Sunday Insights

Below is a collection of every Sunday Insights article by The Information.
Sunday Insights

Dealmakers Are Toasting a Solid Year for Tech M&A

By George DiGuido · Dec 7, 2025 8:00am PST · 1 comment
U.S. tech mergers rebounded to their highest levels since 2021 this year, driven by big bets on AI and more tie-ups under a deal-friendly presidential administration. Total tech merger value reached $543 billion, more than the combined value of the past two years, according to data provider LSEG. Goldman Sachs and Qatalyst topped the charts for... U.S. tech mergers rebounded to their highest levels since 2021 this year, driven by big bets on...
Sunday Insights

Nvidia’s Mushrooming Cash Pile Spotlights Spending Choices

By · Nov 23, 2025 8:00am PST · 4 comments
All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash production has exploded in the past couple of years is on a whole different level than other companies have experienced. And that’s raising questions about how Nvidia will spend its fast-expanding cash pile. Nvidia’s free cash flow has mushroomed from... All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash...
Chart by Shane Burke.
Sunday Insights

Google and Microsoft Face Less AI Spending Risk Than Meta, Amazon

By · Nov 2, 2025 8:00am PST · 1 comment
Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to handle the growing costs of the technology, judging from data disclosed this past week in September-quarter earnings. Google and Microsoft generate more cash from their businesses than other big tech companies, including Apple. And they’re devoting a... Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to...