Earnings Per Share (EPS)
5 articles on this topic, newest first.
AMD's Data Center Revenue Jumped 97%. Why Did Free Cash Flow Fall 64%?
AMD is rapidly turning into an AI server company. Whether the added revenue is coming back as cash is not yet confirmed.
Marvell Bought AI's Highway. Wall Street Sold the Stock.
Marvell's roughly $115 billion all-stock deal for Lumentum is a bet on optical networking in AI data centers. Investors started with the price.
Big Tech Is Earning Record Cash. It Is Returning Much Less of It.
The cause is not weak profits. Heavy AI data center spending is changing how the largest tech companies allocate cash.
Nvidia Put $2 Billion Into Lumentum. Optics May Be the Next Bottleneck, but the Stock Has Already Run
Optical networking is emerging as the next constraint on AI data centers. Investors need to separate the industry's growth potential from the price they are already paying for it.
Apple's first foldable barely moved the stock. Margin, not the $1,999 price, is why
The iPhone Duo is a real break in Apple's product strategy. For investors, the question is not how many it sells, but whether the price increase survives memory and foldable component costs and reaches EPS.
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