Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

The Latest Breaking News from Melissa Otto

Elon Musk delivers 'totally nuts' plans for moon robots and insists $1 trillion revenue target will hit but capex tanks SpaceX on debut earnings

The rocket-and-AI company posted stronger than expected revenue, but investors choked on the rapidly rising capital expenditures.

Microsoft’s $480 billion rally fuels a debate: Financial nihilism or the true AI moat finally coming into view?

Microsoft’s $480 billion rally fuels a debate: Financial nihilism or the true AI moat finally coming into view?

The market seems to be in a “rip up the script every day” kind of mode, Steve Sosnick of Interactive Brokers told Fortune. Unless that changes tomorrow.

Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience

Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience

Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world’s two leading cloud giants are set to provide the latest update on their long-running rivalry.

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Microsoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it’s paying off.

Surging prices due to memory chip shortages have led to billions more in capital expenditures from Magnificent 7 companies—and many investors don’t like it.

Meta is spending up to $145 billion this year on AI. When asked about signs of ROI, Zuckerberg said ‘that’s a very technical question’

CEO Mark Zuckerberg is planning to spend more on infrastructure in 2026 than Meta did in all of 2024 and 2025. Meta's stock fell 6% in after-hours trading.

Oracle blows investors away with 22% ‘hyper growth’ — but cash flow crunches to negative $24.7 billion

Free cash flow at the enterprise software giant has tumbled over the past year as the company races to spend $50 billion on AI.

Netflix may be turning into an 'entertainment giant,' but its stock looks like 'dead money' to investors

"They had this really great profitability story," S&P's Melissa Otto says. But when that feels priced in, "that's probably going to spoil the market."

inkl

Read news from The Economist, FT, and more,
with one subscription

Analyst Says Netflix-Warner Bros Merger Is About More Than Movies— It's An AI Play

Netflix Inc.‘s (NASDAQ:NFLX) $82.7 billion acquisition of Warner Bros. Discovery (NASDAQ:WBD) is a bet on artificial intelligence and chips as much as movies and shows, according to Melissa Otto, head of research at SP Global Visible Alpha.

Top analyst says Netflix’s $72 billion bet on Warner Bros. isn’t about the ‘death of Hollywood’ at all. It’s really about Google

Top analyst says Netflix’s $72 billion bet on Warner Bros. isn’t about the ‘death of Hollywood’ at all. It’s really about Google

“If I were Netflix,” S&P Global’s Melissa Otto told Fortune, “I would want to build a moat around my business.”

With all eyes on Apple’s next earnings report, one research firm calls on Tim Cook to step aside

With all eyes on Apple’s next earnings report, one research firm calls on Tim Cook to step aside

Apple’s stock is down about 16% year to date.

1

People

Mark Zuckerberg

Leopold Aschenbrenner

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Organisations

inkl

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

403,429 stories

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.

Download on the AppStore

Get it on Google Play