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
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’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
NVIDIA just posted $68.1B in quarterly revenue and 75% gross margins. We ranked the 5 most surprising numbers from the earnings release.
Satire
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
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 announced a $44 billion earnings bomb and after-hours trading lost its mind.