The Drill Down

The Drill Down: Applied Optoelectronics Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Stefan Murry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #AAOI # #Applied OptoelectronicsEarnings #EarningsApplied Optoelectronics #TheDrillDown #Earnings #WhyApplied OptoelectronicsStockDropped #WhyApplied OptoelectronicsStockRose

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down: Coherent Q1 Earnings Analysis

💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #COHR # #CoherentEarnings #EarningsCoherent #TheDrillDown #Earnings #WhyCoherentStockDropped #WhyCoherentStockRose

Learn more about your ad choices. Visit megaphone.fm/adchoices

Oracle’s AI Stack: Securing Data, Agents, and Apps. At Oracle AI World, Cory Johnson speaks with Arpan Shah, Oracle’s SVP of Product Marketing, about what it takes to move AI applications from promising pilots into enterprise use. They discuss why app-level guardrails may fall short for agents, how Oracle enforces access at the data layer, and its approach to combining vector, JSON, and relational data in one database. Shah also explains trusted APIs, the declarative APEX application layer, automated patching, and Oracle AI Database’s availability across clouds.
#DrillDownInsider #Oracle #OracleAI #AI #Agentic #Enterprise #Data #API #CloudComputing

Learn more about your ad choices. Visit megaphone.fm/adchoices

Oracle Senior Vice President of Product Management, Nathan Thomas joins Cory Johnson from the Oracle AI World conference in Las Vegas. Thomas tells Cory why he believes an open, integrated multicloud strategy is the way of the future. He explains the mechanics of Oracle's AI ecosystem and how the company's databases remove complex networking barriers. Thomas also shares how he manages high-profile collaborations with Microsoft Azure, Amazon Web Services (AWS), and Google Cloud.
#Oracle #OCI #OracleAIWorld #Multicloud #CloudComputing #AI #AWS #Azure #GoogleCloud #DrillDownInsider

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down: Intel Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with CFO Dave Zinsner. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #INTC # #IntelEarnings #EarningsIntel #TheDrillDown #Earnings #WhyIntelStockDropped #WhyIntelStockRose

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down: Amazon.com Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with CEO Andy Jassy. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #AMZN # #Amazon.comEarnings #EarningsAmazon.com #TheDrillDown #Earnings #WhyAmazon.comStockDropped #WhyAmazon.comStockRose

Learn more about your ad choices. Visit megaphone.fm/adchoices

HPE Chief Sales Officer Phil Mottram says Anthropic's Mythos has pushed companies to reopen spending on cybersecurity, networking infrastructure and AI. He explains HPE's new sales setup, where HPE's AI sales agents sell to customers' AI purchasing agents, and why that could widen the pool of buyers HPE can reach. He also covers HPE's technology partnership with the Mercedes-AMG Petronas Formula One Team, where HPE computing and networking cut the team's event simulations from three days to one. 

Learn more about your ad choices. Visit megaphone.fm/adchoices

Since buying Juniper, HPE has kept Juniper and Aruba on two parallel tracks for network monitoring and security instead of folding one into the other. Sylvia Hooks, HPE's Vice President of Products and Solutions Marketing, explains why the company chose that approach, how AI is being built into both, and what it means for customers running either platform. 
See HPE Networking in action: https://bit.ly/4skmNII

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down: Space Exploration Technologies Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Space Exploration Technologies ($SPCX) Q3 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #Terafab #GrowthStocks #MarketAnalysis #SPCX # #Space Exploration TechnologiesEarnings #EarningsSpaceEx #TheDrillDown #Earnings #WhySpace ExRose

Learn more about your ad choices. Visit megaphone.fm/adchoices

Equiniti keeps the legal shareholder record for nearly 3,000 public companies, and Bullish has agreed to buy it for $4.2 billion to build a transfer agent for tokenized stock. CEO Dan Kramer explains what makes a token a real share, how a dividend gets paid when one stock sits on both traditional and blockchain systems and what boards are asking now that the SEC permits onchain trading and the DTCC is launching its tokenization service. The deal is due to close in January 2027.

#TheDrillDown #Equiniti #DanKramer #Bullish #BLSH #Tokenization #TokenizedStocks #TransferAgent #DTCC #CapitalMarkets #Blockchain #CoryJohnson

Learn more about your ad choices. Visit megaphone.fm/adchoices