In a surprising market shift, Microsoft just saw its biggest single-day stock drop since 2020, while Meta’s shares jumped 10%. The divergence highlights how investors are scrutinizing the massive AI investments from tech giants, rewarding Meta’s strong ad revenue story over Microsoft’s broader, cost
A new survey from the Game Developers Conference paints a brutal picture of the industry. With mass layoffs continuing, developer morale is shattered, and students are losing hope.
The security model for AI is broken. We’re trying to secure dynamic, autonomous agents with tools built for static human users, and the attack surface is exploding. The conversation is shifting to securing ephemeral credentials and agent-to-agent protocols.
The cybersecurity landscape is becoming an AI-powered arms race. Attackers are using it for hyper-personalized scams and faster hacks, while defenders are deploying it to sift through mountains of data. The winner won’t be the side with the best AI, but the one that uses it most strategically.
IBM’s latest earnings show a surprising mainframe resurgence, with Z series revenue hitting a 20-year high. The key driver? Generative AI tools like Watson Code Assistant that are refactoring ancient COBOL code, making the platform relevant for a new era.
A new coalition of Linux gaming projects aims to stop reinventing the wheel. The Open Gaming Collective will centralize work on kernels, input tools, and other critical gaming components across different distributions.
Intel’s new Panther Lake processor is making waves in early testing. The Core Ultra 9 388H reportedly delivers over 14 hours of battery life and strong gaming performance, marking a major leap for Team Blue.
According to Techmeme, Meta posted $201B in revenue for the year, a 22% increase, with 98% from ads. Reels alone hit a $50B annual run rate, powered by over 2B advertisers using Meta’s AI tools. Separately, Satya Nadella announced Windows 11 has reached 1 billion users.
Meta’s CFO Susan Li revealed a massive projected capex of $115-135 billion for 2026, driven by AI data centers. This is a near-doubling from 2025 and signals an aggressive, costly infrastructure arms race. The company is still operating “capacity-constrained” despite huge cloud deals.
Pretium Packaging, owned by Clearlake Capital, has filed for Chapter 11 bankruptcy. The deal will cut its debt by over $900 million and provide $175 million in new liquidity to the plastic container maker.
