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#Earnings

Total 17 articles

Editorial cartoon. A cake made of many thin red layers stands in the middle of a table like a memory chip on a base of gold pins. Four hands in suit sleeves reach in from the four corners with cake servers, each lifting away a slice of a different size: one very thick, one medium, one thin and one a sliver. A clean-room window and server racks are sketched in light blue behind.
TechEN
SK hynix Q3 Earnings: 80% Margin vs Micron, Samsung

SK hynix posted its first 100-trillion-won quarter, with an 80% operating margin. Micron's GAAP margin was 1.0pp higher; TSMC and Samsung were in the 50% range.

$700 Billion Spent. Who Won, Who Didn't.
EconomyEN
$700 Billion Spent. Who Won, Who Didn't.

Five Big Tech giants reported Q1 earnings after committing a combined $700B+ to AI data centers. The results reveal a clear divide between smart spenders and expensive mistakes.

Nvidia Beats Earnings, But Wall Street Yawns. Here's Why
EconomyEN
Nvidia Beats Earnings, But Wall Street Yawns. Here's Why

Despite crushing Q4 earnings expectations, Nvidia stock barely budged as investors question the sustainability of trillion-dollar AI infrastructure spending by hyperscalers.

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SP
Seoyeon Park
PRISM

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Two Software Companies Just Proved AI Doomsayers Wrong
EconomyEN
Two Software Companies Just Proved AI Doomsayers Wrong

RingCentral and Five9 surge 34% and 14% respectively, showing AI can boost rather than kill software businesses. A blueprint for survival in the AI era.

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SP
Seoyeon Park
DoorDash Stock Surges Despite Disappointing Earnings
EconomyEN
DoorDash Stock Surges Despite Disappointing Earnings

DoorDash shares rally as Wall Street overlooks weak Q4 results, focusing on improving unit economics and long-term growth potential in new verticals.

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SP
Seoyeon Park
Coinbase Loses $667M But Stock Soars 12% — What Do Investors See?
EconomyEN
Coinbase Loses $667M But Stock Soars 12% — What Do Investors See?

Despite missing Q4 targets and posting massive losses, Coinbase shares jumped 12%. Analysts slash price targets but spot hidden growth drivers.

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SP
Seoyeon Park
Rivian Plans 60% Production Jump Despite $2B Loss Forecast
EconomyEN
Rivian Plans 60% Production Jump Despite $2B Loss Forecast

Rivian targets 47-59% increase in vehicle deliveries for 2026 but expects $1.8-2.1B pre-tax losses as it launches crucial R2 SUV.

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SP
Seoyeon Park
PRISM

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Lyft Shares Plunge 15% Despite CEO's 'Strong Consumer' Claims
EconomyEN
Lyft Shares Plunge 15% Despite CEO's 'Strong Consumer' Claims

Lyft's Q4 earnings beat expectations but rider metrics disappointed Wall Street. CEO insists consumer demand remains robust while investors see warning signs.

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SP
Seoyeon Park
Coinbase Price Target Slashed 27% as Crypto Winter Bites
EconomyEN
Coinbase Price Target Slashed 27% as Crypto Winter Bites

JPMorgan cuts Coinbase target from $399 to $290 ahead of Q4 earnings, citing weak trading volumes and USDC growth slowdown as crypto market struggles continue

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SP
Seoyeon Park
Alphabet's $4 Trillion Test: Can Google's AI Bets Pay Off?
EconomyEN
Alphabet's $4 Trillion Test: Can Google's AI Bets Pay Off?

As Alphabet reports Q4 earnings, investors scrutinize whether the tech giant's massive AI investments and Apple partnership can justify its soaring valuation.

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SP
Seoyeon Park
Big Tech's AI Spending Spree Hits Reality Check
EconomyEN
Big Tech's AI Spending Spree Hits Reality Check

Earnings week revealed who can afford the AI buildout and who desperately needs it to pay off. The market is demanding math, not just faith.

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SP
Seoyeon Park
PRISM

PRISM by Liabooks

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Tesla Reports First-Ever Annual Revenue Decline
TechEN
Tesla Reports First-Ever Annual Revenue Decline

Tesla recorded its first annual revenue drop in company history, with automotive sales falling 11% despite strong growth in energy storage and services. What's behind the EV giant's struggles?

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DH
Doyun Han
PRISM

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