earnings

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