Q1 2026 Management View “On today's call, I'd like to address 4 key areas of focus for the quarter,” including “yet another significant increase in our firmly committed load forecast to 12.2 gigawatts ...

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 ...

On March 25, 2026, we sent thousands of investors an email titled “Is Intel The Must-Own Stock for 2026?” The argument was simple: agentic AI was about to shift the bottleneck from GPUs to CPUs, CPU ...

As we discussed in a previous post, the CSA adopted NI 52-112 in 2021 to enhance the quality, consistency and transparency of disclosure of certain financial measures that are presented outside of an ...

Tesla's Q1 2026 earnings beat was built on one-time warranty and tariff benefits, stretched supplier payments, and new debt — ...

Fiscal 2024 GAAP Net Income Per Share of $0.67 and Non-GAAP Net Income Per Share of $1.46, Exceeds Guidance New $100 Million Expansion of Stock Repurchase Program Q1 FY25 Guidance Revenue is expected ...

The U.S. Securities and Exchange Commission (SEC) continues to scrutinize adjustments to, and presentation of, non-GAAP financial measures. Recent SEC enforcement actions for allegedly improper and ...

Revenue between $587 million and $591 million vs $586.24M consensus Non-GAAP operating income between $128 million and $132 million. Non-GAAP net income per share between $0.33 and $0.35 vs $0.39 ...

Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down roughly 10% in Thursday morning trading, a ...