Live Updates Earnings Coverage Winding Down 5:27pm ETWe’re into Wall Street’s questions but here’s the important notes from the conference call: A customer (beyond Google) has placed $10 billion worth of orders for XPUs…
Live Updates Credo Conference Call Starts in 15 Minutes 4:45pm ETCredo’s conference call starts in 15 minutes. You can register to join here. Credo Growth Rates 4:34pm ET Metric Q1 26 Q1 25 YoY…
Live Updates Earnings Expected Soon - Check Out Our New Blog 4:20pm ETNVIDIA’s earnings are just moments away – head to our new blog where new updates will be posted. Reminder - Earnings Coverage…
Live Updates Conference Call At 5 P.M. ET 4:35pm ETFabrinet will host a conference call at 5 p.m. ET. If you leave this page open we’ll post highlights from the call which will automatically…
Live Updates Best Bookings in 2.5 Years 4:56pm ET“In Q4, our bookings growth turned a corner and was the highest we’ve seen in 2.5 years. This growth is driven by deals across our platforms…
Watch Why Vertiv & Celestica Are Major AI Winners This Earnings Season In a recent podcast discussion, Eric Bleeker and Austin dove into the promising financial results of several companies in the AI infrastructure…
Watch Our Segment on How AI Is Now the #1 Driver of the American Economy Here are two charts that will blow your mind. First, a look at GDP contibution from data centers (in…
Watch Our Analysis on Whether Amazon is a Sell After Their Last Earnings In a recent AI Investor podcast episode, hosts Austin and Eric Bleeker dove into the competitive landscape of the cloud computing…
Watch Our Analysis on Marvell’s Massive Potential (And Why the Stock is Stagnating) Below In a recent AI Investor podcast discussion, financial analysts Austin and Eric Bleeker analyzed the current state of Marvell Technology…
Watch Our Recent Segment on Investing in Neocloud Stocks In a recent AI Investor podcast episode, hosts Austin and 24/7 Wall St. Analyst Eric Bleeker analyzed investment opportunities in the rapidly evolving neocloud space.…
Watch Our Video on Ouster’s 10X Potential In a recent AI Investor podcast episode, host Austin Smith and 24/7 Wall St. analyst Eric Bleeker broke down the exciting potential of robotics, particularly as…
Watch Our Video on Why Cloudflare Could Become the Next ‘AI Story Stock’ In a recent AI Investor Podcast discussion, 24/7 Wall St. analysts Eric Bleeker and Austin Smith dove into the recent performance…
Watch The Discussion on Power Bottleneck Stocks Below In a recent AI Investor Podcast discussion, hosts Austin and Eric Bleeker dived into the pressing issue of the global power bottleneck, particularly as it relates…
Live Updates Amazon's Conference Call Has Ended - Shares Now Down 7% 6:03pm ETIt’s an absolute bloodbath for Amazon after hours. Shares are down 7%. Overall, Amazon’s advertising and ecommerce businesses look solid. Yet,…
Live Updates 80% of Major AI Companies are Cloudflare Customers 5:52pm ETThat’s something CEO Matthew Prince just noted on today’s conference call. First Analyst Quote... 5:26pm ET“Congratulations on a really solid quarter. Definitely it…
