Calypso Copilot

Live earnings, catalysts, thesis deltas, and reported ownership, with source links throughout. ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale . The $91.0B ±2% Q2 guide implies 11.5% sequential growth with zero China Data Center compute . GAAP gross margin edged to 74.9% from 75.0% . Three customers represented 54% of revenue . Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B . China drag did not worsen: the Q2 outlook maintains the same zero-revenue assumption . Follow public-equity research from the market move to the source. Market tape See live and overnight price action, earnings, and cited company news. The market tape is the live record of price action across your watchlist, with the earnings and catalysts behind each move. Open Live Dashboard →