business

SanDisk's Datacenter Explosion: The $42 Billion Signal the Market Missed When SanDisk reported its fiscal third quarter on April 30, the numbers were so absurd they barely felt real. $5.95 billion in revenue—up 97% sequentially, 251% year-over-year. Non-GAAP EPS of $23.41, crushing guidance that ranged

When a company posts record numbers, the last thing anyone expects to hear is: "We could have sold more." But that's exactly what Sundar Pichai told investors on Wednesday. Google Cloud just posted its best quarter in history—$20.03 billion in revenue, a 63% jump

Oracle made one of the boldest bets in corporate history when it signed a $300 billion, five-year cloud computing contract with OpenAI in September 2025. The deal was supposed to transform Oracle into the backbone of the AI revolution. Instead, shareholders have lost $315 billion in market value since the

Oracle made one of the boldest bets in corporate history when it signed a $300 billion, five-year cloud computing contract with OpenAI in September 2025. The deal was supposed to transform Oracle into the backbone of the AI revolution. Instead, shareholders have lost $315 billion in market value since the

Twilio's Voice AI Transformation: The Day a Messaging Company Became the Backbone of AI Agents The pitch used to be simple: need to send an SMS? Twilio's API does that. Want to add voice calling to your app? Twilio's got you covered. It was

When Meta announced on Friday that it had acquired Assured Robot Intelligence—the little-known San Diego startup building AI models for humanoid robots—most people scrolling through their feeds probably saw it as just another Big Tech acquisition. Another startup, another press release, another sign that every company with a