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NEWS TAGGED CASH FLOW
Thursday 27 August 2026
Nvidia's second quarter shows demand intact and the cash cycle stretching
Growth has stopped being the interesting question at Nvidia. Revenue for the quarter ended July 26, 2026 was US$96.2 billion, up 106% from a year earlier, and Data Center accounted...
Wednesday 26 August 2026
Samsung's 3-year shareholder returns seen topping KRW600T
AI memory excess profits are beginning to change Samsung Electronics' capital-allocation logic. The company recently said that, under its current 2024-2026 shareholder return policy,...
Saturday 22 August 2026
AI memory windfall: Samsung to hand back up to US$79 billion in 2026
Samsung Electronics' board has approved a 2026 shareholder return plan estimated at KRW90 trillion to KRW110 trillion (approx. US$64-79 billion), which the company says is the largest...
Friday 21 August 2026
Goertek reports higher revenue and profit in 1H26
Chinese electronics manufacturer Goertek reported higher revenue and profit for the first half of 2026, supported by growth in its smart acoustic products and continued investment...
Wednesday 19 August 2026
SK Hynix to cancel record KRW40tn in shares, signalling confidence in a long AI memory cycle

SK hynix said on August 19 that its board had approved a plan to repurchase and cancel KRW40 trillion (roughly US$29 billion) of its...

Thursday 13 August 2026
Tencent starts paying for AI in cash, core business is covering the bill
Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...
Tuesday 11 August 2026
Ina Energy plans 80 MW solar expansion as CPPA sales lift revenue mix

Ina Energy said it plans to add 80MW of new solar grid capacity over the next two to three years as corporate power purchase agreements...

Tuesday 4 August 2026
AI's payback math: how long can servers last?

Amazon's second-quarter 2026 results beat market expectations by a wide margin, but rapidly expanding investment in artificial intelligence...

Friday 31 July 2026
AWS backlog reaches US$496 billion; Amazon to double power capacity by end-2027

Amazon disclosed a US$496 billion AWS backlog growing at triple-digit rates in the second quarter, and CEO Andy Jassy used the call...

Thursday 30 July 2026
Meta earnings series 2/2: Zuckerberg defends higher AI expenditure, outlines the path to returns

Meta Platforms' second-quarter results showed a widening gap between its fast-growing advertising business and the cost of building...

Thursday 30 July 2026
Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow
Meta Platforms delivered stronger-than-expected second-quarter revenue, but weaker earnings, shrinking free cash flow and a cautious third-quarter outlook intensified investor scrutiny...
Thursday 30 July 2026
Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth
Meta Platforms reported strong second-quarter revenue growth driven by its Family of Apps business, but lower profit and a higher spending outlook highlighted the mounting costs of...
Wednesday 29 July 2026
Analysis: What Seagate's blowout quarter signals about the next two years of AI infrastructure demand

Seagate's fiscal fourth quarter was by almost every measure its strongest in over a decade — US$3.6 billion in revenue, US$1.1...

Wednesday 29 July 2026
Boeing 737 MAX 10 certification could come in autumn, FAA says

Boeing is moving closer to final safety certification for the 737 MAX 10, with the Federal Aviation Administration targeting September...

Sunday 26 July 2026
Podcast highlights: TSMC, SK Hynix, Intel face AI chip and cash flow inflection
This excerpt from DIGITIMES analyst Luke Lin's podcast covers two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment...