Asian stocks mixed as CoreWeave lifts chipmakers; hot U.S. inflation weighs By Investing.com
investing.com — Asian stocks mixed as CoreWeave lifts chipmakers; hot U.S. inflation weighs
Earnings
Earnings reports detail the quarterly and annual financial performance of public companies, including revenue, profit and expenses. Truncated covers these financial results, guidance updates and executive commentary for major technology and artificial intelligence firms.
Michael Burry Sees Nvidia Becoming ‘A Heck Of A Trade’ — Reveals His 2 Biggest Bets And Where He’s Buying More
finance.yahoo.com — MercadoLibre and Temple & Webster are his two largest positions, each accounting for over 10% of his portfolio.
OpenAI and Anthropic are now neck and neck on quarterly revenue growth
finance.yahoo.com — Yahoo Finance's Deirdre Bosa breaks down OpenAI's (OPAI.PVT) quarter-over-quarter revenue growth catching up to Anthropic (ANTH.PVT) for the first time this year, just as the latter is about to IPO.
Morgans’ Stickley: S&P 500 up after every midterm since 1950 as Nvidia looks cheap
investinglive.com — The S&P 500 has risen in the six and 12 months after every US midterm since 1950, gaining about 14% and 15%, Morgans’ Jack Stickley told ausbiz. He sees…
CoreWeave Sees ‘No Reason’ That Nvidia Partnership Will Change
OpenAI quarterly sales surge nearly 50% to $10 billion, Bloomberg reports By Investing.com
investing.com — OpenAI quarterly sales surge nearly 50% to $10 billion, Bloomberg reports
Nvidia falls another 6% and is now testing a key support zone
investinglive.com — Nvidia breaking lower from here would be a problem
Germany's Infineon says AI data center buildout won't slow
techxplore.com — Chip giant Infineon said Tuesday that the rapid buildout of AI data centers would not slow down despite growing resistance in the United States, even as it predicted the backlash would likely spread to other countries.
The Company That Published Fake Journalists in Sports Illustrated is Collapsing Dramatically After Massive AI Rebrand
futurism.com — Paradium.AI, formerly known as The Arena Group, announced staggering Q3 losses yesterday amid its "all in" AI pivot.
AI Infratructure Stock Soars: Guides High After Huge Beat
www.investors.com — A massive Aaon earnings beat and raise was highlighted by booming AI sales.
CoreWeave earnings put debt-fueled AI build-out under scrutiny
www.cnbc.com — CoreWeave’s earnings after the bell could calm fears about its debt-fueled AI buildout — or stoke more fear.
HIVE reports $79 million quarterly net loss as bitcoin mining revenue falls and AI business grows
Stock earnings pick of the week: Can Applied Materials spot cracks in the AI spending boom?
investinglive.com — Forget the headline earnings beat, the real story is whether Applied Materials sees chipmakers keeping their wallets open
CoreWeave Has a Sentiment Problem Even Strong Earnings Can’t Fix
Softbank Group logs unexpected, $7 bln Q2 loss as AI rout hits portfolio By Investing.com
investing.com — Softbank Group logs unexpected, $7 bln Q2 loss as AI rout hits portfolio
Infineon FY27 revenue outlook tops forecasts on AI demand; cash flow disappoints By Investing.com
investing.com — Infineon FY27 revenue outlook tops forecasts on AI demand; cash flow disappoints
David Ellison says AI could be the ‘biggest creative unlock in modern history’
The Verge — Ellison claimed AI’s impact on film could be on par with CGI.
SoftBank faces questions on AI strategy ahead of earnings after selloff
thenextweb.com — SoftBank Group reports results on Tuesday after an 11% share drop, record credit risk and China’s block on its $5.4bn ABB robotics deal.
Monday beats forecasts as growth slows and AI transition reshapes business
www.calcalistech.com — Revenue rose 19% to $377.5 million in the third quarter, but the company expects growth to slow to 14% in the final quarter.
Goldman’s AI memory basket plunges 51% from peak, JPMorgan sees earnings buffer for now
investinglive.com — Goldman’s AI memory basket has fallen 51% from its June peak, its worst drawdown since ChatGPT launched. JPMorgan says markets are pricing a downcycle as…
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