Sony is enjoying a sharp profit spike in its latest quarterly financials, largely driven by its PlayStation business and the blockbuster success of Spider-Man: Brand New Day. According to the company’s September earnings, Sony’s net profits climbed to 449.60 billion yen (about $2.84 billion) for the three months ended September – a 44 percent increase […]
With smartphone sales tanking by around 20 percent compared to 2025, Qualcomm is looking to data centers to help boost its bottom line. During its Q4 2026 earnings call, the company laid out its plans to make a splash in the AI data center business, through partnerships with companies like Amazon and Meta announced earlier […]
AMD CEO Lisa Su said in the company’s quarterly earnings call on Tuesday that Q3 2026 was “was the largest and most profitable in our history.” AMD reported a record $13.4 billion in quarterly revenue, and it’s predicting it will hit another record high next quarter of $17 billion. The company’s data center business is […]
People, including on this staff, keep asking me with varying degrees of excitement or trepidation when the AI bubble will burst. I’ll tell you what I tell them: If I knew that, I would make a life-changing bet on the market, levered up as far as I could, and then, after I made my money, […]
Today, I’m talking with Matt Strauss, who is now chairman of the NBCUniversal Media Group. This is Matt’s second time joining me on the show, and there’s been a whole lot of organizational and structural change at NBCU since the last time he and I spoke just two years ago — pure Decoder bait. First, […]
Investing in any stock is kind of like gambling in the sense that you’re betting your money on a company’s future performance. But how do you bet on a technology that could, in the worst-case scenario, “pose catastrophic or existential risks to humanity,” or best case, “bring forth an age of miracles”? To some extent, […]
During Intel’s latest earnings call, CEO Lip-Bu Tan said that demand for its budget-focused Wildcat Lake chips “is outstripping supply.” According to CFO David Zinsner, the chips are now sold out. Zinsner said Intel has “seen significant growth in Wildcat Lake. It’s coming exactly at the right time because it’s cost-optimized and we’re seeing a […]
The Joshua Kushner-led Thrive Holdings is acquiring ADT in an all-cash deal valued at $7.6 billion. The deal is expected to close in the first quarter of 2027 and will take ADT private, as reported earlier by Bloomberg. Joshua Kushner is the brother of President Donald Trump’s son-in-law, Jared Kushner. Thrive Holdings was founded last […]
Today on Decoder, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the numbers of the Anthropic IPO filing — a document known as an S-1. Anthropic just filed its S-1 to go public on the Nasdaq, and it could start […]
The Anthropic S-1 seems to have provided the financial justification for the company to spend as much as it possibly can on compute. If you are the kind of person who wonders if Anthropic is doing its level best to build a machine god while convincing Wall Street it’s in the business of selling IT […]