Earnings

CrowdStrike Q1 2027 Earnings: AI Security Growth Lifts Outlook

The cybersecurity leader posted record cash flow and net new ARR growth, but a deceleration in billings rattled markets even as management raised its full-year outlook.

Tech IconsJun 4, 2026AI SecurityCybersecurityEnterprise Software

Broadcom's Record Quarter Masks a Market Hungry for More

Broadcom delivered record Q2 revenue of $22.2 billion, yet a brutal after-hours sell-off exposed just how unforgiving expectations have become for the sector's defining infrastructure play.

Tech IconsJun 4, 2026AI ChipsCustom SiliconData CentersSemiconductors

Dell AI-optimized server infrastructure supporting hyperscale computing, enterprise AI deployments, and large-scale data center expansion.

Dell Shatters Records as AI Infrastructure Demand Accelerates

Dell's fiscal Q1 revenue surged 88% to $43.8 billion, powered by an eightfold jump in AI server sales, as the company sharply raised its full-year outlook.

Tech IconsMay 29, 2026Data CentersEnterprise AIHyperscalers

Salesforce Tower headquarters in San Francisco, reflecting the company’s expansion across enterprise AI, data infrastructure, and agentic software platforms.

Salesforce Beats Q1 Estimates as Agentforce Scales

The CRM giant posted record first-quarter revenue of $11.1 billion, with agentic AI and data platform metrics accelerating sharply and full-year guidance raised at the midpoint.

Tech IconsMay 28, 2026AI InfrastructureCloud ComputingEnterprise AI

Marvell Becomes a Core Infrastructure Layer for AI Scaling

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Snowflake headquarters in San Mateo, California, as the company expands its enterprise AI and agentic infrastructure strategy.

Snowflake Breaks Out as the Agentic Enterprise Takes Shape

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NVIDIA CEO Jensen Huang during NVIDIA’s fiscal Q1 2027 earnings period as Blackwell systems, AI factories, accelerated computing, and data-centre revenue drive record growth.

NVIDIA Posts $81.6 Billion Quarter as AI Infrastructure Scales

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Klarna branding displayed at the New York Stock Exchange during the company’s IPO as investors react to Klarna quarterly earnings and Klarna 1 billion Q1 revenue growth milestone in fintech and digital payments markets

Klarna Posts $1B Quarter as Fintech Maturity Gains Pace

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Cisco branding displayed during Cisco earnings 2026 as AI infrastructure orders, networking demand, enterprise AI upgrades, and hyperscale AI infrastructure spending accelerate globally.

Cisco Raises AI Outlook to $9 Billion After Record Run

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Alibaba cloud data center representing Alibaba cloud revenue growth, AI cloud infrastructure, cloud intelligence growth, and Chinese artificial intelligence company expansion

Alibaba's Cloud Business Surges 38% on Accelerating AI Demand

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SoftBank Signature Store in Tokyo representing SoftBank AI strategy, SoftBank FY2025 results, Masayoshi Son AI ambitions, OpenAI investment, Arm Holdings revenue, artificial intelligence infrastructure, semiconductor AI growth, and AI computing infrastructure expansion

SoftBank Bets Big on AI While Keeping Its Balance Sheet Clean

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Airbnb Experiences and travel services representing Airbnb experiences, travel services expansion, Airbnb travel platform, and short-term rental platform growth

Airbnb Beats Q1 Estimates as Its Ecosystem Strategy Takes Hold

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

UAE OPEC exit shows UAE leaves OPEC reshaping OPEC oil market through ADNOC production growth, global oil supply shifts, oil market disruption, OPEC+ fragmentation, Saudi OPEC leadership pressure, UAE oil strategy, OPEC supply control, ADNOC expansion plan, oil price volatility, OPEC cartel decline, Middle East oil market and oil production strategy

OPEC Loses the UAE in Its Most Damaging Split in Years

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Oracle Bloom Energy deal AI power infrastructure data center electricity distributed power fuel cells Oracle energy infrastructure AI infrastructure growth

Oracle Bloom Energy Deal Signals Shift to AI Power Infrastructure

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President Donald Trump and Energy Secretary Chris Wright presenting the Ratepayer Protection Pledge on AI data center energy infrastructure at the White House

Big Tech Leaders Sign Power Pact With Washington on AI Energy

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