- Need to meet targets so as not to ask for additional rescue funds (good show)
- Budget will address financing of economy and unemployment
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Intel surges 154% on AI demand, but Nvidia's 73% revenue jump & 63% margin widen the gap.
TTMI jumps 15%+ on record sales & 52% profit surge, beating AI demand estimates.
SAM's Q1 revenue flat, EPS misses estimates. Guidance cut, margins shrink. Stock dips 3.4%.
SPOT drops 14% on subscriber guidance miss, but trades at 25x FCF with rising margins.
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Google jumps on earnings, Meta tumbles 10% on user dips & AI payoff fears. Investors eye CapEx.
FND missed revenue/EPS estimates, guiding lower. Same-store sales rose 3.7%, but valuation is key.
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