Tag Directory / EARNINGS     showing 41–60 of 239   RSS


Palantir beats fourth-quarter estimates on the strength of AI and defense demand

cnbc - Palantir topped Wall Street's fourth-quarter estimates as more businesses and the U.S. government race to buy its artificial intelligence tools.


On-site in Europe: Exploring Palantir Culture

German philosophy, FDEs and no job titles: the Palantir culture spreading through European tech

4 wks / sifted


Political Fallout: Gov Contract Debates

Anti-ICE protesters should want more Palantir in government, CEO Karp says

4 wks / cnbc


Q4 Earnings & Growth Surge

Palantir (PLTR) Stock: Crushes Estimates With $1.4 Billion Revenue

4 wks / parameter / Trader Edge

Palantir’s stock price is back on the rise. This 1 factor may determine if shares keep going up

4 wks / fastcompany / Michael Grothaus

Palantir surges 10% after beating earnings estimates. Here's what's happening

4 wks / cnbc

Palantir (PLTR) Stock: Surges on Explosive 2025 Growth and 70% U.S. Revenue Gains

4 wks / parameter / Yasmin Werner

Palantir’s AI story finally looks like a business

4 wks / qz / Shannon Carroll

Palantir rallies as revenue jumps 70% and guidance leaves Wall Street behind

4 wks / siliconangle / Duncan Riley

Palantir beats fourth-quarter estimates on the strength of AI and defense demand

4 wks / cnbc

Palantir boosts revenue expectations on strong AI demand

4 wks / ft

Palantir beats Q4 earnings and sales expectations, stock surges

4 wks / sherwood / Matt Phillips


All Other Stories

"Karp noted the ongoing adoption of its tools by the U.S. government, a segment that saw 66% growth." If you know a politician, Republican or Democrat, get them to Pledge not to take $$$$ from Palantir. www.cnbc.com/2026/02/02/p...

4 wks / bsky / @purgepalantir.bsky.social / purgepalantir.bsky.social

I know Democrats will never do this but my god they need to run on cancelling every single Palantir contract. Honestly never seen such an evil company in my life. "Anti-ICE protesters should want more Palantir in government, CEO Karp says" www

4 wks / bsky / @paulriz504.bsky.social / paulriz504.bsky.social

Dude is grotesque. He wants even more of Americans tax dollars to spy on human beings and kill them. Abolish government contracts with Palantir. #gaza #econsky www.cnbc.com/2026/02/02/p...

4 wks / bsky / @countbern.bsky.social / countbern.bsky.social

Back to Top / Monday, February 2, 2026, 4:20 pm / permalink 18680 / 14 stories in 4 wks


Tesla kills off the Model S and Model X amid second straight year of losses

Matthew Mountjoy / mobilesyrup - Tesla is reportedly discontinuing its two oldest models amid a second year of revenue losses. According to an earnings call conducted on Wednesday, Tesla CEO Elon Musk announced that it will end production of the Model S and Model X next quarter, with Mus…

#ai #robotics #automation #cars #tesla #earnings #business #elonmusk #automotive #ev

Tesla’s Model S, Soon to Be History, Changed the Auto Industry

5 wks / nytimes / Neal E. Boudette

Tesla throws in the towel on car sales

5 wks / theverge / Andrew J. Hawkins

Tesla Prepares to Retire Model S, Model X to Build More Humanoid Robots

5 wks / eweek / Aminu Abdullahi

Tesla investors like the idea of merging with SpaceX

5 wks / sherwood / Rani Molla

The economics of Tesla the company are still all about cars. The economics of Tesla the stock are not.

5 wks / sherwood / Hyunsoo Rim

The End of the Model S Is the Start of a New Tesla

5 wks / wsj / Tim Higgins

Tesla invests $2B in xAI as part of $20B mega-round, eyes Optimus AI

5 wks / techfundingnews / Vignesh R

Elon Musk's $20 billion spending plan signals 'Tesla of yesterday is gone'

5 wks / cnbc

Tesla plans to build more robots

5 wks / semafor / J.D. Capelouto

Tesla kills off the Model S and Model X amid second straight year of losses

5 wks / mobilesyrup / Matthew Mountjoy

Musk distracts from struggling car biz with fantastical promise to make 1 million humanoid robots a year

5 wks / theregister / Thomas Claburn

Tesla sold $430 million worth of its Megapack backup batteries to Musk's xAI in 2025

5 wks / cnbc

Back to Top / Thursday, January 29, 2026, 9:21 pm / permalink 18558 / 12 stories in 5 wks


Microsoft stock plunges 10% as its worst day in years sees a $357 billion market cap wipeout

Quartz Staff / qz - Along with a brutal day for software stocks, Microsoft's wipeout helped drag down the tech-heavy Nasdaq about 0.7% for the day


Cloud challenges: slow growth and capacity

Microsoft (MSFT) Stock: Why Shares Dropped 10% After Earnings Beat

5 wks / parameter / Trader Edge

MSFT Shares Fall as Cloud Growth Falls Short of Investor Expectations

5 wks / parameter / Maxwell Mutuma


Comparative AI investments: Microsoft vs Meta

The new math defining AI winners and losers

5 wks / axios / Madison Mills

Why investors are suddenly nervous about Microsoft and newly confident in Meta

5 wks / fastcompany / Taylor Hatmaker


Sharp selloffs and market cap wipeouts

Microsoft tumbled 10% in a day and isn’t recovering premarket. Here’s why

5 wks / reddit / /u/Logical_Welder3467

Microsoft tumbled 10% in a day and isn't recovering premarket. Here's why

5 wks / cnbc

Microsoft’s $357 Billion Rout Is Worst Since Deepseek Hit Nvidia

5 wks / reddit / /u/MoralLogs

Tech stocks fall on AI spending jitters

5 wks / semafor / J.D. Capelouto

Microsoft Earnings Prompt Tech Stock Selloff

5 wks / wsj / Xavier Martinez

Microsoft shares have biggest single-day drop since March 2020

5 wks / sherwood / Jon Keegan

Microsoft stock plunges 10% as its worst day in years sees a $357 billion market cap wipeout

5 wks / qz / Quartz Staff

Microsoft lost $357 billion in market cap as stock plunged most since 2020

5 wks / cnbc

Microsoft lost $357 billion in market cap as stock plunged most since 2020

5 wks / reddit / /u/MarvelsGrantMan136


All Other Stories

Uh, is this bad? Because it seems kinda bad.

5 wks / bsky / @langdongrant.bsky.social / langdongrant.bsky.social

Announcing that I’m throwing my hat into the ring as the next CEO of Microsoft. I’ll only take a 6 figure salary, no more layoffs, no more funding OpenAI, remove Copilot from PCs, option to buy software again, trim down windows, and focus on creating sof

5 wks / bsky / @imatt42.bsky.social / imatt42.bsky.social

Back to Top / Thursday, January 29, 2026, 4:21 pm / permalink 18545 / 15 stories in 5 wks


Apple CEO Tim Cook Says iPhone Demand Was 'Simply Staggering' Towards End of 2025

Joe Rossignol / macrumors - Apple today reported earnings results for the fourth quarter of the 2025 calendar year, including record-breaking $143.8 billion revenue that was up 16% year-over-year. These results were driven in part by exceptionally strong iPhone sales.iPhone revenue …


AI, Devices & Services Updates

Amid record revenue, Apple's Q1 2026 R&D spend reveals its AI ambitions

5 wks / appleinsider

Apple’s record quarter shows that AI doesn’t sell iPhones

5 wks / sherwood / Rani Molla

Apple Signals AI Will Power Payments Security and Growth

5 wks / pymnts / PYMNTS

Apple reaches 2.5 billion active devices after record-breaking quarter

5 wks / appleinsider

Apple Sets New Quarterly Services Revenue Record at $30 Billion; iPhone Posts Best-Ever Quarter

5 wks / mediaplaynews / Erik Gruenwedel

Apple Reaches 2.5 Billion Active Devices

5 wks / macrumors / Joe Rossignol


Record iPhone Sales Surge

Apple's iPhone business just set an all-time record with $85 billion in sales

5 wks / techspot

Apple (AAPL) Stock: TSMC Can’t Keep Up with Red-Hot iPhone Demand

5 wks / parameter / Trader Edge

Apple just had its best-ever quarter for iPhone sales after 'simply staggering' demand

5 wks / theshortcut / Reece Bithrey

Apple sells record number of iPhones on simply staggering demand

5 wks / mashable

Apple reports record iPhone sales

5 wks / semafor / Tom Chivers

Apple reports record $85B in iPhone revenue for fiscal Q1 2026

5 wks / dataconomy / Aytun Çelebi

Apple's iPhone sales surge to new quarterly high despite early missteps in artificial intelligence

5 wks / techxplore

The iPhone just had its best quarter ever

5 wks / techcrunch / Lucas Ropek

Apple posts record-breaking quarterly revenue driven by ‘staggering’ iPhone 17 demand

5 wks / siliconangle / Mike Wheatley

Apple just reported its best-ever quarter for iPhone sales

5 wks / engadget / Anna Washenko

Apple's 'remarkable' record quarter shows the iPhone still beats AI fears

5 wks / qz / Shannon Carroll

Apple reports best-ever iPhone sales as Mac dips

5 wks / bbc

Apple Reports Record iPhone Sales Amid Holiday Bump

5 wks / nytimes / Kalley Huang

Apple just had a record-breaking iPhone quarter

5 wks / theverge / Emma Roth

Apple CEO Tim Cook Says iPhone Demand Was 'Simply Staggering' Towards End of 2025

5 wks / macrumors / Joe Rossignol

Apple hails ‘remarkable’ $144bn quarter with best-ever iPhone sales

5 wks / ft


Record Q1 Earnings & Revenue

Apple Reports Record-Breaking Revenue and Profit for Q1 FY26

5 wks / apple / John Gruber

Apple (AAPL) Stock: Revenue Crushes Estimates Despite Supply Crunch

5 wks / parameter / Trader Edge

JP Morgan hikes Apple stock target to $325 after record-breaking earnings

5 wks / appleinsider

Apple Shatters Expectations with Record-Setting $143.8B Q1 2026

5 wks / idropnews / Jesse Hollington

CNBC Daily Open: iPhone drove Apple's robust earnings — but investors weren't too enthused

5 wks / cnbc

What's next for Apple stock after big iPhone sales everywhere, even China

5 wks / cnbc

(PR) Apple Announces Financial Results for Its Fiscal 2026 First Quarter

5 wks / techpowerup

Apple Reports Record-Setting 1Q 2026 Results: $42.1B Profit on $143.8B Revenue

5 wks / reddit / /u/ControlCAD

Apple Reports Record Revenues of $143.8 Billion

5 wks / thurrott / Paul Thurrott

Apple Shatters All-Time Records with $143.8 Billion Holiday Blowout

5 wks / iphoneincanada / John Quintet

Apple Q1 2026 Earnings: “Best Ever Quarter” Lives Up To Expectations

5 wks / wccftech / Rohail Saleem

Apple blows away Wall Street expectations with record $143.8 billion quarter

5 wks / appleinsider

Apple Reports Record-Setting 1Q 2026 Results: $42.1B Profit on $143.8B Revenue

5 wks / macrumors / Jordan Golson

Apple posts record quarterly revenue and iPhone sales

5 wks / sherwood / Rani Molla

Apple Reports Q1 FY26 Earnings: $143.8 Billion in Revenue, $42.1 Billion in Net Income [Chart]

5 wks / iclarified


Rising International & Regional Demand

China gives Apple ‘best iPhone quarter in history’ with 38% revenue growth

5 wks / scmp

Apple Posts Double-Digit Growth In India In Q1

5 wks / inc42 / Palak Sharma

Apple (AAPL) Stock: Surge on 16% Revenue Jump and China Sales Rebound

5 wks / parameter / Yasmin Werner

Apple Posts Blowout iPhone Sales on Surging China Demand

5 wks / wsj / Rolfe Winkler

Apple is resurgent in China with unexpected iPhone 17 sales domination

5 wks / appleinsider


All Other Stories

The active install base of Apple users has increased by 150 million users since 2025 and has reached over 2.5 billion active users as of January 2026.

5 wks / bsky / @appleinsider.com / appleinsider.com

Apple Reaches Massive New Number of Active Devices

5 wks / bsky / @macrumors.bsky.social / macrumors.bsky.social

Ahead of Apple announcing its latest earnings, CEO Tim Cook has revealed that Apple did not quite expect the iPhone 17 range to do as well as it has in China.

5 wks / bsky / @appleinsider.com / appleinsider.com

Apple has reported its financials for the first quarter of 2025, and as promised it was record-breaking, with growth in nearly every market segment, and every hardware category.

5 wks / bsky / @appleinsider.com / appleinsider.com

Apple Reports Record-Setting 1Q 2026 Results: $42.1B Profit on $143.8B Revenue

5 wks / bsky / @macrumors.bsky.social / macrumors.bsky.social

Back to Top / Thursday, January 29, 2026, 4:21 pm / permalink 18544 / 47 stories in 5 wks


(LEAD) Samsung Electronics posts record operating profit in Q4 amid AI boom

Kang Yoon-seung / co - SEOUL, Jan. 29 (Yonhap) -- Samsung Electronics Co. on Thursday said it has poste...

#ai #semiconductors #chips #samsung #earnings #business #asia #technology

Samsung Leans on AI Memory Boom to Drive Revenue

5 wks / pymnts / PYMNTS

Samsung Becomes The Largest Maker Of Memory Solutions With $26 Billion In Revenue In Q4 2025, Fab Profits Surge 5x

5 wks / wccftech / Rohail Saleem

Samsung profits surge 200% as AI server demand triggers memory chip shortage

5 wks / dataconomy / Kerem Gülen

Top chipmakers to boost capital spending amid AI-driven supply squeeze

5 wks / ft

SK Hynix overtakes Samsung in annual profit for the first time as AI reshapes rivalry

5 wks / cnbc

(4th LD) Samsung Electronics posts record operating profit in Q4 amid AI boom

5 wks / co / Kang Yoon-seung

(PR) Samsung Electronics Announces Fourth Quarter and FY 2025 Results

5 wks / techpowerup

(3rd LD) Samsung Electronics posts record operating profit in Q4 amid AI boom

5 wks / co / Kang Yoon-seung

Samsung’s fourth-quarter profit triples, beating estimates as AI chip demand fuels memory shortage

5 wks / cnbc

(2nd LD) Samsung Electronics posts record operating profit in Q4 amid AI boom

5 wks / co / Kang Yoon-seung

(LEAD) Samsung Electronics posts record operating profit in Q4 amid AI boom

5 wks / co / Kang Yoon-seung

Back to Top / Wednesday, January 28, 2026, 11:21 pm / permalink 18519 / 11 stories in 5 wks


IBM stock soars after-hours on strong revenue performance

Paul Gillin / siliconangle - Nearly five years to the day after being named chief executive of IBM Corp., Arvind Krishna joined Chief Financial Officer James Kavanaugh in taking a victory lap today as the company posted strong fourth-quarter and full-year results, driven primarily by…

#ai #cloud #enterprise #genai #stockmarket #earnings #business #technology

IBM says AI is insane in the mainframe as z17 sales surge

5 wks / theregister / Joe Fay

IBM Stock Gains as AI Revenue Drives Massive Earnings Beat

5 wks / parameter / Trader Edge

IBM (IBM) Stock: Flat After Volatile After-Hours as Wall Street Eyes AI Growth, Fed Exposure

5 wks / parameter / Newton Kitonga

IBM stock soars after-hours on strong revenue performance

5 wks / siliconangle / Paul Gillin

(PR) IBM Releases Fourth-Quarter 2025 Results

5 wks / techpowerup

IBM jumps 8% on earnings beat

5 wks / cnbc

IBM beats Q4 earnings expectations, stock rises

5 wks / sherwood / Matt Phillips

Back to Top / Wednesday, January 28, 2026, 7:20 pm / permalink 18514 / 7 stories in 5 wks


ServiceNow falls 6% despite better-than-expected fourth-quarter results

cnbc - ServiceNow announced an expanded partnership with Anthropic about a week after it inked a similar deal with competitor OpenAI.

#ai #cloud #saas #enterprise #anthropic #openai #genai #stockmarket #earnings #business

ServiceNow CEO on the stock’s swoon: “You can give us back the market cap”

5 wks / sherwood / Luke Kawa

ServiceNow and Anthropic ink multi-year deal to integrate Claude models

5 wks / dataconomy / Kerem Gülen

ServiceNow’s stock slides on iffy subscription revenue forecast

5 wks / siliconangle / Mike Wheatley

ServiceNow partners with Anthropic just a week after announcing a partnership with OpenAI as the company takes a multi-model approach.

5 wks / bsky / @techcrunch.com / techcrunch.com

ServiceNow boasts about years of sweat equity that went into making its AI agents smarter

5 wks / theregister / O'Ryan Johnson

ServiceNow falls 6% despite better-than-expected fourth-quarter results

5 wks / cnbc

ServiceNow slips despite beating Q4 earnings expectations

5 wks / sherwood / Matt Phillips

ServiceNow inks another AI partnership, this time with Anthropic

5 wks / techcrunch / Rebecca Szkutak

Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18508 / 8 stories in 5 wks


Meta Platforms (META) Stock: Gains Momentum on Earnings Beat as Ottawa Moves to Restore News Access

Yasmin Werner / parameter - TLDR Meta stock jumps after earnings as Canada reopens talks on news access Canada restarts talks with Meta as earnings boost stock momentum Meta rallies after earnings beat amid Canada news access negotiations Strong Meta earnings fuel stock surge as Can…


Aggressive AI spending plans

Meta leans on improved ad business to fuel massive AI spending

5 wks / techxplore

Zuckerberg Shrugs Off Wall Street Fears and Pledges Up to $135B for AI

5 wks / pymnts / PYMNTS

Meta's Mark Zuckerberg gets green light from Wall Street to keep pouring money into AI

5 wks / cnbc

Meta crushed the quarter, then sounded a $135 billion alarm

5 wks / qz / Shannon Carroll

Meta Forecasts Spending of at Least $115 Billion This Year

5 wks / nytimes / Eli Tan and Mike Isaac

Meta says spending could nearly double to $135bn in AI investment boom

5 wks / ft


Meta vs. Microsoft showdown

Meta rises 8%, Microsoft sinks 11% as megacap tech stocks diverge after earnings

5 wks / cnbc

Why Meta is ripping higher after earnings while Microsoft craters

5 wks / sherwood / Luke Kawa

Meta Overshadows Microsoft by Showing AI Payoff in Ad Business

5 wks / wsj / Dan Gallagher

Meta and Microsoft continue going big on AI Spending. Here's how bitcoin miners could benefit

5 wks / coindesk / Helene Braun


Regulatory & news access developments

Meta still making a motza, but ‘legal and regulatory headwinds’ will impact 2026

5 wks / mumbrella / Nathan Jolly

Meta Platforms (META) Stock: Gains Momentum on Earnings Beat as Ottawa Moves to Restore News Access

5 wks / parameter / Yasmin Werner


Strong earnings & record sales

Meta’s stock surges on strong earnings, revenue and bullish guidance

5 wks / siliconangle / Mike Wheatley

Meta Stock Jumps 4% After Q4 Revenue of $59.89B Beats Estimates

5 wks / parameter / Maxwell Mutuma

Meta Reports Record Sales, Massive Spending Hike on AI Buildout

5 wks / wsj / Meghan Bobrowsky

Meta rises after sales, earnings beat and Q1 revenue guidance exceeds expectations

5 wks / sherwood / Rani Molla


All Other Stories

Cheers to @duncanweldon.bsky.social @peark.es & @vkmacro.bsky.social for the posting-to-publishing pipeline: sherwood.news/markets/why-... $MSFT $META

5 wks / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

what a time to be alive Meta says spending could nearly double to $135bn in AI investment boom www.ft.com/content/d1e5...

5 wks / bsky / @iankmsmith.ft.com / iankmsmith.ft.com

Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18507 / 18 stories in 5 wks


Tesla hits a grim milestone: its second straight year of decline

Andrew J. Hawkins / theverge - Tesla just reported its second consecutive year of declining revenue and profits, further complicating Elon Musk's $1 trillion effort to transform his company into a leader in AI and robotics. Meanwhile, the global EV market continues to grow, seemingly i…


Bleak numbers: deep revenue drops and profit declines

With Tesla Revenue and Profits Down, Elon Musk Plays Up Safety

5 wks / gizmodo / Mike Pearl

Tesla’s profit tanked — and its stock is climbing

5 wks / qz / Shannon Carroll

Tesla: 2024 was bad, 2025 was worse as profit falls 46 percent

5 wks / arstechnica / Jonathan M. Gitlin

Tesla profit tanked 46% in 2025

5 wks / techcrunch / Sean O'Kane

Tesla beats on EPS and revenue, even as it posts first annual revenue drop

5 wks / sherwood / Rani Molla

Tesla hits a grim milestone: its second straight year of losses / The automaker has lost the lead to its Chinese competitors as its business continues to contract.

5 wks / reddit / /u/MarvelsGrantMan136

Tesla hits a grim milestone: its second straight year of decline

5 wks / theverge / Andrew J. Hawkins


Pivoting to AI: scrapped models and robot ambitions

Tesla (TSLA) Stock: Earnings Beat Can’t Prevent First Annual Revenue Decline

5 wks / parameter / Trader Edge

Tesla revenue falls for first time as Musk bets big on robots and autonomy

5 wks / theregister / Carly Page

Tesla scraps models in pivot to AI as annual revenue falls for first time

5 wks / ft

Tesla sees first annual revenue drop as it shifts to AI and robots

5 wks / bbc

Tesla profits slumped 46% last year, as it lost its crown as the top EV seller

5 wks / npr / Camila Domonoske


All Other Stories

With Tesla Revenue and Profits Down, Elon Musk Plays Up Safety https://gizmodo.com/tesla-earnings-down-musk-plays-up-safety-2000714870

5 wks / bsky / @gizmodo.com / gizmodo.com

Elon Musk focuses on robotics as Tesla profits slumped 46% last year www.npr.org/2026/01/28/n...

5 wks / bsky / @bluessister91.bsky.social / bluessister91.bsky.social

Image post - please click to view at origin

5 wks / bsky / @arstechnica.com / arstechnica.com

Image post - please click to view at origin

5 wks / bsky / @milesklee.bsky.social / milesklee.bsky.social

Oy vey arstechnica.com/cars/2026/01...

5 wks / bsky / @iheartnoise.bandcamp.com / iheartnoise.bandcamp.com

lol oh noes arstechnica.com/cars/2026/01...

5 wks / bsky / @cfidd.bsky.social / cfidd.bsky.social

Tesla profit tanked 46% in 2025 https://techcrunch.com/2026/01/28/tesla-earnings-profit-q4-2025/

5 wks / bsky / @mm-hacker-news.bsky.social / mm-hacker-news.bsky.social

Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18506 / 19 stories in 5 wks


(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results

techpowerup - Microsoft Corp. today announced the following results for the quarter ended December 31, 2025, as compared to the corresponding period of last fiscal year:Revenue was $81.3 billion and increased 17% (up 15% in constant currency)Operating income was $38.3 …


AI & Cloud Investment Milestones

Microsoft Cloud Hits $50B Milestone as OpenAI Drives Growth

5 wks / winbuzzer / Markus Kasanmascheff

Microsoft, Meta report AI-driven growth

5 wks / semafor / Tom Chivers

Microsoft’s AI Growth Drives Both Revenue and Massive Capital Expenditure

5 wks / pymnts / PYMNTS

Microsoft Continues to Spend Big on A.I. While Profit Jumps 60 Percent

5 wks / nytimes / Natallie Rocha


Earnings Highlights

(PR) Microsoft Announces Second Quarter Fiscal Year 2026 Results

5 wks / techpowerup

Microsoft’s latest earnings show how high the AI bar has risen

5 wks / qz / Shannon Carroll

Microsoft’s Earnings Surge, Elevated by Cloud Business

5 wks / wsj / Sebastian Herrera

Microsoft Revenues Up 17 Percent to $81.3 Billion

5 wks / thurrott / Paul Thurrott

Microsoft profits jump as AI services demand boosts cloud sales

5 wks / ft

Microsoft reports strong cloud earnings in Q2 as gaming declines

5 wks / theverge / Tom Warren

Microsoft earnings: Cloud growth and capex numbers in focus for Q2

5 wks / cnbc


Gaming and Hardware Decline

Microsoft Reports a 9% Overall Drop in Xbox Revenue for Q2/FY26, Hardware Down 32%

5 wks / wccftech / David Carcasole


Investor Concerns

Microsoft (MSFT) Stock: Why Beating Estimates Wasn’t Enough For Wall Street

5 wks / parameter / Trader Edge

Microsoft just delivered a big blow to Michael Burry’s AI bear case

5 wks / sherwood / Luke Kawa

Microsoft’s AI offensive clashes with investors’ patience

5 wks / techzine / Mels Dees

Microsoft investors sweat cloud giant's OpenAI exposure

5 wks / theregister / Tobias Mann

Microsoft’s stock declines after Azure cloud growth dips below 40%

5 wks / siliconangle / Mike Wheatley

Microsoft beats Q2 earnings and revenue, but stock falls on ballooning capex

5 wks / sherwood / Jon Keegan


All Other Stories

Microsoft Q2 2026 - Gaming revenue down 9% - Xbox content + services revenue down 5% - Hardware revenue down 32% YoY www.theverge.com/news/869493/...

5 wks / bsky / @knoebel.bsky.social / knoebel.bsky.social

Back to Top / Wednesday, January 28, 2026, 4:21 pm / permalink 18505 / 19 stories in 5 wks


ASML bookings nearly double expectations on AI demand

Erik van Klinken / techzine - ASML reported record quarterly bookings of 13.2 billion euros in Q4 2025, nearly doubling analyst predictions. The Dutch chip equipment maker’s results highlight once more that the AI infrastructure buildout shows no signs of slowing down. The Veldhoven-b…

#ai #semiconductors #chips #genai #stockmarket #earnings #business #supplychain #manufacturing #technology

ASML slashes 1,700 jobs even as demand for chipmaking machines hits record highs

5 wks / techspot

ASML’s record orders show chipmakers are still betting big on AI data centers.

5 wks / bsky / @techcrunch.com / techcrunch.com

Wall Street thinks the next bottleneck in AI is chip equipment

5 wks / sherwood / Matt Phillips

The AI infrastructure boom shows no sign of slowing down

5 wks / techcrunch / Russell Brandom

ASML Holding (ASML) Stock: Record Orders Smash Forecasts as AI Demand Soars

5 wks / parameter / Trader Edge

(PR) ASML Reports €32.7 Billion Total Net Sales and €9.6 Billion Net Income in 2025

5 wks / techpowerup

ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs

5 wks / techxplore

ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs

5 wks / go

ASML rises on revenue beat and rosy topline outlook, outweighing slightly softer margins

5 wks / sherwood / Luke Kawa, David Crowther

ASML bookings nearly double expectations on AI demand

5 wks / techzine / Erik van Klinken

ASML forecasts bumper sales on back of AI boom

5 wks / ft

Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues

5 wks / cnbc

Back to Top / Wednesday, January 28, 2026, 3:21 am / permalink 18476 / 12 stories in 5 wks


SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat

cnbc - South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, to beat estimates.

#ai #semiconductors #chips #samsung #earnings #business #supplychain #skhynix #technology #memory

SK Hynix Stock: Memory Chipmaker Posts Record Earnings on AI Surge

5 wks / parameter / Trader Edge

SK Hynix Plans to Establish a Dedicated US-Focused Wing, Ironically Called the “AI Company,” to Capitalize on Memory Demand

5 wks / wccftech / Muhammad Zuhair

Micron rises after rival SK Hynix posts record sales and profits

5 wks / sherwood / Claire Yubin Oh

(PR) SK hynix to Establish U.S. Arm Specialized in AI Solutions

5 wks / techpowerup

SK hynix to launch new U.S.-based AI solution firm

5 wks / co / Kang Yoon-seung

South Korea's SK Hynix to establish a special ‘AI Company’ in the U.S.

5 wks / cnbc

SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat

5 wks / cnbc

(3rd LD) SK hynix posts record earnings for 2025, beats Samsung Electronics

5 wks / co / Kang Yoon-seung

(2nd LD) SK hynix posts record earnings for 2025, beats Samsung Electronics

5 wks / co / Kang Yoon-seung

(PR) SK hynix Announces FY25 Financial Results, Posts Record-High Results and Delivers Highest Shareholder Returns

5 wks / techpowerup

(LEAD) SK hynix sets record operating profit in 2025 amid AI boom

5 wks / co / Kang Yoon-seung

SK hynix sets record operating profit of 47.2 tln won in 2025

5 wks / co / Kang Yoon-seung

Back to Top / Wednesday, January 28, 2026, 3:20 am / permalink 18475 / 12 stories in 5 wks


Intel (INTC) Stock Falls After Missing Q1 Revenue and Earnings Guidance

Trader Edge / parameter - TLDR Intel stock collapsed 13% after hours following weaker-than-expected Q1 revenue and earnings guidance The chipmaker can’t produce enough AI server chips to meet customer demand due to manufacturing issues First-quarter revenue outlook of $11.7-12.7 b…

#semiconductors #chips #stockmarket #earnings #business #supplychain #intel #economy #manufacturing

One-Minute Daily AI News 1/23/2026

5 wks / reddit / /u/Excellent-Target-847

Image post - please click to view at origin

6 wks / bsky / @arstechnica.com / arstechnica.com

Core Ultra Series 3 launch may be hampered by chip shortages, says Intel

6 wks / arstechnica / Andrew Cunningham

AMD jumps as Intel’s supply constraints offer chance for CPU market share gains

6 wks / sherwood / Luke Kawa

Intel Shares Slide as Costs Pile Up in Bid to Meet AI Demand

6 wks / wsj / Sean McLain

Intel (INTC) Stock Falls After Missing Q1 Revenue and Earnings Guidance

6 wks / parameter / Trader Edge

Intel stock drops 14% as manufacturing troubles overshadow earnings beat

6 wks / cnbc

Intel is losing money — and the stock is losing ground

6 wks / qz / Niamh Rowe

Intel stock plunges 13% on soft guidance, concerns about chip production

6 wks / reddit / /u/Geddagod

Back to Top / Friday, January 23, 2026, 9:21 am / permalink 18332 / 9 stories in 6 wks


Intel stock falls 6% after company offers soft first-quarter guidance

cnbc - Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.


Advanced nodes and foundry expansion updates

Intel Gives Rundown on 14A/18A Chips & Advanced Packaging Opportunities, Revealing Customer Commitments Expected to Flow In by H2 2026

6 wks / wccftech / Muhammad Zuhair

Intel Confirms 14A Wafer Capacity Expansion Only Follows Customer Commitments

6 wks / techpowerup


CEO pivot limits AI customer growth

Intel CEO Blames Pivot Toward Consumer Opportunities as the Main Reason for Missing AI Customers, Says Client Growth Will Be Limited This Year

6 wks / wccftech / Muhammad Zuhair


Wafer supply constraints and production shifts

Intel shares down 13% as company only manages to shrink losses in latest earnings, demand to outpace 2026 supply — $300 million deficit comes despite more than $20 billion in outside investment from Nvidia and friends

6 wks / tomshardware

Intel shares down 13% as company only manages to shrink losses in latest earnings, demand to outpace 2026 supply — $300 million deficit comes despite more than $20 billion in outside investment from Nvidia and friends

6 wks / tomshardware

Intel Reallocates PC Production Capacity to Server CPUs Amid Tight Wafer Supply

6 wks / techpowerup

Intel Q4 Beats Estimates as 18A Ships, Supply Constraints Hit Early 2026

6 wks / analyticsindiamag / Siddharth Jindal


Weak Q1 guidance driving sharp stock reactions

INTC stock is plunging today despite Intel earnings that beat Wall Street expectations. Here are 2 reasons why

6 wks / fastcompany / Michael Grothaus

Intel tumbles as pleas for time to deliver its turnaround fall on deaf ears

6 wks / sherwood / Luke Kawa

Intel optimism wanes after disappointing outlook

6 wks / techzine / Erik van Klinken

Intel’s revival hits a bump in the road as its guidance falls short of expectations

6 wks / siliconangle / Mike Wheatley

Intel stock falls 6% after company offers soft first-quarter guidance

6 wks / cnbc

Intel (INTC) Stock: Earnings and Revenue Beat, Yet Weak Q1 Forecast Weighs

6 wks / parameter / Yasmin Werner

(PR) Intel Reports Q4 and Full-Year 2025 Financial Results

6 wks / techpowerup

Intel slumps after Q1 guidance disappoints

6 wks / sherwood / Matt Phillips


All Other Stories

www.cnbc.com/2026/01/22/i...

6 wks / bsky / @mmeadway.bsky.social / mmeadway.bsky.social

Back to Top / Thursday, January 22, 2026, 4:21 pm / permalink 18301 / 16 stories in 6 wks


Netflix beats revenue estimates as subscriber count climbs 325 million

Reuters / fastcompany - Netflix exceeded Wall Street’s revenue estimates for its holiday quarter, as it crossed 325 million subscribers, the company said on Tuesday.Revenue came in at $12.1 billion for October through December—topping forecasts of $11.97 billion for the quarter,…


AI Strategy Revolutionizing Netflix User Retention

Retention Is Name of the Game for Netflix’s AI Strategy

6 wks / pymnts / PYMNTS


Diversifying Streams: Ads, Live Events, and Content Picks

Netflix Plans to Increase Spending on Films and TV in 2026, According to Financial Report

6 wks / iphoneincanada / Steve Vegvari

Netflix Reports $12 Billion Q4FY25 Revenue, Eyes Future Growth In Advertising, Live Events, And Cloud Gaming

6 wks / medianama / Prabhanu Kumar Das

Netflix earned $1.5 billion from ads in 2025

6 wks / theverge / Emma Roth


Record Breaking Revenue, Subscriber Growth Revealed

Netflix delivers solid 4th quarter, but stock sinks amid worries about slowing subscriber growth

6 wks / go

Netflix beats revenue estimates as subscriber count climbs 325 million

6 wks / fastcompany / Reuters

Netflix gets bigger. Wall Street gets picky

6 wks / qz / Shannon Carroll

Netflix Revenues Up 18 Percent in Q4, 16 Percent in Full Year 2025

6 wks / thurrott / Paul Thurrott

Netflix Q4 Revenue Surges 17.6% as Streamer Reaches 325 Million Paid Subscribers

6 wks / reddit / /u/MarvelsGrantMan136

Netflix 2025 revenue at $45.2bn; over 325m subs

6 wks / advanced-television / Editor

Netflix Tops Q4 Income, Revenue Projections, Ends 2025 With 325 Million Paid Subs

6 wks / mediaplaynews / Erik Gruenwedel


Warner Deal Drama: M&A Moves Reporting

Netflix closes 2025 with record growth, all-cash Warner deal, and AI push

6 wks / techspot

Wall Street Prediction Firm Gives Netflix 68% Chance of Completing WBD Deal, Paramount at 18%

6 wks / mediaplaynews / Erik Gruenwedel

Back to Top / Tuesday, January 20, 2026, 4:20 pm / permalink 18211 / 13 stories in 6 wks


OpenAI Reports Over $20 Billion Estimated Revenue for 2025 Amidst Wider AI Adoption

Prabhanu Kumar Das / medianama - OpenAI's projected revenue has gone up from $2 billion in 2023 to over $20 billion in 2025, with compute capacity tripling each year as AI adoption entered the embedded stage from the experimentation stage. The post OpenAI Reports Over $20 Billion Estimat…

#ai #openai #genai #stockmarket #earnings #business #chatgpt #technology

OpenAI’s Financial Gamble: Spending More to Earn More: Company CFO

6 wks / techstrong / Jon Swartz

OpenAI’s ARR reached over $20 billion in 2025, CFO says

6 wks / sherwood / Tom Jones

OpenAI has absolutely zero ideas. They have no business. This is not a real business line and it’s so utterly vague and specious, I’m shocked at the credulousness to just print it without saying “there is no logical way this works of course” or talking ab

6 wks / bsky / @edzitron.com

OpenAI Reports Over $20 Billion Estimated Revenue for 2025 Amidst Wider AI Adoption

6 wks / medianama / Prabhanu Kumar Das

OpenAI CFO Says Annualized Revenue Crosses $20 Billion In 2025

6 wks / slashdot / BeauHD

OpenAI’s Annual Recurring Revenue Tripled to $20 Billion in 2025

6 wks / pymnts / PYMNTS

Back to Top / Monday, January 19, 2026, 11:20 pm / permalink 18184 / 6 stories in 6 wks


TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings

BeauHD / slashdot - An anonymous reader quotes a report from Ars Technica: On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei t…

#ai #semiconductors #chips #tsmc #earnings #business #supplychain #asia #technology

TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings

7 wks / slashdot / BeauHD

TSMC says AI demand is “endless” after record Q4 earnings

7 wks / arstechnica / Benj Edwards

Back to Top / Friday, January 16, 2026, 5:20 pm / permalink 18084 / 2 stories in 7 wks


TSMC's $56 Billion Bet Says the AI Bubble Hasn't Popped

Harkaram Grewal / implicator - TSMC's Q4 profit jumped 35% to a record $16 billion. CEO C.C. Wei declared "AI is real" and backed it with $56 billion in 2026 capex, the largest semiconductor investment in history. Intel and Samsung are scrambling to catch up. They're not close.

#ai #semiconductors #chips #tsmc #stockmarket #earnings #business

TSMC sees no signs of the AI boom slowing for at least two or three years

7 wks / theregister / Simon Sharwood

CNBC Daily Open: TSMC earnings draw investors' eyes back to AI

7 wks / cnbc

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

7 wks / reddit / /u/Logical_Welder3467

TSMC tops revenue expectations amid strong demand for advanced nodes

7 wks / siliconangle / Maria Deutscher

Apple Chipmaker TSMC to Boost Spending by Nearly 40% as AI Demand Drives Record Profit

7 wks / iclarified

TSMC's $56 Billion Bet Says the AI Bubble Hasn't Popped

7 wks / implicator / Harkaram Grewal

Back to Top / Thursday, January 15, 2026, 5:21 pm / permalink 17957 / 6 stories in 7 wks


TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong

cnbc - TSMCy delivered another estimate-beating quarter, with profit up 35% from a year ago as advanced chip orders tied to AI continued to dominate its business.

#ai #semiconductors #chips #tsmc #stockmarket #earnings #business #supplychain #asia #technology

'TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

7 wks / tomshardware

Nasdaq pacing stock-market rebound as Taiwan Semi earnings reignite AI trade

7 wks / x / @MarketWatch

TSMC Sees the AI Frenzy Not Stopping Anytime Soon, as the Chip Giant Plans to Take CapEx to Levels Never Seen Before

7 wks / wccftech / Muhammad Zuhair

What bubble? Chipmaker TSMC earnings jump 35%

7 wks / qz / Chris Morris

Taiwan Semiconductor stock soars, driving tech higher after blowout results

7 wks / x / @MarketWatch

TSMC profit rockets 35% to record high on AI chip demand

7 wks / dataconomy / Aytun Çelebi

TSMC breaks big revenue milestone in thumping fourth quarter, raises guidance on revenue and AI capex for 2026

7 wks / x / @MarketWatch

(PR) TSMC Reports Fourth Quarter 2025 Results

7 wks / techpowerup

TSMC’s CEO Claims Intel Foundry Can’t Compete by Just “Throwing Money” at Chip Production, Says the Company Isn’t Afraid of Growing Rivalry

7 wks / wccftech / Muhammad Zuhair

TSMC posts record quarterly profit on AI boom

7 wks / ft

TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong

7 wks / cnbc

TSMC Profit Beats Estimates in Fresh Sign of AI Demand Strength

7 wks / bloomberg / Debby WuVlad Savov

Back to Top / Thursday, January 15, 2026, 1:20 am / permalink 17888 / 12 stories in 7 wks


Apple Services Hit Record Highs in 2025 as App Store Commerce Tops $1.3 Trillion

iclarified - Apple's Services division closed out a record-setting 2025, posting strong engagement across its platforms and facilitating $1.3 trillion in commerce through the App Store ecosystem. In a year-end performance update released today, the company highlighted…

#fintech #ecommerce #digitaltransformation #apple #earnings #business #apps #payments #economy #technology

Apple paid developers $550B via App Store since 2008

7 wks / dataconomy / Kerem Gülen

App Store has generated over half a trillion dollars for developers

7 wks / techzine / Erik van Klinken

Eddy Cue on Apple’s 2025 Year in Services

7 wks / apple / John Gruber

2025 Becomes Apple’s Biggest Year for Services

7 wks / idropnews / Jesse Hollington

Here's How 2025 Was a 'Record-Breaking Year' Across Apple's Services

7 wks / macrumors / Joe Rossignol

Apple Services Hit Record Highs in 2025 as App Store Commerce Tops $1.3 Trillion

7 wks / iclarified

Apple Just Revealed How Big Its Services Empire Has Become

7 wks / iphoneincanada / Austin Blake

Back to Top / Monday, January 12, 2026, 5:21 pm / permalink 17801 / 7 stories in 7 wks


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