Trump’s tariffs have created significant uncertainty in the market. According to CNBC, investors are closely watching how tariff-related risks may impact their operation and capex. The following highlights key points to watch ahead of upcoming earnings calls from Tesla, Meta, Microsoft, Amazon, Ap...

Are uncertainties surrounding Trump’s tariffs prompting tech companies to scale back their spending? According to a CNBC report, Amazon has reportedly postponed certain commitments related to new data center leases, particularly in overseas markets. Large cloud service providers (CSPs) seem to ...

Amid ongoing tech layoffs and geopolitical tension, rumors swirled that Microsoft would exit China in 2025 and cut around 2,000 jobs, based on a leaked internal email. But according to ijiwei and YiCai Global, the message came from Wicresoft—Microsoft’s outsourcing partner in Shanghai—not Micr...

Chinese tech companies bypassing U.S. chip restrictions through loopholes is nothing new. The latest reports from Bloomberg and The Register suggest that they have tried to do so by secretly setting up entities in Taiwan, disguising their origins to recruit top engineers and getting access to advan...

Amid rising geopolitical tensions, Western tech giants are retreating from China. According to South China Morning Post, Microsoft has quietly shut down its IoT & AI Insider Lab in Shanghai’s hi-tech zone. The report suggests that the lab, once a hub to boost China’s local IoT and AI deve...