Will Nvidia put a number on its OpenAI or Anthropic sales?
23 voices · 23 claimsYour number
This week’s board
12 questions for the week of Oct 19, chosen by rule, where the readers gather. Start here; every other question stays on Markets.
Big Tech capex above its operating cash flow, Q3?
Big Tech
Microsoft, Alphabet, Amazon, Meta.21 voices · 21 claimsYour number
PJM 2029/2030 capacity auction below the price cap?
20 voices · 20 claimsYour number
Oracle prepayments above 40% of cash flow, fiscal H1?
18 voices · 18 claimsYour number
BIS affiliates rule suspension extended past Nov 9?
15 voices · 15 claimsYour number
Booking room nights up and direct share held, Q3?
6 voices · 6 claimsYour number
Project Jupiter fuel cell air permit granted by Nov 23?
6 voices · 6 claimsYour number
Accenture cash margin, November quarter?
cash margin
Operating cash flow / revenue.Share · 3 thresholds · settles Results Night
12 voices · 12 claimsYour number
Palantir gross margin, September quarter?
gross margin
Gross profit / revenue.Share · 3 thresholds · settles Results Night
10 voices · 10 claimsYour number
C3.ai cash margin, October quarter?
cash margin
Operating cash flow / revenue.Share · 3 thresholds · settles Results Night
10 voices · 10 claimsYour number
Paychex cash margin, November quarter?
cash margin
Operating cash flow / revenue.Share · 3 thresholds · settles Results Night
9 voices · 9 claimsYour number
Applied Materials revenue growth, October quarter?
revenue growth
Vs. the same period a year earlier.Share · 3 thresholds · settles Results Night
8 voices · 8 claimsYour number