“Circle is just too small to compete with these giants. It has a nice franchise, but needs to team up with bigger players. If I was running Circle, I'd be looking to sell the company.”
Circle just crashed 17.5% because payment giants like Visa and Mastercard are launching their own stablecoin, forcing the tiny company to find a buyer.
“In the last few weeks of June, we saw clients shift their quarterly capex spend towards servers, storage, and memory purchases to secure supply constrained infrastructure ahead of expected price incre”
IBM just pre-announced a massive $17.2 billion revenue miss because corporate clients are slashing software budgets to hoard expensive AI chips instead.
“Ericson reported a 7% decline in earnings and revenue fell 6%. And it provided weak guidance because of component cost inflation. So Ericson is suffering from higher semiconductor and tech equipment c”
AI-driven semiconductor inflation is crushing Ericsson's margins, driving a 7% earnings decline and forcing weak guidance as component costs skyrocket.
“ASML is clearly a beneficiary of the AI boom. It reported a strong quarter. It beat on EPS and revenue and it raised guidance and the stock was up”
ASML is cashing in on the AI boom by selling the machines that print chips, beating estimates with $8.69 in EPS and raising its revenue guidance.
“Company beat expectations and raised guidance. It's all in the pricing. Revenue is flat, but UNH and the industry in the process of raising prices and that is improving margins.”
UnitedHealth is flexing its pricing power to crush higher healthcare costs, driving a 55% jump in operating earnings even as revenue stays completely flat.
“The market did not like the fact that the results only met expectations and it also did not like the virtual elimination of the what we watched report and the stock was down 8% after hours and is down”
Netflix lost its mojo as EPS growth slows to 11% and the company obscures engagement by slashing its viewership reports to just once a year.
“Right now we are in a golden age for investment banking. Trading volumes are high. AI is creating massive financing needs... Goldman Sachs reported a great quarter. It reported EPS of 2098 versus 1091”
AI companies are flocking to Wall Street for capital, fueling a golden age of investment banking that just drove Goldman Sachs' earnings up 92%.
“Like Goldman, Morgan Stanley produced powerful numbers, too. Revenue was at record levels and up 27% versus last year. EPS was up 62% and the return on tangible common equity was a best-in-class 26.6%”
Morgan Stanley is cashing in on an AI-driven investment banking boom, rocketing its earnings up 62% as companies scramble for Wall Street financing.