The Briefing by Jessica Lessin

CEO of Palantir Technologies Alex Karp speaks during the World Economic Forum (WEF) annual meeting in Davos on January 20, 2026 Photo by Fabrice Coffrini/Getty Images

Palantir’s AI Boom; Ryan Cohen’s Chutzpah

By · May 4, 2026 5:00pm PDT

Is Palantir soaking up all the growth in the enterprise software sector? That seems like a reasonable question judging by the company’s first-quarter results released on Monday, which showed 85% revenue growth. That’s an astounding growth rate for a business that’s 23 years old. Even better, Palantir turns a lot of that revenue into pure cash.... Is Palantir soaking up all the growth in the enterprise software sector? That seems like a...

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Palantir’s AI Pricing Power

By Nicholas Dos Santos and Mike · May 3, 2026 3:00pm PDT

Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues, news that helped lift the stock market to fresh records on Friday. This week, we’ll get a clearer glimpse into whether AI can also lift the lagging prices of software stocks such as Palantir and ServiceNow. Palantir kicks off the week’s wave of... Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues,...

Apple CEO Tim Cook. Fabrice Coffrini/AFP/Getty.

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Apple's Cash Strategy Shift

By · Apr 30, 2026 5:10pm PDT

Tim Cook is going out with a bang. Apple reported a stellar March quarter on Thursday, delivering 17% higher revenue, thanks to 22% growth in iPhone revenues, a big change from several years of anemic growth in sales of the ubiquitous device. In other words, far more consumers are upgrading their old iPhones than has been the case for a... Tim Cook is going out with a bang. Apple reported a stellar March quarter on Thursday, delivering...

Left to right: Microsoft's Satya Nadella, Meta's Mark Zuckerberg, Amazon's Andy Jassy and Google's Sundar Pichai. Getty Images.

Google Cloud and AWS Shine in Big Tech's Quarterly Update

By · Apr 29, 2026 5:00pm PDT

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Google Cloud and AWS Shine in Big Tech's Quarterly Update

By · Apr 29, 2026 5:00pm PDT

It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google, Microsoft, Amazon and Meta Platforms. The tsunami of numbers, all released within a few minutes of each other, might overwhelm even a top AI model. But for a human, what was clear was that surging demand for AI computing capacity is lifting cloud... It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google,...

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By Justin McCraw and Noah · Apr 23, 2025 5:12pm PDT · 2 comments

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By Jordan Poling · Jan 9, 2023 2:19pm PST

About The BriefingGet smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.Read the Archive | Subscribe for FreeAbout Jordan PolingEmail JordanA Message From AccentureModernize and transform your data foundation on cloudA modern data foundation helps companies overcome... About The BriefingGet smarter about the most important stories in tech, media and finance by...

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HEADLING

By Jordan Poling · Jan 9, 2023 2:06pm PST

About The BriefingGet smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.Read the Archive | Subscribe for FreeAbout Jordan PolingEmail JordanA Message From AccentureModernize and transform your data foundation on cloudA modern data foundation helps companies overcome... About The BriefingGet smarter about the most important stories in tech, media and finance by...

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By Andy Neuschatz · Jul 28, 2021 11:00am PDT

Modernize and transform your data foundation on cloudA modern data foundation helps companies overcome common barriers to value: data accessibility, data trustworthiness, data readiness and timelines. Take the steps modernize: set the stage, make the move, operate and optimize. Now is the time to embrace modern data foundation on cloud. Modernize and transform your data foundation on cloudA modern data foundation helps companies...

Alphabet CEO Sundar Pichai. Photo by Bloomberg.

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Big Tech's Boffo Performance

By Cory Bonward · Jul 27, 2021 5:00pm PDT

Apple, Microsoft and Alphabet each reported impressively robust earnings results for the June quarter, demonstrating that these giant companies continue to go from strength to strength even as they face greater regulatory scrutiny. If there is any downside for the companies and their shareholders, it’s that the results will only concentrate... Apple, Microsoft and Alphabet each reported impressively robust earnings results for the June...

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By Alex Serban · Jul 11, 2021 4:18pm PDT

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