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Netflix is closing internal studios Night School and Moonloot Games to refocus its gaming strategy on cloud-based TV gaming. The shift aims to boost subscriber engagement and capital efficiency withi…
Article uses Amazon's 2004 shareholder letter to critique CoreWeave's capital-intensive AI business model. Amazon is referenced historically as a contrast, not directly newsworthy for its current ope…
Tesla's massive capex spending, negative free cash flow, and cautious robotaxi rollout raise investor concerns about capital discipline, despite management's confidence in long-term returns and growi…
Rogers Communications (RCI) reported Q2 2026 results with 8% service revenue growth, 3% EBITDA growth, and record-low capital intensity. The company advanced its MLSE acquisition and sports monetizat…
Meta's Q1 2026 results crushed AI-spending bear thesis: 33% revenue growth, 41% margins despite $19B capex. Strong monetization, ROIC of 20.69%, and analyst target of $823 support continued bullish c…