earnings

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