earnings

Nvidia's Q1 FY2027 results set new company records across revenue, net income, and free cash flow, driven by Blackwell GPU demand and a near-tripling of networking revenue.

Amazon's cloud division hit a $150 billion annualized run rate at 28% growth, while AI services crossed $15 billion and custom chips topped $20 billion.

Rocket Lab disclosed 31 new launch contracts plus five Neutron flights in the first quarter, then stacked three same-day announcements: an Anduril hypersonics order, a Raytheon-paired Space Force selection, and a Mars-veteran robotics acquisition.

Q4 FY2026 results, announced May 6, 2026: revenue up 20%, license revenue up 29%, and AGI CPU demand running at twice the previously stated level.

Apple posted $111.2 billion in Q2 revenue and $29.6 billion in profit, beating estimates as iPhone 17 lifted sales 22 percent and Greater China rebounded 28 percent. The board added $100 billion to buybacks before Cook hands the CEO role to Ternus.

Lam Research reported record Q3 FY2026 revenue of $5.84 billion on April 22, beat estimates, and raised its 2026 wafer fab equipment forecast from $135 billion to $140 billion with bias to the upside.

South Korean memory giant reported 37.6 trillion won in operating profit on 52.6 trillion won in revenue, a 405% year-over-year jump and the highest operating margin in its history at 72%, as HBM and high-density server DRAM rode an AI-driven demand wave.

ASML posted 8.8 billion euros in Q1 2026 net sales and upgraded its full-year outlook, citing accelerating capacity expansions at memory and logic customers chasing AI infrastructure demand.

Micron Technology posted record fiscal Q2 revenue of 23.9 billion dollars, nearly tripling year over year on surging AI memory demand, while guiding fiscal Q3 to 33.5 billion dollars -- a single quarter that would exceed its entire annual revenue through fiscal 2024.

Oracle's Q3 FY2026 earnings reveal its fastest organic revenue growth since 2009, driven by explosive AI infrastructure demand, a 531 percent jump in multicloud database revenue, and a remaining performance obligations backlog that has tripled year over year.

Amazon beats Q4 revenue estimates with AWS growing 24%, but a $200B capex plan — $51B above consensus — and 16,000 job cuts signal the true cost of competing in AI