Marvell Technology, Inc. (MRVL) Stock: Q4 Revenue Hits $2.2B Record as AI Demand Drives 42% Annual Growth
Yasmin Werner / parameter - TLDR Marvell hits $2.22B Q4 revenue record as AI data center demand soars. GAAP net income rises to $396M; non-GAAP reaches $685M in Q4. Fiscal 2026 revenue jumps 42% to $8.2B on strong AI chip growth. CEO highlights record design wins fueling future AI i…
Back to Top / Thursday, March 5, 2026, 7:21 pm / permalink 20240 / 4 stories in 30 hrs
Broadcom Inc. (AVGO) Stock: Soars on $10B Buyback and Record $19.3B Q1 Revenue Driven by AI Surge
Yasmin Werner / parameter - TLDR Broadcom Q1 revenue hits $19.3B, up 29% YoY Net income jumps 34% to $7.35B on strong demand AI revenue doubles to $8.4B, driving growth momentum $10B share buyback enhances shareholder returns Q2 revenue forecast $22B, powered by AI and software solu…
- AI boom hides software drag and investor unease. (1)
- AI demand explodes — Broadcom says hyperscalers can't build chips. (4)
- Market cheers record quarter, $10B buyback lifts Broadcom shares. (5)
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AI boom hides software drag and investor unease.
AI demand explodes — Broadcom says hyperscalers can't build chips.
Market cheers record quarter, $10B buyback lifts Broadcom shares.
All Other Stories
Back to Top / Wednesday, March 4, 2026, 4:21 pm / permalink 20153 / 12 stories in 2 days
Where does Anthropic go from here?
Casey Newton / platformer - Shunned by the government, and newly appealing to consumers, the company is at a crossroads
- Boardroom and backers: investor silence, reputation and strategic crossroads (2)
- Numbers under scrutiny: ARR claims, valuations and growth doubts (4)
- On the ground: Pentagon fight and Claude’s use in conflicts (6)
- Product beat: Claude upgrades, memory import and voice mode (5)
- All Other Stories
Boardroom and backers: investor silence, reputation and strategic crossroads
Numbers under scrutiny: ARR claims, valuations and growth doubts
On the ground: Pentagon fight and Claude’s use in conflicts
Product beat: Claude upgrades, memory import and voice mode
All Other Stories
Back to Top / Tuesday, March 3, 2026, 7:21 pm / permalink 20095 / 21 stories in 3 days
From Mac utilities to AI ecosystem: MacPaw’s next act
Cate Lawrence / tech - Founded in Kyiv in 2008, MacPaw has grown into a global technology company building a digital ecosystem designed to supercharge productivity for Mac users. With an office opened in Boston in 2023 and ...
Back to Top / Tuesday, March 3, 2026, 8:22 am / permalink 20057 / 7 stories in 3 days
Archer teams up with Starlink to bring internet access to its Midnight air taxi
Max Knoblauch / sherwood - The announcement marks an “industry-first collaboration,” says Archer.
Back to Top / Friday, February 27, 2026, 10:21 am / permalink 19878 / 3 stories in 7 days
Duolingo shares plunge 23% after weak 2026 bookings forecast
Aytun Çelebi / dataconomy - Duolingo forecast first-quarter and full-year bookings below analyst estimates as it shifts strategy toward faster user growth, a move it said will weigh on bookings growth and profitability this year. The company’s shares dropped more than 23% in after-h…
Back to Top / Friday, February 27, 2026, 9:20 am / permalink 19874 / 5 stories in 7 days
Dell’s stock pops as soaring AI demand drives stellar 39% revenue increase
Mike Wheatley / siliconangle - Data center hardware and personal computer maker Dell Technologies Inc. easily beat Wall Street’s expectations today as it posted its latest financial results, benefiting from surging artificial intelligence demand. The company reported fourth-quarter ear…
Back to Top / Thursday, February 26, 2026, 6:21 pm / permalink 19846 / 6 stories in 8 days
CoreWeave (CRWV) Stock: Slides Despite 110% Revenue Growth and Major AI Wins
Yasmin Werner / parameter - TLDR CoreWeave tops revenue, but losses deepen and shares slide after hours. 110% growth isn’t enough as margins slip and profitability misses hit the stock. Debt climbs past $21B as CoreWeave scales power and absorbs rising costs. Backlog jumps to $66.8B…
Back to Top / Thursday, February 26, 2026, 5:20 pm / permalink 19840 / 7 stories in 8 days
Nvidia posts $68.1 billion quarter as AI demand surges worldwide
Camila Nogueira / betanews - Nvidia reported record financial results on Wednesday, delivering $68.1 billion in revenue for the fourth quarter of fiscal 2026 as demand for artificial intelligence infrastructure continued to accelerate. The quarterly figure rose 73% from a year earlie…
- Investors balk as Nvidia stock tumbles post-earnings (4)
- Markets wobble: tech slump and crypto give back gains (5)
- On the floor: Nvidia's record $68.1B AI quarter (3)
Investors balk as Nvidia stock tumbles post-earnings
Markets wobble: tech slump and crypto give back gains
On the floor: Nvidia's record $68.1B AI quarter
Back to Top / Thursday, February 26, 2026, 3:21 pm / permalink 19830 / 12 stories in 8 days
Warner Bros. Discovery Adds 3.1 Million Streaming Q4 Subs, Ended 2025 With 131.6 Million
Erik Gruenwedel / mediaplaynews - Warner Bros. Discovery Feb. 26 reported a gain of 3.1 million fourth quarter (ended Dec. 31, 2025) streaming video subscribers, ending the period with 131.6 million subs. Streaming includes Discovery+, HBO premium linear television and HBO Max. WBD had 12…
Back to Top / Thursday, February 26, 2026, 8:21 am / permalink 19791 / 7 stories in 8 days
China freeze on H200 chip sales clouds Nvidia’s record earnings
scmp - Nvidia has yet to generate any revenue from its H200 chips in China and does not know if any sales will be allowed in the country, the company said, even as the US chip giant reported record quarterly revenue on surging demand for data centre processors.W…
- China export freeze: H200 sales blocked (3)
- Other: GPU supply shortages, AI fears and market reaction (2)
- Record quarter: Nvidia tops forecasts, guides even higher (12)
- Vera Rubin: first samples ship, Rubin platform imminent (3)
- All Other Stories
China export freeze: H200 sales blocked
Other: GPU supply shortages, AI fears and market reaction
Record quarter: Nvidia tops forecasts, guides even higher
Vera Rubin: first samples ship, Rubin platform imminent
All Other Stories
Back to Top / Wednesday, February 25, 2026, 8:21 pm / permalink 19772 / 22 stories in 9 days
Salesforce (CRM) Stock: Surges on Record FY26 Results and $50B Buyback Boost
Yasmin Werner / parameter - TLDR Salesforce beats Q4, posts record FY26, but dips after-hours. New $50B buyback replaces old plans as shareholder returns surge. Dividend lifted to $0.44 as cash flow hits new highs in FY26. Agentforce ARR tops $800M, up 169%, powering AI-driven growt…
- Benioff touts Agentforce, mocks 'SaaSpocalypse' amid AI fears. (6)
- Mixed guidance sparks selloff despite strong quarterly beats. (4)
- Record FY26, $50B buyback headlines the quarter. (1)
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Benioff touts Agentforce, mocks 'SaaSpocalypse' amid AI fears.
Mixed guidance sparks selloff despite strong quarterly beats.
Record FY26, $50B buyback headlines the quarter.
All Other Stories
Back to Top / Wednesday, February 25, 2026, 4:21 pm / permalink 19751 / 12 stories in 9 days
Nvidia set to report quarterly results after the bell
cnbc - Nvidia has been the best performer on Wall Street this year among tech's megacap companies.
- Inside Nvidia's tech: Vera Rubin and chip-deal competition (2)
- Nvidia's record quarter and blowout guidance reshape AI market (13)
- Traders position ahead of Nvidia earnings; markets jitter (4)
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Inside Nvidia's tech: Vera Rubin and chip-deal competition
Nvidia's record quarter and blowout guidance reshape AI market
Traders position ahead of Nvidia earnings; markets jitter
All Other Stories
Back to Top / Wednesday, February 25, 2026, 12:22 pm / permalink 19736 / 25 stories in 9 days
Circle reports $770 million Q4 revenue as USDC circulation reaches $75 billion, targets 40% CAGR for stablecoin
Brian Danga / theblock - Circle reported $770 million in Q4 revenue and reserve income as USDC circulation reached $75.3 billion and issued 40% CAGR guidance.
Back to Top / Wednesday, February 25, 2026, 10:22 am / permalink 19725 / 7 stories in 9 days
HP says memory’s contribution to PC costs just doubled to 35 percent
Simon Sharwood / theregister - Speeds up qualification of new suppliers to get more cheap parts into PCs, faster HP Inc. has revealed that memory now accounts for 35 percent of the cost of materials it needs to build a PC, up from between 15 and 18 percent last quarter. And the company…
Back to Top / Tuesday, February 24, 2026, 11:21 pm / permalink 19705 / 6 stories in 10 days
Workday’s stock slumps again on weak guidance and AI disruption fears
Mike Wheatley / siliconangle - Shares of Workday Inc. got hammered in late trading today after the company offered weak guidance for the current quarter. It was the worst possible news for investors amid growing concerns over the existential threat it faces from the rise of artificial …
Back to Top / Tuesday, February 24, 2026, 8:21 pm / permalink 19704 / 5 stories in 10 days
Figma shares climb on earnings beat, but analysts note that AI risk remains
cnbc - Figma's revenue grew 40% year over year to $303.8 million during the period.
Back to Top / Thursday, February 19, 2026, 1:21 pm / permalink 19428 / 4 stories in 15 days
Klarna Hits First $1 Billion Revenue Quarter as Banking Users Double
PYMNTS / pymnts - Klarna said in a fourth-quarter earnings report that it doubled its number of banking customers over the past year. During the fourth quarter, Klarna’s number of banking customers grew 101% year over year to reach 15.8 million, the company said in a Thurs…
Back to Top / Thursday, February 19, 2026, 11:21 am / permalink 19419 / 4 stories in 15 days
DoorDash Q4 Earnings Highlight Deliveroo and Agentic AI Push
PYMNTS / pymnts - DoorDash used its fourth-quarter earnings call to make a broader point about where it sees the next leg of competition: not just in meal delivery, but in owning the software and logistics stack that powers local commerce. “We believe these investments are…
- At headquarters: DoorDash pushes agentic AI and global platform (3)
- From the lab: agentic AI hype clashes with enterprise ROI (8)
- On the trading floor: investors react to weak Q4 results (3)
At headquarters: DoorDash pushes agentic AI and global platform
From the lab: agentic AI hype clashes with enterprise ROI
On the trading floor: investors react to weak Q4 results
Back to Top / Wednesday, February 18, 2026, 8:21 pm / permalink 19394 / 14 stories in 16 days
Figma stock climbs on 40% revenue growth and surging Figma Make adoption
Duncan Riley / siliconangle - Shares in Figma Inc. were up more than 14% in after-hours trading today after the graphic design software provider impressed investors with earnings and revenue beats in its fiscal 2025 fourth quarter and provided forward guidance ahead of expectations. F…
Back to Top / Wednesday, February 18, 2026, 5:21 pm / permalink 19385 / 8 stories in 16 days