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AI Internals
Applied AI

AI Internals

By Ali · Jun 1, 2026 10:03am PDT
All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash production has exploded in the past couple of years is on a whole different level than other companies have experienced. And that’s raising questions about how Nvidia will spend its fast-expanding cash pile.Nvidia’s free cash flow has mushroomed from... All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash...
Palantir’s AI Pricing Power
The Briefing

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,...
SpaceX IPO Set to Drive Billions in Tech Stock Sales
Sunday Insights

SpaceX IPO Set to Drive Billions in Tech Stock Sales

By Nicholas Dos Santos and Mike · May 3, 2026 8:00am PDT
A jet painted with SpaceX logos ferried nearly 200 investors from the largest Wall Street funds from Newark, N.J., to the southern tip of Texas a week and a half ago for a multiday presentation from executives. The airplane was so full it couldn’t fit everyone who wanted to get on, said an investor on the trip. The massive initial public... A jet painted with SpaceX logos ferried nearly 200 investors from the largest Wall Street funds...
John Ternus, left, and Tim Cook. Photos by Getty Images
CEO Shakeup

Three Big Questions for Apple’s Next CEO, John Ternus

By Aaron Tilley · Apr 22, 2026 3:11pm PDT
The most anticipated CEO transition in Silicon Valley is finally official. Apple on Monday announced that Tim Cook will pass the CEO baton to John Ternus, the company’s senior vice president of hardware engineering. The changeover will happen September 1, when Cook will become executive chair, continuing his responsibilities for... The most anticipated CEO transition in Silicon Valley is finally official. Apple...

Inside Apple’s Courtship of News Publishers

By Priya Anand · Mar 11, 2024 5:00pm PDT
When news publishers have a big story these days, their editors jump on Slack and pitch it to an unlikely partner: Apple. The tech company has built a small but powerful news team that is making Apple a key distribution outlet for news publishers. From the pitch received via a dedicated Slack channel, Apple’s editorial team of about a... When news publishers have a big story these days, their editors jump on Slack and pitch it to an...
Subscriber Survey

The Information Readers Show Strong Interest in Apple’s Vision Pro

By Emily Drewry · Jan 25, 2024 2:00am PST
Apple’s Vision Pro mixed-reality headset looks like it’s headed for a strong debut next month—at least among readers of The Information. More than 40% of respondents to our most recent survey said they are somewhat likely or very likely to consider buying the augmented reality and virtual reality device. The survey also found... Apple’s Vision Pro mixed-reality headset looks like it’s headed for a strong debut...