AMD CEO: We’re helping customers get data center infrastructure
The Stack — Lisa Su: "We are selectively investing with our lead partners where we see it's helpful"
Earnings
Earnings reports detail the quarterly and annual financial performance of public companies, including revenue, profit and expenses. Truncated covers these financial results, guidance updates and executive commentary for major technology and artificial intelligence firms.
Big Tech’s big AI buildout will not end until someone stops it
The Verge — Amazon, Microsoft, Alphabet, and Meta are on the hook with their data center plans.
Qualcomm is betting big on data centers as smartphone sales sink
The Verge — Qualcomm expects data center chips will eventually account for 30% of its business.
Figma sinks after earnings beat as company prioritizes long-term growth with AI changes
CNBC — Figma is letting clients use more artificial intelligence features for the same price. The company would like the move to boost results in the long term.
Customers snapped up Datadog's AI products in Q3, but budgets are getting tighter
The Stack — Flat revenue guidance for the current quarter sent Datadog's stock down 12% in early trading.
Arista (ANET) forecasts $18.5B in 2027 revenue after Q3 beat
AIStockWire — Arista Networks (ANET) forecast about $18.5 billion in 2027 revenue, up 38% to 40%, after third-quarter revenue rose 58.5% to $3.66 billion and beat estimates.
Super Micro’s stock pops as earnings show booming demand for AI servers
AMD Forecasts Higher Sales as AI Chip Demand Drives Data Center Growth
AMD shares rise after hours as Q4 revenue outlook of $17bn tops forecasts on AI ramp
investingLive — AMD shares rose after hours as Q3 revenue of around $13.4bn and adjusted EPS of about $2.10 beat forecasts. It guided Q4 revenue to around $17bn, above the…
Microsoft FY 1Q'27: My Confusion vs. the Market’s Certainty
MBI Deep Dives — Microsoft’s quarterly earnings last week was strong, as they were at every hyperscaler this quarter. Azure grew 48%, up from 42% in the June quarter.
HPE’s CEO says his company has 'zero exposure' to AI’s financing web
Fortune — Also: All the news and watercooler chat from Fortune.
Apple may try to increase revenue by doing...something with third-party AI apps
TechCrunch — Apple hinted at ways that it could spur revenue through third-party "opportunities" during its Monday night earnings call.
Fabrinet (FN) Q1: record revenue, outlook tops estimates
AIStockWire — Fabrinet (FN) revenue rose 51% to $1.47 billion and it forecast up to $1.65 billion next quarter, with an EPS outlook above estimates, as capex jumped 3.5x.
Palantir earnings reveal a major AI turning point
Palantir beats Q3 estimates, lifts 2026 revenue outlook to around $8.5 billion
investingLive — Palantir beat Q3 forecasts with revenue of about $2.31bn and adjusted EPS of $0.44, then guided Q4 revenue to roughly $2.65bn, near 8% above the consensus…
Anthropic posts $567 million Q3 operating loss as growth cools ahead of IPO
Why AI is boosting Meta's ad business while hurting Google search
CNBC — The gap between Meta's ad revenue growth and Google's search expansion was the widest it's been since 2021 in the latest quarter.
Companies promised AI gains, here's how the payoff showed up in earnings
CNBC — Santander, Novartis and other companies say AI is beginning to boost revenue, cut costs or improve profitability as investors seek returns.
AI boom hits a wall on Wall Street as OpenAI cuts fundraising target while Meta gets a credit warning over its cash flow, spending and monetization
Fortune — S&P Global cut its outlook on Meta to "negative" from "stable" late Friday.
Alphabet shares record their worst day ever, shedding $500 billion in value
NBC News — The sharp drop is the latest sign of anxiety creeping through Wall Street over how long it will take AI companies to see returns on massive investments.
Dismiss email signup
Subscribe to 
The top AI news in your email delivered each morning. Choose categories