HYROX Founders Retake Control in Deal Backed by L Catterton
HYROX’s founders have regained majority control of the fast-growing fitness racing brand after a consortium led by L Catterton acquired the majority stake held by Infront Sports & Media.
Results Deep Dive - HPE Q3 Beats: AI Orders Accelerate as Profits Surge and FY27 Outlook Rises
HPE’s Q3 revenue reached $12.2bn as Cloud & AI drove profit growth and AI backlog climbed to $7.6bn. Higher FY26 and FY27 outlooks shift attention to order conversion, margin durability and cash generation.
Results Review - Snowflake Q2 Beats Estimates as AI Fuels Growth and a Higher FY27 Outlook
Snowflake’s Q2 beat came with a stronger H2 outlook as AI supported new workloads and core platform consumption. Expense discipline lifted operating margins, even as AI’s growing revenue share weighed on product gross margins.
Results Deep Dive - Broadcom Q3 Beats, Q4 Guidance Slightly Misses: Custom Chips and Networking Drive Growth
Broadcom’s Q3 AI growth exceeded its forecast, while Q4 guidance offered limited upside to expectations. Management’s ~$230bn FY28 AI outlook shifts attention to customer ramps, networking demand and XPV financing, with delivery capacity and cash conversion increasingly important.
Results Deep Dive - Dell Beats as Shares Surge 10.4% After Hours, Behind: AI Demand and Improving Operating Leverage
Dell’s Q2 beat was driven by record AI server orders, broader infrastructure growth and sharply higher FY27 guidance. The caveat: underlying free cash flow fell as inventory and customer financing expanded.
Silicon Bakery — A Rundown of Nvidia's Investments: What Does It Tell Us?
A clear strategic roadmap emerges — Nvidia isn't behaving like a chipmaker with spare cash sitting in index funds. It's running a deliberate, vertically-integrated capital strategy.
Over The Weekend - Warsh Reopens the Hike Debate, as Washington Secures Venezuelan Oil and Hormuz Tensions Lift Brent
Warsh reopened the Fed hike debate as Washington secured long-term access to Venezuelan oil and tensions in Hormuz pushed Brent back above $90—putting rates, energy supply and inflation risk back at the center of markets.
Results Review - Salesforce Jumps 13% on a Clean Beat—but Is Organic Growth Strong Enough to Revive the SaaS Story?
Salesforce reported a clean but mixed F2Q27. Shares rose 13% after hours, reflecting a positive response to the company’s performance amid broader concerns that AI could weaken SaaS business models. But Is Organic Growth Strong Enough to Revive the SaaS Story?
AI Speedrun - The AI Stack Expands: Nvidia Buys Hugging Face, Moonshot Courts U.S. Clouds, and Anthropic Locks In $45bn of Compute
Nvidia reportedly agrees to buy Hugging Face for $12.9bn, Moonshot explores Kimi K3 revenue-sharing deals with U.S. hyperscalers, and Anthropic commits $45bn to Nscale compute.
Results Review - Nvidia beats, Guides Q3 Revenue to $108bn and Sees 70% FY2028 Growth
Nvidia’s Q2 FY2027 beat highlighted the scale of the AI infrastructure cycle, with revenue doubling to $96.2bn and Data Center sales up 117% as demand continues to run against supply constraints.
Maritime Insights — Hormuz Is Still Moving Oil, but at a Record Price
Hormuz crude is still moving, but at a much higher cost. Deep discounts are keeping cargoes profitable even as Iran expands tanker restrictions and VLCC earnings surge to a record $624,000 a day.
Silicon Bakery - What' behind Nvidia's alleged 15%+ Ai server price hike? A story of supply chain shortage, but what's your take on Ai trajectory?
According to multiple news reports, Nvidia has notified its largest customers — Microsoft, Google, and Oracle — of price increases exceeding 15% on Grace Blackwell and Vera Rubin systems shipping in early 2027.
