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Joel South

Applied Materials (AMAT) Live: Complete Earnings Day Coverage

Live Updates More Reactions 4:25pm ETAfter digesting AMATs earnings here are my first thoughts. 1. AI-related orders: Management reiterated AI computing as the “dominant driver of semiconductor innovation,” but didn’t quantify direct revenue impact…

Joel South · 1 year ago

IREN Limited (NASDAQ: IREN) Live Earnings Coverage

Live Updates AI Gains Showing Up 4:20pm ETIREN continues to set performance benchmarks in mining, with a $23 all-in hash cost against a $54 hash price, and $41k cost per Bitcoin mined vs. $93k…

Joel South · 1 year ago

USA Rare Earth (NASDAQ: USAR) Live Earnings Coverage (May 14th)

Live Updates Will we see magnet manufacturing timelines tonight? 3:21pm ETThough pre-revenue, USAR’s business model comprises three parallel value-chain verticals: Rare Earth Mining (Round Top, TX): Long-lead but strategically important Separation & Processing: A…

Joel South · 1 year ago

Luminar Technologies (NASDAQ: LAZR) Live Earnings Coverage

Live Updates Update In 4:53pm ETLuminar Technologies (LAZR) surged forward in Q1 2025 with a robust update to its strategic roadmap and a strong quarter of operational performance. The company announced a new unified…

Joel South · 1 year ago

Oklo Inc. (NYSE: OKLO) Earnings Live: What You Need to Follow

Live Updates Controlled cash burn4:52pm ETQ1 cash burn was $12.2M, consistent with full-year forecast of $65–80M. Cash and marketable securities ended at $260.7M.There’s no sign of capital pressure, and the company is progressing both…

Joel South · 1 year ago

Karman (NYSE: KRMN) Set to Report Earnings: Live Coverage

Live Updates Karman Reports $100M Revenue, $30M Adjusted EBITDA in First Post-IPO Quarter4:18pm ETKarman delivered a strong Q1 print after hours Tuesday, reporting record quarterly revenue of $100.1 million, up 20.6% year over year,…

Joel South · 1 year ago