Goldman Sachs CEO Says AI Capital and Compute Demand Remain Uncertain
The CEO said no one knows how demand for capital and compute in the AI investment cycle will evolve.
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The CEO said no one knows how demand for capital and compute in the AI investment cycle will evolve.
On Wednesday, Jabil (NYSE: JBL ) discussed fourth-quarter financial results during its earnings call. The full transcript is provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit View the webcast at Summary Jabil Inc reported a strong finish to fiscal 2026 with Q4 revenue
NetApp reported Q1 revenue of $2.03 billion, up 30% year over year, and raised fiscal 2027 guidance to $7.975 billion-$8.225 billion for revenue and $9.73-$10.03 for EPS.
Ciena is set to report third-quarter 2026 results before the open, with options pricing a 12.43% move around the print.