Big Up Britain

bigupbritain.co.uk

31 octubre 2026 13:40

Edinburgh leads a new £18m UK chip design academy, boosting skills for AI & semiconductors. A major step for UK tech innovation! 🔬 #UK #ChipDesign #AIHardware https://bigupbritain.co.uk/2026/10/30/edinburgh-to-lead-18m-academy-shaping-britains-next-generation-of-chips/

Librarian Capital

librariancapital.bsky.social

31 octubre 2026 09:41

Chinese whispers, Google Search growth edition $GOOG: Q3 Search revenue +12.0% (Q2: +16.8%) "There were a few drivers ... FX the single largest" but one was lower AI mode monetization FT: "Alphabet .. said its “AI mode” searches were cannibalising its key advertising business"

Charon N

charonkelly.bsky.social

30 octubre 2026 19:41

Amazon hit a record 13.9% operating margin as AWS grew 39.3%, yet shares fell after hours. Strong operating profits can coexist with a punishing funding cycle when infrastructure spending absorbs the cash.

Lora Kolodny

lorak.bsky.social

30 octubre 2026 17:41

Amazon fell short of analysts' expectations on earnings, and holds its capex steady, adding to AI spending jitters... www.cnbc.com/2026/10/29/a... by Annie Palmer @cnbc.com

Frank Pasquale

frankpasquale.bsky.social

30 octubre 2026 13:46

“One theory for why is that Chinese equity markets have been the funding trade for the semiconductor play in Korea & Taiwan, which Gave says has been “sucking the oxygen out of the room”. It would take a slowdown in the AI capex boom for some of that money to flow back.” www.ft.com/content/6abf...