Tech Earnings Tracker

Microsoft Stock Performance

• 🔥 52-Week Low Close: Microsoft shares closed at a 52-week low with a 25% YTD decline driven by AI capital...

Microsoft's stock hit a 52-week low after shedding 25% YTD, driven by surging AI spending: Q3 capex reached $30.88B (up 84% YoY) with $190B guided for...

Rising memory costs will weigh on Apple's gross margins in the June quarter and beyond, offsetting gains from strong Services growth of 16% to $31...

AI talent departures at Google are pressuring Alphabet shares, with at least five researchers—including Gemini co-lead Noam Shazeer and Nobel winner...

Apple's price hikes, triggered by higher chip costs, show AI spending benefits semis while squeezing mega-cap margins, raising doubts on whether big capex spenders will soon say "Enough" ahead of fiscal Q2 reports.

Apple Q2 Earnings and Guidance

• 🔥 Record Quarter Results: Apple reported $111.2B revenue (+17% YoY), 49.3% gross margin (all-time record), and...

• Alphabet accelerates data center and TPU investments to power Google Cloud AI workloads
• Microsoft stock drops nearly 20% YTD despite earnings...

• $111.2B revenue (+17% YoY) and record 49.3% gross margin capped a strong Q2
• Memory chip costs force unavoidable price hikes, with RAM prices...

Earnings Highlights

• Apple Q2 Results: Apple reported record quarterly revenue of $111.2 billion with gross margin at 49.3%.
• Google Profit...

Apple faces dual milestones with Tim Cook stepping down in September and hardware-focused John Ternus taking the CEO role.

• Q2 results hit records...

Big Tech's AI infrastructure push reveals competing forces at play.

• Customer pushback: Microsoft, Amazon, Google and Meta are building custom chips...

Market concerns over AI capex overlook hyperscalers' strong fundamentals.

• Oracle holds a massive $553 billion AI cloud contract backlog.
• Amazon...

Alphabet's Google Cloud secures another major win as HSBC adopts its platform to roll out AI across global operations, further validating its AI infrastructure strength in financial services.

Alphabet is in talks with Samsung to diversify its chip supply chain and reduce reliance on TSMC, which is struggling to meet surging AI demand.

Microsoft AI Scrutiny

• 🔥 Lawsuit Over Copilot Claims: Shareholders sued Microsoft alleging inflated Copilot success and undisclosed Azure growth...

• Shareholders sued Microsoft for allegedly inflating Copilot success and OpenAI ties while downplaying Azure slowdowns and heavy AI infrastructure...

Is Alphabet's cautious AI spend the smarter long-term play?

• Bull view: Measured approach yields real results—Search revenue hit $60.4B, Cloud grew...

Apple generated roughly half its fiscal 2025 revenue from areas tied to Siri AI and related monetization, as highlighted in the post-release earnings...

Earnings Call Calendar

• Apple and Meta Calls: Analyst calls scheduled this week for Apple and Meta.
• ⚡ Microsoft Q4 Date: Microsoft Q4 FY2026...

Oracle delivered record Q4 FY2026 revenue of $19.2 billion with $638 billion in orders, fueled by cloud infrastructure and AI cloud momentum.

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