Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing ...

Generative AI is clearly a big deal, but the biggest winner so far is Nvidia, in one of the clearest examples of the picks-and-shovels ethos on which San Francisco was founded: the most money to be ...

Google Cloud and YouTube subscriptions are helping drive growth; Google’s expanding revenue drivers will help the company thrive with AI.

On the business, strategy, and impact of technology.