Tesla (NasdaqGS:TSLA) outlined a plan to focus heavily on AI and robotics, with capital investments projected to reach more than US$25b in 2026. The company disclosed a major partnership to use Intel's new 14A chip process at its Terafab fab as part of its push into custom semiconductor manufacturing. Management signaled renewed caution on robotaxi and humanoid robot timelines, with broader commer...
Tesla (NasdaqGS:TSLA) outlined a plan to focus heavily on AI and robotics, with capital investments projected to reach more than US$25b in 2026. The company disclosed a major partnership to use Intel's new 14A chip process at its Terafab fab as part of its push into custom semiconductor manufacturing. Management signaled renewed caution on robotaxi and humanoid robot timelines, with broader commercial rollout now discussed in the context of 2027 and beyond. Tesla is best known for its...
Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 6.8% in the afternoon session after reports surfaced that the company lost a significant contract with Oracle, valued at between $1.1 billion and $1.4 billion. According to research from Bluefin, Oracle canceled an order for 300 to 400 Nvidia GB300 NVL72 server racks.
Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 6.8% in the afternoon session after reports surfaced that the company lost a significant contract with Oracle, valued at between $1.1 billion and $1.4 billion. According to research from Bluefin, Oracle canceled an order for 300 to 400 Nvidia GB300 NVL72 server racks.
As an investor, one of the most important things to look for in a company is its competitive advantage in its industry. Famed investor Warren Buffett popularized the term "moat" to describe how well that advantage was protected from competition. Companies with a moat around their business are protected from competitors in some way shape or form, like an actual moat protects a castle. The wider the...
As an investor, one of the most important things to look for in a company is its competitive advantage in its industry. Famed investor Warren Buffett popularized the term "moat" to describe how well that advantage was protected from competition. Companies with a moat around their business are protected from competitors in some way shape or form, like an actual moat protects a castle. The wider the moat, the more protected the business is. Image source: Getty Images. Continue reading
⚽ All the latest football news heading into a huge weekend ⚽ Fixtures | Tables | Get the Football Daily email | Mail John What’s at stake as the Premier League reaches its final straight? Both Wolves and Burnley are already relegated, of course. Here’s you handy guide. We expect to hear from interim – for the second time – Chelsea head coach Calum McFarlane today. And there’s news of the first man...
⚽ All the latest football news heading into a huge weekend ⚽ Fixtures | Tables | Get the Football Daily email | Mail John What’s at stake as the Premier League reaches its final straight? Both Wolves and Burnley are already relegated, of course. Here’s you handy guide. We expect to hear from interim – for the second time – Chelsea head coach Calum McFarlane today. And there’s news of the first manager he stood in for back in January. Continue reading...
Earnings Call Insights: AppFolio, Inc. (APPF) Q1 2026 Management View CEO Shane Trigg framed Q1 as a strong start, citing scale and profitability: “First quarter revenue reached $262 million, a 20% year-over-year increase” and “Non-GAAP operating income grew 36% and was 27.3% of revenue and GAAP operating income increased 50% and was 19.4% of revenue.” Trigg emphasized new business momentum and pl...
Earnings Call Insights: AppFolio, Inc. (APPF) Q1 2026 Management View CEO Shane Trigg framed Q1 as a strong start, citing scale and profitability: “First quarter revenue reached $262 million, a 20% year-over-year increase” and “Non-GAAP operating income grew 36% and was 27.3% of revenue and GAAP operating income increased 50% and was 19.4% of revenue.” Trigg emphasized new business momentum and platform scale, saying, “We had the best first quarter in company history for residential new business unit acquisition and units on platform grew to $9.5 million, in line with our expectations and typical seasonality.” Trigg positioned the company’s strategy around “real estate performance management” and agentic AI, stating, “Our Realm-X Performers are fully operational AI agents built directly into the platform, taking ownership of entire workflows and doing the work with and for our customers.” He added usage indicators: “More than 99% of our nearly 23,000 customers are now using some form of our AI-powered Realm suite.” CFO Timothy Eaton tied results to product mix and tier upgrades: “Subscription services revenue previously called core revenue grew 18% year-over-year to $58 million,” driven by “winning new customers, growth in total units under management and an increasing number of customers upgrading to our Plus and Max premium tiers.” Outlook CFO Timothy Eaton raised full-year guidance: “We are raising our guidance for annual revenue to a range of $1.110 billion to $1.125 billion, for a full year midpoint growth rate of 17.5%, fueled by adoption of our premium tier offerings, growth in new business units and increasing adoption of our products and services including agentic AI performers and new resident services.” Eaton also raised profitability expectations: “We are also raising our guidance for non-GAAP operating margin and expect to deliver between 26% and 28% compared to 2025 of 24.7%.” Compared with the prior quarter’s outlook language, the company moved both r...