Cloudflare Beats Earnings, Cuts 1,100 Workers, Cites AI
Cloudflare did not cut because revenue collapsed, which is exactly why the cut matters.
Theo Kaplan
Bureau: San Francisco
Cerebras Heads Toward An IPO Tied To One Customer, OpenAI
Cerebras is selling public investors a clean AI-chip story whose real price is the market's confidence in one OpenAI-shaped customer stack.
Coinbase Misses Estimates, Pitches An 'Everything Exchange'
Coinbase missed Q1, then used the call to sell a platform story bigger than crypto spot trading.
Block Beats Adjusted Profit, Reports A GAAP Loss On Bitcoin
Block's Q1 looks excellent on adjusted profit and ugly under GAAP, which is exactly the accounting split investors must price.
A Possible SpaceX IPO Would Inherit Musk's Related-Party Web
The SpaceX prospectus is not just an IPO document, it is the first public inventory of the Musk-company web.
AMD's Stock-Warrant Deal With Meta Still Prices The AI Bet
AMD's Meta contract is still being priced as both chip demand and shareholder dilution.
Berkshire's May 15 Filing Will Show Whether Buffett Sold Apple
Berkshire's May 15 13F will test whether Apple remains discipline or just legacy exposure.
Lionsgate's Earnings Will Test The Pure-Play Studio Bet
Lionsgate's May 21 call is the studio pure-play test inside a week obsessed with scale.