$AMD CRUSHED THEIR Q1 EARNINGS
• Revenue $10.25B vs Est. $9.85B
• EPS $1.37 vs. Est. $1.29
• Data Center Revenue $5.8B vs Est. $5.6B
• Gross Margin 55% vs. Est. 52%
Q2 Guidance
• Revenue $11.2B vs Est. $10.5B
• Gross Margin 56% vs. Est. 55%
$ADBE just announced a new set of AI agents aimed at helping enterprise customers automate digital marketing and other workflows.
Adobe also said it is partnering with 30+ AI platforms and companies including $AMZN, $MSFT, $NVDA, Anthropic and OpenAI.
INTEL $INTC AND GOOGLE $GOOGL PARTNERSHIP
Intel and Google just announced a multiyear collaboration to "advance the next generation of AI and cloud infrastructure"
$GOOGL just released TurboQuant which is a new compression method that can cut LLM cache memory by at least 6x & deliver ~8x speedups without sacrificing quality
This could make local AI inference far more capable with larger context windows & less memory strain across devices
$CELH CRUSHED THEIR EARNINGS
• Revenue $722M vs Est. $639M
• EPS $0.26 vs Est. $0.19
• EBITDA $134M vs Est. $116M
• Gross Margins: 47% vs Est. 48%
• International Sales: $22.1M (+9% YoY)
Celsius is now ~20% of the U.S. energy drink market.
$AAPL
APPLE ABSOLUTELY SMASHES EARNINGS
- EPS $2.84, EST. $2.68
- REV. $143.76B, EST. $138.4B
- CHINA REV. $25.53B, EST. $21.82B
best quarter in over 3 years...market needed this one
$META
META Q4 2025 EARNINGS:
$59.9B Revenue, +24% YoY
$8.88 EPS, +11% YoY
$115-$135B of capex guidance
Ad impressions +14% YoY
Average price per Ad +10% YoY
Mark Zuckerberg:
"I'm looking forward to advancing personal superintelligence for people around the world in 2026."
What is the next generation of AI? Physical AI. 🦾
AI is no longer just about text generation. It is multimodal and multi-domain, able to see, hear, and reason across language, vision, video, biology, and chemistry, reshaping the world around us.
Watch the full #CES2026 montage to see physical AI in action: https://t.co/8aNHlVjTbh
$ADBE Q4 EARNINGS
• Sales $6.2B vs Est. $6.1B
• EPS $5.50 vs Est. $5.40
• RPO $22.5B vs. Est. $22.3B
Q1 Guidance
• Sales $6.28B vs Est. $6.24B
• EPS $5.88 vs Est. $5.66
2026 Outlook
• Sales $26.0B vs Est. $25.9B
• EPS $23.40 vs Est. $20.80