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Tech giants are continuing heavy AI infrastructure investments, but free cash flow is deteriorating as capital expenditure outpaces revenue growth. Alphabet, Amazon, Meta and Microsoft report mixed quarters, with Microsoft remaining positive while the others burn cash. Investors worry about monetizing AI and sustaining long-term growth.
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.
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 its first foldable iPhone at the "Surprise and Shine" event, introducing a passport-sized device that opens to roughly a 7.6–7.8‑inch display and will start at about $1,999. The company has also introduced new iPhone 18 Pro models and showcased updates to watches, AirPods and operating systems during John Ternus's first keynote as CEO.
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.
Apple has introduced HomeView, a $299 seven‑inch smart display with AI-backed personalization and facial recognition, alongside updated HomePod mini 2 and Apple TV 4K. The devices are designed to simplify setup, integrate with the Home app, and coordinate with partners while highlighting an ecosystem approach to home AI.
Elon Musk has said special committees at Tesla and SpaceX are exploring a possible merger and that combining the firms "would be a good idea." He has recused himself from the committees. The proposal would require approval from at least 50% of Tesla shareholders and has sparked stock movement and renewed debate over control, AI and national-security implications.
Meta has told investors Muse, its AI personal assistant, is unprofitable now due to compute intensity but will become highly profitable as efficiency improves. The company plans to monetize Muse through transaction fees as it scales, with expectations of profitability next year while continuing to push Reality Labs losses toward reduction.