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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Alibaba's open-weight models have accumulated 3B+ global downloads in the past six months; Hugging Face: Google had 418M downloads while Meta had 227M in 2026 (Saritha Rai/Bloomberg)

Saritha Rai / Bloomberg : Alibaba's open-weight models have accumulated 3B+ global downloads in the past six months; Hugging Face: Go...