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Arista Networks posted record $3.036B Q2 revenue (+37.7% YoY) and raised FY guidance to $12.6B, but gross margins slipped and 42% of revenue relies on Microsoft and Meta. Author calls stock overvalue…
Oracle's AI infrastructure build-out is compressing gross margins (down to ~66%) despite massive $638B RPO growth. Capital spending of $70B exceeds trailing revenue, funded by new debt/equity, while …
Cook's final earnings call revealed a '100-year flood' in memory pricing squeezing Apple's margins, with iPhone 18 DRAM costs up 272%. Q3 beat estimates but Q4 guidance disappointed, sending shares l…
BofA reiterates Buy on ServiceNow ($130 target) after strong Q2 subscription growth and AI agent traction, though margins compressed and Q3 guidance was slightly light, raising questions about AI cos…
Nvidia agreed to pay 15% of China sales for export licenses, facing Beijing pushback and suspended H20 production; margins may be squeezed, but Q2/Q3 revenue is forecast to grow roughly 50% driven by…