The Tarnsrciqt
63 posts
Intel CEO: "AI is driving unprecedented demand for compute"
CFO: "We delivered a strong second quarter, exceeding our financial guidance on robust demand and improved execution..."
$INTC: +3% AH
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Intel CEO: "Our Q2 results represent our strongest revenue growth in more than fifteen years, enabled by greater speed, accountability, and customer focus"
$INTC
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$TSLA CEO @elonmusk thanked Micron during the Q2 26 earnings call:
"I actually I'd also like to thank Micron for giving us the memory allocation. They're going to make some very tough decisions on memory allocation, and we really appreciate Micron making room for Tesla in the years to come and giving us actually a very significant allocation on reasonable terms given the pretty insane pricing of memory these days."
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$GOOGL Alphabet CEO Sundar Pichai: AI response costs reached their lowest level since launch despite deployment of more capable Search models.
“Thanks to our engineering and hardware optimizations, this quarter we reduced the cost of AI model responses to its lowest level since launch, even as we have brought more advanced AI capabilities.”
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$IBM CFO: “In Q2 26, we delivered 1% revenue growth, 30bps of operating pretax margin expansion & 5% diluted operating earnings per share growth. And through the first half, we generated $4.8 billion of free cash flow."
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$UAL United Airlines Holdings CEO Scott Kirby: Industry fare inflation is primarily cost-driven rather than a simple reaction to fuel or capacity.
“It's not fuel price and it's not capacity. It is what I said in my script, probably the biggest structural change that's happened in the industry coming out of COVID is cost inflation and cost harmonization.”
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$META Meta Head of Infrastructure: "We are seeing sort of demand go through the roof. When you look at inference, training, recommendation systems—that’s how a news feed works. Content creation, the demand for that is just exponential right now."
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$META Meta Head of Infrastructure: "Data centers take years to build. OK? Like, one of my favorite stories is Mark comes to me and says, ‘Hey, I want a gigawatt worth of data centers.’ Well, you should have talked to me two years ago. It takes time, right? It’s the same with silicon, right? It just takes time"
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$AMD CEO: Monthly token consumption exceeds 35 quadrillion, rising nearly 160x over only two years.
“We’re really seeing more than 35 quadrillion tokens consumed every single month. That’s an increase of nearly 160 times in just two years. And that curve is actually just getting steeper.”
The Transcript@TheTranscript_
$AMD CEO: Inference surpasses training in 2026, consuming an estimated 60% of global AI compute capacity. "We can say that in 2026, for the first time, the world is using more AI compute to run models than to train them. And we’ve seen that to a point where we think this year, roughly 60% of the global AI compute capacity will be used for inference"
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$AMD CEO @LisaSu: AMD raises its 2030 AI accelerator TAM to $1.4T as inference and agentic workloads accelerate.
"We’re now expecting that by 2030, the AI accelerator market is going to reach about $1.4 trillion. By 2030. So, what do you think about that? Is that a big number? I mean, what that means is, by the end of the decade, the AI accelerator market is going to approach the size of the entire semiconductor market today."
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$AMD CEO: Inference surpasses training in 2026, consuming an estimated 60% of global AI compute capacity.
"We can say that in 2026, for the first time, the world is using more AI compute to run models than to train them. And we’ve seen that to a point where we think this year, roughly 60% of the global AI compute capacity will be used for inference"
The Transcript@TheTranscript_
$AMD CEO @LisaSu: AMD raises its 2030 AI accelerator TAM to $1.4T as inference and agentic workloads accelerate. "We’re now expecting that by 2030, the AI accelerator market is going to reach about $1.4 trillion. By 2030. So, what do you think about that? Is that a big number? I mean, what that means is, by the end of the decade, the AI accelerator market is going to approach the size of the entire semiconductor market today."
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American Airlines CEO: "American delivered year-over-year revenue growth of more than 16% in the second quarter, exceeding our initial expectations and continuing the momentum we’ve built across the busines"
$AAL: -5% PM
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$MSFT CEO with another article:
"In a world where software has real marginal cost for the first time, how do we ensure frontier benefits are diffused across the entire ecosystem? The key is to optimize the cost-to-outcome frontier in real world context. In practical terms, that means using the right model for each task, and optimizing the context, skills, tools, and agent harness around it."
Satya Nadella@satyanadella
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$MSFT CEO: "We are now seeing MAI models outperform general-purpose frontier models in many use cases while using a fraction of the tokens...we are beginning to route traffic across our first-party surfaces to MAI whenever our models match or outperform frontier alternatives."
Satya Nadella@satyanadella
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Major turning point for Alphabet:
$GOOGL: -5% Pre-Market
The Transcript@TheTranscript_
Alphabet Free Cash Flows turn negative: CFO: "We had negative free cash flow of $5.9B in Q2 26, driven by our investments in CapEx. Free cash flow was $53.3B for the TTM. We ended the quarter with $242.5B in cash & marketable securities..." $GOOG $GOOGL
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$GOOGL Alphabet CBO: "Our ads customer support teams use Gemini-powered agentic solutions that now autonomously address 75% of support queries, freeing them to solve our customers' most complex challenges.”
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Lockheed Martin CEO: "Lockheed Martin's Q2 results were strong. Our backlog reached a new all-time high, now $230 billion. We generated nearly $3 billion in free cash flow. We accelerated our revenue growth and turned in higher earnings per share" $LMT
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$GOOG $GOOGL
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Just transformed an old mason jar into a cute desk organizer with felt stickers and hot glue! So easy and fun, perfect for a lazy Sunday DIY project
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