News
Nvidia crushed revenue, operating margin, and guidance, yet shares slid for three straight days after earnings. The market isn't saying AI is broken — it's saying "strong" is no longer enough.
Tsla
Tesla's valuation has shifted from "automaker" to "Musk's AI-physical platform," with Robotaxi, FSD, and Optimus anchoring the new narrative. Q1 2026 beat consensus on revenue ($22.39B) and EPS, yet a 50K-unit production-delivery gap and just ~25 unsupervised Robotaxis expose how far…
Msft
Microsoft's Q3 FY26 beat on every metric—but the market sold it off 4–5%. The debate has moved from growth to the capital cost of that growth.
NVDA
Nvidia's Q1 FY27 earnings on May 20 aren't just a beat-or-miss on the $78B guide — they mark the first time markets must reprice Rubin while Blackwell enters peak valuation territory. Four converging pressures: custom ASIC penetration, China delivery limbo, customer concentration risk,…