Artificial Intelligence Articles and Guides
TickerPosts guides and articles tagged artificial intelligence. Plain-English, calm, and written for everyday investors. 35 posts.
Meta (META) Q3 2026 Earnings: Revenue Up 26% as a $9.9 Billion Legal Charge Halves Operating Margin, Plus a New Non-Voting Share Class
Meta reported $64.6 billion in revenue, up 26%, and EPS of $3.83 after a $9.89 billion charge tied to its settlement with state attorneys general. It also announced a one-for-one dividend of new non-voting Class C shares.
· 2 min read
Super Micro (SMCI) Stock News: Preliminary Quarterly Revenue of $18.5 Billion to $19.5 Billion, Far Above Its Own Guidance
Super Micro said preliminary revenue for the quarter ended September 30 was $18.5 billion to $19.5 billion against guidance of $14.5 billion to $15.5 billion, with gross margin of 12.0% to 12.5%, citing AI platform demand.
· 1 min read
Anthropic’s Draft IPO Filing Reportedly Shows $16.3 Billion of First-Half Revenue and an $80.7 Billion Net Loss, Mostly a Non-Cash Charge
According to reports of a draft prospectus first described by The Wall Street Journal, Anthropic generated $16.3 billion of revenue in the first half of 2026 and recorded a net loss of $80.7 billion, about $72 billion of it an accounting charge on convertible instruments.
· 2 min read
AI Stocks Bounce but Bond Markets Stay Nervous: CoreWeave Yields Near 15%, Oracle Default Insurance at Multi-Year Highs
Equity indexes recovered from last week’s AI selloff, but CoreWeave’s 2032 bond still yields about 14.9% and its credit default swaps trade above 1,000 basis points, while Oracle’s default insurance has more than doubled this year.
· 2 min read
SpaceX (SPCX) Q3 2026 Earnings: Revenue Up 161% as AI Segment Overtakes Starlink
SpaceX reported $14.6 billion in third-quarter revenue, net income of $4.4 billion, and its first revenue-generating Starship mission. Its Super Intelligence segment became the largest by revenue.
· 1 min read
Danaher (DHR) Q3 2026 Earnings: Guidance Raised After Revenue Growth of 8.5%, Plus an NVIDIA Lab Partnership
Danaher reported revenue of $6.6 billion, up 8.5%, and adjusted EPS of $2.11, and raised its full-year adjusted EPS guidance. A week earlier it announced a collaboration with NVIDIA on AI-driven lab instruments.
· 1 min read
AstraZeneca (AZN) Stock News: $40 Million Upfront, Up to $1.5 Billion in Milestones in AI Discovery Deal With insitro
AstraZeneca will pay insitro $40 million upfront and up to about $1.46 billion in milestones for AI-driven discovery of liver and heart disease drug targets, with exclusive rights to selected programs.
· 1 min read
Meta (META) Stock News: AI Glasses Privacy Suit Says Workers Reviewed Footage
A proposed class action says Meta marketed Ray-Ban and Oakley AI glasses as privacy-protecting without disclosing that captured footage can be reviewed by human workers.
· 1 min read
Micron Earnings: MU Reports $54.23 Billion in Q4 Revenue
Micron reports record fiscal Q4 results as AI demand supports its memory business.
· 1 min read
HPE Stock News: Vultr Places $1.2 Billion AMD Helios Order
HPE announces its first AMD Helios order, bringing rack-scale AI systems to Vultr's U.S. data centers.
· 1 min read
AMD Stock News: Ross AI Assistant Launches for Embedded Developers
AMD introduces Ross, an agentic AI assistant for embedded hardware and software development.
· 1 min read
AI Stocks to Watch: A Valuation Checklist Beyond the Headlines
Research AI stocks through revenue quality, cash generation, dilution and valuation—not just an artificial-intelligence label.
· 2 min read
Nvidia vs AMD Stock: How to Compare Growth, Margins and Valuation
A practical NVDA-versus-AMD research framework covering comparable earnings, customer economics, dilution and downside scenarios.
· 2 min read
AI Data Center Stocks: Orders, Revenue and Free Cash Flow Explained
Learn why large AI infrastructure orders do not immediately become earnings, and how to examine cash conversion and project risk.
· 2 min read
Nvidia Stock News: Open Agent Safety Platform Launches
Nvidia introduces OpenShell and Sentry to give organizations more control over AI agents.
· 1 min read
Meta Stock News: Enterprise Platform and Muse Target Businesses
Meta announces an enterprise AI initiative and expands Muse tools for small businesses.
· 1 min read
Microsoft Stock News: Fabric IQ Reaches Copilot General Availability
Microsoft connects governed Power BI business data with Copilot and announces additional Fabric and Azure database features.
· 1 min read
Microsoft AI News: Quine Brings Models and Lab Research Together
Microsoft introduces Quine, an experimental biology research system with access through selected collaborations and a fellows program.
· 1 min read
AI Stocks vs Railroad Mania: What the Bubble Comparison Gets Right
A historical framework for separating transformative technology from the price investors pay for it.
· 2 min read
AI Bubble vs Dot-Com Bubble: Why the Railroad Comparison Is Different
Compare infrastructure overbuilding with stock-market overvaluation without treating every technology boom as the same event.
· 2 min read
AI Bubble Risk: Debt, Refinancing and the Railroad Bond Lesson
Why funding schedules can matter as much as long-term AI demand when infrastructure projects depend on outside capital.
· 2 min read
AI Stock Concentration: How to Read the Railroad Comparison Charts
Why market-share-of-value charts need consistent dates, definitions and denominators before they support a bubble argument.
· 2 min read
AI Data Center Bubble: Can Power Shortages Hide Overbuilding?
Explore how local electricity constraints and excess computing capacity can coexist in an AI investment cycle.
· 2 min read
AI Chips vs Railroad Tracks: Depreciation Changes the Bubble Debate
Why asset life, replacement spending and residual value complicate comparisons between AI infrastructure and railway investment.
· 2 min read
The Bull Case Against the AI Bubble Thesis: The Productivity J-Curve
Delayed productivity gains can explain early spending but do not automatically justify every AI-stock valuation.
· 2 min read
AI Picks-and-Shovels Stocks: Are Suppliers Safer in a Bubble?
Chip, memory and equipment suppliers can benefit from construction spending while remaining exposed to their customers' investment cycle.
· 2 min read
AI Bubble Warning Signs: What to Monitor Without Predicting a Crash
A scenario-based framework for tracking weaker demand, financing pressure and changing expectations without inventing a crash date.
· 2 min read
AI Can Change the World and Still Disappoint Investors
Why economic benefits, customer savings and shareholder returns can diverge during a technology investment boom.
· 2 min read
Nvidia (NVDA) Authorizes Another $150 Billion Stock Buyback
Nvidia added $150 billion to its repurchase authorization, bringing the remaining capacity to about $235 billion. Authorization is not the same as completed buying.
· 2 min read
AMD to Buy World Labs for $8.2 Billion in All-Stock AI Deal
AMD agreed to acquire Fei-Fei Li's World Labs for about $8.2 billion in stock, adding spatial-intelligence research while creating dilution and integration questions.
· 2 min read
Adobe (ADBE) Q3 2026 Earnings: EPS Beats, Annual Outlook Rises
Adobe earned an adjusted $6.13 per share on $6.760 billion in revenue. Full-year GAAP guidance increased, but Q4 GAAP guidance fell short of the cited estimate.
· 3 min read
Alphabet (GOOGL) Q2 2026 Earnings: Cloud Surges, AI Capex Soars
Alphabet's revenue rose 24% and Google Cloud accelerated 82%, but AI spending pushed quarterly free cash flow below zero. Here is what matters for GOOGL.
· 3 min read
IBM Q2 2026 Earnings: Red Hat Growth Meets Consulting Headwinds
IBM's software mix improved as Red Hat grew 11% and Data grew 19%, but flat Consulting revenue, a mainframe decline, and $62 billion of debt still matter.
· 3 min read
ServiceNow (NOW) Q2 2026 Earnings: AI ACV Tops $1 Billion
ServiceNow grew subscription revenue 24.5% and said AI products passed $1 billion in annual contract value. Now GAAP profit and conversion matter.
· 2 min read
Adobe's AI Paradox: The Business Is Accelerating While the Stock Prices a Retreat
Adobe just posted record revenue, tripled AI-first recurring revenue, and expanded its creative agents across its flagship apps. At roughly nine times updated earnings guidance, ADBE now presents a sharper question: disruption, or mispricing?
· 7 min read