Amazon's AI Quarter Ends With Negative Free Cash Flow
CNBC frames "AWS booming, stock soars" while fin-twit splits over a $496B backlog versus a second hyperscaler burning cash; the GAAP EPS beat is mostly an Anthropic investment mark.
Theo Kaplan
Bureau: San Francisco
Cook's Last Call Pairs a Record iPhone Quarter With a Memory Warning
CNBC frames a beat with a guidance wobble on Cook's farewell while X reads a tariff refund manufacturing a record margin; China share was bought with un-raised prices.
Reddit Beats on Everything and Loses 12% Anyway
CNBC frames priced-for-perfection while X reads the killed logged-in/logged-out split as the confession; AI search is the threat neither side can price.
Meta and Microsoft Trade Apart as the Market Grades the AI Bills
CNBC reports day-two stock moves while capex-skeptic X sees a sorting — construction bills separated from cloud receipts; four prints, one question, no verdict.
Roblox Withdraws Annual Guidance After Its Own Algorithm Change
MSM reads an engagement-over-monetization bet while gaming-X reads a sugar-high confession; the decline concentrates in under-13 users — a child story in algorithm clothes.