Capital Economics Says It Is Too Soon to Call Time on Tech Rally
Thomas Mathews says his base case is that last week’s pressure on tech stocks will not become a broader crash, while volatility may rise as the AI bubble debate continues.
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Thomas Mathews says his base case is that last week’s pressure on tech stocks will not become a broader crash, while volatility may rise as the AI bubble debate continues.
By Krystal Hu Oct 14 (Reuters) — This week, analysts and IPO investors gathered for private briefings in downtown San Francisco to hear new financials from the largest company ever to attempt to go public: Anthropic. Investors’ questions centered on revenue growth. Private companies can lean on so-called annualized rev
Arrow Electronics (NYSE: ARW ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary Arrow Electronics reported strong financial pe
Angi (NASDAQ: ANGI ) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. The full earnings call is available at Summary Angi Inc. reported a 11%
Volatus Aerospace (TSX: FLT ) held its second-quarter earnings conference call on Friday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary Volatus Aerospace reported Q2 2026 revenue of $8.
Axe Compute (NASDAQ: AGPU ) held its second-quarter earnings conference call on Monday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary Axe Compute reported Q2 2026 revenu
Gerdau (NYSE: GGB ) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Gerdau reported a 7% increase in shipments
Opendoor Technologies (NASDAQ: OPEN ) held its second-quarter earnings conference call on Tuesday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Opendoor Technologies repo
On Thursday, Lyft (NASDAQ: LYFT ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. The full earnings call is available at Summary Lyft achieved
On Tuesday, SunPower (NASDAQ: SPWR ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary SunPower reported a signific
Descartes Systems said total revenue rose 15% year over year to $193.6 million and adjusted EBITDA increased 20% to a record $89.8 million. The company also highlighted AI investment plans and the IDELIC acquisition.
Asana reported fiscal second-quarter revenue of $216.4 million, up 10% year over year and above guidance. Management said AI products drove 25% of net new ARR and lifted retention metrics.
The S&P 500’s headline calm has masked a sharp internal reshuffle, with money rotating away from crowded AI-linked trades as investors start demanding clearer evidence that heavy spending will turn into profits, according to JPMorgan Private Bank’s Global Investment Strategist, Kriti Gupta. That shift is playing out ev