Earnings: Latest AI News

Broadcom Forecasts $21.7B in Quarterly AI Chip Sales After a 221% Surge

The earnings show custom AI accelerators and networking becoming a much larger part of Broadcom’s business. The immediate test is whether the company can convert its $21.7 billion fourth-quarter AI semiconductor forecast into delivered sales while maintaining its margin target.

Snowflake Lifts Product-Revenue Forecast After Q2 Beat; CoCo Hits 9,100 Accounts

The higher targets give Snowflake a clearer near-term financial bar. CoCo’s account growth adds an AI adoption signal, though the disclosed figure measures reach rather than a direct financial contribution.

HPE Raises 2026 Revenue Growth Forecast to 34%-37% After $12.21B Quarter

The earnings beat gives HPE a stronger base for its new forecasts, while constrained components could limit how quickly server demand becomes delivered systems.

Oracle’s Coming Earnings Put Its AI Cloud Financing Under Scrutiny

Fast cloud growth and a large backlog have raised the bar for Oracle’s next report. Its reliance on debt and equity makes the spending plan as important as the revenue line.

Nvidia Rises 4% as Dell’s Results Reinforce AI Server Demand

Dell’s stronger results gave investors a new read on demand for Nvidia-based AI server racks. Broadcom’s earnings later Wednesday will test a different question: whether it can raise its AI semiconductor outlook while Alphabet broadens its chip supplier base.

Sep 1, 2026Business

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.

Aug 31, 2026Business

Micron Trades at Just Above 6x Forward Earnings as Contracts Test Its Memory Cycle

Long-term customer agreements may curb both peak-price gains and later declines, but new supply and uncontracted sales leave the durability of Micron’s earnings open to debate.

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Aug 30, 2026Business

Workday Says AI Drove 25% of New Contract Value as 5,500 Customers Adopt Agents

The quarter offers a concrete commercial signal for enterprise agents: Workday ties them to new contracts and customer expansion. The harder question is whether that momentum can extend beyond customers already buying its core HR and finance platform.

Aug 29, 2026Business

Marvell Raises Guidance as Data-Center Revenue Rises 46% to $2.17 Billion

The chipmaker has a concrete quarterly demand signal behind its outlook. The next test is whether that data-center momentum continues.

Aug 28, 2026Business

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.

Aug 28, 2026Business

Salesforce Says Agentforce Passed $1.5B ARR as It Pushes Consumption Into Premium Plans

The earnings-call case for AI is moving beyond pilots: Salesforce is pointing to production customers and repeat credit purchases, while still relying on premium editions and flexible pricing to turn that activity into broader revenue.

Nvidia Posts $96.2B Revenue, Then Guides to $108B Next Quarter

The revenue beat and higher third-quarter outlook moved investors from anticipating a large quarter to judging whether Nvidia can meet an even larger near-term target.

Nvidia’s $63.1 Billion Receivables Add a Cash-Flow Caveat to Its Earnings Beat

The chipmaker’s demand outlook remains strong, but a faster-growing pool of unpaid invoices, longer payment terms and larger supply obligations shift attention toward how the buildout is financed.

Okta Raises Outlook After $805M Quarter as It Widens AI-Agent Security

Okta’s agent tools focus on discovering agents, securing their connections and governing permissions. Permiso is meant to add threat detection after authentication, but the company says the market is still taking shape.

Nvidia’s 70% Forecast Lifts Hardware; Salesforce and CrowdStrike Move Software

The premarket move favored two different AI narratives: infrastructure suppliers gained on Nvidia’s demand outlook, while stronger guidance from software companies eased disruption fears in their own sector.

Aug 26, 2026Infrastructure

Earnings Infrastructure

Nvidia Forecasts 70% Growth as OpenAI Develops Jalapeño Chip

Nvidia’s quarterly results show its AI infrastructure business still expanding rapidly. Jalapeño offers an early, narrow efficiency comparison—and signals that more AI companies want custom hardware options.

Aug 26, 2026Business

Nvidia Posts $96.22B Revenue and $108B Outlook as AI Chip Spending Holds Up

The May-to-July result is realized evidence of spending on high-end AI chips. The August-to-October forecast, though above Wall Street’s view, is the next and still-unmet test of that demand.

August 2026

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Aug 22, 2026Business

Alibaba’s AI Cloud Is Growing Fast. Its AI Bill Is Growing Faster.

The company’s expanding AI cloud business is producing real revenue, but capital spending, narrower margins and a missed earnings target show how expensive the next phase remains.