Super Micro slashes outlook after customer panic
Published in News


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
Published in News
Thursday, 15 May 2025 10:02

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
Published in News


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
Published in News


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
Published in News


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
Published in News
Thursday, 08 May 2025 09:31

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
Published in News


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
Published in News
Monday, 05 May 2025 10:55

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
Published in News
Friday, 02 May 2025 09:54

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
Published in News
Friday, 02 May 2025 09:29

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.