Cloudy profits surge past expectations

Jeff Bezo's Amazon’s latest results show the company continues to turn artificial intelligence and cloud computing into serious profits.

Cash cow continues to die

The Fruity Cargo Cult Apple has managed another quarter of solid numbers while admitting that the iPhone cash cow is looking a bit sad.

Zuckerberg’s superintelligence dream rattles Wall Street

Meta’s record revenue couldn’t stop its shares from tumbling after the company warned that its AI ambitions would come with a colossal bill.

Redmond giant’s capacity crunch boosts profits 

Software King of the World Microsoft is swimming in AI money but running short on the servers to handle it.

Cloud and ad growth push revenues to new highs as AI costs soar

Google’s parent Alphabet is swimming in cash after the AI tide lifted its cloud and ad businesses to record levels.

Outfit still on a tightrope

Shares in Troubled Chipzilla surged after the struggling semiconductor outfit posted better than expected revenue, signalling tentative progress in its long and painful turnaround.

Intel pivots hard into AI as PC refresh fades

Intel CEO Lip‑Bu Tan and CFO David Zinsner have warned that the outfit is instead prioritising AI server chips over some consumer processors.

Monster demand for GPUs and HPC silicon

Taiwan’s semiconductor darling TSMC has once again bathed in the glow of the AI gold rush, reporting a massive 39.1 per cent jump in third-quarter profit and setting a fresh all-time record.

Performance beats forecasts 

TSMC pulled in around NT$330.98 billion [US$11.41 billion] in consolidated revenue in September 2025, down 1.4 per cent from August but up 31.4 per cent year on year, marking a new record for the month.

AI boom keep the tills ringing

TSMC has just clocked up its busiest August in history, pulling in 3357.72 billion yuan (€96.1 billion), a 3.9 per cent rise month-on-month and 33.8 per cent up year-on-year.