AI Infrastructure – Onyx Phonix

SLB Q4 2025 Earnings: Oil Giants Bold Tech Pivot & Venezuela Bet

SLB, formerly Schlumberger, delivered a strong Q4 2025 earnings beat with adjusted EPS of $0.78 versus $0.74 consensus and revenue of $9.75 billion, up 5% year-over-year. The integration of ChampionX significantly boosted North American revenue by 26%, shifting SLB’s profile from cyclical drilling to steady production systems. Management also announced a $4 billion capital return […]

Amazon Q2 2025: AI vs. Margins – The Big Bet

The latest Amazon (AMZN) Q2 2025 earnings call revealed strong headline financials, with GAAP EPS of $1.68 and revenue hitting $167.7 billion, significantly beating Wall Street expectations. Operating income surged by 31%, indicating robust top-line performance. However, investor focus quickly shifted to the cloud computing division, AWS, where sales growth remained solid at $30.9 billion […]