WS #12292
Apple surpassed Nvidia as the world's most valuable company and is in early settlement talks with the DOJ over its antitrust case, potentially reshaping the iPhone ecosystem. Meta is in early talks to lease up to $10 billion in computing power to Anthropic, creating a new revenue stream for Meta and signaling strong AI infrastructure demand. Netflix reported in-line Q2 earnings but saw a 7% stock decline due to decelerating growth, a cash flow miss, and lack of margin expansion, though long-term story remains intact.
Apple Regains Top Spot & DOJ Settlement Talks
Apple surpassed Nvidia as the world's most valuable company and is in early settlement talks with the DOJ over its antitrust case, potentially reshaping the iPhone ecosystem.
Meta is in early talks to lease up to $10 billion in computing power to Anthropic, creating a new revenue stream for Meta and signaling strong AI infrastructure demand.
Netflix reported in-line Q2 earnings but saw a 7% stock decline due to decelerating growth, a cash flow miss, and lack of margin expansion, though long-term story remains intact.