Meta Keeps $784 Million of $31.9 Billion as AI Buildout Eats the Quarter
Reuters and CNBC frame a cash-flow crater while X finance splits on construction bill versus repeated discipline failure; the print proves numbers, not the buildout's fate.
Theo Kaplan
Bureau: San Francisco
Microsoft Closes a $331 Billion Year With Azure Past $100 Billion
CNBC reads a clean AI cash receipt while X skeptics see a lease reclassification manufacturing positive free cash flow — a presentation act inside the beat, not a cash act.
GSK Confirms Global Job Cuts and Refuses to Say How Many
The Guardian and BioPharma Dive frame patent-cliff discipline and a 7% share pop while labor X reads an unnamed bloodbath; February's round was numbered at 350 — the refusal is the change.
Qualcomm Admits Apple Modem Cliff While Signing BMW for a Decade
CNBC and Qualcomm PR frame in-line results while semis X says the Apple loss is finally priced; the step-down is partly supply-driven per the CFO, not a pure design-out.
Bitcoin Miner Ionic Digital Jumps 25% in Nasdaq Debut
Crypto press reads an IPO-market reopening while the listing is an AI trade in a crypto ticker; the debut prices an unproved pivot.