Qualcomm beat exceptions and set strong momentum for the year. Insights below on the quarter highlights. Key Takeaways Solid numbers, largely beating expectations, and highlight on operating margin Smartphone outlook remains positive in a recovery year for the segment, however, only slight growth is likely for 2024 The business diversity story looks to benefit from…

Microsoft reported a 33% increase in profit and an 18% increase in revenue for the latest quarter. Investors are eager to see the company’s heavy heavy bet on artificial intelligence pay off. Key Takeaways Microsoft is steadily positioning itself as a critical enterprise partner for AI-driven business transformation. AI is becoming a hook into Azure…

AMD released strong earnings for the quarter and strong optimism on growth for the year. Investors were hoping for more growth, which outlines the current challenge of many companies to manage investor expectations around AI as a whole, not just their company’s outlook. Key Takeaways AMD raised its MI300 AI chip forecast from $2 billion…

Intel announced earnings today that despite the weak guide sets them up for a strong 2024 and the full road to recovery and leadership looks to continue to be clear. Key Takeaways Continued execution of 5 nodes in 4 years remains on track Product recovery in data center and client leads to strong product revenues…

As expected, Nvidia had a beat and raise. Below are key takeaways from the quarter and the call. Key Takeaways Nvidia’s guide and commentary should quell any concerns about growth into 2024 A key question from investors was on fending off competitors, CEO Jensen Huang articulated compelling cases for Nvidia’s competitive advantage. AI Factories and…