Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
Who was talking 39 videos · 9 channels
Benchmark's Cody Acree says Intel's guidance shortfall comes from PCs and memory costs, not the data center
Acree says Intel's September quarter came in roughly in line, but the outlook deteriorated once OEMs exhausted low-cost memory inventory and had to buy at market rates, pressuring PC volumes.
BP's CEO says refining had a banner quarter but expects refining margins to moderate in Q4
BP's quarter was driven by high refining margins and reliable operations, with contributions from upstream, downstream and trading; BP expects trading to normalize from elevated levels.
Ather's CEO says Indian electric scooter demand is outrunning supply, with adoption around a quarter of the segment
Ather plans a large capacity ramp over the next few quarters, including a new Maharashtra plant for entry-level variants, and says pricing power and premiumization have supported gross margins despite sharp commodity inflation.
TBPN weighs Alphabet's huge cloud backlog against slowing search ads and a steep capex step-up
The hosts frame Cloud as Alphabet's standout growth engine with a huge contracted backlog, set against decelerating search ad growth, weak per-share results and a guidance-driven capex step-up on the day of its sharpest single-day market value loss.
Jim Cramer says the market rewards Microsoft's disciplined AI spending over Alphabet's heavier buildout
Cramer contrasts Microsoft's controlled capital outlay, strong cloud growth and positive cash flow with Alphabet's heavier buildout, negative cash flow and ongoing equity issuance, and praises Vertiv's blowout quarter and resilient data-center backlog.