Posts
HPE Q4 revenue comes in soft as AI server shipments get delayed
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 in the quarter as expected . Government spending was softer …
Clean energy isn’t failing. It’s threatening the people who built fortunes on scarcity.
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. The physics work. The economics work. What doesn’t work anymore …
Investing Takeaways from Jensen Huangs Joe Rogan Interview
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 is that he believes in 7 years that modular nuclear …
Netflix says it’s struck a deal to buy Warner Bros. Discovery for $27.75 per share
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 stock and is valued at $27.75 per WBD share, the …
Nvidia partner Foxconn reports 26% revenue spike as AI boom continues
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 be coming from AI server racks the same systems powering …
r/Stocks Daily Discussion & Fundamentals Friday Dec 05, 2025
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) for charts, fundamentals, and aggregated news on individual stocks * …
‘China’s Nvidia’ Moore Threads surges over 400% on trading debut after $1.1 billion listing
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 hard to build a domestic GPU ecosystem. The timing matters. …
Anyone else feel like google stock should be on decline and is confused how they are crushing it?
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… and anecdotal it’s less good than others. They are clearly …