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Apple 的最新财报显示其在 AI 领域采取轻资本策略，依托 25 亿活跃设备销售 AI 设备与订阅服务，而非像竞争对手那样大举投入基础设施，同时 Siri AI 采用 Gemini 技术并计划支持第三方模型选择。
Apple CEO John Ternus says the company cannot predict when iPhone Duo supply will meet demand, citing unprecedented memory pricing and ongoing supply chain constraints. Apple reported record Q4 iPhone revenue of $57.58 billion despite price increases across its lineup.
Apple reported fiscal Q4 2026 revenue of $114.5 billion, up 12% year over year, with record iPhone revenue and all-time high Services revenue, closing a record fiscal year of $479 billion in total revenue.
Apple reported a record $57.58 billion in iPhone revenue, a 17% year-over-year jump, driven by the pricier iPhone 18 Pro and Pro Max models even though no standard iPhone was released this cycle. Overall revenue rose 12% to $114.5 billion, with Mac sales up 24% and services reaching $31.57 billion.
Intel's stock crashed around 28% after a weaker-than-expected Q4 outlook, wiping $12 billion from the U.S. government's 10% stake amid AI-driven memory shortages pressuring PC sales.
投资者开始对巨额 AI 基础设施支出感到不安，尽管 Alphabet、Amazon、Meta 和微软计划今年投入超 7400 亿美元资本开支，但负自由现金流、债务攀升和回报不确定性引发科技股和芯片股大跌。
Amazon shares fell over 6% after-hours as massive AI infrastructure spending and weak advertising growth overshadowed a 39% surge in AWS cloud revenue, with capex set to hit $220 billion in 2026.
US tech stocks fell sharply for a second consecutive day as investors grew worried about massive AI spending nears $1tn, with Intel plunging 30% and Alphabet losing over $500bn in market value amid concerns of an AI bubble.
Tech stocks were set to wipe out over $1 trillion in market value amid growing investor skepticism about massive AI spending, with Amazon and Intel plunging after lackluster earnings and Alphabet suffering a record $500 billion loss.
DoorDash revealed in its Q3 2026 earnings call that it has only received 'several hundred' orders from third-party AI agents like Muse, Instinct, and Fo, dwarfed by its 3 million daily deliveries, as CEO Tony Xu urged caution about the hype around agentic commerce.
Alphabet shares plunged 12.6%, wiping out $500 billion in market value — its worst day ever — after Q3 earnings disappointed amid weaker search ad revenue, partly blamed on its own 'AI Mode' feature, and over $1 trillion in AI infrastructure commitments spooked investors.
Andy Jassy reiterated on Amazon's earnings call that AWS could become a trillion-dollar revenue business within 5-10 years, but said Amazon will ramp up capex to about $220 billion in 2026 and spend even more in 2027 to build out AI infrastructure, spurring investor concerns that sent shares down 6%.
Intel在其最新财报电话会议上表示，预算级Wildcat Lake笔记本芯片的需求已超出供应，目前处于售罄状态。同时Intel警告内存短缺短期内不会改善，预计将持续到2027年甚至更久。
Reddit CEO Steve Huffman said Google's AI Mode and AI Overviews do not drive traffic to the platform, as Reddit reported a drop of over 1 million search referrals per week in October. Reddit is responding by pushing direct engagement features like a 'For You' feed and a mandatory login requirement.
微软第一财季营收923亿美元、Azure云业务增长48%，超出分析师预期，同时宣布2026年资本开支将达约1700亿美元以扩建AI算力。OpenAI相关商业协议贡献了100亿美元营收，Copilot使用量也显著增长。
Alphabet的谷歌云第三季度收入翻倍至307亿美元，但搜索业务增长放缓且自由现金流转负，导致盘后股价暴跌逾11%，市值蒸发超2800亿美元。
Alphabet's Q3 2026 results showed revenue growth but a sharp stock drop after Google admitted its AI Mode search queries earn less revenue per query than traditional web search, prompting plans to increase ad load to offset the shortfall.
微软首次披露Azure季度营收为332亿美元，同比增长48%，略高于Google Cloud的307亿美元，并超出分析师预期，云巨头之间的收入对比首次可以直接进行。
Google is expanding ads within its AI-powered Search experiences to international markets as core search ad growth slows to 12% YoY, with Alphabet reporting $127.6B in Q3 revenue and its stock falling 8% after results.
Microsoft 报告了连续第 10 个季度的创纪录营收，达到 923 亿美元，同比增长 19%，其中微软云收入达 639 亿美元，并从 OpenAI 获得 100 亿美元收入，同时资本支出创下 452 亿美元的季度新高。