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But we saved everything 🙂.
Michael A. Gayed stated that most of the stock market is actually experiencing a flat or outright bear market.
He criticized the perception that broader market conditions are better than they appear.
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Gayed recently discussed APLD’s $3.0 billion capital expenditure and $116 million in expected revenue as the company reported earnings in a previous post (link). He also reported that ACN’s third-quarter revenue rose 6% while bookings declined 2%, noting that AI adoption may not require larger customer budgets (link). These observations come as he continues to track shifts in corporate financial results.