Articles

Amazon Sinks 10% After Earnings: $200B AI Spending Bombshell Overshadows Solid Q4

02/05
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Gavin Maguire
Amazon Sinks 10% After Earnings: $200B AI Spending Bombshell Overshadows Solid Q4 - Article cover image

Amazon Goes Into Earnings With AWS Momentum — And A Capex Problem

02/05
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Gavin Maguire
Amazon Goes Into Earnings With AWS Momentum — And A Capex Problem - Article cover image

Arm Plunges Below $100 After Earnings: One “Miss” Spooks Investors as $80 Back in Play

02/05
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Gavin Maguire
Arm Plunges Below $100 After Earnings: One “Miss” Spooks Investors as $80 Back in Play - Article cover image

Qualcomm Crashes on a Beat: Memory Shortages Torch Guidance and Blow a Hole Through the Chart

02/05
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Gavin Maguire
Qualcomm Crashes on a Beat: Memory Shortages Torch Guidance and Blow a Hole Through the Chart - Article cover image

Google’s $185B AI Spending Shock: Blowout Quarter, Investor Panic

02/04
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Gavin Maguire
Google’s $185B AI Spending Shock: Blowout Quarter, Investor Panic - Article cover image

ServiceNow in the AI Crossfire: Overblown Fears or a Once-in-a-Cycle Buying Window?

02/04
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Gavin Maguire
ServiceNow in the AI Crossfire: Overblown Fears or a Once-in-a-Cycle Buying Window? - Article cover image

Alphabet Earnings Tonight: AI Darling or Valuation Trap? The Quarter That Decides Google’s Next Move

02/04
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Gavin Maguire
Alphabet Earnings Tonight: AI Darling or Valuation Trap? The Quarter That Decides Google’s Next Move - Article cover image

SMCI Blows Past Estimates and Raises the Bar — But Can a 6% Margin Really Power the Next Breakout?

02/04
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Gavin Maguire
SMCI Blows Past Estimates and Raises the Bar — But Can a 6% Margin Really Power the Next Breakout? - Article cover image

AMD Beats and Guides Higher — But the Stock Cracks and Slides to the $222 “Make-or-Break” Line

02/04
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Gavin Maguire
AMD Beats and Guides Higher — But the Stock Cracks and Slides to the $222 “Make-or-Break” Line - Article cover image

AMD Earnings Tonight: One Call, One Roadmap — and $300 Targets on the Line

02/03
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Gavin Maguire
AMD Earnings Tonight: One Call, One Roadmap — and $300 Targets on the Line - Article cover image

Teradyne Just Became the AI Boom’s Quiet Powerhouse

02/03
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Gavin Maguire
Teradyne Just Became the AI Boom’s Quiet Powerhouse - Article cover image

Palantir Just Blew a Hole Through the “AI Bubble” Narrative

02/03
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Gavin Maguire
Palantir Just Blew a Hole Through the “AI Bubble” Narrative - Article cover image

Palantir’s Moment of Truth: Blowout Q4 or Valuation Reckoning for AI’s Most Controversial Stock

02/02
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Gavin Maguire
Palantir’s Moment of Truth: Blowout Q4 or Valuation Reckoning for AI’s Most Controversial Stock - Article cover image

Oracle’s $50B AI Build-Out Shock: Why Equity, Not Debt, Is Now the Real Battleground

02/02
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Gavin Maguire
Oracle’s $50B AI Build-Out Shock: Why Equity, Not Debt, Is Now the Real Battleground - Article cover image

Disney Beats, Stock Pops and Rolls— Is This the 200-Day Breakout?

02/02
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Gavin Maguire
Disney Beats, Stock Pops and Rolls— Is This the 200-Day Breakout? - Article cover image

Hot PPI Collides With a New Fed Era: Inflation Refuses to Cooperate as Warsh Steps In

01/30
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Gavin Maguire
Hot PPI Collides With a New Fed Era: Inflation Refuses to Cooperate as Warsh Steps In - Article cover image

NAND Goes Vertical: Sandisk’s AI-Fueled Earnings Shock Ignites a New Memory Supercycle

01/30
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Gavin Maguire
NAND Goes Vertical: Sandisk’s AI-Fueled Earnings Shock Ignites a New Memory Supercycle - Article cover image

Markets Have Already Picked the Next Fed Chair — Now They’re Waiting for Trump to Say the Name

01/29
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Gavin Maguire
Markets Have Already Picked the Next Fed Chair — Now They’re Waiting for Trump to Say the Name - Article cover image

Apple’s “Staggering” iPhone Quarter Silences Margin Fears

01/29
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Gavin Maguire
Apple’s “Staggering” iPhone Quarter Silences Margin Fears - Article cover image

SanDisk’s Earnings Are Tonight — And After A 129% YTD Rip, “Good” Might Not Be Good Enough

01/29
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Gavin Maguire
SanDisk’s Earnings Are Tonight — And After A 129% YTD Rip, “Good” Might Not Be Good Enough - Article cover image

Apple Earnings Preview: Demand Strength Meets Margin Scrutiny

01/29
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Gavin Maguire
Apple Earnings Preview: Demand Strength Meets Margin Scrutiny - Article cover image

IBM’s “Boring Tech” Moment Is Over: Cash Flow Pops, AI Delivers, and the Stock Finally Gets Paid

01/29
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Gavin Maguire
IBM’s “Boring Tech” Moment Is Over: Cash Flow Pops, AI Delivers, and the Stock Finally Gets Paid - Article cover image

Microsoft Smashes Estimates — Then the Stock Craters: The Azure “Miss,” $37.5B AI Capex Shock, and the $450 Line in the Sand

01/28
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Gavin Maguire
Microsoft Smashes Estimates — Then the Stock Craters: The Azure “Miss,” $37.5B AI Capex Shock, and the $450 Line in the Sand - Article cover image

Tesla Beats Q4 Estimates, but the Stock Slips as Musk Doubles Down on AI, Robots, and a $20B CapEx Shock

01/28
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Gavin Maguire
Tesla Beats Q4 Estimates, but the Stock Slips as Musk Doubles Down on AI, Robots, and a $20B CapEx Shock - Article cover image

Meta’s Ad Machine Is on Fire — And It’s Willing to Spend $135B on AI to Keep It That Way

01/28
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Gavin Maguire
Meta’s Ad Machine Is on Fire — And It’s Willing to Spend $135B on AI to Keep It That Way - Article cover image

Powell Hits Pause — and Raises the Bar: Why the Fed’s “Neutral” Talk Sounds More Hawkish Than It Looks

01/28
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Gavin Maguire
Powell Hits Pause — and Raises the Bar: Why the Fed’s “Neutral” Talk Sounds More Hawkish Than It Looks - Article cover image

ASML Ignites the AI Capex Boom as Orders Smash Estimates and Shares Break Out

01/28
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Gavin Maguire
ASML Ignites the AI Capex Boom as Orders Smash Estimates and Shares Break Out - Article cover image

Seagate Blows Past Earnings as HAMR Margins Surge and Guidance Jumps

01/27
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Gavin Maguire
Seagate Blows Past Earnings as HAMR Margins Surge and Guidance Jumps - Article cover image

Seagate Heads to Earnings Confessional: HAMR Margins, Cloud Demand, and a High Bar to Clear

01/27
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Gavin Maguire
Seagate Heads to Earnings Confessional: HAMR Margins, Cloud Demand, and a High Bar to Clear - Article cover image

GM Smashes the Bear Case: Buybacks, Dividends, and a Cleaner 2026 Outlook Send Shares Soaring

01/27
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Gavin Maguire
GM Smashes the Bear Case: Buybacks, Dividends, and a Cleaner 2026 Outlook Send Shares Soaring - Article cover image