NVIDIA Or Micron: Which Gets Paid More Safely For The AI Shortage?
Image from Pixabay If you own NVIDIA (NVDA) or Micron Technology (MU), you own the same idea: AI…
Super Retail Group Ltd (ASX:SUL) (FY 2026) Earnings Call Highlights: Sales Growth Amid Profit …
This article first appeared on GuruFocus. Total Sales: $4.2 billion in FY26, up 3.2%. Like-for-Like Sales Growth: 1.8%…
5 Revealing Analyst Questions From Blink Charging’s Q2 Earnings Call
5 Revealing Analyst Questions From Blink Charging’s Q2 Earnings Call Blink Charging’s second quarter saw the company deliver…
Sandisk Just Guided to Turning Half Its Revenue Into Free Cash Flow Through 2030
Memory maker Sandisk (NASDAQ: SNDK) held its investor day on Thursday, and management used it to answer the…
Geodrill Ltd (GEODF) (Q2 2026) Earnings Call Highlights: Record Revenue Amid Margin Pressure
This article first appeared on GuruFocus. Revenue: Record quarterly revenue of $55.1 million, a 10% increase compared to…
SoundHound AI Reports Record Q2 and All Time High Revenue of $61.9 Million, Up 45%, Raises Full Year Outlook
SoundHound AI Delivers strong growth with OASYS driving significant enterprise AI adoption; improves all key profitability metrics Delivers…
RBC Bearings Inc (RBC) (Q1 2027) Earnings Call Highlights: Record Sales and EPS Fueled by …
This article first appeared on GuruFocus. Release Date: July 31, 2026 For the complete transcript of the earnings…
Apple is growing without the AI spending spree engulfing Big Tech: Chart of the Day
Apple (AAPL) is growing like an AI spender. It is not spending like one. Revenue jumped 16% to…
Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
Quick Read Microsoft targets $190B and Amazon $200B in 2026 AI CapEx, with Amazon’s free cash flow already…
SanDisk vs Seagate: Two Divergent Paths Through the AI Storage Boom, One Winner
Quick Read SanDisk (SNDK) surged 251% in revenue to $5.95B as Seagate (STX) nearly quadrupled free cash flow…
Bufab AB (FRA:29B0) Q2 2026 Earnings Call Highlights: Strong Organic Growth and Margin …
This article first appeared on GuruFocus. Total Growth: 11.7% in the quarter. Organic Growth: Positive growth in all…
Micron vs SanDisk: Which Memory Play Wins the AI Boom?
Quick Read SNDK’s NAND flash surge delivered 251% revenue growth while MU’s HBM leadership drove 346% growth, both…