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.

Sep 2, 2026Business

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.

Sep 2, 2026Business

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.

Sep 1, 2026Infrastructure

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.

Last week

7 stories

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 27, 2026Business

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.

Aug 27, 2026Business

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.

Aug 25, 2026Business

Cramer: Nvidia Results May Move an AI Trade Facing Memory and China Risks

Jim Cramer remains bullish on Nvidia, but says investors will use its report to assess whether supply constraints, data-center buildouts and competitive pressure can curb the wider AI spending cycle.

Aug 25, 2026Business

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.

Aug 25, 2026Business

Nvidia’s $105 Billion OpenAI Backstop Raises the Stakes for Rubin’s Autumn Debut

Wednesday’s results will be read as a test of a new, more exposed Nvidia: one that is both selling the hardware for AI buildouts and helping customers finance the infrastructure around it.

Aug 24, 2026Infrastructure

Earnings Infrastructure

Nvidia Falls More Than 2.2% Before Earnings as Seven-Day Slide Extends

The coming results must answer a market already weighing semiconductor weakness, rising memory costs and questions around the AI infrastructure boom.

August 2026

3 stories

Aug 23, 2026Business

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.

Aug 21, 2026Business

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.

Aug 17, 2026Business