$GOOGL

Pinterest Grew Revenue 18% and Still Slid Into a GAAP Loss as 367 Million Users Pay 20 Cents

Pinterest's first quarter of 2026, reported on May 4, looks like the moment the long-promised commerce engine finally caught: revenue of $1.008 billion up 18% year over year, monthly active users at a…

2026-06-17

PINS META SNAP+1

Snap's ad engine grew 3% while Meta's grew 33%, and the gap is the whole story

Snap closed the first quarter of 2026 with a headline that read like a turnaround — revenue up 12% to $1.53 billion, daily users back to growth at 483 million, the net loss cut from $140 million to $8…

2026-06-17

SNAP META PINS+1

Uber Finally Turned a Profit, Just as the Cars Learned to Drive Themselves

Uber spent fifteen years and tens of billions of dollars proving it could exist, and it has finally won the argument: it is profitable, generating more than $2 billion of free cash flow a quarter, wit…

UBER LYFT TSLA+1

Snowflake Is Priced as an AI Winner While Databricks Wins the AI Budget

Snowflake had a triumphant quarter. Its product revenue grew 34%, nearly 70% of its customers are now using its AI features, and the stock surged roughly 30% as investors celebrated it as one of the g…

SNOW ORCL GOOGL+1

Microsoft Booked a $5.9 Billion Gain on a Company That Loses Billions

Microsoft is the bluest of blue chips, the steadiest mega-cap in the market, a fortress of recurring software profits. So it is worth pausing on a line buried in its accounts: over the nine months end…

MSFT NVDA AMZN+1

Amazon Is Spending $200 Billion on AI. Its Free Cash Flow Just Fell 95%.

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AMZN MSFT GOOGL+1

The Pin

A company raised two hundred and thirty million dollars to build a small square of aluminum that clipped to your shirt and promised to replace your phone. It shipped fewer than ten thousand of them, w…

AAPL GOOGL AMZN+1

The Data Mine

A generation of internet users spent two decades writing — for free, for fun, for strangers — millions of arguments, reviews, confessions, and jokes on a sprawling network of forums. They were told it…

RDDT GOOGL PINS+1

Search and Destroy

For twenty-five years it ran the greatest business ever built — the toll bridge that every question on the internet had to cross, monetized with the highest-margin advertising in history, a monopoly s…

GOOGL MSFT AAPL+1

Whatever It Takes

The man who controls the votes has decided that artificial superintelligence is imminent, that whoever builds the infrastructure first wins everything, and that his company will therefore spend whatev…

META NVDA AVGO+1

The Custom Job

It has been crowned the second great winner of the AI chip boom — the company the hyperscalers turn to when they want to escape Nvidia's grip and design their own silicon. Its AI revenue is tripling, …

AVGO NVDA GOOGL+1

The Autonomy Premium

Strip out the value of the cars, and roughly a trillion dollars of Tesla's market capitalization is a single bet: that it will win self-driving and own the robotaxi future. The car business that bet i…

TSLA GOOGL UBER+1

The Challenger

It was supposed to be the careful one — the safety-first lab, the adults in the room, the company that would build artificial intelligence slowly and responsibly while everyone else raced for the clif…

AMZN GOOGL NVDA+1