Browsing: Earnings
These days, when the topic of 2021 comes up in venture capital meetings, there’s a certain silence. Before continuing, someone…
At semiconductor conferences, late in the day, after the keynotes have concluded and the badges have begun to turn backwards,…
At some point towards the end of last year, Nvidia discreetly redrew the map of its investment portfolio without any…
In aviation, a certain type of stock story is uncommon. Due to certification cycles, fuel hedges, and protracted union negotiations,…
For the better part of five years, QuantumScape (ticker QS) has occupied the uncomfortable middle ground of a certain type…
The regular schedule of finance committee meetings has been disrupted by the release of the BCG Treasury Benchmarking Survey in…
On Wall Street, there’s a certain silence that speaks louder than the cacophony. Last winter, BlackRock, the world’s biggest asset…
The way the AI trade has developed over the last two years has a subtle absurdity. Investors have poured money…
The way Marvell Technology handled the POET situation was almost surgical. A partnership that POET’s CFO had been publicly celebrating…
Delta Air Lines Stock Holds Steady While Rivals Stumble — Quiet Confidence or Calm Before the Storm?
Right now, Delta Air Lines seems almost out of style. Delta sat in Atlanta, announced a dividend, beat earnings, and…