Earnings Preview

Oracle vs Broadcom: AI capacity landlord or custom silicon toll road?

Oracle and Broadcom are now chasing the same AI infrastructure budget, but they are not selling the same thing. Oracle…

4 weeks ago

Adobe earnings preview: Firefly must prove AI is a moat, not a margin leak

Adobe's next earnings story is no longer whether Firefly exists. The harder question is whether generative AI becomes a pricing…

4 weeks ago

Cisco Q3 FY26 Earnings Preview: AI Orders + Splunk Test

Article BriefKey Takeaways4 points24s read01May 13 catalyst-Cisco reports Q3 FY26 after the close on Wednesday, May 13, 2026, with the…

2 months ago