Ryan Vlastelica

Stay informed with Ryan Vlastelica’s coverage and analysis for Fortune.

Netflix

Netflix sinks as concerns mount over risks of Warner Bros. deal

By Felice Maranz, Ryan Vlastelica, and others

Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Stargate is a collaboration of OpenAI, Oracle and SoftBank, with promotional support from President Donald Trump, to build data centers and other infrastructure for artificial intelligence throughout the US. Photographer: Kyle Grillot/Bloomberg via Getty Images

OpenAI goes from stock market savior to burden as AI risks mount

By Ryan Vlastelica and Bloomberg

Pichai

Alphabet’s AI chips are a potential $900 billion ‘secret sauce’

By Ryan Vlastelica and Bloomberg

PARIS, FRANCE – JUNE 11: Co-founder and chief executive officer of Nvidia Corp., Jensen Huang attends the 9th edition of the VivaTech trade show at the Parc des Expositions de la Porte de Versailles on June 11, 2025, in Paris. VivaTech, Europe’s largest tech trade show, offers a unique digital format for four days of reconnection and recovery through innovation. The event brings together startups, CEOs, investors, technology leaders, and all the digital transformation players shaping the future of the internet. Founded in 2016 by Publicis Groupe and Groupe Les Echos, this annual technology conference, also known as VivaTech, is dedicated to promoting innovation and startups.. (Photo by Chesnot/Getty Images)

Nvidia breakout puts $4 trillion market value within reach

By Ryan Vlastelica and Bloomberg

Mark Zuckerberg

Meta investors cheer as Zuckerberg doubles down on AI commitment

By Ryan Vlastelica and Bloomberg

Jensen Huang, co-founder and CEO of Nvidia Corp., speaks during a news conference in Taipei on May 21, 2025. Huang said that US export controls on artificial intelligence chips to China had failed, with companies using locally developed technology. (Photo by I-Hwa Cheng / AFP) (Photo by I-HWA CHENG/AFP via Getty Images)

Big Tech is back in S&P 500 driver’s seat as profit engines hum

By Jeran Wittenstein, Ryan Vlastelica, and others

Jensen Huang speaks on stage

Nvidia investors balk at beaten-down valuation as risks mount

By Ryan Vlastelica, Carmen Reinicke, and others

WASHINGTON, DC – JANUARY 20: Tim Cook attends the Inauguration of Donald J. Trump in the U.S. Capitol Rotunda on January 20, 2025 in Washington, DC. Donald Trump takes office for his second term as the 47th president of the United States. (Photo by Kevin Lamarque – Pool/Getty Images)

Apple’s historic selloff has bulls balking from tariff risks

By Carmen Reinicke, Ryan Vlastelica, and others

Amazon CEO Andy Jassy smiles while sitting in a chair

Amazon allure grows with shares now cheaper than Apple and Walmart

By Ryan Vlastelica and Bloomberg

LAS VEGAS, NEVADA – MARCH 08: Mark Zuckerberg is seen in attendance during the UFC 313 event at T-Mobile Arena on March 08, 2025 in Las Vegas, Nevada. (Photo by Chris Unger/Zuffa LLC)

Meta becomes final Magnificent 7 stock to turn negative in 2025

By Bloomberg and Ryan Vlastelica

Wall Street worker on phone

Apple shares are losing haven allure as headwinds deter bulls

By Ryan Vlastelica and Bloomberg

Nvidia CEO Jensen Huang is swarmed by reporters

Nvidia’s shaken aura of invincibility is set for an earnings test

By Ryan Vlastelica, Carmen Reinicke, and others

16 January 2025, Baden-Württemberg, NA: A tape library for long-term data archiving can be seen in a data center. Photo: Marijan Murat/dpa (Photo by Marijan Murat/picture alliance via Getty Images)

Microsoft cancels leases for AI data centers, analyst says

By Ryan Vlastelica, Newley Purnell, and others

Apple CEO Tim Cook

Big Tech stocks lose some of their aura as earnings growth slows

By Jeran Wittenstein, Ryan Vlastelica, and others

NVIDIA CEO Jensen Huang

Nvidia rides fierce Blackwell demand to record stock close

By Ryan Vlastelica and Bloomberg