
Super Micro slashes outlook after customer panic
Economic nerves and tariffs leave server maker reeling
Super Micro Computer has taken a nasty smack, slashing its full-year revenue outlook after whiffing badly on recent earnings and blaming tariffs and economic jitters for customers backing away from orders.

Cisco gets a rare win
AI buzz and solid networking sales boost forecast
Cisco Systems has posted better-than-expected profit and sales in its fiscal third quarter.

Softbank shocks Wall Street with €3.27bn profit
Son pulls a rabbit out of his telecom hat
Masayoshi Son’s SoftBank Group stunned the cocaine nose jobs of Wall Street by posting a €3.27 billion quarterly profit, fuelled by telecom holdings and a rare bout of investment luck.

AMD breaks records, but tariffs and gaming slump spoil the party
Strong CPU and datacentre wins
AMD has just posted the strongest first quarter in its history, pulling in $7.438 billion in revenue for Q1 2025. That’s a 36 per cent surge year-on-year, driven by robust sales of high-margin Ryzen client CPUs, booming datacentre demand for its EPYC server chips, and growing adoption of its Instinct MI300-series AI accelerators.

SMIC profit surges as Beijing throws cash at chipmakers
Stimulus and stockpiling drive gains, but hangover looms
China’s top foundry, SMIC has seen its quarterly net profit more than double to $188 million, thanks to a mix of Beijing’s largesse and geopolitical panic buying.

Tariff tantrums rattle Arm
SoftBank’s silicon darling stumbles as Washington jitters mount
British chip designer Arm took a knock on 8 May, warning that trade uncertainty has fogged up its revenue crystal ball..

US trade ban slaps $1.5bn hole in AMD’s results
Su says AI demand remains strong despite MI308 blockade
AMD warned that new US export rules will cost it $1.5 billion in lost sales this year, mainly due to a ban on shipping its MI308 chips to China.

Qualcomm outshines in Q2
Markets smell trouble ahead
Qualcomm blew past the cocaine nose jobs of Wall Street’s expectations with a $10.9 billion revenue haul for its second fiscal quarter ending March 2025, a 17 per cent rise. Adjusted earnings per share sat at $2.85, comfortably above consensus.

Amazon spooked by tariffs
Looking to AI to sort things out
Bookshifter Amazon warned the cocaine nose jobs of Wall Street that the US tariff policy is battering its bottom line. Shares dipped 2.3 per cent in after-hours trading after the company had a weaker-than-expected forecast for the second quarter.

Microsoft flogs AI to the cloud
Azure finally stops underachieving
The cocaine nose jobs of Wall Street gave the software king of the world Microsoft a standing ovation on 1 May after the company finally managed to deliver what it had been teasing for months—decent cloud growth with an AI cherry on top.