$HPE CEO: "Customer demand for HPE AI systems rose sequentially… AI system orders climbed $1.6 billion in the quarter."

General Mills CEO: "We've invested quite a bit in marketing...our marketing spend is up about 43% over the last 5 years...We could have cut down on our investment in capabilities & marketing spending to try to boost EPS… but demand generation is the #1 goal" $GIS

Will iPhone 16 be the one to spur iPhone revenue growth? #AppleEvent $AAPL

$PYPL CEO Alex Chriss: "We've seen 30% monthly active user increase in Q2 with Venmo. We've also been starting to integrate the debit card...And with that, we saw a 30% increase in monthly active users of debit in Q2 as well"

$SNOW CFO on who their biggest competitor is: "So our biggest competitor today is Google, I've been saying that all along. From a technology standpoint, BigQuery is probably the closest to Snowflake, and I would say number 2 is Microsoft. Probably 3 would be Databricks and AWS"

$AMZN AWS CEO: "Graviton 4 absolutely outperforms the best other processors, x86 processors, at a 20% lower price. So many of our customers get 40 to 50% price performance gains while also using less power and improving their carbon footprint using Graviton. It's because we

$INTC CFO: "We’re bringing CapEx down by more than $10 billion next year... capacity can be modulated based on demand, and we saw an opportunity to reduce spending"

$ORCL CTO Larry Ellison on the AI model race: "...the entry price for a real frontier model, from someone who wants to compete in that area, is about $100 billion. Let me repeat, around $100 billion...That's a lot of money, and it doesn't get easier"

$ORCL CTO "....this is an ongoing battle for technical supremacy that will be fought by a handful of companies & maybe one nation-state over the next five years at least, probably 10..So this business is just growing larger & larger & larger. There's no slowdown or shift coming"

$ORCL CTO goes off when asked about when they will start monetizing AI: "I mean the best way to describe it. It's not something you sell separately...And I know people think it's a separate thing that, "Oh my God." And I hear a bunch of applications come say, "Oh, we've now got

Bernstein's Mark Moerdler after Larry's long response to his question on monetizing AI: "Larry, I think you are the first person to explain it that way. Thank you. It makes a lot of sense" $ORCL

The $ORCL Q1 FY 25 earnings call is more of a candid state of AI update. Deutsche Bank's Brad Zelnick had this to say towards the end of the call: "...And I'll just start by saying I can't remember a Q1 ever being this exciting...Look forward to learning more this week in Vegas"

$ORCL CEO Safra Catz: "...while much attention is focused on our GPU related businesses, our non-GPU infrastructure business continues to grow much faster than our competitors"

AWS CEO on how he started at $AMZN: "In 2005, I did my summer internship for Andy Jassy & he was doing an internal startup inside of Amazon, which was AWS &... then I came back as the first product manager for AWS & then that's what I've been doing for the last 18 years"

This was a great moment. $ORCL #AI

$ORCL CTO: " And I hear a bunch of applications come say, "Oh, we've now got AI agents we'll charge for separately. I mean.....How do you charge separately for everything I really don't -- I find it bewildering when I listen to them talk. I don't understand what they're saying"

$ORCL CEO: "Total cloud revenue, that’s SaaS and IaaS was up 22% at $5.6 billion, with SaaS revenue of $3.5 billion, up 10% and IaaS revenue of $2.2 billion, up 46%, on top of the 64% growth reported last year...Total cloud services and license support for the quarter was $10.5

$KEYS CEO on 6G: "We're still in the very first instantiations of 5G, and there's a lot of evolution that still has to happen before we're going to be ready for 6G deployment, which we're probably looking at commercialization sometime in 2029. People are pointing to the L.A.

$AMZN AWS Exec: "We have a long history of doing Java development and we’ve applied AI to about 30,000 production Java applications. We estimate, conservatively, about 4,500 developer years saved by having AI do this work for us and then because of what we’ve been able to do by