The February edition of Businessweek features a deep dive into the technology sector’s continued expansion, spotlighting revenue figures, market share shifts, and strategic investments across major firms. The issue underscores how innovation and capital allocation are shaping investor sentiment in a volatile economic environment.
- Apple reported $98.3 billion in Q4 2025 revenue, a 12% year-over-year increase
- Microsoft’s cloud revenue hit $72.1 billion, up 16% YoY
- Nvidia captured 87% of the high-performance GPU market in Q4 2025
- Global AI hardware spending reached $142 billion in 2025, up 41% from 2024
- NASDAQ Composite rose 7.3% in February 2026, outpacing S&P 500’s 3.1% gain
- EU proposes new AI licensing rules for platforms with over 100 million users
The February 2026 issue of Businessweek centers on the technology industry’s strong performance, with key players reporting record-breaking quarterly results. Apple Inc. reported $98.3 billion in revenue for the fiscal quarter ended December 2025, a 12% year-over-year increase driven by iPhone 17 Pro sales and growth in services. Meanwhile, Microsoft Corp. surpassed $72.1 billion in cloud revenue, reflecting a 16% jump, largely due to Azure’s expanding enterprise adoption. The report highlights a strategic pivot toward artificial intelligence infrastructure, with Nvidia Corp. capturing 87% of the high-performance GPU market in Q4 2025, up from 79% the prior year. This dominance was fueled by demand from data centers supporting generative AI workloads. The issue notes that global AI hardware spending reached $142 billion in 2025, a 41% increase from 2024, with U.S.-based firms accounting for 63% of the investment. Investor confidence remains elevated despite macroeconomic headwinds. The NASDAQ Composite closed the month at 19,472, up 7.3% from January, outpacing the S&P 500’s 3.1% gain. Analysts attribute the divergence to strong earnings momentum in tech, particularly in semiconductor and cloud services. The report also flags regulatory scrutiny, with the European Union proposing new AI licensing requirements for systems processing over 100 million users. Market participants are monitoring whether current momentum will persist into 2026. The article warns that while tech valuations remain elevated—Nvidia’s forward P/E ratio stands at 68—growth fundamentals continue to support investor appetite, especially in AI-enabled infrastructure and enterprise software.