earnings beats getting smaller
MARKET TRENDS
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Salesforce Dreamforce 2024: Marc Benioff Announces Largest AI Event
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Marc Benioff at the top of the Salesforce earnings call says Dreamforce 2024, starting on 9/17, will be 'the largest AI event in the world'
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Nvidia earnings impact compared to jobs economic data
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on CNBC TV today they were talking about whether the Nvidia print is on par in terms of impact with jobs numbers
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Nvidia’s Organizational Structure from 2018 SEC Filing
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yep here's old reporting structure as example https://
sec.gov/Archives/edgar
/data/1045810/000104581018000010/nvda-2018x10k.htm
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Nvidia’s Data Center Revenue Reaches Unexpected 88 Percent
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if you would have told me five years ago that one day 88% of Nvidia revenue would be in the data center segment i would have suspected you read a report with a typo https://
cnbc.com/2024/08/28/nvi
dia-nvda-earnings-report-q2-2025.html
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Nvidia Beats Earnings but Stock Slides Six Percent
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I’m not surprised by the stock slide; the shares had been up twenty-seven percent in three weeks leading up to the report. Ergo, sell on the news. Nvidia beats, boosts buybacks, but shares slide Nvidia’s report showed less upside than in prior quarters, prompting a six-percent
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AI layoffs strategy boosts stock performance
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If you need to lay off staff, make sure to herald it as the benefits of AI. Very good for your stock.
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Wall Street’s Best Ideas: AI Arms Race Accelerates
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Wall Street’s Best Ideas: AI arms race keeps going OpenAI explains why they are so confident in spending billions on AI, buy-side expectations are pretty high for Nvidia’s October-outlook, bull and bear dismiss Hindenburg’s short story on Super Micro, and Ambarella and Box seem
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Tech Innovation Essential Building World Leading Brands
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What’s almost less obvious is that it seems like you need to be a tech innovator to build a world leading brand (story/character isn’t enough): Pixar, Disney, Nintendo
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GenAI Gaming: Building Native IP with Strong Narrative Design
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Great thread on the state of tech for gaming related GenAI. Totally agree and hope to see a big GenAI native IP play. I’ll add that this won’t require just good technology, but rethinking how relationships are built between characters and kids, and building a strong narrative