Tag

#earnings

Articles tagged earnings.

Snowflake Jumped 36% on a $6B AWS Deal and an Accelerating Top Line
Big Tech

Snowflake Jumped 36% on a $6B AWS Deal and an Accelerating Top Line

Snowflake posted $1.39B in Q1 revenue (up 33%), raised guidance, and signed a five-year $6 billion AWS contract. The stock had its best day ever.

Sam Whitaker
Nvidia Reported Record Everything. The Stock Fell Anyway. That Tells You Something.
Markets & Money

Nvidia Reported Record Everything. The Stock Fell Anyway. That Tells You Something.

Nvidia posted record $81.6B revenue, record Data Center, $80B buyback, dividend bump. The stock fell after hours. The print is great; the market reaction is worth paying attention to.

Hank Reed
Nvidia Hit $81.6 Billion in Q1 Revenue. The Stock Slid Anyway.
Markets & Money

Nvidia Hit $81.6 Billion in Q1 Revenue. The Stock Slid Anyway.

Nvidia reported record Q1 revenue of $81.6B, Data Center $75.2B. Beat on every line. The stock fell after hours. The market needed a trajectory surprise and did not get one.

Sam Whitaker
Nvidia Beat Q1: $81.6B Revenue, $91B Q2 Guide. Blackwell 300 Carried the Print.
Markets & Money

Nvidia Beat Q1: $81.6B Revenue, $91B Q2 Guide. Blackwell 300 Carried the Print.

Nvidia reported $81.6B revenue (+85% YoY) and $1.87 EPS, both beats. Q2 guidance: $91B at the midpoint. Data Center hit $75.25B, up 92% YoY.

Sam Whitaker
Nvidia Reports Q1 Tuesday. Consensus Is $78.8B on Revenue. Blackwell Is Already 70% of Data Center.
Markets & Money

Nvidia Reports Q1 Tuesday. Consensus Is $78.8B on Revenue. Blackwell Is Already 70% of Data Center.

Nvidia FY27 Q1 earnings hit May 20. Wall Street expects $78.8B in revenue, $1.77 EPS. Blackwell is the print to watch.

Sam Whitaker
Big Tech's Q1 Split the Magnificent Seven Down the Middle
Big Tech

Big Tech's Q1 Split the Magnificent Seven Down the Middle

Microsoft, Amazon, and Alphabet beat. Meta tumbled 8%. The dividing line was who is getting paid for the AI capex and who is still funding it.

Sam Whitaker