI demand, while acknowledging supply chain challenges and a slight dip in margins.
Nvidia's Memory Bottleneck Boosts Asian Chip Stocks
Nvidia's earnings report points to memory supply issues, boosting Asian chip stocks. Chinese AI firms' updates also lift hardware shares. US grid policy impacts Asian energy firms.
Nvidia Earnings Loom as Gates Warns on AI Risks
Nvidia's earnings report is a key AI spending indicator, while Bill Gates warns of AI's potential dangers and calls for regulation.
Apple's AI Push: New Macs & Aura's IPO Plans
Apple unveils powerful new Mac Minis and Mac Studios for AI, while smart ring maker Aura eyes a $16B+ IPO.
Canada Goose Falls, Steel Dynamics Rises on Tariffs
Bloomberg's Stock Movers Report covers declines for Canada Goose and Applied Opto Electronics, and a rise for Steel Dynamics due to tariffs.
ITG CFO: We're the Picks & Shovels of the AI Boom
ITG CFO Chris Mecray details the company's fiber optic infrastructure work, its recent IPO, and how AI data center buildouts are driving growth, calling ITG the 'picks and shovels' of the AI boom.
AI Debt Surge Challenges Market Appetite, Raises Buildout Risks
Erika Klauer of Science and Technology Partners discusses the massive debt issuance for AI infrastructure and the market's struggle to absorb it, alongside buildout risks.
Amazon's Arizona Bet: $40B Investment Fuels Growth
Amazon's $40B+ investment in Arizona fuels jobs, workforce development, and small business growth, solidifying its role as a key economic driver.
Amazon's Nevada Bet: Jobs, Growth, and Local Impact
Amazon's $20B+ investment in Nevada fuels jobs, workforce development, and local business growth, transforming the state's economy.
Amazon's Colorado Footprint Expands
Amazon's $20 billion investment in Colorado fuels jobs, infrastructure, and small business growth, demonstrating a commitment to state economic development.
Anthropic Fuels Marvell, Macy's Gains, Hive Digital Surges
Bloomberg's Stock Movers podcast discusses Marvell Technology's rally driven by Anthropic's revenue growth, Macy's investor interest, and Hive Digital's surge on a $350M AI data center deal.
Fed's Hammack Cautions on Inflation, SpaceX Surges
Bloomberg News covers Fed officials' differing views on inflation, SpaceX's stock surge, US AI trade enforcement against China, and the aftermath of an earthquake in Colombia.
