AI Networking Leader Arista Beats Revenue and EPS Estimates… Stock Drops Anyway
Arista beat earnings and revenue but stock fell as AI expectations were too high; guidance was only modestly raised.
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Lucid Q1 2026: Big Revenue Miss, Guidance Suspended, But Cash Runway Now Extends to 2027
Lucid missed revenue expectations, delivered fewer cars due to seat issue (now fixed), raised cash, big loss, stock fell.
Anthropic to Spend $200 Billion on Google Cloud Over the Next Five Years
Anthropic will spend $200B on Google Cloud, boosting Google’s future revenue as AI demand and competition rapidly grow.
Super Micro Shares Rocket After Beating Wall Street on Q4 Outlook
Super Micro Computer beat profit forecasts, doubled revenue, and expects strong growth as AI demand pushes its stock up 17% after hours.
AMD Beats Wall Street Again – AI Chips Fuel Record-Breaking Quarter
AMD made record money thanks to AI chips, strong data center growth, and big deals, showing it’s becoming a serious Nvidia competitor.
Sakal Offers $37.50 Per Share for ZIM – Higher Than Hapag-Lloyd
Israeli investor bids $37.50/share for ZIM, beating $35 offer. Board may switch deal, giving shareholders more money if approved.