Comcast’s big bet on simplified pricing and a five-year price guarantee isn’t working. The cable giant reported a net loss of 181,000 broadband subscribers in Q4 2025, a worse result than analysts expected and a continuation of a painful trend. Executives admit the market is “intensely competitive”
Microsoft posted strong revenue of $81.3 billion but its stock fell as investors fretted over massive AI spending. CEO Satya Nadella pushed back with Copilot user stats, but many figures lack crucial context.
Google has agreed to a $135 million settlement over accusations it harvested Android user data without proper consent. The payout affects millions of users across the US.
Meta’s stock jumped 9% after it announced plans to spend up to $135 billion on AI next year. The key difference? Blowout advertising revenue is footing the bill, easing Wall Street’s nerves.
IBM’s fourth-quarter results show strong demand for its AI and automation software, with revenue hitting $19.69 billion. However, sales growth in its high-margin Red Hat hybrid cloud business decelerated to 10%, impacted by the lengthy U.S. government shutdown in late 2025.
The tech sector is riding high on promises of massive AI spending, but Wall Street analysts are sounding the alarm. They predict the breakneck growth rate in AI capital expenditures will decelerate significantly this year and next, from over 70% to the mid-teens. This slowdown could challenge the sk
Google has agreed to a preliminary $135 million settlement in a class action lawsuit. The suit alleged the company illegally harvested cellular data from Android phones since November 2017, even when apps were closed.
A five-year effort to replace Birmingham City Council’s SAP system with Oracle Fusion has become a financial black hole. Costs have ballooned from £19 million to £144.4 million, while the system still isn’t fully functional, contributing to the council’s effective bankruptcy.
AI is no longer optional for competitive industry. Early adopters are building irreversible advantages in data and workflows, while latecomers face a steep and costly catch-up. The penalty shows up in structural cost disadvantages and lost innovation capacity.
Samsung’s memory division is riding high on the AI boom, posting massive revenue and locking in key HBM4 deals with NVIDIA. However, the success story is tempered by rising costs in its smartphone business, which may lead to price increases for consumers.
