#earnings

AMD's Q2 2026 earnings show datacenter revenue nearly doubled to $6.7B, now 58% of total revenue, offsetting a 31% gaming decline.

Reddit reported 61% YoY revenue growth and raised guidance, yet stock fell 10% as CEO warned of 'choppy' search referrals amid AI competition.

Mark Zuckerberg outlined Meta's strategy to build consumer-friendly AI agents that operate continuously, positioning them as the foundation for future revenue growth.

Zuckerberg outlines a multi-pronged strategy to monetize internal AI tools, compute capacity, and business APIs—positioning Meta for revenue streams outside advertising.

Microsoft's Anthropic stake appreciated sharply in Q4 FY2026, while its OpenAI holdings declined, revealing divergent valuations in competing AI labs.

Google's revised capex guidance to $205B exposes margin compression across the AI industry, raising questions about whether the buildout is economically sustainable.

Google Cloud revenue jumped to $24.8B in Q2 2026, driven by enterprise AI adoption. The company's $514B backlog signals strong demand for its infrastructure investments.

IBM's Q2 2026 earnings miss triggered a historic 25% stock decline after mainframe sales plummeted, though executives insist the downturn is temporary.

AI chipmaker's Q1 earnings disappointed investors over full-year margin guidance, sending shares to near-IPO lows.

Meta's Q1 2026 earnings show 33% revenue growth and a massive capex increase — but a user decline and Reality Labs losses sent shares down 7%.

Google Search queries reached a historic high in Q1 2026 as AI features drove usage, while Alphabet posted $109.9B in revenue — up 22% year-over-year.

Alphabet's Q1 2026 earnings show Gemini bundled into Google One plans is powering subscription growth, while YouTube ad revenue misses Wall Street expectations.