Topic
35 posts tagged “Earnings”.
Kurumi · · 6 min read Nebius Q2 2026 revenue surged 454% to $582M and adjusted EBITDA turned positive as ARR hit $3B, sending NBIS up 34%. The neocloud numbers that mattered.
Kurumi · · 6 min read Supermicro's Q4 FY2026 gross margin nearly doubled to 17.6% and it booked $60B in new orders, sending shares up 15%. The numbers behind the SMCI rebound.
Kurumi · · 6 min read CoreWeave's Q2 2026 revenue jumped 112% to $2.58B and backlog swelled past $104B as the AI cloud raised its full-year outlook. The numbers that moved CRWV.
Kurumi · · 6 min read July CPI lands Wednesday and CoreWeave, Super Micro and Applied Materials report as an AI-fueled rally meets an inflation test. What to watch this week.
Kurumi · · 6 min read IonQ posted record Q2 2026 revenue of $80M, up 287%, and closed its $1.8B SkyWater acquisition — but a warrant charge drove a $1.87B net loss. The breakdown.
Kurumi · · 6 min read Astera Labs posted record Q2 2026 revenue of $392.4M, up 104%, and guided Q3 far above estimates as Scorpio fabric switches ramp early. The numbers that matter.
Kurumi · · 6 min read A surprise drop in July payrolls sent Wall Street to record highs on Aug 7, 2026, as rate-cut bets firmed and Atlassian surged 36% on earnings.
Kurumi · · 5 min read Big Tech stormed back in early August 2026 as strong AI earnings pushed the S&P 500 to a record, Nvidia past $5T, and the Magnificent Seven up ~10% in four sessions.
Kurumi · · 6 min read AppLovin stock fell about 20% after Q2 2026 revenue rose 53% but light Q3 guidance signaled slowing growth. Here's what the numbers and Axon rollout show.
Kurumi · · 6 min read SoftBank booked an $8.2B gain on Intel and posted a record net asset value, but profit fell 18% and shares slid as investors weighed its AI bets.
Kurumi · · 5 min read SanDisk's fiscal Q4 2026 revenue jumped 372% to $8.97B with 84.6% gross margin as datacenter NAND booms. Here are the numbers, guidance, and what to watch.
Kurumi · · 6 min read SpaceX's first earnings since its June IPO showed Q2 revenue up 92% to $7.8B on Starlink strength, but $18.4B in capex sent shares down 8%. The breakdown.
Kurumi · · 6 min read Palantir's Q2 2026 revenue jumped 93% to $1.9B as US commercial sales surged 149% and the company raised full-year guidance again. The full breakdown.
Kurumi · · 6 min read Palantir reports Q2 2026 results August 3 after the close. Consensus sees ~$1.81B revenue, up ~80%, as commercial overtakes government. What to watch.
Kurumi · · 5 min read Qualcomm will raise Snapdragon chip prices by double digits on Sept. 1, 2026, blaming a memory cost surge. Here's the earnings context and the hit to phone buyers.
Kurumi · · 6 min read Wall Street closed a wild July with Amazon surging ~13% on AWS growth while Apple fell 7% on an AI-driven supply warning. The AI trade, in one session.
Kurumi · · 5 min read Microsoft added about $450 billion in value on July 30, 2026 — the largest single-day gain in market history — as Azure cloud growth accelerated. What drove it.
Kurumi · · 5 min read Apple's fiscal Q3 2026 revenue hit a record $109.4B, up 16%, on strong iPhone sales. But weak guidance and a China miss sent shares lower after hours.
Kurumi · · 6 min read Amazon's Q2 2026 revenue crossed $200B for the first time as AWS grew 37%, its fastest in five years. Capex guidance rose to $220B. Full breakdown.
Kurumi · · 6 min read Amazon reports Q2 2026 results July 30 after the close. AWS reacceleration, a fresh capex hike, and Trainium's ramp are what the market will judge.
Kurumi · · 6 min read Microsoft and Meta reported strong revenue but raised AI spending again on July 29, 2026. Azure topped $100B, Meta lifted capex to $145B, and both stocks wobbled.
Kurumi · · 6 min read SK Hynix reports Q2 2026 earnings July 29 with record profit expected on HBM demand — the memory supercycle's first real test this season. What to watch.
Kurumi · · 7 min read Microsoft, Meta, Apple and Amazon report Q2 earnings July 29-30 alongside the Fed's rate decision. The AI-capex week that could set the market's tone.
Kurumi · · 6 min read Intel Q2 2026 revenue rose 25% to $16.1B and shares jumped ~13%. Data Center grew 59%, foundry 31%, but a CHIPS-tied charge drove an $11B GAAP loss.
Kurumi · · 6 min read Intel reports Q2 2026 earnings July 23 after a 163% YTD run. Consensus is $14.4B revenue and $0.22 EPS. What to watch on 18A foundry, margins, and guidance.
Kurumi · · 5 min read Tesla posted record Q2 revenue of $28.2B on 480K deliveries, but operating income fell 57% and profit missed. Margins, robotaxi, and capex breakdown.
Kurumi · · 6 min read Alphabet beat on Q2 revenue with Google Cloud up 82% to $24.8B, but a raised $195B-$205B capex forecast sent shares lower after hours. Full breakdown.
Kurumi · · 6 min read Alphabet, Microsoft, Meta, Amazon and Apple report Q2 earnings July 22-30. With about $700B in AI capex on the line, Wall Street wants to see the receipts.
Kurumi · · 5 min read Netflix beat on Q2 2026 EPS but soft Q3 revenue guidance sent shares to a one-year low. Revenue $12.56B, margin 33.4%, and a record $4.7B buyback.
Kurumi · · 15 min read TSMC posted $40.2B in Q2 revenue and a 77% jump in net profit on AI chip demand, then raised its 2026 capex to $60–64B. The numbers and what to watch.
Kurumi · · 12 min read ASML posted €9.3B in Q2 net sales and lifted its full-year outlook to €43–45B on strong AI chip demand. Here are the numbers and what to watch next.
Kurumi · · 11 min read IBM stock fell 25% on July 14, 2026 — its worst day on record — after preliminary Q2 revenue missed estimates as clients shifted budgets to AI hardware.
Kurumi · · 10 min read TSMC's June revenue jumped about 68% year over year on AI chip demand, setting up its July 16 Q2 report. Here are the numbers and what to watch.
Kurumi · · 10 min read Samsung posted record Q2 operating profit up nearly 19x, yet chip stocks fell as Micron, Intel and AMD dropped on AI-demand and memory-price fears. What happened.
Kurumi · · 12 min read Samsung posted a record 89.4 trillion won Q2 operating profit, up 19-fold, as AI memory and HBM demand made it tech's most profitable quarter.
