Earnings

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The latest news

Marvell Technology headquarters reflecting the company’s growing role in AI infrastructure and data-center connectivity.

Marvell Bets Big on AI Infrastructure After Record FY2026 Results

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Broadcom logo as Broadcom AI revenue doubles to $8.4B, driven by hyperscaler custom silicon demand and VMware hybrid-cloud AI growth.

Broadcom Q1 FY2026 Earnings: VMware Turns Into AI Leverage

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Okta logo as the company reports its first full-year GAAP profit and expands identity security for the AI era.

Okta Turns Profitable as Identity Security Matures

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CoreWeave branding displayed on digital screens in New York’s Times Square near NASDAQ, as the AI cloud provider reports $5.1 billion in 2025 revenue and a $66.8 billion backlog.

CoreWeave Hits $5.1B Revenue as AI Backlog Surges to $66.8B

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Rocket Lab Electron launch during record 2025 revenue growth

Rocket Lab Posts Record Revenue as Defense Backlog Surges

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Stellantis posts €20.1B loss after electric vehicle strategy reset and massive writedowns

Stellantis Reports €20.1 Billion Loss on Electric Vehicle Strategy

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Rolls-Royce reports record profits following successful restructuring and margin expansion

Rolls-Royce Posts Record Profits as Transformation Pays Off

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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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Energy News

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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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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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