Afleveringen
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Apple’s leadership shake-up comes while there’s still plenty of time for Apple to nail AI.
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Zijn er afleveringen die ontbreken?
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Good news for Apple investors: Apple has a new head of AI.
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While the market is sour on Nvidia in the near-term, the potential of restarting the China business would be sweet.
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It was a good day for Elon and Tesla shareholders.
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Below the headlines, the Amazon investment story is about automation & AWS improving margins.
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All signs point to a strong finish to the year for Apple.
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Microsoft was the least eventful of the three reporting tonight. December revenue guidance was in line with the Street, a slight disappointment, but the big picture remains intact.
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Meta shares are down on a flipped script — expenses are now growing faster than revenue. That said, it’s the right decision to position the company to capitalize on AI’s potential.
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Bravo to Google for accelerating Search in the face of chatbots. Sounds like the momentum will continue.
P.S. My prediction: Waymo IPO in 2027.
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Big-picture takeaway from Google, Meta, and Microsoft earnings: The mojo AI trade took a step back, while the fundamentals took a step forward.
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I believe Jensen is suggesting about 15% upside to revenue over the next 5 quarters. The stock’s up only 4% on that likely because there are enough moving parts to keep investors from taking his comments to the bank.
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Since OpenAI launched Atlas, shares of GOOG are up 6.2%, compared with the Nasdaq, which is up 1.1%. Brian and I have been using it this week and concluded that while the agent mode is unreliable, it gets smarter over time and has huge potential.
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Tesla's big picture is still intact and they have plenty of cash to get there.
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Cook’s time in China underscores he’s the master of navigating geopolitics and that Apple’s manufacturing shift to India will be slower than some expect.PS: There’s a bonus at the end of the video: Good news continues on iPhone lead times.
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Here’s the Tesla earnings preview. Numbers are going down next year, but that's ok because it's all about autonomy.
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Below the surface, China US trade talks is about rare earth and GPUs. In the end, coming to an agreement is in everyone’s best interest.
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NHTSA's probe validates Tesla’s lead.
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September deliveries of 497k were well ahead of the 475k high-end of the whisper, up 7% y/y after being down 13% in June and March. I believe the vast majority of the upside was driven by a 35% quarter over quarter jump in US sales from the tax credit, which in theory means investors should largely throw out the positive number. My "throw it out" logic misses a bigger point; the future will be autonomy and the ability to get EV units in the market profitably is a key competitive advantage. On that measure, the September deliveries are a long-term win for the company.
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The AI train continues to roll. MU guided to 43% Y/Y revenue growth vs. just reported 46%.
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