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Earnings Call Transcripts

Earnings Call Transcripts Recent News

Li Auto Says It Wants to Be 'Like Apple and Huawei'
Li Auto Says It Wants to Be 'Like Apple and Huawei'
Li Auto says its in-house chips and batteries are about following Apple and Huawei—not replacing Nvidia or CATL.
QUICK SPARK: Jensen Huang Is '100% Confident' Frontier AI Labs Will Remain Nvidia Customers
QUICK SPARK: Jensen Huang Is '100% Confident' Frontier AI Labs Will Remain Nvidia Customers
Jensen Huang says he's "100% confident" frontier AI labs will remain Nvidia customers despite developing custom AI chips.
Bill Gates Wants to Hit the Brakes. Nvidia Is Financing AI's Next Sprint.
Bill Gates Wants to Hit the Brakes. Nvidia Is Financing AI's Next Sprint.
Bill Gates wants AI to slow down. Nvidia's latest earnings reveal how it's financing AI infrastructure to keep the boom accelerating.
EU Tariffs Threaten Temu Margins After US Trade Squeeze
EU Tariffs Threaten Temu Margins After US Trade Squeeze
PDD says new EU tariffs will raise Temu's costs and slow cross-border orders as the company adapts after U.S. trade changes.
PDD Says It's Building 'Another PDD' Over the Next 3 Years
PDD Says It's Building 'Another PDD' Over the Next 3 Years
PDD CEO reveals "steady progress" toward building "another PDD" over next 3 years as it ramps up investments in merchants, supply chains.
Alibaba Gives Nvidia's Older AI Chips an Unexpected Vote of Confidence
Alibaba Gives Nvidia's Older AI Chips an Unexpected Vote of Confidence
Alibaba said Nvidia V100 GPUs bought in 2018 are still running at full capacity, offering insight into the longevity of AI infra investments.
Cisco, Nvidia, Amazon and Nokia: The Customer List Behind Fabrinet's AI Boom (CORRECTED)
Cisco, Nvidia, Amazon and Nokia: The Customer List Behind Fabrinet's AI Boom (CORRECTED)
Fabrinet's latest earnings showed Cisco, Nvidia, Amazon and Nokia as its largest customers, highlighting the company's expanding role in AI infrastructure.
JD.com Defies AI Disconnect With 'Measurable Progress'
JD.com Defies AI Disconnect With 'Measurable Progress'
JD.com bucks broader corporate trends where AI spending has yet to translate into major bottom-line gains.
Peter Thiel-Backed Bullish Sees Tokenized Stocks as a 'Giant Growth Opportunity' No One Saw Coming
Peter Thiel-Backed Bullish Sees Tokenized Stocks as a 'Giant Growth Opportunity' No One Saw Coming
Bullish CEO Tom Farley said that the company sees a significant growth opportunity in the trading of tokenized stocks.
Nebius Says AI Compute Prices Jumped 15%, Signaling Strong Pricing Power
Nebius Says AI Compute Prices Jumped 15%, Signaling Strong Pricing Power
Nebius says its first AI capacity auction cleared 15% above its previous highest price, suggesting customers are willing to pay more for scarce AI computing power.
AI Was Supposed to Push Everything to the Cloud: Cisco Sees the Opposite
AI Was Supposed to Push Everything to the Cloud: Cisco Sees the Opposite
Cisco believes enterprises will increasingly deploy on-premise AI infrastructure alongside the cloud, marking the next wave.
Cisco Says It's Taking Customers From Rivals. Is Arista's Lead Narrowing?
Cisco Says It's Taking Customers From Rivals. Is Arista's Lead Narrowing?
Cisco highlighted a major enterprise customer replacing rival networking & firewall vendors: CSCO may be gaining traction in Arista's market.
SMCI's Next AI Bottleneck Isn't Demand—It's Working Capital
SMCI's Next AI Bottleneck Isn't Demand—It's Working Capital
Super Micro's record AI backlog suggests demand isn't the issue anymore. In fact, the next challenge may be funding that explosive growth.
Archer CEO Says Defense Could Solve Its Air Taxi Problem
Archer CEO Says Defense Could Solve Its Air Taxi Problem
Archer CEO Adam Goldstein says defense could bring revenue & cash flow sooner while the company works toward commercial air-taxi operations.
Rocket Lab Says It Has 'More Upside' on Rocket Prices
Rocket Lab Says It Has 'More Upside' on Rocket Prices
Rocket Lab says Neutron launched with a $50M-$55M price and sees more upside as launch demand strengthens and supply remains constrained.
China Is Losing Its Rare-Earth Grip. The US May Pay the Price.
China Is Losing Its Rare-Earth Grip. The US May Pay the Price.
USAR CEO says Western rare-earth prices are soaring as companies seek China alternatives: a costly premium for US supply-chain independence.
SanDisk Breaks the Boom‑Bust Cycle With Four‑Year Visibility
SanDisk Breaks the Boom‑Bust Cycle With Four‑Year Visibility
SanDisk says its multi-year customer agreements reduce NAND's boom-and-bust cycles, creating predictable demand, planning & cash flow.
Joby CEO: Aviation's Biggest Disruption Since Jet Engine Is Here
Joby CEO: Aviation's Biggest Disruption Since Jet Engine Is Here
Joby CEO JoeBen Bevirt says hydrogen propulsion could become aviation's biggest disruption since the jet engine, with long-term potential.
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