Live Updates My take on earnings 4:55pm ETPost-Earnings Move: 🟢 +8.81% What Happened:Results were in line, but the real story was the strategic update: driverless operations now run 24/7, the Phoenix terminal is live,…
Live Updates Final Reaction to Tonight's Earnings 4:54pm ETPost-Earnings Move: 🟢 +2.73% What Happened:Beat across the board: revenue ($5.17B), EPS ($1.33), and margin (50.3%). Q1 guidance also came in above consensus on both revenue…
Live Updates Executive Quotes 5:26pm ETEric Bleeker “We want to deliver the private banking experience in digital form to the mass market… and Robinhood Banking is still on track for rollout later this quarter.”–…
Live Updates More Azure Numbers 4:40pm ETEric BleekerMicrosoft finally gave Azure numbers today, saying the business recorded $75 billion in revenue for the fiscal year. Here’s what’s amazing: Azure’s run rate is even higher at…
Live Updates Conference Call Quotes 5:24pm ET “We’ve begun to see glimpses of our AI systems improving themselves… developing superintelligence is now in sight.”– Mark Zuckerberg, CEOSentiment: Visionary, ambitious – Establishes Meta’s ultimate long-term…
Live Updates Vertiv Gains Ease 10:50am ETEric BleekerVertiv jumped past $150 per share immediately after the opening bell, but gains have eased. The stock is currently trading for $147 per share, or up about…
In a recent AI Investor Podcast discussion (embedded above), 24/7 Wall St Analysts Eric Bleeker and Austin Smith delved into the significant implications of NVIDIA‘s (Nasdaq: NVDA | NVDA Price Prediction) renewed ability to…
In a recent episode of the AI Investor Podcast (embedded above), host Austin Smith and technology analyst Eric Bleeker discussed the implications of the Big Beautiful Bill on the tech industry, particularly regarding artificial intelligence and…
Live Updates Conference Call Details 4:46pm ETEric BleekerCadence’s conference call starts in 15 minutes. You can sign up to listen in here. Shares are now up about 7.3% Key areas to watch for in…
Live Updates Reminder: No Earnings Call Until Tomorrow at 8 a.m. 4:35pm ETEric BleekerCelestica’s conference call is scheduled for tomorrow at 8 a.m. ET, we’ll see if they say anything that raise shares higher…
In a recent episode of The AI Investor Podcast, hosts Austin Smith and Eric Bleeker delved into the burgeoning energy demands driven by the rapid expansion of data centers, particularly those associated with AI…
Watch the Full Discussion on ASML’s Most Recent Earnings In a recent episode of the AI Investor Podcast, analysts Austin Smith and Eric Bleeker delved into the current state of ASML (Nasdaq: ASML |…
In a recent AI Investor Podcast discussion, hosts Austin Smith and Eric Bleeker delved into the monumental announcement by Meta Platforms (Nasdaq: META | META Price Prediction) regarding its plans to construct a one-gigawatt…
Live Updates The Bottom Line if You Own Netflix 4:34pm ETEric Bleeker We’ll be slowing down updates as Netflix’s ‘Earnings Interview’ starts (see our prior update to stream it starting at 4:45 p.m. ET).…
Live Updates Taiwan Semiconductor Price Target Raised2:36pm ETEric BleekerTaiwan Semiconductor’s price target was raised by Goldman Sachs to $274. The bank has the stock on its ‘conviction buy’ list. Mid-Day Check-In: Taiwan Semiconductor Up…
