New Frontiers in Diplomacy and Tech

New Frontiers in Diplomacy and Tech

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Intel’s AI Surge and Strategic Reset

Dive into Intel’s Q4 2025 earnings highlighting stronger-than-expected results amid supply constraints and robust AI-driven growth. Ray and Mark unpack key product launches, strategic restructures, and what the cautious Q1 2026 outlook means for investors navigating a pivotal tec ...  Show more

First Solar Q2 2025 Earnings Reaction

We break down First Solar's Q2 2025 earnings, digging into the drivers of its strong beat, production growth, and the effects of U.S. policy on its outlook. Ray and Mark examine the numbers, industry context, and management's long-term confidence for investors. 

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