#Earnings

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.

Snowflake stock jumped after Q1 FY2027 earnings, a higher product revenue guide, and a $6B AWS commitment tied to enterprise AI workloads.

Nvidia reported $81.6B revenue, $75.2B data center sales and a $91B Q2 guide. Here is the honest read on the AI factory boom.

Rigetti's 108-qubit Cepheus runs at 99.1% median fidelity, short of the 99.5% the roadmap demands. The chiplet-scaling thesis turns on closing that gap.

Tesla beat Q1 wholesale by 1%. Its Q1 retail in China crashed 16% YoY. China's weekly EV insurance registrations call the Q2 delivery number three weeks early.

Nvidia fell on 4 of its last 5 earnings beats. The May 20 Q1 FY27 print won't move the stock — only a Q2 guide above $86B will. Here's the math.

CoreWeave beat Q1 revenue, but CRWV fell as investors weighed $99.4B backlog against debt, capex, interest expense and Nvidia dependency.

AppLovin's Q1 beat reframes APP stock as an AI ad-pricing story, with Axon self-serve access, 85% margins and policy risk now in focus.