Articles from sherwood.news

Articles from sherwood.news

AppLovin reports Q4 revenue up 66% YoY to $1.66B, vs. $1.61B est., and forecasts Q1 revenue and adjusted EBITDA above estimates; APP drops 6%+ after hours (sherwood.news)
2 days ago 4Q

Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B (sherwood.news)
6 days ago Apple 4Q

Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B (sherwood.news)
7 days ago Google Amazon Microsoft

Super Micro reports Q2 net sales up 123% to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps 5%+ after hours (sherwood.news)
10 days ago

Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B, net revenue up 25% to $1.7B, and raises its annual bookings forecast; TTWO up 5%+ after hours (sherwood.news)
10 days ago

Q&A with D‑Wave CEO Alan Baratz on the Quantum Circuits acquisition, error-correcting quantum systems, its Davidson and Anduril defense collaboration, and more (sherwood.news)
12 days ago Quantum

TechCreate's shares surged ~1,995% in the past week; the payment software company says it is not aware of any info that would account for the trading activity (sherwood.news)
13 days ago

Q&A with David Liu, CEO of PlusAI, which is slated to go public next month, on the ongoing commercial trial of its autonomous truck driving software, and more (sherwood.news)
19 days ago

Domain Name Stat: the number of .ai domains has surpassed 1M; data suggests Anguilla, the UK territory managing the domain, made ~$70M in fees in the past year (sherwood.news)
20 days ago AI

SanDisk's stock has surged ~1,000% in the past five months, driven by AI demand for its chips, which have a cost advantage thanks to its 20-year JV with Kioxia (sherwood.news)
20 days ago AI

Beaconcha.in: a record ~36M ethereum tokens, or 30% of ethereum's total supply, worth ~$119B, are now staked, as institutional investors grow their share (sherwood.news)
27 days ago Ethereum

Appfigures: Sora 2 had ~6M iOS downloads as of December 2025; the Android version, available since early November 2025, had ~3.1M, as growth begins to slow (sherwood.news)
28 days ago Android IOS

Morgan Stanley survey of audio habits in the US: 50% to 60% of listeners aged 18-44 reported listening to AI-generated music for 2.5 to 3 hours per week (sherwood.news)
2026-1-11 AI Morgan Stanley

Stack Overflow recorded just 6,866 questions in Dec. 2025, about the same as in 2008; Stack Overflow now primarily makes money from enterprises and licensing (sherwood.news)
2026-1-10

D-Wave Quantum agrees to acquire Quantum Circuits, a developer of error-corrected gate-model technology, for $550M, with $300M in stock and the rest in cash (sherwood.news)
2026-1-10 Quantum

Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all net subscriber additions in 2025 (sherwood.news)
2025-12-21 Morgan Stanley Netflix

A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+ (sherwood.news)
2025-12-20 Tax

Alphabet's stock closed at a record high of $299.66 on November 21, continuing a strong recent run after Google's Gemini 3 impressed analysts and consumers (sherwood.news)
2025-11-24 Google Alphabet

AppLovin reports Q3 revenue up 68% YoY to $1.41B, vs. $1.34B est., and forecasts Q4 revenue and adjusted EBITDA above estimates; APP jumps 6%+ after hours (sherwood.news)
2025-11-6 4Q

xAI sues OpenAI in California for allegedly stealing trade secrets by means of hiring away key employees; in August, xAI sued an ex-staffer who left for OpenAI (sherwood.news)
2025-9-26 California

Similarweb: TikTok had 183M US MAUs on iOS and Android in August 2025, up 16% YoY, vs. Instagram's 169M, Facebook's 157M, Pinterest's 100M, and Snapchat's 70M (sherwood.news)
2025-9-20 Android IOS Facebook Snapchat Instagram

Rex-Osprey launches the first spot dogecoin and XRP ETFs in the US after the SEC approved generic listing standards, paving the way for speedier ETF listings (sherwood.news)
2025-9-19 ETF XRP

C3 AI, whose NYSE ticker symbol is AI, has fallen 32%+ in the past month on growth concerns, after its Q1 revenue fell 19% YoY to $70.3M, below $100M+ est. (sherwood.news)
2025-9-6 AI

Q&A with Lyft CEO David Risher on three consecutive profitable quarters, cofounders leaving the board, Freenow acquisition, the economics of robotaxis, and more (sherwood.news)
2025-9-1

Nvidia's CFO says Q2 “net other income” was $2.2B, “driven by gains in a publicly-held equity security”, which refers to Nvidia's position in CoreWeave (sherwood.news)
2025-8-28 Nvidia Equity

Nvidia reports record Q2 gaming revenue of $4.29B, up 49% YoY, exceeding estimates of $3.74B (sherwood.news)
2025-8-28 Nvidia

Q&A with Grindr CEO George Arison on developing AI-powered features like Wingman and A-List, Grindr's new telehealth service Woodwork, his RTO mandate, and more (sherwood.news)
2025-8-25 AI

YouGov: 59% of US adults use smart assistants to check the weather, 51% for music, 47% to get answers on the web, and 40% for timers, mirroring usage in 2018 (sherwood.news)
2025-8-20

Analysis: Nvidia has the biggest weight in the S&P 500 of any individual stock since 1981 and the highest P/E as the index's top stock since Microsoft in 1999 (sherwood.news)
2025-8-9 Microsoft Nvidia

An interview with CEO David Baszucki on Roblox's origin story, what's next for the gaming platform whose shares have risen about 200% in the past year, and more (sherwood.news)
2025-7-28 Interview

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