Tech investing is already wild. Abandoning quarterly reports could make it even wilder

Earlier this week, President Donald Trump wrote the truth that companies should only have to report profits twice a year – for every quarter.

“This will save money, and allow managers to focus on managing their companies properly. Have you ever heard, “China has a point of view from 50 to 100 years on the management of a company, while we manage our companies on a quarterly basis ???” Not good !!! ”

The president is not the only investor who feels this way. However, it is easy to think in some negative aspects.

If you do not already think that investing in Tech was a ground trip, imagine that investors should predict what is going on within six months to wait between the reports. Well, you may not have to imagine Which – which difficult. In private markets, startups can be somewhat selective in what they reveal investors – and when they choose to reveal them. Investors who do not have the seats of the Board of Directors often do not have any idea of ​​what is going on in a private company unless a start -up company is preparing to collect donations (or if investors have close contacts with the company’s executive team and the board of directors).

But of course, private companies do not face a popular risk competition for stock markets every day. The fact that the general executives should call, inform the world of what happened during those past three months, then answer questions about this topic means that we have transparency. As we all know, a lot can happen in six months. Remember when the Silicon Valley Bank collapsed in less than a week? Only during the profit season we discovered what he was exposed to.

There is something that can be said to encourage investors to look at the largest image. Executive chiefs complained about the quarterly reports of decades. These reports can encourage investors-next executives of the company and the Board of Directors-to focus on increasing financial scales and noise in exchange for the long-term products and initiatives.

However, it is a crowded subject-as it should be. SEC has not posted any changes at the present time. But if President Trump turns his attention into something, it is better to pay close attention.

More news below.Jessica Matthews

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Tesla Board of Directors avoids the voting of embarrassing shareholders

Tesla Council managed to avoid what could have been a difficult vote for the investor on the request for political neutrality between executives, after the Securities and Stock Exchange Committee ruled that the manufacturer of electric cars can exclude the shareholders’ proposal in this regard from its annual materials for 2025, according to a copy of the SEC letter obtained by luck.

The proposal was presented by Jay Bottira, 67, a lawyer and climate investor who has a contract in Tesla since the 2010 subscription to the company. The BUTEA proposal was neutral, if the shareholders agreed to it, would prevent the leadership of Tesla from making political statements, approvals, contributions to support, opposition to political parties or candidates.

Botira’s proposal was the first time that investors have obtained the opportunity to vote directly on the issue of politics and its impact on the work of the EV maker. Some of Tesla investors hope that the council will directly address the problem directly. Since late 2024, individual investors who maintain thousands of shares in the company have provided questions and their escalation related to the role of CEO Elon Musk in politics – and his time spent on matters related to Tesla – the shareholders ’platforms used by Tesla to request inquiries before the quadruple profit calls.

Although the proposal is not explicitly mentioned Musk, the CEO of Tesla has participated greatly in conservative Republican political activity since he donated millions to Super Pac devoted to the development of President Trump’s 2024 campaign. After the elections, Musk became a basic player on the Trump side in the Oval Office and in Mar Lago, until the two fell in June. Since then, the two have cut relationships.

The Tesla Council argued in a letter to the Supreme Education Council that the proposal sought to “operate the company” and that Tesla itself lacks power or authority to implement such a procedure. In its response, the committee agreed that the proposal is the accurate management and told Tesla that no enforcement procedure will be recommended if the council deleted it from its agent materials for the upcoming auto industry meetings in November. –Amanda Girut

OpenAi deal, which costs $ 300 billion, with Oracle, transmits “AI Bubble” warning

Last week, Oracle Wall Street surprised a huge deal worth $ 300 billion with Openai, a five-year deal that helped send Oracle-shares-and brought fears from the “AI bubble” to the surface.

Oracle shocked analysts in its latest quarterly profit call with revenue expectations that were martyred by $ 455 billion of contracts, an increase of 359 % over the previous year. Optimistic outlooks caused the company’s shares to jump 36 % last Wednesday, and made CEO Larry Ellison the richest man for a short period.

Part of the reason that OCCLE managed to conclude the deal with Openai at all to Ellison flirting with the CEO of Nvidia Jensen Huang, which allowed his company, although it was previously behind the other cloud service providers, to secure a large group of GPUs from the highest level and its position as a large player in the AI ​​Infarructure spaces.

But while the securing of the first -class graphics processing units reinforced the Oracle infrastructure position, some analysts rushed to warn that the financial risks were highly focused in one unpaid customer. According to the Wall Street Journal report, the largest part of the remaining performance of $ 455 billion, or RPO will come from a $ 300 billion deal with Openai. The money involved also exceeds the current Openai revenues, which recently reached $ 12 billion in annual conditions, according to information.

Fresh bells braid on the potential artificial intelligence bubble. Not only were those who doubt the basic potential of artificial intelligence models today that interrogated the economies of the deal.

“I am not a person of Amnesty International, but it is extremely understood that investors are confused/care about the Openai-Oracle LOL. Openai has not even got the transfer of the approved profit and returns to 300 billion dollars?” Miles Brunding, a researcher of artificial intelligence and former chief policy research at Openai, wrote in a post on X.

Investors were also questions. “How will all this work exactly? ORCL must buy chips, take more debts, while Openai has revenue of $ 10 billion but will spend $ 60 billion per year in Capex for five years. What?” Ophir Gottlieb, CEO of Capital Market Laboratories, wrote on X. –Beatrice Nolan

Social media publications about the death of Charlie Kerk showcases the problem of speech online for the company

Matthew Dod, a political analyst at MSNBC, was the first high -level figure to suffer from the consequences of commenting on the shooting of Charlie Kirk in Utah last week. During a broadcast after Kirk was killed in front of the students who gathered at the University of Utah, Dod pointed to some controversial statements made by Kirk, a strong conservative activist and supporter of Maga, in the past. MSNBC apologized for the comments and called up almost immediately.

Since then, the list of people who have been separated to exchange their views has grown significantly. Companies that have been suspended or rejected employees through social media or public comments include US Airways, UNITE, DELTA, Walmart and Office Depot. Meanwhile, the number of those who have been marked by conservative activists organized online because they made what they consider inappropriate comments have reached thousands.

Most of the statements about the death of Kirk, which fell in trouble, is pointed data about the right, extreme, extreme, extreme, extreme, arms control, race, or abortion, feminist, and LGBTQ+. A few of them have gone further, to celebrate the killing of Kirk or indicate that he brought her to himself. But many of these comments explicitly condemn violence and killing, while they are still a problem with Kirk’s documented points. These cases have raised concerns about excessive responses from companies and left many companies unarmed how to follow up.

For business leaders, the tragedy of what appears to be political violence has turned into a legal quagmire and a reputation, which raises complex questions about the extent that employers should go to discipline employees in an era that is also expected to support health debate and transparency.

Alison Taylor, a clinical professor of the Business and Society Program at the New York Stain University Business College, says she is watching in terror, as Kirk’s comments have been reported, and the dismissal becomes.

“It should be clear to anyone working in your company what you can and what you cannot say online, and what is the code of your behavior,” says Taylor. (It should be easy to find a policy, not something hiding deep in the company’s online booklet.)) – Laila McLelan

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