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VOICE ARCHIVE

Paul R. La Monica

@lamonicabuzz
58 posts
2025-09-28
IPO market quiet this week. But keep eye on Fermi next week. Texas-based data center REIT (potential AI play) looks to raise $500M by sale of 25M shares at price range of $18-$22. At $20, $FRMI would be worth $13B. Former Texas gov & Energy Sec. Rick Perry is co-founder/investor.
2025-09-28 View on X
Reuters

Fermi, a data center real estate investment trust co-founded by former Energy Secretary Rick Perry, aims to raise $550M in a US IPO at a $13.16B valuation

www.datacenterdynamics.com/en/news/ ferm... … Threads: @bloombergbusiness : Fermi, a real estate investment trust co-founded by former Texas Governor Rick Perry, has filed for an i...

2025-01-14
Meet the new boss. Same as the old boss. IAC CEO Joey Levin to become executive chairman at $IAC spin-off $ANGI. IAC execs will now report to Barry Diller, IAC's chairman and founder. My story for @barronsonline. https://www.barrons.com/...
2025-01-14 View on X
CNBC

IAC board approves the spinoff of home improvement marketplace Angi; IAC has previously spun off companies like Expedia, Ticketmaster, and LendingTree

Salvador Rodriguez / CNBC :

2024-07-25
No Big Blah for IBM. Solid sales for Big Blue. Strong demand for software and AI. Boosted free cash flow outlook. $IBM up 4% after hours so far.
2024-07-25 View on X
Bloomberg

IBM reports Q2 revenue up 2% YoY to $15.8B, vs. $15.6B est., and says bookings for AI consulting and software have exceeded $2B since mid-2023, vs. $1B in Q1

Bloomberg :

2024-04-26
Tough day for stocks, including many techs. But solid debut for software company Rubrik as the IPO comeback continues. $RBRK up 16%.
2024-04-26 View on X
CNBC

Cloud data management startup Rubrik closes up 16% at $37 per share in its NYSE debut, after raising $752M at a $5.6B valuation

2024-04-25
Always odd to me when a growth company plunges because it's spending heavily on capital expenditures. How do you think the company got to be a high growth stock in the first place? And how can it intend to stay one without spending? $META down 12%.
2024-04-25 View on X
CNBC

Meta's Reality Labs Q1: revenue up 30% YoY to $440M, vs. $512.5M est., a $3.85B operating loss, vs. $4.31B est.; Reality Labs has lost $45B+ since 2020's end

It's burned $45 billion on the metaverse since the end of 2020.  —  https://www.cnbc.com/...  #tech #meta #metaverse #vr X: Jason Kint / @jason_kint : So generous. This is very lik...

Always odd to me when a growth company plunges because it's spending heavily on capital expenditures. How do you think the company got to be a high growth stock in the first place? And how can it intend to stay one without spending? $META down 12%.
2024-04-25 View on X
Meta Investor Relations

Meta reports Q1 revenue up 27% YoY to $36.46B, net income up 117% YoY to $12.37B, and family daily active people up 7% YoY to 3.24B on average for March 2024

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2024.

2022-10-26
The $MSFT owned social media platform for businesses/workers doesn't get as much buzz as $META $TWTR $SNAP and others. But LinkedIn has some of the same problems. @claresduffy has the story. https://www.cnn.com/...
2022-10-26 View on X
CNN

LinkedIn starts letting users verify their profile with a work email address or phone number and plans to alert users if a message they receive seems suspicious

Here's how Elon Musk calculated the number of bots on Twitter  —  Robot artist Ai-Da reset while speaking to UK politicians

2022-08-24
Intel stock up today (after recently hitting 52-week low) following news of $30 billion investment partnership with Brookfield to expand chip manufacturing plant in Arizona. $INTC $BAM https://www.intel.com/...
2022-08-24 View on X
Associated Press

A look at Intel's challenges in building its $20B Ohio chip fabs, set to open in 2025, including finding 7,000 construction workers during a local building boom

Ohio's largest-ever economic development project comes with a big employment challenge: how to find 7,000 construction workers …

2022-04-05
$TWTR up another 5% #premarket following yesterday's surge on the news that new big investor Elon Musk is joining Twitter's board. SEC filing notes that Musk won't boost stake past 14.9% as long as he's on board. https://www.sec.gov/...
2022-04-05 View on X
CNBC

Twitter appoints Elon Musk to its board after Musk purchased a 9.2% stake in the company; Musk cannot own more than 14.9% of Twitter while on the board

- Elon Musk will join Twitter's board of directors after taking a 9.2% stake in the social media company, according to a release filed with the SEC.

2022-02-25
Boy with a $COIN. Coinbase beat on earnings and sales. But outlook is a bit tepid due to weak trading volume. $COIN down about 2% after hours so far.
2022-02-25 View on X
CNBC

Coinbase beats with $2.5B Q4 revenue, $840M net income, and 11.4M monthly transacting users, up from 7.4M in Q3; 2021 revenue was $7.4B, up from $1.1B in 2020

2021 was a year of tremendous growth and development in the cryptoeconomy, as well as for Coinbase. MK Manoylov / The Block : Coinbase earned $2.5 billion in net revenue during 202...

2022-02-04
$SNAP now up 40% after hours. https://twitter.com/...
2022-02-04 View on X
CNBC

Snap reports its first quarterly net profit, with $1.3B in Q4 revenue, up 42% YoY, and $23M net income; FY 2021 revenue grew 64% to $4.1B; stock rises 40%+

Lauren Feiner / CNBC :

$TWTR up 9% after hours following $SNAP's blowout report. Twitter earnings next week. 2/10.
2022-02-04 View on X
CNBC

Snap reports its first quarterly net profit, with $1.3B in Q4 revenue, up 42% YoY, and $23M net income; FY 2021 revenue grew 64% to $4.1B; stock rises 40%+

Lauren Feiner / CNBC :

2022-01-28
Apple beat on earnings and revs. $AAPL up 2% after hours so far.
2022-01-28 View on X
CNBC

Apple reports Q1 Mac revenue of $10.85B, up 25% YoY, iPad revenue of $7.25B, down 14% YoY, and other products revenue, including Watch, of $14.70B, up 13% YoY

Kif Leswing / CNBC :

Apple beat on earnings and revs. $AAPL up 2% after hours so far.
2022-01-28 View on X
Apple

Apple reports Q1 revenue of $123.9B, up 11% YoY, net income of $34.6B, up from $28.8B YoY, Services sales of $19.5B, up from $15.8B YoY, iPhone sales of $71.6B

Revenue up 11 percent to new all-time record  —  iPhone, Mac, Wearables, and Services revenue reach new all-time highs

2021-10-29
Amazon missed on earnings and sales. $AMZN down 2.5% after hours so far.
2021-10-29 View on X
About Amazon

Amazon misses with Q3 revenue of $110.8B, up 15% YoY, vs $111.6B est., net income of $3.2B, down from $6.3B YoY, AWS net sales of $16.1B, up 39%; stock down 4%+

SEATTLE—(BUSINESS WIRE)— Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2021.

2021-09-02
$TWTR up nearly 2% today following this news. Will be interested to see just how many people attract happily paying super followers though. https://blog.twitter.com/...
2021-09-02 View on X
The Verge

Twitter launches Super Follows for iOS, letting a select group of US test users charge either $2.99, $4.99, or $9.99 per month for their tweets

Select users in the US can now charge for tweets  —  Twitter is starting to roll out Super Follows, its new feature that lets users charge for subscriber-only content. Source: Twit...

2021-08-31
A PayPal brokerage? $PYPL up 4% on this CNBC report. $HOOD down 4%. https://www.cnbc.com/...
2021-08-31 View on X
CNBC

PayPal has hired the co-founder of online brokerage TradeKing to lead the “Invest at PayPal” unit, which, sources say, plans to let US customers trade stocks

2021-07-31
Bring back Bezos? #sarcasm But Amazon missed on sales. Earnings beat. Q3 rev guidance underwhelms though. $AMZN down 4.5% so far after hours.
2021-07-31 View on X
Bloomberg

In a filing, Amazon disclosed EU privacy regulators fined the company a record $888M for violating GDPR data storage rules in a July 16 decision

or 1 in every 169 workers Nathan Ord / HotHardware.com News : Amazon Slapped With Nearly $900 Million Fine Over EU Privacy Violations Marketing Dive : Amazon ad sales jump 87% as c...

Bring back Bezos? #sarcasm But Amazon missed on sales. Earnings beat. Q3 rev guidance underwhelms though. $AMZN down 4.5% so far after hours.
2021-07-31 View on X
Amazon.com, Inc.

Amazon reports Q2 revenue of $113.08B vs. $115.2B est., net sales grew 27% YoY, net income of $7.8B, and AWS net sales of $14.8B, up 37% YoY; stock down 5%+

2021-07-30
Bring back Bezos? #sarcasm But Amazon missed on sales. Earnings beat. Q3 rev guidance underwhelms though. $AMZN down 4.5% so far after hours.
2021-07-30 View on X
Amazon.com, Inc.

Amazon reports Q2 revenue of $113.08B vs. $115.2B est., net sales grew 27% YoY, net income of $7.8B, and AWS net sales of $14.8B, up 37% YoY; stock down 5%+

SEATTLE—(BUSINESS WIRE) July 29, 2021—Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its second quarter ended June 30, 2021.