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VOICE ARCHIVE

@wallstengine

@wallstengine
30 posts
2026-02-27
$CRWV Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.572B (Est. $1.55B) 🟢 🔹 EPS: ($0.89) (Est. ($0.21)) 🔴 🔹 Adj. EBITDA: $898M 🔹 Revenue backlog: $66.8B Other Metrics: 🔹 Active power capacity added: ~260 MW (total >850 MW) 🔹 Total contracted power: ~3.1 GW Financials: 🔹 Net [image]
2026-02-27 View on X
Reuters

CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 19%+

CoreWeave (CRWV.O) beat Wall Street estimates for quarterly revenue on Thursday, benefiting from the artificial intelligence boom that has driven companies …

2026-02-26
Samsung says the smartphone will be the main way consumers access AI, and that using AI should feel invisible, as it unveiled the Galaxy S26 lineup, plus the Galaxy Buds 4 and Buds 4 Pro. [image]
2026-02-26 View on X
The Verge

Google launches task automation for Gemini on Pixel 10 and Samsung Galaxy S26, enabling Gemini to autonomously perform tasks using apps like Uber and DoorDash

Gemini's in the driver's seat. … Google's Gemini AI is getting one step closer to being more like an actual assistant.

Samsung says the smartphone will be the main way consumers access AI, and that using AI should feel invisible, as it unveiled the Galaxy S26 lineup, plus the Galaxy Buds 4 and Buds 4 Pro. [image]
2026-02-26 View on X
CNET

Samsung announces the Galaxy S26 and S26 Plus, featuring a Snapdragon 8 Elite Gen 5 for Galaxy chipset, starting at $899 and $1099, respectively, a $100 hike

Privacy display, new Galaxy AI features, different prices, and moreTed Kritsonis /PetaPixel:Samsung's New Galaxy S26 Smartphones Look Very FamiliarTom Bedford /Digital Trends:I tri...

$CRWV Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.572B (Est. $1.55B) 🟢 🔹 EPS: ($0.89) (Est. ($0.21)) 🔴 🔹 Adj. EBITDA: $898M 🔹 Revenue backlog: $66.8B Other Metrics: 🔹 Active power capacity added: ~260 MW (total >850 MW) 🔹 Total contracted power: ~3.1 GW Financials: 🔹 Net [image]
2026-02-26 View on X
Reuters

CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 5%+ after hours

CoreWeave (CRWV.O) beat Wall Street estimates for quarterly revenue on Thursday, benefiting from the artificial intelligence boom that has driven companies …

2026-02-25
Samsung says the smartphone will be the main way consumers access AI, and that using AI should feel invisible, as it unveiled the Galaxy S26 lineup, plus the Galaxy Buds 4 and Buds 4 Pro. [image]
2026-02-25 View on X
CNET

Samsung announces the Galaxy S26 and S26 Plus, featuring a Snapdragon 8 Elite Gen 5 for Galaxy chipset, starting at $899 and $1099, respectively, a $100 hike

Amid the Greco-Roman grandeur of the Palace of Fine Arts in San Francisco, Samsung announced the Galaxy S26, S26 Plus and S26 Ultra at its Galaxy Unpacked event on Wednesday.

Samsung says the smartphone will be the main way consumers access AI, and that using AI should feel invisible, as it unveiled the Galaxy S26 lineup, plus the Galaxy Buds 4 and Buds 4 Pro. [image]
2026-02-25 View on X
ZDNET

Samsung unveils the $1,299+ Galaxy S26 Ultra with a Privacy Display feature that limits screen legibility, a new agentic AI, an improved night mode, and more

must read  —  Read now  —  ZDNET's key takeaways  — Samsung's Galaxy S26 series sports a much-needed design upgrade.

2026-01-22
Nvidia CEO Jensen Huang: 'My only regret was selling $NVDA stock when the market cap was $300M to buy my parents a Mercedes S-Class. It's the most expensive car in the world now.' 😂 [video]
2026-01-22 View on X
Wall Street Journal

Jensen Huang says that AI is already bringing economic benefits and needs more investment, and “the AI bubble comes about because the investments are large”

2026-01-21
Nvidia CEO Jensen Huang: 'My only regret was selling $NVDA stock when the market cap was $300M to buy my parents a Mercedes S-Class. It's the most expensive car in the world now.' 😂 [video]
2026-01-21 View on X
Wall Street Journal

Jensen Huang says that AI is already bringing economic benefits and needs more investment, and “the AI bubble comes about because the investments are large”

Jensen Huang called for higher investments to further spread the technology across developed and emerging economies

2025-11-16
Apple $AAPL has tightened its App Store rules around AI data sharing. Developers now have to clearly tell users if personal data will be shared with third parties, including third-party AI providers, and get explicit permission before doing it, or risk removal from the store. [image]
2025-11-16 View on X
TechCrunch

Apple updates App Review Guidelines to require apps to disclose and obtain users' permission before sharing personal data with third-party AI providers

Apple on Thursday introduced a new set of App Review Guidelines for developers, which now specifically state that apps must disclose …

2025-11-10
Microsoft $MSFT is now paying lifestyle influencers like Alix Earle to promote Copilot to younger users, as it tries to catch up to ChatGPT and Google's Gemini. Note: Copilot has about 150M monthly active users, compared to ~800M weekly for ChatGPT. [video]
2025-11-10 View on X
Bloomberg

Microsoft recruits popular US influencers to promote its Copilot chatbot; Sensor Tower says Copilot has had 99M downloads since launch, far below ChatGPT's 1.4B

Microsoft Corp., eager to boost downloads of its Copilot chatbot, has recruited some of the most popular influencers in America … X: @wallstengine , @rustybrick , and @zephyr_z9 X:...

2025-10-23
Amazon $AMZN just unveiled its most advanced automation tech yet, a multi-armed warehouse robot named Blue Jay and a new AI operations assistant called Project Eluna. Blue Jay can handle multiple picking and sorting tasks at once, reducing injuries and floor space needs. Project [image]
2025-10-23 View on X
GeekWire

Amazon is testing AR glasses for delivery drivers, using AI and computer vision to help them scan packages, follow walking directions, and get proof of delivery

MILPITAS, Calif. — Amazon is bringing delivery details directly to drivers' eyeballs.  —  The e-commerce giant on Wednesday confirmed …

2025-08-29
$DELL Technologies Q2 FY26 Earnings Highlights 🔹 Revenue: $29.8B (Est. $29.2B) 🟢; UP +19% YoY 🔹 EPS: $2.32 (Est. $2.29) 🟢; UP +19% YoY Q3 Guidance: 🔹 EPS: $2.45 (Est. $2.55) 🔴; UP +11% YoY 🔹 Revenue: $26.5-$27.5B (Est. $26.3B) 🟢; UP +11% YoY at midpoint 🔹 GAAP EPS:
2025-08-29 View on X
CNBC

Dell reports Q2 revenue up 19% YoY to $29.78B, vs. $29.17B est., and forecasts Q3 EPS of $2.45, below $2.55 est.; DELL drops 5%+

Despite beating on its top and bottom lines, shares of Dell Technologies fell more than 5% Thursday in extended trading after giving third-quarter earnings per share guidance …

2025-05-29
TRUMP ORDERS US CHIP DESIGNERS TO STOP SELLING TO CHINA Per FT, the Commerce Dept. ordered firms like Synopsys $SNPS, Cadence $CDNS, & Siemens EDA to halt services to Chinese clients. These three control ~80% of China's chip design market. [image]
2025-05-29 View on X
New York Times

Sources: the Trump administration suspends sales of more US tech, including chips and jet engines, in response to China's critical mineral export restrictions

President Trump has stopped some critical products and technologies made only in the United States from flowing to China …

TRUMP ORDERS US CHIP DESIGNERS TO STOP SELLING TO CHINA Per FT, the Commerce Dept. ordered firms like Synopsys $SNPS, Cadence $CDNS, & Siemens EDA to halt services to Chinese clients. These three control ~80% of China's chip design market. [image]
2025-05-29 View on X
Financial Times

Sources: the US Commerce Department tells electronic chip design automation groups, which include Cadence and Synopsys, to stop supplying their tech to China

$SNPS, $CDNS SYNOPSYS, CADENCE & SIEMENS EDA CONTROL ~80% OF CHINA'S CHIP DESIGN MARKET 😳 [image] Kyle Chan / @kyleichan : The US-China trade war has quickly morphed into a supply ...

2025-05-15
JPMorgan Was expecting 100M+ $NFLX Ad Tier MAUs [image]
2025-05-15 View on X
CNBC

Netflix says its ad-supported tier now has 94M MAUs, up from 70M in November 2024, and reaches more 18- to 34-year-olds than any US broadcast or cable network

It says it is testing the types of advertisements its subscribers are willing to endure.  If you want to opt out you have to pay more money.  —  The enshittening of Netflix is almo...

2025-05-01
$META CEO Zuckerberg: “Over the next 5-10 years, we think AI glasses become mainstream.” Why? “Glasses are the ideal form factor for AI — they let AI see what you see, hear what you hear, and blend physical with digital.”
2025-05-01 View on X
Meta

Meta reports Q1 revenue up 16% YoY to $42.3B, vs. $41.4B est., net income up 35% to $16.6B, family daily active people up 6% to 3.43B on average for March 2025

and why simply isolating Chinese advertising spend was misguided... X: Roman Helmet Guy / @romanhelmetguy : Zuckerberg explaining how Meta is creating personalized AI friends to su...

ZUCK: $META AI NOW HAS NEARLY A BILLION MONTHLY USERS Threads has hit 350M MAUs, and AI is driving platform engagement across the board — time spent up 7% on Facebook, 6% on Instagram, 35% on Threads over 6 months. Reels ads conversion rates jumped 5% after new rec model.
2025-05-01 View on X
Meta

Meta reports Q1 revenue up 16% YoY to $42.3B, vs. $41.4B est., net income up 35% to $16.6B, family daily active people up 6% to 3.43B on average for March 2025

and why simply isolating Chinese advertising spend was misguided... X: Roman Helmet Guy / @romanhelmetguy : Zuckerberg explaining how Meta is creating personalized AI friends to su...

ZUCK: $META AI NOW HAS NEARLY A BILLION MONTHLY USERS Threads has hit 350M MAUs, and AI is driving platform engagement across the board — time spent up 7% on Facebook, 6% on Instagram, 35% on Threads over 6 months. Reels ads conversion rates jumped 5% after new rec model.
2025-05-01 View on X
Stratechery

Q&A with Mark Zuckerberg on LlamaCon, Llama API, Meta's AI opportunity, social networking 2.0, Ray-Bans, Apple, the Meta AI app, tariffs, Reality Labs, and more

An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.

$META CEO Zuckerberg: “Over the next 5-10 years, we think AI glasses become mainstream.” Why? “Glasses are the ideal form factor for AI — they let AI see what you see, hear what you hear, and blend physical with digital.”
2025-05-01 View on X
Stratechery

Q&A with Mark Zuckerberg on LlamaCon, Llama API, Meta's AI opportunity, social networking 2.0, Ray-Bans, Apple, the Meta AI app, tariffs, Reality Labs, and more

An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.

2025-04-04
Intel $INTC and $TSM have tentatively agreed to form a joint venture to run Intel's chipmaking operations, with TSMC set to take a 20% stake, according to The Information. Some Intel executives are reportedly concerned it could trigger mass layoffs. [image]
2025-04-04 View on X
The Information

Sources: Intel and TSMC have reached a preliminary agreement to form a joint venture that will operate Intel's chipmaking facilities; TSMC will take a 20% stake

Intel's financial crisis may be over—with support from its biggest rival.  —  Executives from Intel and Taiwan Semiconductor …