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Анализы результатов

• Amazon FY2025 Earnings: A Record $77.7B Profit — and AWS Now Generates 57% of It
• Amazon Q2 2026 Earnings: AWS Accelerates 37% as a $53B Anthropic Gain Rewrites Profit

Анализы результатов

• Meta Q1 2026 Earnings: It Beat Every Number and the Stock Fell 7% Anyway
• Meta Q2 2026 Earnings: Revenue Grew 28%, but Profit Fell for the First Time in the AI Era

Анализы результатов

• Microsoft FY2025 Earnings: The $101B Profit Machine Betting Everything on AI Infrastructure
• Microsoft FY2026 Q3: Azure Hits 40% Growth as the $190 Billion Capex Bet Compounds
• Microsoft FY2026 Earnings: The $133B Profit Machine Now Spends $116B a Year on AI Infrastructure

Анализы результатов

• Robinhood Q4 FY2025 Earnings: From Meme-Stock Punchline to $1.9B Profit — So Why Did the Stock Drop 9%?
• Robinhood Q1 2026 Earnings: Prediction Markets Just Overtook Crypto — and the Stock Got Punished Anyway
• Robinhood Q2 2026 Earnings: A Record Quarter, Its First-Ever Debt, and a One-Time Gain Hiding in Plain Sight

Анализы результатов

• Alphabet Q4 2025 Earnings: Inside the $403B Revenue Machine Powering the AI Era
• Alphabet Q1 2026: Google Cloud Grows 63%, and a $37.7B Paper Gain Drives the EPS Beat
• Alphabet Q2 2026: A $99B Paper Gain, 82% Cloud Growth, and the End of the Buyback Era

Анализы результатов

• Airbnb Q4 FY2025 Earnings: $12.2B Revenue, 16% Booking Growth, and an AI-First Bet — Is ABNB Finally a Buy?
• Airbnb FY2025 Earnings: A $12 Billion Platform Pays Full Price for Its Second Act

Анализы результатов

• Apple's Best March Quarter Ever: $111.2B Revenue, a New $100B Buyback, and Retained Earnings Turn Positive Again

Анализы результатов

• Broadcom FY2025 Earnings: $63.9B in Revenue, and a Net Income That Nearly Quadrupled to $23.1B

Анализы результатов

• Circle Q4 FY2025 Earnings: From $299 to $50 to a 29% Surge — The Stablecoin Stock That Refused to Die
• Circle Q1 2026: $694M in Revenue, and Most of It Never Stays

Анализы результатов

• Micron FY2026 Q3 Earnings: Revenue Rose 346%. The Cost of Making the Chips Rose 10%.

Анализы результатов

• MiniMax FY2025 Earnings: $79M in Revenue, and a $1.9 Billion Loss That Isn't What It Looks Like

Анализы результатов

• The Open Ledger Movement
• NVIDIA Q3 FY2026 Earnings: Inside the $57B Quarter Powering the AI Revolution
• NVIDIA's $68B Quarter: When Compute Equals Revenue and GPUs Print Money
• NVIDIA Q1 FY2027: $81.6B Revenue, and $15.9B of Net Income That Isn't From Chips

Анализы результатов

• Palantir Q1 2026 Earnings: An 85% Growth Rate, a 53% Net Margin, and a Balance Sheet That Still Says It Has Never Made Money

Анализы результатов

• SpaceX's First Public Earnings: Starlink's $11.4B Profit Machine Is Bankrolling a $6.4B AI Bet

Анализы результатов

• Tesla Q1 2026: Margins Hit a 5-Quarter High While Deliveries Keep Falling — and a New $25B+ Capex Guide Rattled the Stock