Earnings
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Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense
Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle’s strong position
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Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
Anthropic’s enterprise business is reaching escape velocity, which increases the importance of finding a compromise with the government. Then, agents dramatically increase demand for Nvidia chips, even if they threaten software.
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Shopify Earnings, Shopify’s AI Advantages
Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling.
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Spotify Earnings, Individualized Networks, AI and Aggregation
Spotify’s nature as a content network means that AI is a sustaining technology, particularly because they have the right business model in place.
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Apple Earnings, Supply Chain Speculation, China and Industrial Design
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.
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Intel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism
Intel’s earnings were disappointing because the company is missing a huge opportunity by virtue of selling off its capacity.
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TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition
TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader.