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Capex commitments are having the desired effect
The company is also benefiting from Chinese consumer subsidies that have boosted iPhone sales
Mark Zuckerberg wants to frontload build-out of computing power to capitalise on drive for ‘super intelligence’
Google is successfully integrating AI into its search product
The company’s Azure cloud business is benefiting from its OpenAI relationship
Can investors improve on the price/earnings growth ratio?
The payments giant targets double-digit growth (again)
Cross-selling volumes are on the rise, and cash is improving, but it still falls short
Improved guidance within the Q3 trading update
Investors worry technology will erode companies’ moats, but analysts believe the sell-off is overblown for some