Earnings Rewind: AI Gold Rush Meets Reality, LatAm Fintech Soars, and Garena’s Big Comeback
Q3 2025 Earnings: CoreWeave's guidance cut, Sea's Garena comeback, Nu's AI, and Rocket Lab's delay.
Applied Materials (AMAT) Earnings: AI Boom Fuels Record Year but Headwinds Persist
AMAT earnings show a record 2025. See why AI has AMAT poised for 2026 growth and whether or not it's a good buy today.
Disney’s Pivot: Is the Magic Back? A Deep Dive into Q4 Earnings, DTC Profits, and the Continued Death of Linear TV
Disney (DIS) just released earnings, showing a $1.3B profit in their DTC business. I look at the pros and cons of this once great business.
