Quick Read - Meta (META) reported Q1 ad revenue of $55.02B, up 33%, with advertising impressions +19% and price per ad +12%, while Reality Labs posted a $4.03B operating loss on $402M revenue. - Alphabet (GOOG) showed Google Cloud surging 63% to $20.03B with backlog nearly...
Quick Read - Meta (META) reported Q1 ad revenue of $55.02B, up 33%, with advertising impressions +19% and price per ad +12%, while Reality Labs posted a $4.03B operating loss on $402M revenue. - Alphabet (GOOG) showed Google Cloud surging 63% to $20.03B with backlog nearly...
New York Fed president Williams is speaking: - higher productivity rates can raise real interest rates. - Shifts in productivity are hard to spot in real time. Williams does not comment on near term policy outlook New York Fed president Williams is speaking: Williams does
Quick Read - ACMR’s equipment gap versus memory makers like Micron (MU) could close if the memory supercycle stretches into 2027, but tariff escalation or a memory glut could derail the thesis. - The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Everyo
Quick Read - ACMR’s equipment gap versus memory makers like Micron (MU) could close if the memory supercycle stretches into 2027, but tariff escalation or a memory glut could derail the thesis. - The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Everyo
Quick Read - Broadcom (AVGO) at $421.86 is defensible heading into earnings, with risk/reward supported by locked supply through 2028. - Broadcom’s custom accelerator revenue grew 140% year-over-year, offering margin stability as AI scales without dilution. - The analyst who...</
Quick Read - Broadcom (AVGO) at $421.86 is defensible heading into earnings, with risk/reward supported by locked supply through 2028. - Broadcom’s custom accelerator revenue grew 140% year-over-year, offering margin stability as AI scales without dilution. - The analyst who...</
Blue Gold (BGL) said on Thursday it appointed James Samuelson as CFO, effective June 1, succeeding Lorenz Werndle, who will step down from the role on May 31, 2026. Samuelson brings more than 25 years of experience in corporate finance, capital markets, M&A, and public com
Blue Gold (BGL) said on Thursday it appointed James Samuelson as CFO, effective June 1, succeeding Lorenz Werndle, who will step down from the role on May 31, 2026. Samuelson brings more than 25 years of experience in corporate finance, capital markets, M&A, and public com
Blue Gold (BGL) said on Thursday it appointed James Samuelson as CFO, effective June 1, succeeding Lorenz Werndle, who will step down from the role on May 31, 2026. Samuelson brings more than 25 years of experience in corporate finance, capital markets, M&A, and public com
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