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Earnings: Latest AI News

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Showing 1-7 of 7Results matching "Microsoft AI"

Yesterday

2 stories

YesterdayInfrastructure

Earnings Infrastructure

Dell Lifts AI Server Goal to $74B; Shares Rise 10% After Earnings and Outlook

The higher target puts a concrete annual delivery marker on Dell’s AI infrastructure business. Its reported quarter establishes the starting point; future server sales must now substantiate the forecast.

3 min

YesterdayBusiness

Earnings Business

Rezolve Reports $130.8M H1 Revenue, Puts $360M Goal on a Much Larger H2

The company’s reported first-half growth gives its agentic-commerce strategy a sharper commercial signal. Its reaffirmed full-year outlook, however, requires roughly three-quarters more revenue in the second half than it recorded in the first.

3 min

Last week

3 stories

Aug 28, 2026Business

Earnings Business

Amazon Plans $220B Capex as AWS Revenue Grows 37%, Testing Returns

AWS provides a visible return channel today. The harder question is whether future capacity sales and AI-led retail discovery can sustain the payoff from Amazon’s expanding infrastructure budget.

3 min

Aug 28, 2026Business

Earnings Business

IREN Takes $639M Mining Writedown as AI Cloud Revenue Rises Nearly 8x

IREN is retiring older mining hardware and preparing sites for AI cloud growth, but contracted annualized capacity revenue remains well ahead of the cloud revenue it has recognized.

2 min

Aug 25, 2026Business

Earnings Business

Salesforce Reports $3.4B AI-and-Data ARR as ServiceNow Tops $1B AI ACV

The companies are pursuing overlapping enterprise AI ambitions from different starting points: Salesforce is attaching agents to its CRM and data stack, while ServiceNow is selling governance across workflows, agents and models.

3 min

August 2026

2 stories

Aug 23, 2026Business

Earnings Business

Nvidia’s $92 Billion Q2 Forecast Puts Hyperscaler Dependence in Focus

The consensus forecast would extend Nvidia’s rapid revenue growth. Its largest customers remain central to that result while pursuing paths that could reduce their reliance on the company over time.

2 min

Aug 21, 2026Business

Earnings Business

Micron’s Memory Boom Is Giving Nvidia’s AI Lead a New Counterweight

Nvidia’s platform scale and Micron’s sold-out HBM supply both point to an intense infrastructure cycle. The unresolved question is whether Micron’s contract terms can preserve its gains if memory supply catches up.

3 min