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: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Coherent’s Q1 earnings report. Strategic Moves & Industry Impact: How Coherent’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jim Anderson. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 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: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #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: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Intel’s Q3 earnings report. Strategic Moves & Industry Impact: How Intel’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CFO Dave Zinsner. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 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: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #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: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Amazon.com’s Q3 earnings report. Strategic Moves & Industry Impact: How Amazon.com’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Andy Jassy. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 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: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #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.  See HPE Networking in action: https://bit.ly/4skmNII 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: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Space Exploration Technologies’s Q3 earnings report. Strategic Moves & Industry Impact: How Space Exploration Technologies’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 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: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #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

Vinci, a three-year-old Palo Alto company whose software predicts heat and warping in chip designs, has raised $250 million at a $1.5 billion valuation from Advent, Temasek, Xora and AMD Ventures. CEO Hardik Kabaria explains how its physics model returns answers in minutes without training on customer data, who is paying for it and how it fits alongside tools from Cadence and Synopsys. He also says which industries come next, as AI chip packages pass a kilowatt of heat. #TheDrillDown #Vinci #HardikKabaria #PhysicsAI #Semiconductors #ChipDesign #EDA #AdvancedPackaging #AIInfrastructure #VentureCapital #AMD #Simulation Learn more about your ad choices. Visit megaphone.fm/adchoices