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.

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.

Podcast creator earnings on Patreon grew 33 percent year-over-year to $629 million, making podcasting the platform's largest revenue category for the second consecutive year.

Narayen will remain as board chair while Adobe searches for a successor amid a stock slide from $688 to under $250 and mounting AI competition.

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.

Meta begins construction on a 1-gigawatt data center campus in Lebanon, Indiana, part of a broader AI infrastructure arms race that will see the four largest tech companies spend upwards of $650 billion in 2026.

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