#Earnings

SpaceX's first quarterly profit was $4.4 billion as AI revenue overtook Starlink. TECHi decomposes the profit and the $19.6B capex bill beneath it.

Zions’ Q3 EPS rose 20%, but adjusted pre-provision revenue fell 4%. A $57 million credit-cost swing raises the question of how durable earnings growth is.

SpaceX’s Q3 outlook centers on its Q2 performance, Cursor timing and share count, alongside the reported October 20 results.

Amazon discounted fewer products in an October Prime Day sample. TECHi calculates the profit stakes and explains why narrower offers do not guarantee higher margins.

AMD stock faces a key November earnings test as AI demand, data-center growth, margins and supply execution shape the next move.

Amazon’s October forecast turns on a Prime Day calendar shift, Q3 profit guidance and cash spending. See the conditional outlook and the figures that could change it.

Costco vs Walmart stock before Costco’s fiscal Q4 earnings: compare valuation, growth, margins, digital momentum and the better risk-adjusted setup.

Microsoft revealed Azure's $101.9B revenue for the first time, and retired the segment whose margin fell from 64% to 57%. What Microsoft stock investors lose.

Nvidia now gives some customers up to a year to pay, guarantees $105B of an OpenAI campus's rent and holds $94B of stakes. Why a 106% grower trades at 24x.

Amazon's Q2 net income rose 245%. A $50.5B unrealised markup on its Anthropic stake drove 62% of pre-tax profit — and it flatters the P/E. What the 10-Q shows.

Oracle opened at $164.43 and closed at $150.28. The release explains why: record AI backlog, negative free cash flow, and $20 billion of stock sold in the quarter.

Palantir stock fell about 6% on July 22 as NHS scrutiny, an open-source tool, and valuation nerves converged. Why the real test is the August 3 earnings print.

AEHR stock surged after record bookings and a $100.6 million effective backlog. The next test is converting demand into current-year revenue and margin.

Eos Energy expects record Q2 revenue and an $807 million backlog, but its preliminary margin math suggests dollar gross losses may still be widening.

Micron reports fiscal Q3 on June 24. Why Wall Street doubled its price targets on a triple-digit DRAM surge — and what the print must deliver to justify it.

Cerebras reports its first results as a public company on June 23. The per-share loss matters less than its $24.6B backlog and ~86% UAE revenue mix.

Dell stock surged on AI server orders and backlog. The harder question now is whether margins, cash flow and backlog conversion can justify the move.

HPE reports June 1 with Juniper-led networking now central to the AI thesis, not just servers. Here is what investors should watch.

C3.ai reports June 3 with Tom Siebel back as CEO, restructuring under way, cash burn still heavy and enterprise AI on trial.

Credo reports Q4 FY26 earnings on June 1 with CRDO near record highs, AI interconnect demand surging and valuation now the main risk.

MongoDB reports Q1 FY27 after the close. Here is the MDB stock setup, live quote data, Atlas growth test, AI product angle, and tomorrow scenarios.

Okta reports Q1 FY27 after the close. Here is the OKTA stock setup, live TECHi quote data, cRPO test, AI identity thesis, and tomorrow scenarios.

NetApp reports Q4 FY26 after the close. Here is the NTAP stock setup, live quote data, Q4 guidance, AI storage thesis, and tomorrow scenarios.

Dell reports Q1 FY27 after the close. Here is the DELL stock setup, live TECHi quote data, AI server backlog risk, and tomorrow scenario map.