All posts tagged: earnings

The stock market’s biggest winner is betting everything on AI

August 22, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on August 22nd, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia crushed market expectations in May and the stock surged. Now everyone is waiting to see if the company can repeat the feat. But riding the AI hype comes with significant risk. There is an old saying in business: “under-promise, over-deliver.” The well-tested model is […]

AI is the word of the quarter at Microsoft and Google

April 26, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 26th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. While the AI race continues, the core businesses of Microsoft and Google are performing well. That points to billions more in new AI investments to come. Something unusual happened to Sundar Pichai recently. The CEO of Alphabet — Google’s parent company — appeared on television. […]

A record in the making — Truecaller’s earnings show the way

February 22, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 22nd, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Truecaller has long been stalked by short sellers. Now comes something harder to defend against — bad results. There’s a well-known industry truth that when a company is doing well, it’s because their product is fantastic. When things go badly, it’s because the marketing is […]

Apple, Amazon and Alphabet all beat earnings — what comes next

February 3, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 3rd, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Apple, Amazon, and Alphabet all reported the quarters everyone had been dreading. Not even the very biggest can stand against the macro environment. Thursday started so well for stock traders. The Nasdaq Composite surged and recorded its best start to a year since 1975. The […]