The best Stratechery content from the week of April 28, 2025, including Mark Zuckerberg explaining Meta’s AI strategy, ...

Microsoft (MSFT) and Meta Platforms (META) delivered "home run" results yesterday, as the AI Revolution has not been slowed ...

To steal a line from the great Randy Jackson, “that’s a no from me, dog.” It’s hard to remember how things were before the “Social Media Age” took over. I was fortunate enough to grow up in an age ...

Those stocks should have strong growth engines, wide moats, and a track record of withstanding rough economic downturns.

Microsoft and Meta both exceeded market expectations in their March quarter earnings, lifting shares in extended trading. The ...

We’re at an interesting inflection point in the market. Stocks continue to gyrate (though mostly higher of late) as investors ...

So far, though, Big Tech isn't backing down. Capital-expenditure growth spending from U.S. hyperscalers accelerated to 71% in the first quarter, with about $81 billion in spending, according to ...

These AI models can’t “unlearn” what they’ve seen. So where does that leave authors like me whose works were scraped without my awareness?

Google told parents that the tool has guardrails in place to protect from unsafe content and can help children with homework ...

Apple has given more details on the US tariffs . iPhones being sold in the June quarter in the USA will be made in India, ...

One way to reduce volatility to some extent is to invest in exchange-traded funds (ETFs) that own a broad basket of stocks.

Meta CEO Mark Zuckerberg told staff he "decided ... The company is hiring salespeople focused on the company's new AI-powered products. The cuts come despite Salesforce reporting a strong ...