Hewlett Packard Enterprise’s Q4 numbers came in lighter than expected, mainly due to weaker server revenue. The server segment posted $4.46B, which is down both QoQ (-10%) and YoY (-5%). Management pointed to two main issues:AI server shipments didn’t land …
Most people are reading the clean energy sector completely wrong. They look at red charts, crushed valuations, and ugly sentiment and think: "See, it was all hype. The tech doesn’t work. The economics don’t add up." No. The tech works. …
I found a few interesting things from his interview. The first is that the high energy requirements from data centers will likely go down substantially in the future as the technology gets more efficient, removing a big bottleneck. The second …
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Netflix announced Friday it’s reached a deal to buy Warner Bros. Discovery, bringing a swift end to a dramatic bidding process that saw Paramount Skydance and Comcast also vying for the legacy assets. The deal is comprised of cash and …
Foxconn reported a 26% YoY increase in revenue, marking one of its stronger monthly updates this year. The company, best known as Apple’s main iPhone assembler, also highlighted continued momentum in AI-related hardware.A big part of the growth seems to …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) …
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Moore Threads had a massive first day in Shanghai, jumping more than 400% after its $1.1 billion IPO. It’s one of the biggest debuts for a Chinese chip company this year and comes at a time when Beijing is pushing …
I don’t understand why google stock has been soaring past 6 months. This is the same time period I basically stopped using google search bc we have ChatGPT now? Ie: there main business is dying… also Gemini is not sticky… …