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Matt Phillips
Posts
Dorsey swings the axe at Block in “extreme step” to “replace human labor with compute power”
“An audacious move by the management.” Source: Sherwood News.
Netflix loses the war for Warner Bros., Wall Street sees a win
Investors always hated this deal. Source: Sherwood News.
Dell shares hold post-earnings gains as analysts applaud “exceptional beat+raise”
“An exceptional beat+raise.” Source: Sherwood News.
Rocket Lab beats Q4 beats expectations on sales, per share loss
Here’s how the numbers looked in the most recent quarter. Source: Sherwood News.
Dell soars after beating expectations for Q4 sales and EPS
Here’s how the numbers looked. Source: Sherwood News.
Vistra beats Q4 earnings expectations for adjusted EBITDA, but dips on income decline
Here’s how Q4 numbers look for this mainstay of the AI energy trade. Source: Sherwood News.
The Trade Desk plunges on weak Q1 sales guidance
The market didn’t like it. Source: Sherwood News.
Western Digital jumps ahead of Nvidia earnings report later today
Hard disk drive stocks are moving on Wednesday. Source: Sherwood News.
Almost every company is talking about AI, only two are clearly quantifying benefits
There’s still little clarity on the tangible benefits companies are getting from AI, despite talking about it a whole heck of a lot. Source: Sherwood…
Tempus AI slides after missing Q4 EBITDA target
Here’s how the numbers look. Source: Sherwood News.