KuCoin is a trusted crypto exchange to buy, sell, and trade Bitcoin, Ethereum, and 1000+ altcoins—powering secure access to the Web3 economy.

Crypto Exchange | Bitcoin Exchange | Bitcoin Trading | KuCoin

<p>Interesting reaction to earnings this week.

$INTC is down nearly 17% after weak guidance. $GOOGL is down around 10% after hours. $NOW is off almost 18%, $FTNT is down 25%, and $MRVL is down nearly 9%.

The market is starting to separate AI demand from AI profits.

Billions are flowing into infrastructure, but investors want to know who earns an adequate return on all that spending.

Revenue growth isn’t enough if margins disappoint, cash flow gets squeezed, or guidance misses expectations.</p>

Interesting reaction to earnings this week.
$INTC is down nearly 17% after weak guidance. $GOOGL is down around 10% after hours. $NOW is off almost 18%, $FTNT is down 25%, and $MRVL is down nearly 9%.
The market is starting to separate AI demand from AI profits.
Billions are flowing into infrastructure, but investors want to know who earns an adequate return on all that spending.
Revenue growth isn’t enough if margins disappoint, cash flow gets squeezed, or guidance misses expectations.

Interesting reaction to earnings this week. $INTC is down nearly 17% after weak guidance. $GOOGL is down around 10% after hours. $NOW is off almost 18%, $FTNT is down 25%, and $MRVL is down nearly 9%. The market is starting to separate AI demand from AI profits. Billions are flowing into infrastructure, but investors want to know who earns an adequate return on all that spending. Revenue growth isn’t enough if margins disappoint, cash flow gets squeezed, or guidance misses expectations.

Comment