๐พ $18.0 billion. More than 11 times a year earlier.
That's Micron's Core Data Center revenue for FQ4 2026 (to 3 September), against $1.58B a year earlier, at a 90% gross margin.
Has memory for AI servers become unusually profitable?
$MU
3
10
246
๐งพ Full fact and the filing it comes from:
allfacts.ai/facts/micron-corโฆ
3
18
๐ท Official job-task lists lag behind how AI is changingโฆ 89% of tasks named by a separate test group of workers, versus 79% for the O*NET database
โ NBER Working Paper 35987, Nov 2026
๐ The reply has the source
#AI #Stocks #Investing #Automation #Productivity #AllFactsAI
1
34
281
๐ฌ Straight from NBER Working Paper 35987. Did you already know this number? YES or NO
๐๏ธ More labour facts, each with its receipt
๐ allfacts.ai/facts?topic=Laboโฆ
๐ allfacts.ai/facts/nber-tasknโฆ
19
32
๐ $NVDA closed down ๐ฅ 4.3%. Down 11% through Thursday's close. On track for a sixth straight down week, the longest since 2012. The week is not final.
#Nvidia $NVDA #Chips #Semiconductors #Stocks #AI #AllFactsAI #NVDA
1
25
295
๐ CEO Jensen Huang resigned the same day, and CFO Colette Kress is interim CEO.
๐ฅ The leadership change is context beside the tape, not a cause stated for the move.
#Nvidia #Chips #Semiconductors
โก The week is not finished ๐
1
23
74
๐ Full sourced breakdown, with the dates:
๐ allfacts.ai/facts/viral/nvidโฆ
#Nvidia #Chips #Semiconductors
๐ฅ Streak, or a week that is not finished? ๐
1
31
๐งพ The AI boom, with receipts.
๐ 6 sourced facts every weekday. No hype, no price targets.
๐ฌ Plus the Weekly Brief, AI company deep dives and so much more.
๐ Free.
๐ allfacts.ai/daily?utm_sourceโฆ
#AI #AIStocks
๐ค Made with AI
1
63
240
๐ณ๏ธ This week's AI receipts. Which number surprised you most?
๐ฌ Vote, then tell us why in the replies.
#Tech #StockMarket #AllFactsAI
2
81
509
๐ Tell us!
0%AMD: 256
0%CoreWeave: $3,661 million
0%Labour: 89%
100%Supply chain: 13
1 votes โข 13 hours 1
55
96
๐งพ Every option is a sourced, dated fact. All the receipts:
๐ allfacts.ai/facts?utm_sourceโฆ
2
20
๐ If the money has to come back, it has to show up in the apps.
Layer 9: Palantir, ServiceNow, Salesforce and Tesla. If AI revenue doesn't appear here, the cycle above eventually resets.
๐ youtu.be/acN6EcI7ajI
#Palantir $PLTR #AI #AIStocks #Earnings #CapEx #TechStocks
2
93
556
๐ฌ A) seats, B) AI attach rates, or C) pricing power?
๐ allfacts.ai/?utm_source=x&utโฆ
61
104
+10.9% โ ๐ $SFTBY is today's AI Stock of the Day ๐
SoftBank Group closed +10.9% to $12.49 โ the session's biggest AI-stock mover.
๐ Full card and every number in the reply
What's your read? ๐
$SFTB.NE #AIinvesting #Stocks #markets #AI #Investing #AllFactsAI
2
92
452
๐ฌ A +10.9% day is a repricing, not a drift. Conviction, or catch-up? ๐ค
๐ allfacts.ai/stocks?layer=labโฆ
84
131
๐ฉ 256 cores at 600W default CPU power.
โ AMD press release, 10 Nov 2026
๐ Source in the reply โ check it
#AMD #AI #Stocks #Investing #ChipStocks #Chips #AllFactsAI
2
99
424
๐ฌ Receipt from AMD press release. Would you have guessed within 10%? YES or NO
๐งฎ How much of AMD's revenue is AI, sourced
๐ allfacts.ai/exposure/amd?carโฆ
๐ allfacts.ai/facts/amd-epyc-vโฆ
90
157
๐ญ 13โ18% quarter over quarter in 4Q26.
โ TrendForce, 11 Nov 2026
๐ Full source, in the reply
#AI #Stocks #Investing #Foundry #ChipStocks #AllFactsAI
1
126
585
๐ฌ A projection from TrendForce, not a disclosed figure. Will it hold? YES or NO
๐๏ธ More supply chain facts, each with its receipt
๐ allfacts.ai/facts?topic=Suppโฆ
๐ allfacts.ai/facts/trendforceโฆ
93
186








