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Marcus Mendes / 9to5Mac·Updated 1h ago·15 sourcesHot

Apple Q4 earnings boosted by iPhone and Mac sales

Apple reports Q4 earnings with strong iPhone and Mac sales, defying a tough tech sector and China slowdown, but faces investor scrutiny over AI integration and valuation.

Why it mattersApple's strong earnings, driven by hardware sales despite AI jitters, shows resilience in a key tech giant.

Bloomberg·Updated 4h ago·14 sourcesHot

Anthropic reports $17 billion Q3 revenue, widening losses

AI startup Anthropic reports $17 billion in Q3 revenue, a 12x increase, but faces widening losses and soaring compute costs as it prepares for its IPO.

Why it mattersThe AI startup's rapid revenue growth alongside significant losses provides crucial insight into the economics of cutting-edge AI development.

CNBC·Updated 12m ago·7 sources

Palantir U.S. commercial revenue surpasses government segment, outlook raised

Palantir's U.S. commercial business has now surpassed its government segment in revenue, driven by a 148% growth surge, prompting a raised 2026 revenue outlook.

Why it mattersA significant shift for Palantir, with its commercial business now outperforming its government segment, coupled with an improved revenue outlook, makes this th

Bloomberg·Updated 3h ago·12 sourcesHot

Marvell to acquire Lumentum for $115 billion to boost AI capabilities

Chipmaker Marvell is buying optical networking firm Lumentum for $115 billion in an all-stock deal, aiming to bolster its presence in the AI data center market.

Why it mattersThis massive $115 billion all-stock deal is a significant M&A event driven by the AI boom, aiming to strengthen capabilities in a critical sector.