Tech Earnings Tracker

Nvidia is doubling down on its AI infrastructure dominance through three reinforcing signals:

• $150B annual Taiwan investment signals long-term...

• Ad revenue hit $55.02B, up 33% YoY, with impressions +19% and price per ad +12%
• Q1 EPS of $7.31 beat estimates as revenues reached $56.31B, but...

• Nvidia posted 85% sales growth to $81B with strong margins and Blackwell demand.
• Stock dropped 3.6% over two sessions as investors view it as a...

• Google Cloud revenues jumped 63% to $20B with operating margin expanding to 32.9%
• AI-driven features lifted Search & other revenues 19.1% as queries hit records
• Q1 EPS surged 82% to $5.11 while overall revenues grew 21.8%

• AI demand validation: Snowflake's Q1 results eased "SaaSpocalypse" fears by confirming enterprise AI inflection, directly supporting Microsoft's...

• Q1 revenue hit $181.5bn (+17% YoY) with AWS at $37.6bn (+28% YoY), fastest growth in 15 quarters.
• Net income reached $30.3bn; advertising grew 24%...

Meta reaching $1,500 by 2030 requires 18x additional P/E expansion beyond the base case, achievable only if Superintelligence Labs delivers a...

Nvidia's Q1 results showed $81.6B revenue (85% YoY growth) and $1.87 adjusted EPS, both beating estimates, with Q2 guidance at $91B.

• Analyst...

• Technical setup points to completed consolidation near $209–$213 support, with near-term targets of $257–$277 and summer target of $305.
• Muted...

Alphabet's Google Cloud delivered $20.0 billion in revenue with 62.7% YoY growth, becoming the main driver of post-earnings gains and a standout in...

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