Vertiv plans to launch an 800-volt DC power portfolio in 2H 2026 aligned with NVIDIA’s Rubin Ultra systems. Is this the next critical link in AI infrastructure? We explain. VRT IG $VRT 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Vertiv

Elon Musk called proxy advisors “corporate terrorists” while defending voting control to build a “robot army.” What does governance risk mean for Tesla’s future? We take a look. instagram.com/p/DQIkb8HANCO/ $TSLA 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Tesla

Red Hat bookings grew ~20%, powering IBM’s hybrid-cloud gains. How durable is Red Hat’s growth as clients shift workloads between on-prem and public cloud? An exploration. instagram.com/p/DQIkmvogCrL/ $IBM 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #IBM

F5 delivered $810M revenue, up 8% YoY, driven by data center refresh and hybrid multicloud. But do their customers trust them? We explain. youtu.be/s5trvdEVTsY $FFIV 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #F5

Cadence’s Core EDA remained 71% of revenue and grew double digits across geographies. Why does verification scale matter more than design wins? We take a look. youtu.be/MoHFO4eFW48 $CDNS 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Cadence Design Systems

Corning reported $1.65B in Optical Communications revenue, up 33% YoY, with Enterprise Network up 58% on Gen AI scale-out. What’s driving hyperscaler urgency? We explain. youtu.be/S4geKYtPXf0 $GLW 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Corning

F5 Systems revenue jumped 42% YoY to $186M as enterprises upgrade BIG-IP. So why did the market hate the numbers? We take a look. tiktok.com/@drilldownpod/… $FFIV 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #F5

Corning’s Display business posted $939M revenue and $250M net income, sustaining ~20% profitability. Why does Wall Street hate? An exploration. tiktok.com/@drilldownpod/… $GLW 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Corning

26% of F5’s top 1000 customers use Distributed Cloud Services, up from 17%. Will hybrid multicloud demand accelerate that shift? We take a look. youtu.be/s5trvdEVTsY $FFIV 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #F5

Cadence says China design activity is “back to normal,” with region up YoY in FY25. Is regulatory volatility now a permanent operating variable? We take a look. youtu.be/MoHFO4eFW48 $CDNS 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Cadence Design Systems

Hyperscalers increasingly seek U.S.-origin fiber and connectivity hardware. Does reshoring change explain the Corning Incorporated surge? We explain. youtu.be/S4geKYtPXf0 $GLW 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Corning

F5 guided 0–4% revenue growth for FY26 citing sales-cycle disruption from the breach. How deep could customer trust issues cut? An exploration. instagram.com/p/DQV1wj9gL2R/ $FFIV 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #F5

Cadence booked new HBM4 and LPDDR6 IP deals at top memory customers. Does the shift to stacked memory redefine value capture in AI chips? We take a look. instagram.com/p/DQV1y1tANxs/ $CDNS 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Cadence Design Systems

Corning says Gen AI “scale-up” could be 2–3x current Enterprise Network business. How fast can capacity catch accelerating architectures? An exploration. instagram.com/p/DQXkFKNAPS9/ $GLW 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Corning

Microsoft Cloud revenue hit $49.1 billion (+26%), now 63% of total sales. How sustainable is that share as AI infrastructure spending climbs? We take a look. youtu.be/peRdBGS0hF4 $MSFT 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Microsoft

CEO Sundar Pichai called this “a milestone quarter” marking “the generative-AI era.” But can Alphabet sustain 16% growth as AI capex outpaces ROI? An exploration. youtu.be/w0-8Cj9QvqY $GOOG 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Alphabet

CEO Satya Nadella called Azure the company’s “planet-scale cloud and AI factory.” How literal is that vision in Microsoft’s data-center build-out? An exploration. tiktok.com/@drilldownpod/… $MSFT 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Microsoft

Alphabet reported record revenue of $102.3 B, up 16% YoY, marking its first-ever $100 B quarter. But what drove that scale—AI ads, Cloud, or Gemini? We explain. tiktok.com/@drilldownpod/… $GOOG 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Alphabet

Azure’s 40% growth came as CapEx rose ≈30% YoY to $19 billion, expanding GPU clusters and data-center capacity. Can margins hold under that investment load? An exploration. youtu.be/peRdBGS0hF4 $MSFT 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Microsoft

Microsoft’s Azure and other cloud services revenue surged 40% YoY, the fastest in six quarters. What’s fueling this renewed acceleration in enterprise AI demand? We explain. instagram.com/p/DQaNdrlgL-S/ $MSFT 🎙️ The Drill Down with Cory Johnson #DrillDownEarnings #Microsoft