★ FeaturedFounder Mode vs. Professional CEOs: What Data Shows
Boards brought founders back at Workday, Hootsuite, and Bumble for AI-era leadership. The five-year stock data tells a more complicated story than that.
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Tech Business
What the data says about tech's business calls: RTO mandates, layoffs, IPOs, founder-led CEOs, AI valuations and data-center power deals, beyond the headlines.
- Articles
- 16
- Measured claims
- 13
- Last published
- Nov 1, 2026
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16 articlesLatest in Tech Business
The Hyperscaler Funding Gap: How Big Tech's AI Capex Is Being Paid For
Four of the five largest AI spenders reported negative free cash flow in their latest quarter, yet operating cash still covers most of their capex in aggregate. Here is how bonds, new stock and leases fill the gap.
1 measured2 reported
Microsoft's Voluntary Exit Offer: What the One-Page Memo Leaves Out
Microsoft's 26 October Voluntary Exit Offer has one press-supported figure, about 60,000 eligible employees, and no published cost, deadline or acceptance count. We separate what the company post says from what only press reports and spoken statements supply.
1 measured5 reported
Why Jio Platforms Listed 21% Above Its Issue Price
Jio Platforms opened 21.36% above its issue price after selling only 2.93% of the company, while its first results show growth in the low teens. We test scarcity against growth as the source of the premium.
1 measured2 reported
What Anthropic's S-1 Shows, and What Is Only Reported
Anthropic's S-1 names a ticker, an exchange and 22 underwriters but leaves the offering size blank. We separate what the filing documents from the $100 billion raise that is only reported.
2 reported
Amazon's Stock Drop: The Cash Cost of Growth
Operating income rose 61% and AWS grew 39%, yet trailing free cash flow fell to negative $42.4 billion and the shares dropped after hours. Here is what Amazon's figures can and cannot explain.
1 measured1 reported
Alphabet's Sell-Off: Cash Burn More Than Search
Alphabet's filings show Search slowed but kept growing, while free cash flow turned negative and buybacks stopped. Here is what each source can and cannot show about the 13% drop.
2 measured2 reported
The AI Capex Scorecard: Who Wall Street Forgave and Who It Punished
Four Big Tech companies reported about $207 billion of quarterly capex on four different definitions, and their stocks moved very differently. Here is what the cash-flow data can and cannot show.
7 measured2 reported
Big Tech Antitrust: Where the Cases Stand in 2026
Google has lost twice, Meta won, Apple may settle, and Amazon's trial keeps sliding. Here's where the Google, Apple, Amazon, and Meta cases actually stand.
The Tech Layoff Paradox: Cutting Staff, Hiring for AI
Companies are cutting broad headcount while aggressively hiring for AI roles. Data shows these are two separate trends, not direct substitution.
Best Business Development Tools in 2026: What the Data Actually Shows
A category-by-category look at which growth tools are actually gaining ground in 2026 — backed by Gartner, IDC, Forrester, and McKinsey data, not vendor marketing copy.