// TAG ARCHIVE
earnings
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Nº 044
06 MAY 2026
The AI Race Everyone Is Watching Is the Wrong One. Look at Microsoft.
Microsoft posted a $37 billion annualized AI run rate, up 123% year-over-year. Satya Nadella said Copilot is now used like Outlook. That sentence deserves more attention than it got.
3 MIN READ
Nº 034
05 MAY 2026
Wall Street Shorted Child Safety. Roblox Paid the Tab.
Roblox cut its 2026 bookings forecast by nearly $1 billion and watched its stock fall 24%. The cause wasn't a bad quarter — it was making the platform safer for children. Wall Street's response was immediate and unambiguous.
3 MIN READ
