Intuit delivered strong fourth quarter results, but its outlook fell short of expectations for the first quarter and fiscal 2027.

The company reported fourth quarter revenue of $4.35 billion with non-GAAP earnings of $4.03 a share. Wall Street was expecting Intuit to deliver non-GAAP earnings of $3.59 a share on revenue of $4.27 billion.

Intuit's outlook was weaker than expected. The company projected first quarter revenue of $4.294 billion to $4.313 billion, compared to estimates of $4.35 billion. Non-GAAP earnings will be between $1.71 a share and $1.75 a share.

For fiscal 2027, Intuit projected revenue of $23.28 billion to $23.51 billion and non-GAAP earnings of $22.88 a share to $23.12 a share.

Box reported revenue growth of 9% in the second quarter and largely met expectations. The company reported earnings of 9 cents a share on revenue of $321.1 million. Non-GAAP earnings were 40 cents a share. Wall Street expected Box to report non-GAAP earnings of 40 cents a share on revenue of $319.1 million.

For the third quarter, Box said revenue will be about $329 million, up 9% from a year ago with non-GAAP earnings of 39 cents a share. For fiscal 2027, Box said revenue will be up 10% from a year ago to $1.29 billion. Non-GAAP earnings will be about $1.54 a share for the year. Box reports a big chunk of its international revenue in Japanese Yen, which has been volatile vs the US dollar.

Google Cloud launched Gemini Enterprise for Legal and Gemini Enterprise for Financial Services. Rest assured this launch is just a first installment. LLMs will have to go industry specific or become total commodities.

OpenAI said 5 hour limits for Plus accounts on ChatGPT Work and Codex will return to "to smoothen the load on our compute." Plus accounts are for the cheap people like me paying $20 a month. Those of you who splurge on the Pro accounts for $100 and $200 a month aren't affected.

Typically, we wouldn't cover the Mac mini that much, but since it's a developer-meets-OpenClaw-meets-AI-agent machine these days, it's worth noting that Apple is going to unveil its first refresh in two years per Bloomberg. Follow the money folks. The old Mac minis were in short supply and the new ones will be too.

The news is live. The Mac mini systems start at $899. Apple also launched its M6 chip and Mac Studio, which starts at $2,499.

Nvidia said its inference accelerator Groq 3 LPX is in full production and Nebius will be the first to deploy the systems. Nvidia confirmed that SpaceX will deploy its Vera Rubin CPU. SpaceX CEO Elon Musk said it is standardizing on Nvidia when it reported earnings.

As Anthropic moves toward an IPO, questions about valuation, plateauing demand for Fable 5 and risks are picking up. Here’s the reads of the moment:

• FT: Fable 5, launched in June, has plateaued as companies look for cheaper models like Opus 5
• The data is based on Ramp transaction data
• NYT: Anthropic wants to raise $100 billion and be valued at $2 trillion. Don’t we all?

Steve Jobs and NeXT needed sales and the CIA needed some advance compute. So goes a story in The Wall Street Journal about how the CIA helped fund NeXT initially with the purchase of 20,000 computers. Later, Jobs said he was going to move on to reinvent music (head back to Apple to launch the iPod).

While Jobs is most associated with Apple, the NeXT and Pixar eras are just as important to me. Here's a DisrupTV episode on the NeXT era.

DataIndex.US released the latest version of its Federal Data Terminations Tracker and it's worth a look. The Federations of American Scientists outlined how it tracks deleted Federal data.

CBRE released its 2026 tech talent report and it's worth a read. We'll jump to Chapter 7 and the up and coming tech talent hubs in US and Canada. No. 1 is Huntsville followed by Halifax and Colorado Springs. There's a lot more to digest and here's the PDF.

Poolside AI, an AI model-builder, is reportedly in a non-exclusive licensing deal with Nvidia for $6 billion. Per Eric Newcomer, Nvidia will also invest $1 billion in Poolside. The deal rhymes with an acquihire in that 109 employees are joining Nvidia, but the founders are staying behind.

Newcomer's newsletter has the details, but the big takeaway is that Nvidia is adding some talent for its open LLM plans. Nemotron may improve more with Poolside.

WD-40 CEO Steven Brass recently talked growth strategies including social influencers, digital sales and navigating the supply chain. But the big takeaway is that WD-40 is an AI and robotics play.

See: WD-40 touts commerce, ERP overhaul

Brass said:

"So AI data centers, drone technology around the world, particularly in agriculture is a massive growth area for us. And so tapping into that growth opportunity, again for the core product and for the more Specialist products. Growth areas like robotics, automation also need significant lubrication, et cetera. And so lots of growth opportunities across robotics, automation, drone technology. And actually, another big kind of trend out there is aging capital equipment. And so older equipment tends to need and even the automotive fleet today in the medium term is aging around the world. And so they are trends that are also kind of driving further kind of consumption. And then you've got some of the other big ones, right, growth of emerging markets. And so we're certainly tapping into that."