Reading up on earnings
6 deep · digging since nov 20, 25
- The hottest stock market in the world has doubled this year. And Goldman Sachs sees another 40% gain from here. - MarketWatch
Goldman Sachs raised South Korea's Kospi index target to 12,000, forecasting another 40% gain driven by the semiconductor cycle that it says markets still underestimate.
- Nvidia’s Profit Hits $58.3 Billion as A.I. Boom Gathers More Steam
Nvidia reported $58.3 billion profit in its latest quarter, a 211% year-over-year increase, driven by surging demand from big tech companies for A.I. chips.
- Tencent’s Revenue Miss Heightens Pressure for Faster AI Payoff
Tencent posted its weakest revenue growth in six quarters, rising 9% to 196.5 billion yuan, intensifying investor demands for faster returns from AI.
- Berkshire Hathaway Posts a Drop in Earnings in Buffett’s Last Year - The New York Times
Gregory Abel's first earnings report as Berkshire Hathaway CEO shows lower profits, mainly from insurance declines, using straightforward commentary instead of Warren Buffett's folksy style.
- Nvidia Earnings Show Profit Jumped 65% to $31.9 Billion - The New York Times
Nvidia reported a 65% profit increase to $31.9 billion and revenue of $57 billion, driven by demand for its AI chips.
- Nvidia Earnings Show Profit Jumped 65% to $31.9 Billion - The New York Times
Nvidia reported a 65% profit increase to $31.9 billion and revenue of $57 billion in its latest quarter, driven by AI chip demand.