Saturday, February 7, 2026

Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B (Rani Molla/Sherwood News)

Rani Molla / Sherwood News:
Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B  —  One of these companies is not like the others.  —  If you've been following the Big Tech companies' earnings reports …



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SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)

Ian King / Bloomberg : SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remar...