Kif Leswing

Coverage Timeline

2025-12-12

CNBC 12 related

Broadcom reports Q4 revenue up 28% YoY to $18.02B, vs. $17.49B est., and forecasts Q1 revenue above est., as it expects AI chip sales to double YoY to $8.2B

Kif Leswing / CNBC :

2025-12-12 View

2025-11-26

CNBC 6 related

Dell reports Q3 revenue up 11% YoY to $27.01B, vs. $27.13B est., Infrastructure Solutions revenue up 24% to $14.1B, and Client Solutions revenue up 3% to $12.5B

Kif Leswing / CNBC :

2025-11-26 View

2025-09-24

CNBC 14 related

Micron reports Q4 revenue up 46% YoY to $11.32B, vs. $11.22B est., net income up 261% to $3.2B, data center revenue down 22%, and Q1 revenue forecast above est.

Kif Leswing / CNBC :

2025-09-24 View

2025-05-30

CNBC 14 related

Dell reports Q1 revenue up 5% YoY to $23.38B, vs. $23.14B est., forecasts Q2 revenue above est., and raises its FY 2026 profit forecast on demand for AI systems

Kif Leswing / CNBC :

2025-05-30 View

2025-02-06

CNBC 17 related

Qualcomm reports Q1 revenue up 17% YoY to $11.67B, vs. $10.93B est., handsets revenue up 13% to $7.57B, net income up 15% to $3.18B, issues a strong Q2 guidance

Kif Leswing / CNBC :

2025-02-06 View

2024-11-07

CNBC 5 related

Qualcomm reports Q4 revenue up 19% YoY to $10.24B, vs. $9.9B est., net income up 96% YoY to $2.9B, guides to a strong Q1, and approves $15B in more buybacks

Kif Leswing / CNBC :

2024-11-07 View

2024-09-04

Reuters 24 related

Nvidia stock fell 9.5% on Tuesday, losing $279B in market value, the biggest single-day drop for a US company, as investors soften their optimism about AI

more pain may be in store Financial Express : Nvidia takes major hit: Loses $279 billion in market value as shares drop 9.5 per cent The Economic Times : Nvidia sheds $279 billion in market cap: reaso...

2024-09-04 View

2024-08-30

CNBC 10 related

Dell Q2: revenue up 9% YoY to $25.06B, vs. $24.53B est., servers and networking revenue up 80% to $7.76B, net income up 85% to $841M; DELL rose 3%+ after hours

Kif Leswing / CNBC :

2024-08-30 View

2024-05-02

CNBC 12 related

Qualcomm reports Q2 revenue up 1% YoY to $9.39B, vs. $9.34B est., handset sales up 1% YoY to $6.18B, and forecasts Q3 revenue above estimates

Kif Leswing / CNBC :

2024-05-02 View

2024-05-01

CNBC 5 related

AMD reports Q1 revenue up 2% YoY to $5.47B, vs. $5.46B est., Data Center revenue up 80% YoY to $2.3B, and a $123M net income, up from a $139M net loss YoY

Kif Leswing / CNBC :

2024-05-01 View

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Coverage Timeline

Broadcom reports Q4 revenue up 28% YoY to $18.02B, vs. $17.49B est., and forecasts Q1 revenue above est., as it expects AI chip sales to double YoY to $8.2B

Dell reports Q3 revenue up 11% YoY to $27.01B, vs. $27.13B est., Infrastructure Solutions revenue up 24% to $14.1B, and Client Solutions revenue up 3% to $12.5B

Micron reports Q4 revenue up 46% YoY to $11.32B, vs. $11.22B est., net income up 261% to $3.2B, data center revenue down 22%, and Q1 revenue forecast above est.

Dell reports Q1 revenue up 5% YoY to $23.38B, vs. $23.14B est., forecasts Q2 revenue above est., and raises its FY 2026 profit forecast on demand for AI systems

Qualcomm reports Q1 revenue up 17% YoY to $11.67B, vs. $10.93B est., handsets revenue up 13% to $7.57B, net income up 15% to $3.18B, issues a strong Q2 guidance

Qualcomm reports Q4 revenue up 19% YoY to $10.24B, vs. $9.9B est., net income up 96% YoY to $2.9B, guides to a strong Q1, and approves $15B in more buybacks

Nvidia stock fell 9.5% on Tuesday, losing $279B in market value, the biggest single-day drop for a US company, as investors soften their optimism about AI

Dell Q2: revenue up 9% YoY to $25.06B, vs. $24.53B est., servers and networking revenue up 80% to $7.76B, net income up 85% to $841M; DELL rose 3%+ after hours

Qualcomm reports Q2 revenue up 1% YoY to $9.39B, vs. $9.34B est., handset sales up 1% YoY to $6.18B, and forecasts Q3 revenue above estimates

AMD reports Q1 revenue up 2% YoY to $5.47B, vs. $5.46B est., Data Center revenue up 80% YoY to $2.3B, and a $123M net income, up from a $139M net loss YoY

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