G.M. Books a $7.1 Billion Loss as It Scales Back E.V. Ambitions
Jack Ewing / nytimes - General Motors said it was writing down the value of battery and electric vehicle factories after changes in federal policy undercut demand.
Back to Top / Thursday, January 8, 2026, 10:20 pm / permalink 17665 / 6 stories in 1 month
Samsung reports record Q4 operating profit amid booming chip demand
Samsung Electronics reported historic Q4 operating profits, with projections near 20 trillion won driven by surging memory and AI chip demand. Multiple outlets note unprecedented profit gains fueled by a chip market supercycle, underscoring Samsung’s dominant position in global semiconductor production.
AI Chip Impact
Memory Boom Highlights
Record Profit Announcements
Back to Top / Wednesday, January 7, 2026, 9:21 pm / permalink 17622 / 14 stories in 1 month
Tesla reports 418,227 deliveries for the fourth quarter, down 16%
cnbc - Tesla's fourth-quarter deliveries report follows a steep rally in the company's stock in the last few months of 2025.
Annual Decline & EV Crown Shift
Q4 Delivery Disappointments
All Other Stories
Back to Top / Friday, January 2, 2026, 9:21 am / permalink 17422 / 13 stories in 2 months
Micron earnings blow past expectations — and the stock is climbing
@MarketWatch / x - Micron earnings blow past expectations — and the stock is climbing https://t.co/84lxNNYloP— MarketWatch (@MarketWatch) December 17, 2025
Back to Top / Wednesday, December 17, 2025, 4:21 pm / permalink 17082 / 10 stories in 2 months
Ford takes $19.5 billion charge as it retreats from EVs
Reuters / fastcompany - Ford Motor said on Monday it will take a $19.5 billion writedown and is killing several electric-vehicle models, in the most dramatic example yet of the auto industry’s retreat from battery-powered models in response to the Trump administration’s policies…
- F-150 Lightning cancellation amid strategic pivot (3)
- Major EV retreat, $19.5B charge details (5)
- Market and tech impacts from EV strategy reversal (3)
- All Other Stories
F-150 Lightning cancellation amid strategic pivot
Major EV retreat, $19.5B charge details
Market and tech impacts from EV strategy reversal
All Other Stories
Back to Top / Monday, December 15, 2025, 5:21 pm / permalink 16987 / 15 stories in 2 months
Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia
cnbc - Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.
Back to Top / Friday, December 12, 2025, 2:23 pm / permalink 16885 / 5 stories in 2 months
Broadcom Reports $18 Billion in Revenue as AI Chip Sales Climb
Robbie Whelan / wsj - The chip designer posted nearly twice as much net profit in the fourth quarter as it did a year earlier.
Back to Top / Thursday, December 11, 2025, 6:21 pm / permalink 16861 / 9 stories in 2 months
Oracle (ORCL) Stock Tumbles as Revenue Misses and Guidance Falls Short
Trader Edge / parameter - TLDR Oracle posted Q2 adjusted EPS of $2.26 versus $1.64 consensus, boosted by $2.7 billion Ampere stake sale Quarterly revenue of $16.06 billion fell short of $16.19 billion estimate despite 14% year-over-year increase Cloud infrastructure revenue surged…
Back to Top / Thursday, December 11, 2025, 11:21 am / permalink 16839 / 9 stories in 2 months
Adobe beats earnings expectations as AI tools drive double-digit revenue growth
Duncan Riley / siliconangle - Adobe Inc. reported better-than-expected earnings and revenue in its fiscal 2025 fourth quarter today and also impressed with a forecast ahead of analyst expectations. For the quarter that ended on Nov. 28, Adobe reported adjusted earnings per share of $5…
Back to Top / Wednesday, December 10, 2025, 9:20 pm / permalink 16817 / 7 stories in 2 months
Oracle Reports $16.1 Billion in Revenue, Narrowly Missing Forecasts
Sebastian Herrera / wsj - The software giant is spending heavily to become a major cloud provider for the AI era.
- Massive AI spending raises risk pointers on future profitability. (3)
- OpenAI's influence sparks competitive tension around Oracle's earnings. (1)
- Revenue miss triggers steep share declines, fueling market concerns. (8)
- Strong cloud and AI growth boosts stock outlook upbeat. (1)
- All Other Stories
Massive AI spending raises risk pointers on future profitability.
OpenAI's influence sparks competitive tension around Oracle's earnings.
Revenue miss triggers steep share declines, fueling market concerns.
Strong cloud and AI growth boosts stock outlook upbeat.
All Other Stories
Back to Top / Wednesday, December 10, 2025, 4:21 pm / permalink 16802 / 14 stories in 2 months
Oracle's AI-fueled debt load has investors on edge ahead of quarterly earnings
/u/MRADEL90 / reddit - submitted by /u/MRADEL90 [link] [comments]
Back to Top / Tuesday, December 9, 2025, 8:20 pm / permalink 16763 / 4 stories in 2 months
HPE's server and hybrid cloud revenue go into reverse amid historical hardware splurge
Simon Sharwood / theregister - Never mind, says jolly green giant, we’re a networking-centric company now HPE has revealed its revenue from servers and hybrid cloud products has gone backwards but insisted that’s nothing to worry because it’s now poised to profit from its acquisition o…
Back to Top / Thursday, December 4, 2025, 9:21 pm / permalink 16590 / 5 stories in 3 months
The Metaverse Didn't Die. It Got Renamed.
Maria Garcia / implicator - Meta is cutting its metaverse budget by 30%. Wall Street cheered. But the money isn't disappearing—it's moving to AI glasses and wearables. Is this fiscal discipline or just the same spending habit with a new label?
Back to Top / Thursday, December 4, 2025, 4:21 pm / permalink 16582 / 7 stories in 3 months
Meta reportedly plans to slash Metaverse budget by up to 30%
Amanda Silberling / techcrunch - The proposal reflects the overall lack of interest in products like Meta's social virtual reality platform Horizon Worlds.
- Cuts and restructuring in Meta’s metaverse spending (9)
- Future doubts: metaverse losing its luster (2)
- Stock surges amid budget cut announcements (2)
- Strategic pivot: emphasis on AI and smart hardware (2)
- All Other Stories
Cuts and restructuring in Meta’s metaverse spending
Future doubts: metaverse losing its luster
Stock surges amid budget cut announcements
Strategic pivot: emphasis on AI and smart hardware
All Other Stories
Back to Top / Thursday, December 4, 2025, 10:20 am / permalink 16564 / 16 stories in 3 months
Salesforce FY26 & Q3 Growth & Agentforce >3.2 Trillion Tokens! Salesforce Growth: FY26 $41.55B (Guidance) FY25 $37.9B FY24 $34.9B 2023 $31.4B 2022 $26.5B 2021 $21.3B 2020 $17.1B 2019 $13.3B 2018 $10.5B 2017 $8.4B 2016 $6.7B 2015 $5.4B 2014 $4.1B Salesforc
@Benioff / x - Salesforce FY26 & Q3 Growth & Agentforce >3.2 Trillion Tokens!Salesforce Growth: FY26 $41.55B (Guidance)FY25 $37.9B FY24 $34.9B2023 $31.4B2022 $26.5B2021 $21.3B2020 $17.1B2019 $13.3B2018 $10.5B2017 $8.4B2016 $6.7B2015 $5.4B2014 $4.1BSalesforce Operating C…
Earnings & Revenue Rally
Innovative AI & Agentforce Launches
Back to Top / Wednesday, December 3, 2025, 5:20 pm / permalink 16535 / 14 stories in 3 months
Microsoft (MSFT) Stock Falls as Azure Foundry AI Sales Miss Growth Targets
Trader Edge / parameter - TLDR Multiple Microsoft sales divisions missed growth targets for Azure Foundry AI product in fiscal year ending June 2025 Less than 20% of salespeople in one U.S. Azure unit met the 50% Foundry sales growth target Microsoft initially denied lowering quot…
Back to Top / Wednesday, December 3, 2025, 10:20 am / permalink 16519 / 11 stories in 3 months
Marvell Technology, Inc. (MRVL) Stock: Surges on Record Q3 Revenue and Bold AI Acquisition
Yasmin Werner / parameter - TLDR Marvell hits record Q3 revenue, surpassing forecasts with AI growth boost. Celestial AI deal powers Marvell’s leap in data infrastructure innovation. Data center demand drives Marvell’s strong FY2026 growth projections. Sale to Infineon lifts earning…
Back to Top / Tuesday, December 2, 2025, 6:21 pm / permalink 16497 / 6 stories in 3 months
How 'Stranger Things' Defined the Era of the Algorithm
msmash / slashdot - As Stranger Things releases the first four episodes of its final season today, nearly a decade after its July 2016 premiere, the Netflix series has come to represent something broader than its own popularity -- the embodiment of streaming television's alg…
Back to Top / Wednesday, November 26, 2025, 4:20 pm / permalink 16329 / 11 stories in 3 months
Apple set to reclaim leadership position in global smartphone shipments
@MarketWatch / x - Apple set to reclaim leadership position in global smartphone shipments trib.al/YUeFTtS— MarketWatch (@MarketWatch) Nov 26, 2025
- Apple overtakes Samsung in global smartphone shipments (10)
- CarPlay fixes and accessory deals for iPhone 17 (2)
- All Other Stories
Apple overtakes Samsung in global smartphone shipments
CarPlay fixes and accessory deals for iPhone 17
All Other Stories
Back to Top / Wednesday, November 26, 2025, 11:20 am / permalink 16322 / 13 stories in 3 months
HP To Cut About 6,000 Jobs By 2028, Ramps Up AI Efforts
BeauHD / slashdot - HP plans to cut 4,000-6,000 jobs by 2028 "as part of a plan to streamline operations and adopt artificial intelligence," reports Reuters. From the report: HP's teams focused on product development, internal operations and customer support will be impacted…
Back to Top / Tuesday, November 25, 2025, 9:21 pm / permalink 16309 / 7 stories in 3 months