AI
AI Stocks Fell Again. Wall Street Has Finally Found the Invoice.
AI stocks fell again as investors questioned the profits behind the infrastructure boom. The technology is real; the invoice is arriving.
Earnings
Palladyne AI Made Drone Swarms a Revenue Line. The Pentagon Is Watching.
Palladyne AI’s drone-swarm software is turning battlefield autonomy into a business. Revenue is rising fast; losses are rising faster.
AI
AMD’s AI Boom Just Became an $11.5 Billion Margin Problem
AMD’s AI business is exploding, with $6.7B in data-center revenue. The catch is that infrastructure ambition comes with a very large bill.
Enterprise Tech
Micron Earnings Turned Memory Chips Into Legal Tender for the AI Panic
Micron earnings exploded on AI memory demand, with $41.46B revenue, huge margins, and a $50B Q4 guide. The chip cycle has entered gobsmacked finance mode.
AI
AI Stocks Hit the Brakes. The GPU Mortgage Is Coming Due.
June 23's AI sell-off was a reminder that trillion-dollar ambition still has to survive debt markets, talent leaks, and the electric bill.
Earnings
Big Tech Beat Earnings. Then AI Handed Wall Street the Receipt.
Alphabet, Amazon, Meta, and Microsoft all showed real AI demand. The catch is that the boom now comes with a data center invoice attached.
Earnings
UiPath Earnings 2026: The Robots Are Doing Great, and They’d Like a $500 Million Buyback
UiPath’s latest earnings prove the robots aren’t coming for Wall Street—they’ve already learned capital allocation, discovered buybacks, and started speaking fluent “agentic automation.”
AI
The 5 Most Ridiculous Numbers From NVIDIA’s Q4 Fiscal 2026 Results
NVIDIA just posted $68.1B in quarterly revenue and 75% gross margins. We ranked the 5 most surprising numbers from the earnings release.
Satire
NVIDIA 2030 Earnings: Jensen Ascends to the Compute Throne, Announces Revenue Measured Exclusively in Exaflops
A satirical deep dive into NVIDIA’s hypothetical 2030 earnings, inspired by today’s real results, imagining a future where GPUs are currency, revenue is measured in exaflops, and Jensen Huang becomes the economy.
Earnings
Tim Cook Just Dunked on Every "Apple Is Doomed" Thinkpiece
Apple posted $94 billion in revenue this quarter. The joke's not just on the haters — it's on all of us for forgetting that Apple prints cash like it’s the U.S. Treasury with better branding.
Earnings
NVIDIA Prints $44 Billion and the Market Screams “Daddy!”
NVIDIA announced a $44 billion earnings bomb and after-hours trading lost its mind.