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Netflix has reported improved earnings for the June quarter and is forecasting solid near-term revenue growth. The company is targeting ad-supported revenue this year and is shifting engagement reporting to once a year from 2027, as it leans into live events and new content formats to sustain growth.
Tesla has reported weak Q2 profits and heavy capital spending on AI, robotaxis and humanoid robots, turning free cash flow negative and sending its shares sharply lower. SpaceX has fallen since its IPO and heavy short interest is piling up. Investors are demanding clearer timelines for robotaxi, Optimus and Tesla–SpaceX collaboration as capital needs rise.
Tesla is accelerating its AI and robotics agenda while its robotaxi rollout remains limited and costly. Quarterly data show robotaxi miles dwindling, even as Musk pushes Optimus and other AI initiatives. Analysts warn that regulatory hurdles and high CapEx complicate the path to scale.
Amazon's AWS has posted a 37% revenue gain for the June quarter, outpacing expectations and contributing to a broader revenue beat for the company. Net income rose sharply, while overall sales reached about $200.6 billion as AWS drives profitability and future AI initiatives.
Tech giants are pouring billions into AI infrastructure and tools, but investors remain unconvinced that revenue will materialize soon. Meta’s heavy AI investment coincides with a stock pullback, while Microsoft reports stronger returns, signaling a split in the industry’s immediate financial outcomes.
Amazon and Apple diverge in earnings, with AWS leading cloud growth for Amazon and Apple forecasting slower growth due to memory chip shortages and supply constraints, signaling a split in Big Tech momentum.
Google has unveiled a new Pixel 11 lineup featuring Gemini AI across devices, including Live Transcribe for ASL, Rambler voice transcription, Circle to Search in-camera, and a pro/fold variant lineup with expanded storage and higher prices. New camera and accessibility features aim to showcase AI-driven task automation and smarter interfaces.
Apple has unveiled the iPhone Duo, its first foldable iPhone, at the "Surprise and Shine" event. The passport-sized device opens to about a 7.6–7.8‑inch display, starts at $1,999, and will be available October 23. New CEO John Ternus led the keynote and positioned the Duo as a productivity device with a near‑invisible hinge and on‑device AI features.
Paramount has settled a multi-state antitrust suit over its $110 billion merger with Warner Bros. Discovery, agreeing to distribute a set number of films annually and to safeguard CBS News and CNN’s editorial independence. The deal clears a major hurdle but integration and staffing questions remain as regulators, executives, and staff brace for the next phase.
Prime Video will stream the Emmys worldwide for free starting 2027, ending the rotating broadcast wheel that previously moved the ceremony among ABC, CBS, Fox and NBC. The six-year deal makes Prime Video the ceremony’s permanent home, with no Prime subscription required for viewers in more than 240 countries.