Browsing: forecasts

Technology

Cerebras reports first quarter revenue up 94% year over year to $193.4 million, net loss down 41% to $14 million and forecasts core gross margin to decline in second quarter; CBRS drops more than 8% after hours (Jordan Novet/CNBC)

By Stacey D. WallsJune 23, 2026

Featured Podcasts The Talk Show with John Gruber: “Perp Walk for Selfies”, with Jason Snell The director’s commentary track for…

Technology

Cisco reports third-quarter revenue up 12% year-over-year to $15.84 billion, compared to an estimated $15.56 billion, forecasts fourth-quarter revenue above estimates and cuts nearly 4,000 jobs; CSCO jumps more than 17% after hours (Jordan Novet/CNBC)

By Stacey D. WallsMay 13, 2026

Jordan Novet / CNBC: Cisco reports third-quarter revenue up 12% year-over-year to $15.84 billion, compared to an estimated $15.56 billion,…

Technology

Apple forecasts third-quarter revenue above estimates, reports second-quarter results above projections in China but below expectations in Americas and Europe (Mark Gurman/Bloomberg)

By Stacey D. WallsMay 1, 2026

Mark Gurman / Bloomberg: Apple forecasts third-quarter revenue above estimates and reports second-quarter results above forecasts in China but below…

Technology

Texas Instruments stock rose 19% on Thursday, its best day since 2000, after upbeat second-quarter forecasts driven by strong demand for analog chips used in AI data centers (Katie Tarasov/CNBC)

By Stacey D. WallsApril 23, 2026

Featured Podcasts Lenny’s podcast: How Anthropic’s product team is growing faster than anyone else | Cat Wu (Product Manager, Claude…

Technology

As weather bets surge in forecast markets, climate experts question whether they improve forecasts by aggregating knowledge or whether it’s simply a zero-sum game (Bloomberg)

By Stacey D. WallsApril 12, 2026

Featured Podcasts Lenny’s podcast: Hard truths about construction in the age of AI | Keith Rabois (Khosla Ventures) Interviews with…

Business & Money

Delta, Americans raise revenue forecasts, citing growing demand

By Stacey D. WallsMarch 17, 2026

Delta Airlines And American airlines On Tuesday, revenue expectations for the first quarter were raised, despite carriers facing higher jet…

Business & Money

Boeing CFO forecasts higher 737, 787 deliveries next year

By Stacey D. WallsDecember 2, 2025

A Boeing 777-9 prepares to land at Al-Maktoum International Airport during the 2025 Dubai Airshow in Dubai, November 17, 2025.…

Technology

Arm reports second quarter revenue up 34% year over year to $1.14 billion, royalty revenue up 21% year over year to $620 million versus estimate of $586 million, and forecasts third quarter revenue above estimate; ARM jumps more than 4% after hours (Ian King/Bloomberg)

By Stacey D. WallsNovember 5, 2025

Ian King / Bloomberg: Arm reports second quarter revenue up 34% year over year to $1.14 billion, royalty revenue up…

Technology

Micron reports the fourth quarter income of 46% in annual shift to $ 11.32 billion, against $ 11.22 billion, net income up 261% to $ 3.2 billion, income from the database center down 22% and forecasts for revenue in the first quarter. (Kif Leswing / CNBC)

By Stacey D. WallsSeptember 23, 2025

Kif Leswing / CNBC:: Micron reports the fourth quarter revenues up 46% in annual shift to $ 11.32 billion, compared…

Technology

Zoom reports the second quarter revenues up 5% in annual shift to $ 1.22 billion, companies’ income up 7% to $ 730.7 million, compared to $ 716.7 million, increases forecasts for the 2026 financial year above.; ZM jumps 6% + after hours (Brody Ford / Bloomberg)

By Stacey D. WallsAugust 21, 2025

Brody Ford / Bloomberg:: Zoom reports the second quarter revenues up 5% in annual shift to $ 1.22 billion, companies’…

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SK Hynix overtaking Samsung to become South Korea’s most valuable company is the culmination of 14 years of bets on HBM, which paid off as the AI boom took off (Reuters)

prices of Nvidia’s AI chips on the Chinese black market have more than doubled amid a crackdown on US exports; its flagship DGX B300 server fetched $1.1 million (Eleanor Olcott/Financial Times)

Micron and Sandisk led a massive sell-off in the technology sector on Tuesday, falling more than 13%; Western Digital fell 8%, Marvell 9%, Seagate 5%, Qualcomm 8% and Applied Materials 8% (Britney Nguyen/MarketWatch)

Cerebras reports first quarter revenue up 94% year over year to $193.4 million, net loss down 41% to $14 million and forecasts core gross margin to decline in second quarter; CBRS drops more than 8% after hours (Jordan Novet/CNBC)

Walmart acquires Vibe.co, which lets companies create and buy ads on CTV televisions, sources say, for $1.4 billion in cash; Top executives get $180 million to stay for four years (Sarah Nassauer/Wall Street Journal)

Browsing: forecasts

Cerebras reports first quarter revenue up 94% year over year to $193.4 million, net loss down 41% to $14 million and forecasts core gross margin to decline in second quarter; CBRS drops more than 8% after hours (Jordan Novet/CNBC)

Cisco reports third-quarter revenue up 12% year-over-year to $15.84 billion, compared to an estimated $15.56 billion, forecasts fourth-quarter revenue above estimates and cuts nearly 4,000 jobs; CSCO jumps more than 17% after hours (Jordan Novet/CNBC)

Apple forecasts third-quarter revenue above estimates, reports second-quarter results above projections in China but below expectations in Americas and Europe (Mark Gurman/Bloomberg)

Texas Instruments stock rose 19% on Thursday, its best day since 2000, after upbeat second-quarter forecasts driven by strong demand for analog chips used in AI data centers (Katie Tarasov/CNBC)

As weather bets surge in forecast markets, climate experts question whether they improve forecasts by aggregating knowledge or whether it’s simply a zero-sum game (Bloomberg)

Delta, Americans raise revenue forecasts, citing growing demand

Boeing CFO forecasts higher 737, 787 deliveries next year

Arm reports second quarter revenue up 34% year over year to $1.14 billion, royalty revenue up 21% year over year to $620 million versus estimate of $586 million, and forecasts third quarter revenue above estimate; ARM jumps more than 4% after hours (Ian King/Bloomberg)

Micron reports the fourth quarter income of 46% in annual shift to $ 11.32 billion, against $ 11.22 billion, net income up 261% to $ 3.2 billion, income from the database center down 22% and forecasts for revenue in the first quarter. (Kif Leswing / CNBC)

Zoom reports the second quarter revenues up 5% in annual shift to $ 1.22 billion, companies’ income up 7% to $ 730.7 million, compared to $ 716.7 million, increases forecasts for the 2026 financial year above.; ZM jumps 6% + after hours (Brody Ford / Bloomberg)