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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.”
Netflix loses the war for Warner Bros., Wall Street sees a win
Investors always hated this deal.
Dell shares hold post-earnings gains as analysts applaud “exceptional beat+raise”
“An exceptional beat+raise.”
Rocket Lab beats Q4 beats expectations on sales, per share loss
Here’s how the numbers looked in the most recent quarter.
Dell soars after beating expectations for Q4 sales and EPS
Here’s how the numbers looked.
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.
The Trade Desk plunges on weak Q1 sales guidance
The market didn’t like it.
Western Digital jumps ahead of Nvidia earnings report later today
Hard disk drive stocks are moving on Wednesday.
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.
Tempus AI slides after missing Q4 EBITDA target
Here’s how the numbers look.