munster_gene · TEXXR

$AAPL announces (as expected) iPhone 17e. Same $599 starting price as the 16e, but with 256GB of storage vs. 128GB on the 16e and better chip. My take: The impact on iPhone sales will be a around a 2% positive for the next couple of quarters (math below). Since Apple already had

2026-03-03 View on X

Apple

Apple updates the iPad Air with M4, featuring an 8-core CPU, 9-core GPU, 12GB of unified memory, an N1 networking chip, for $599+ and $799+ in 11" or 13" sizes

With blazing performance, more memory, enhanced connectivity, and game-changing iPadOS 26 features, iPad Air is a fantastic value

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$AAPL announces (as expected) iPhone 17e. Same $599 starting price as the 16e, but with 256GB of storage vs. 128GB on the 16e and better chip. My take: The impact on iPhone sales will be a around a 2% positive for the next couple of quarters (math below). Since Apple already had

2026-03-03 View on X

Apple

Apple unveils the $599+ iPhone 17e, offering a 60Hz 6.1-inch display, a 3nm A19 chip, a C1X modem, MagSafe, and a 48MP Fusion camera, shipping from March 11

iPhone 17e delivers incredible value with faster performance, an advanced camera system, enhanced durability, the magic of MagSafe, and double the starting storage at 256GB

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Speaking of keeping the same $599 entry price, the new iPad Air announced today doesn't move the needle. iPad accounts for 7% of revenue. The Air accounts for about half of that, or 3.5% of sales. A modest short-term bump is largely irrelevant. Shares of $AAPL are down 0.25%, in line with the Nasdaq.

2026-03-03 View on X

Apple

Apple updates the iPad Air with M4, featuring an 8-core CPU, 9-core GPU, 12GB of unified memory, an N1 networking chip, for $599+ and $799+ in 11" or 13" sizes

With blazing performance, more memory, enhanced connectivity, and game-changing iPadOS 26 features, iPad Air is a fantastic value

View original

Speaking of keeping the same $599 entry price, the new iPad Air announced today doesn't move the needle. iPad accounts for 7% of revenue. The Air accounts for about half of that, or 3.5% of sales. A modest short-term bump is largely irrelevant. Shares of $AAPL are down 0.25%, in line with the Nasdaq.

2026-03-03 View on X

Apple

Apple unveils the $599+ iPhone 17e, offering a 60Hz 6.1-inch display, a 3nm A19 chip, a C1X modem, MagSafe, and a 48MP Fusion camera, shipping from March 11

iPhone 17e delivers incredible value with faster performance, an advanced camera system, enhanced durability, the magic of MagSafe, and double the starting storage at 256GB

View original

$AAPL announces (as expected) iPhone 17e. Same $599 starting price as the 16e, but with 256GB of storage vs. 128GB on the 16e and better chip. My take: The impact on iPhone sales will be a around a 2% positive for the next couple of quarters (math below). Since Apple already had

2026-03-02 View on X

Apple

Apple unveils the iPhone 17e, offering a 6.1-inch display, a 3nm A19 chip, a C1X modem, a 48MP Fusion camera, and more, for $599+ and shipping from March 11

iPhone 17e delivers incredible value with faster performance, an advanced camera system, enhanced durability, the magic of MagSafe, and double the starting storage at 256GB

View original

Speaking of keeping the same $599 entry price, the new iPad Air announced today doesn't move the needle. iPad accounts for 7% of revenue. The Air accounts for about half of that, or 3.5% of sales. A modest short-term bump is largely irrelevant. Shares of $AAPL are down 0.25%,

2026-03-02 View on X

Apple

Apple unveils the iPhone 17e, offering a 6.1-inch display, a 3nm A19 chip, a C1X modem, a 48MP Fusion camera, and more, for $599+ and shipping from March 11

iPhone 17e delivers incredible value with faster performance, an advanced camera system, enhanced durability, the magic of MagSafe, and double the starting storage at 256GB

View original

$AAPL announces (as expected) iPhone 17e. Same $599 starting price as the 16e, but with 256GB of storage vs. 128GB on the 16e and better chip. My take: The impact on iPhone sales will be a around a 2% positive for the next couple of quarters (math below). Since Apple already had

2026-03-02 View on X

Apple

Apple updates the iPad Air with M4, featuring an 8-core CPU, 9-core GPU, 12GB of unified memory, an N1 networking chip, for $599+ and $799+ in 11" or 13" sizes

With blazing performance, more memory, enhanced connectivity, and game-changing iPadOS 26 features, iPad Air is a fantastic value

View original

The final question of the call turned into a 7-minute Jensen manifesto on how growth can continue. $NVDA My take: It passed the sniff test. Here's the play-by-play: Goldman asked if Jensen still feels good about growth accelerating beyond the April quarter. Jensen took a

2026-02-26 View on X

Bloomberg

Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates

Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …

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The final question of the call turned into a 7-minute Jensen manifesto on how growth can continue. $NVDA My take: It passed the sniff test. Here's the play-by-play: Goldman asked if Jensen still feels good about growth accelerating beyond the April quarter. Jensen took a

2026-02-26 View on X

CNBC

Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings

Kai Nicol-Schwarz /CNBC:

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$AMZN Stock down 11%. AWS growth was 24% vs whisper of 25%+ and imprint of 22%. Whisper jumped last night on the Google Cloud blowout last night. Capex guide was $200B. Expectations were $150B.

2026-02-06 View on X

CNBC

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.

Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …

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$AMZN Stock down 11%. AWS growth was 24% vs whisper of 25%+ and imprint of 22%. Whisper jumped last night on the Google Cloud blowout last night. Capex guide was $200B. Expectations were $150B.

2026-02-06 View on X

Amazon

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025. Fourth Quarter 2025

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More capex is a good thing for both the companies that are spending more and the broader AI trade. Market disagrees with me. $AMZN capex growth in 2026 projected to be 54%. Whisper was it was going to 40% up from 18% in-print. Here's where we stand if they hit the high end of the capex guide this year. GOOG up 108%- Previous 30% META up 80% - Previous 54% AMZN up 54% - Previous 18% MSFT up 35% - Previous 30% My takeaway. With AMZN down 7%, the market is largely missing the point.

2026-02-06 View on X

CNBC

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.

Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …

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More capex is a good thing for both the companies that are spending more and the broader AI trade. Market disagrees with me. $AMZN capex growth in 2026 projected to be 54%. Whisper was it was going to 40% up from 18% in-print. Here's where we stand if they hit the high end of the capex guide this year. GOOG up 108%- Previous 30% META up 80% - Previous 54% AMZN up 54% - Previous 18% MSFT up 35% - Previous 30% My takeaway. With AMZN down 7%, the market is largely missing the point.

2026-02-06 View on X

Amazon

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025. Fourth Quarter 2025

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More capex is a good thing for both the companies that are spending more and the broader AI trade. Market disagrees with me. $AMZN capex growth in 2026 projected to be 54%. Whisper was it was going to 40% up from 18% in-print. Here's where we stand if they hit the high end

2026-02-05 View on X

Amazon

Amazon reports Q4 revenue up 14% YoY to $213.4B, net income up 6% to $21.19B, and EPS of $1.95, vs. $1.97 est.; AMZN drops 10%+ after hours

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025. Fourth Quarter 2025

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Native Gemini subs are now 750m weekly, up from 650m in September. OpenAI is at 900m. The gap is 150m today. Six months ago it was about 300m gap. Sundar said also had a “sharp increase in usage” by each users. My take: More users, more usage by each user. $GOOG

2026-02-05 View on X

Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

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$GOOG down 1% on these results is hard to believe and speaks to investors fears are not going away. Good news is investors over time will likely give the stock credit. Last week $AAPL's blowout the quarter yielded the stock down about 2% the next day. Since then it's up 9%

2026-02-05 View on X

Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

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Regarding the question about how early we are in AI? $GOOG guided Capex this year to grow at 108% at $175-185B. Previously the Street was expecting 30% growth, or $116B. Meta is now well behind Google at 74% growth. Let the arms race continue.

2026-02-05 View on X

Financial Times

Alphabet increases its 2026 capex forecast to between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, vs. 14.3B in Q4 2024

Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure …

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$GOOG's business and growth outlook is rock solid. Shares sold off on the massive CapEx guide, comments on rising depreciation impacting earnings, and unknowns around quarter-to-quarter Cloud growth. [video]

2026-02-05 View on X

Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

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Native Gemini subs are now 750m weekly, up from 650m in September. OpenAI is at 900m. The gap is 150m today. Six months ago it was about 300m gap. Sundar said also had a “sharp increase in usage” by each users. My take: More users, more usage by each user. $GOOG

2026-02-05 View on X

TechCrunch

Google says its Gemini app has 750M+ MAUs, up from 650M in November, and its first-party models now process 10B+ tokens/minute via direct API use by customers

Lauren Forristal /TechCrunch:

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Regarding the question about how early we are in AI? $GOOG guided Capex this year to grow at 108% at $175-185B. Previously the Street was expecting 30% growth, or $116B. Meta is now well behind Google at 74% growth. Let the arms race continue.

2026-02-05 View on X

Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

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