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The Inference Cost Micro-Trend Hiding Inside Google Earnings

The Inference Cost Micro-Trend Hiding Inside Google Earnings

Beneath Google's massive earnings reports, a crucial metric is shaping its AI future: inference cost. Here’s what it is and why it matters.
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How Google Earnings vs. Meta Earnings: Two Very Different AI Monetization Playbooks

How Google Earnings vs. Meta Earnings: Two Very Different AI Monetization Playbooks

Google and Meta are spending billions on AI, but their latest earnings show two vastly different strategies for turning that investment into profit.
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AI stocks gather more strength, even as Brent oil's price nears $92

AI stocks gather more strength, even as Brent oil's price nears $92

More gains for makers of computer chips and other AI winners are carrying Wall Street higher
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Morning Bid: Tariff reprise

Morning Bid: Tariff reprise

By Mike Dolan What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Global stock markets may just be weary of the back-and-forth in the Middle East, but they latched onto a sliver of hope in the still-raging U.S.-Iran conflict overnight.
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How to Estimate Google’s AI Cost Pressure From Earnings Clues

How to Estimate Google’s AI Cost Pressure From Earnings Clues

A guide to analyzing Alphabet's earnings reports to understand the true cost and financial pressure of its massive investments in AI infrastructure.
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International criminal groups use technology to expand in and beyond Asia, UN report says

International criminal groups use technology to expand in and beyond Asia, UN report says

A U.N. report says Southeast Asia-based criminal groups are using increasingly integrated networks and technology to build a rapidly growing illicit economy with tentacles that reach far beyond Asia, costing victims more than $88 billion a year alone in frauds linked to online scams
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Why Google Earnings Are Really About Distribution, Not Just AI Models

Why Google Earnings Are Really About Distribution, Not Just AI Models

Beyond the AI arms race, Google's true financial strength lies in its vast distribution network—a competitive moat that models alone can't beat.
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The One Capex Line That Can Change How You Read Google Earnings

The One Capex Line That Can Change How You Read Google Earnings

Beyond revenue and profit, one number in Google's financial reports tells the real story of its future: its massive capital expenditure on AI.
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The Operating Margin Detail That Separates AI Hype From Google Earnings Reality

The Operating Margin Detail That Separates AI Hype From Google Earnings Reality

Beyond the splashy AI demos, Google's operating margin reveals the true cost and profitability of its technological ambitions. Here's what the numbers say.
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OnePlus Exits North America and Europe, Reducing Smartphone Market Options

OnePlus Exits North America and Europe, Reducing Smartphone Market Options

OnePlus Exits North America and Europe, Reducing Smartphone Market Options
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Could AI chip boom make ASML Europe's first trillion-dollar firm?

Could AI chip boom make ASML Europe's first trillion-dollar firm?

By Toby Sterling and Nathan Vifflin AMSTERDAM, July 20 (Reuters) - The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them.
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Analysis-Could AI chip boom make ASML Europe's first trillion-dollar firm?

Analysis-Could AI chip boom make ASML Europe's first trillion-dollar firm?

By Toby Sterling and Nathan Vifflin AMSTERDAM, July 20 (Reuters) - The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them.