Business
Netflix Beat Q1 Easily. Wall Street Sold It Anyway.
Netflix cleared every Q1 2026 number, banked a $2.8 billion Paramount check, and announced Reed Hastings is leaving the board. The stock still dropped 10%.
Shaw Beckett·
Earnings
Technology
ASML Beats Q1, Raises 2026 Forecast on AI Memory Boom
ASML posted €8.8B in Q1 sales and lifted its 2026 outlook to €36-40B. Half of new-tool orders went to memory chips, a cycle no one predicted a year ago.
Shaw Beckett·
Business
Cisco Beat Earnings and the Stock Tanked Anyway. Blame AI's Memory Problem.
Strong revenue, solid networking growth, and a new AI chip couldn't save Cisco from the one number Wall Street cared about: margins.
Shaw Beckett·