Tag: earnings
ServiceNow loses a quarter of its value on an ordinary quarter
Revenue grew 20 percent and AI contract value rose 65 percent, and investors still read the report as…
Microsoft and Alphabet both trim the edge off their spending plans
Capex guidance came in under analyst estimates for the first time in several quarters, and neocloud stocks paid…
Samsung posts a record quarter and the stock still slips
Operating profit jumped 783 percent on AI memory demand, but a record is now the minimum investors will…
Infosys books 10.5 percent of quarterly revenue to AI
AI work grew 29 percent sequentially against low single-digit growth for the Indian services giant overall.
SpaceX says AI now pays more than half its bills
Grok, Cursor and a fast-growing GPU cloud pushed the company's Super Intelligence unit past half of quarterly revenue.
Nvidia defends financing loop that feeds its own chip sales
Colette Kress detailed how $500B of partner capital will flow to AI labs that spend it on Nvidia…
Data center sales lift Nvidia to a $96B quarter
Nvidia revenue hit $96.2 billion in the June quarter, up 106 percent year over year, with data center…
Insilico turns its first profit on AI drug dealmaking
The generative AI biotech posts $35.5M net profit on a first-half revenue surge.
CoreWeave quarterly sales double as borrowing costs climb
The neocloud's revenue jumped 112 percent but losses and interest costs grew with its infrastructure bet.
Meta lifts AI spending past $130B as Zuckerberg predicts personal agents for billions
Meta's Q2 revenue tops $60B as the company raises its AI spending floor and discloses $279B in future…
Microsoft Azure surpasses $100B as Copilot seating doubles across the enterprise
Azure crosses the nine-figure annual revenue threshold for the first time while Microsoft 365 Copilot reaches 30 million…