Earnings

The latest news

Salesforce AI platform and Agentforce supporting fiscal 2026 growth

Salesforce Closes Fiscal 2026 With Steady Growth and AI Pivot

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NVIDIA CEO Jensen Huang following the company’s record fiscal 2026 results, driven by surging global demand for AI infrastructure and accelerated computing

Nvidia Delivers Record Fiscal 2026 as AI Demand Surges

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Figma surpasses $1 billion revenue milestone as AI tools expand enterprise product development workflows

Figma Surpasses $1B Revenue as AI Expands Its Enterprise Role

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Roblox on mobile as the platform reports $6.8B bookings, with rising user engagement and advertising expansion supporting stronger platform economics and a path toward profitability.

Roblox Delivers $6.8B Bookings as Metaverse Model Matures

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Affirm profitability rises as BNPL transaction volumes accelerate, reflecting stronger unit economics and sustained earnings in consumer finance.

Affirm Achieves Profitability as BNPL Volumes Accelerate

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Reddit’s revenue surge and rising margins show how disciplined monetization, AI advertising and scale are reshaping the social media business model.

Reddit’s Revenue Surge Redefines Social Media Business Model

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Amazon invests $200 billion in AI and cloud infrastructure as AWS growth accelerates and reshapes global enterprise computing and cloud economics.

Amazon’s $200 Billion Push Reshapes Cloud and AI

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Qualcomm beats forecasts but warns memory shortages could slow AI growth, testing investor confidence and near-term semiconductor demand outlook.

Qualcomm Beats Forecasts as Memory Crunch Hits AI Outlook

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Energy News

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High-voltage transmission tower supplying electricity to data centers amid rising power demand from Big Tech’s AI infrastructure expansion.

Big Tech Turns to Power Trading as Data Center Demand Surges

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California Governor Gavin Newsom

Trump's $7.6B Energy Cuts Imperil 200K Jobs, Spark Fury

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Sempra Energy headquarters in San Diego representing corporate restructuring

Blackstone and KKR Lead $10B Sempra Energy Infrastructure Deal

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