#Earnings

Nvidia reported $81.6B revenue, $75.2B data center sales and a $91B Q2 guide. Here is the honest read on the AI factory boom.

Rigetti's 108-qubit Cepheus runs at 99.1% median fidelity, short of the 99.5% the roadmap demands. The chiplet-scaling thesis turns on closing that gap.

Tesla beat Q1 wholesale by 1%. Its Q1 retail in China crashed 16% YoY. China's weekly EV insurance registrations call the Q2 delivery number three weeks early.

Nvidia fell on 4 of its last 5 earnings beats. The May 20 Q1 FY27 print won't move the stock — only a Q2 guide above $86B will. Here's the math.

CoreWeave beat Q1 revenue, but CRWV fell as investors weighed $99.4B backlog against debt, capex, interest expense and Nvidia dependency.

AppLovin's Q1 beat reframes APP stock as an AI ad-pricing story, with Axon self-serve access, 85% margins and policy risk now in focus.