Intel Is Down ~27% From Its High. The Numbers Just Changed the Story.
Revenue up 25% and data center growth of 59% just delivered Intel’s strongest revenue growth in more than 15 years.
Revenue up 25% and data center growth of 59% just delivered Intel’s strongest revenue growth in more than 15 years.
An oilfield giant is rebuilding its business around modular data center infrastructure and power. Q2 earnings land today.
Total platform assets hit $307 billion. The prediction markets bet could be worth $1.7 billion.
A $20B fiber acquisition, 30M new passings, and the first full Frontier quarter drops this morning.
The energy trade is back. Here is what the data says ahead of Q2 earnings.
Margins nearly doubled overnight. August 11 is when the math gets tested.
The CFO already told you Q2 billing growth is running above a three-year high.
The market ignored the numbers and bought the strategy instead.
Q2 earnings land today. The AI disruption thesis meets real data.
Record revenue, a surprise profit, and a debt load that changes everything.