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VOICE ARCHIVE

@yahoofinance

@yahoofinance
22 posts
2025-11-26
“Adoption is going faster than we were expecting, and there are multiple benefits,” HP CEO Enrique Lores says on AI PCs. “We are starting to see many software companies taking advantage of the abilities these PCs have.” [video]
2025-11-26 View on X
Bloomberg

HP reports Q4 revenue up 4% YoY to $14.6B, vs. $14.5B est., forecasts FY 2026 profit below est., plans to cut 4,000 to 6,000 jobs through FY 2028

@bloomberg.com $HPQ  —  www.bloomberg.com/news/article...  [image]

2025-08-28
“We have not included H20 in our Q3 outlook as we continue to work through geopolitical issues,” Nvidia CFO Colette Kress says. “If geopolitical issues subside, we should ship $2B to 5B in H20 revenue in Q3; and if we had more orders, we can bill more.” [video]
2025-08-28 View on X
Wall Street Journal

Nvidia says it had no new H20 sales to China in Q2 and assumes the same for Q3, but could realize $2B-$5B in H20 sales in Q3 if geopolitical issues are resolved

*NVIDIA COMMENTS ON US GOVT ‘EXPECTATION’ TO GET 15% OF H20 REV  —  *NVIDIA: ANY REQUEST FOR % OF REV “MAY SUBJECT US TO LITIGATION”  —  *NVIDIA: US GOVT HAS NOT PUBBED REGULATION ...

“We have not included H20 in our Q3 outlook as we continue to work through geopolitical issues,” Nvidia CFO Colette Kress says. “If geopolitical issues subside, we should ship $2B to 5B in H20 revenue in Q3; and if we had more orders, we can bill more.” [video]
2025-08-28 View on X
CNBC

Nvidia reports Q2 revenue up 56% YoY to $46.74B, Data Center revenue up 56% to $41.1B, below $41.34B est., and approves an additional $60B in share buybacks

Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50% …

2025-08-01
$AAPL released its Q3 earnings, beating on the top and bottom lines on better-than-anticipated iPhone sales. [video]
2025-08-01 View on X
CNBC

Apple reports Q3 revenue up 10% YoY to $94.04B, vs. $89.53B est., its largest quarterly growth since December 2021, and China net sales up 4% YoY to $15.37B

Apple Apple reported third-quarter earnings on Thursday that topped Wall Street expectations for profit and revenue.

2025-06-26
“Micron has never gone above 60% margins, and I'm trying to figure out in my modeling, can they get to a higher number here?” Epistrophy Capital Research chief market strategist Cory Johnson says on $MU earnings. [video]
2025-06-26 View on X
Bloomberg

Micron reports Q3 revenue up 37% YoY to $9.3B, vs. $8.85B est., forecasts Q4 revenue above estimates, and says it's on track for record revenue this fiscal year

Dina Bass / Bloomberg :

2025-05-15
“What's moving to India is assembly, so if you think there are 1000 steps in making an iPhone, the final step will be done in India for phones that are going to the US,” Financial Times San Francisco correspondent @PatrickMcGee_ says on $AAPL. [video]
2025-05-15 View on X
Vanity Fair

Q&A with the FT's Patrick McGee on his new book, Apple in China, which examines Apple's role in enabling China's rise; Apple says it is “full of inaccuracies”

In his new book, Apple in China, Patrick McGee examines how Tim Cook unwittingly led Apple right into the heart of Trump's trade war.

“What's moving to India is assembly, so if you think there are 1000 steps in making an iPhone, the final step will be done in India for phones that are going to the US,” Financial Times San Francisco correspondent @PatrickMcGee_ says on $AAPL. [video]
2025-05-15 View on X
Bloomberg

President Trump says he told Tim Cook that “I don't want you building in India”, “India can take care of themselves”, and Apple will be “upping” US production

President Donald Trump said India has made an offer to drop tariffs on US goods …

2025-05-06
“As we see 70% growth on very tough compares in the US commercial segment, there's really only one way to read that, they've been executing on their ability to deliver on that packaged software solution,” Third Bridge Senior Analyst Jordan Berger says on $PLTR earnings. [video]
2025-05-06 View on X
Bloomberg

Palantir reports Q1 revenue up 39% YoY to $884M, below $863M est., US commercial sales up 71% to $255M, and raises 2025 sales guidance to ~$3.9B; PLTR falls 5%+

Our interest in arming the United States of America, in ensuring that its defense … Proactive : Palantir shares drop sharply after results fail to justify lofty valuation Arsheeya ...

2025-05-02
“Apple has already started to diversify away from China, and they will continue to do so,” New Street Research Technology infrastructure analyst Antoine Chkaiban says on $AAPL earnings. [video]
2025-05-02 View on X
Apple Inc.

Apple reports Q2 revenue up 5% YoY to $95.4B, vs. $94.6B est., China sales down 2% YoY to $16B, vs. $16.83B est., and authorizes a $100B share buyback program

Services revenue reaches new all-time high  —  EPS sets March quarter record … The Company posted quarterly revenue of $95.4 billion …

2025-03-29
CoreWeave co-founder @branninmcbee: $GS, $JPM, and $MS said “that this has been the most overwhelming amount of investor interest that they've ever seen. ... This is a brand new business that nobody has ever been able to see before in the public markets.” $CRWV [video]
2025-03-29 View on X
CNBC

CoreWeave closes flat at $40 in its Nasdaq debut; CoreWeave's offering is the largest US IPO since UiPath's NYSE debut in 2021

CoreWeave's stock opened at $39 and closed at $40 in its Nasdaq debut on Friday after the company sold shares at $40 a piece, below the expected range.

2025-02-27
$NVDA's Q4 earnings beat analysts' expectations on the top and bottom line, and the company issued solid Q1 guidance. For the quarter, Nvidia reported EPS of $0.89 on revenue of $39.3 billion. But, the report comes as the company girds itself for potential 25% tariffs on chips [image]
2025-02-27 View on X
CNBC

Nvidia reports Q4 revenue up 78% YoY to $39.33B, vs. $38.05B est., Data Center revenue up 93% to $35.6B, and FY 2025 revenue up 114% to $130.5B

Nvidia reported fourth-quarter earnings after the bell on Wednesday that beat Wall Street expectations.  The company also provided strong guidance for the current quarter.

2024-11-21
$NVDA beats Q3 expectations on top and bottom line, offers better than anticipated Q4 outlook https://finance.yahoo.com/... 💵 Revenue: $35.08B vs $33.2B expected 💲 Adjusted EPS: $0.81 vs $0.74 expected 💾 Data center revenue: $30.8B vs $29B expected [image]
2024-11-21 View on X
Yahoo Finance

Nvidia reports Q3 revenue up 94% YoY to $35.1B, vs. $33.2B est., Data Center revenue up 112% YoY to $30.8B, vs. $29B est., and forecasts Q4 revenue above est.

Nvidia (NVDA) reported its Q3 earnings after the bell on Wednesday, beating analysts' expectations on the top and bottom lines …

2024-09-06
“We've been hearing about this partnership, forever it seems,” TechRadar editor at large @LanceUlanoff says on Qualcomm-Google mixed reality glasses, adding: AI “is a good way of getting people interested in this product.” [video]
2024-09-06 View on X
CNBC

Qualcomm CEO Cristiano Amon says the company is working with Samsung and Google on mixed reality smart glasses linked to a smartphone, like the Ray-Ban Meta

should Meta be worried? Asif Iqbal Shaik / SamMobile : Samsung's XR device could be glasses, not headset to rival Apple Vision Pro Tomislav Bezmalinovic / MIXED Reality News : Sams...

2024-08-20
Indiana, Iowa, Kansas, Louisiana, Mississippi, Nebraska, New Mexico, South Dakota, Utah, and Vermont joined the DOJ's lawsuit against Live Nation-Ticketmaster for monopolizing the live concert industry. A total of 39 states, plus Washington D.C., are now suing the company. [image]
2024-08-20 View on X
Music Business Worldwide

The AGs of 10 states join the US DOJ's antitrust lawsuit seeking to break up Live Nation and Ticketmaster; 39 states, plus DC, are now part of the lawsuit

The attorneys general of 10 states have joined the US Department of Justice (DoJ)'s antitrust lawsuit seeking to break off Live Nation …

2024-07-19
$NFLX Q2 “subscriber growth continues to be very healthy,” Third Bridge Group's Jamie Lumley says. “That 8 million subscriber number is well above what most analysts were expecting. ... There is room left to run when it comes to growth from that crackdown in password sharing.” [video]
2024-07-19 View on X
CNBC

Netflix reports Q2 revenue up 16.8% YoY to $9.56B, vs. $9.53B est., paid memberships up 16.5% YoY to 277.65M, vs. 274.4M est., net income up 44% YoY to $2.15B

Netflix reported earnings after the bell.  Here are the results.  — Earnings per share: $4.88 vs $4.74 per share expected by LSEG

2024-05-18
$AAPL is set to release a slimmer, pricier iPhone in 2025, according to a report from The Information. “They showed what they could do with the new iPad Pros,” TECHnalysis Research analyst Bob O'Donnell says. “In the long run, I much rather see an Apple foldable.” [video]
2024-05-18 View on X
The Information

Sources: Apple is working on a significantly slimmer iPhone that could be released concurrently with the iPhone 17, a major redesign, similar to the iPhone X

Apple is developing a significantly thinner version of the iPhone that could be released as early as 2025, according to three people with direct knowledge of the project.

2024-04-25
AI “is poised to revolutionize a lot of what is going on in enterprise software,” Snowflake CEO Sridhar Ramaswamy says on the launch of Arctic, a large language model like ChatGPT. “It is designed to work very, very well in enterprise-related problems.” [video]
2024-04-25 View on X
VentureBeat

Snowflake announces Arctic, an LLM optimized for enterprise tasks such as SQL generation, coding, and instruction following, with an Apache 2.0 license

Today, Snowflake announced the launch of Arctic, a large language model (LLM) optimized for complex enterprise workloads such as SQL generation …

2024-04-05
$COIN has secured registration as a restricted dealer in Canada today. “It's a really exciting development,” Coinbase chief policy officer @faryarshirzad says. “Canada's a very sophisticated market. The adoption of crypto across the population has been enormous.” [video]
2024-04-05 View on X
CNBC

Coinbase says it was granted a restricted dealer license in Canada, meeting the country's strict crypto demands as it pushes to expand abroad amid SEC crackdown

Coinbase has been granted a registration license in Canada, the company told CNBC, allowing it to make deeper inroads abroad …

2021-05-14
DoorDash Q1 earnings: Analysts look for sustained growth in orders post-COVID https://finance.yahoo.com/... by @BrookeDiPalma https://twitter.com/...
2021-05-14 View on X
CNBC

DoorDash reports Q1 revenue of $1.08B, up 198% YoY, and a net loss of $110M, blaming a shortage of drivers, but raises forecasts; stock up 8%+ after hours

Amelia Lucas / CNBC :

2021-04-19
Apple's event on April 20: What to expect https://finance.yahoo.com/... by @DanielHowley https://twitter.com/...
2021-04-19 View on X
MacRumors

What to expect from Apple's April 20 event: refreshed iPads, including Pro model with mini-LED display, 3rd-gen Pencil, AirTags, iMacs in different colors, more

Apple is planning to hold its first event of 2021 on Tuesday, April 20, and it's looking like it will be an iPad-centric event.