US Tech Earnings Tracker

Anthropic's expected $2 trillion IPO by October 2026 would deliver Amazon a historic $300-400 billion stake from its 15-20% ownership, yet it exposes...

Apple posted a modest Q2 2024 EPS beat of €0.02 and revenue beat of €337M, but revenue still declined 4.31% year-over-year. The report offers no...

Three releases this week could reset Fed rate expectations and drive volatility in tech names.

• PCE inflation Wednesday is forecast at 0.4% m/m...

AI infrastructure spending of $3.8 trillion requires hyperscalers to generate an extra $570-800 billion in annual profits for 15-20% returns—a level...

Bloom positions its solid-oxide fuel cells as a fast on-site alternative to multi-year grid waits for AI data centers.

• Servers install in months,...

Damodaran highlights a stark dilemma for the $7.5 trillion AI buildout: either AI replaces white-collar workers en masse, leaving no customers with...

• Valuation reset: Tech forward P/E fell to ~21x from 32x last October, matching November 2022 levels
• Growth edge holds: Forward earnings estimates...

Meta’s sharp move reads more like a gamma squeeze than a fundamental upgrade-driven catalyst, with jumps in implied volatility, call volume, and...

Nvidia shares extended gains above +8% after record quarterly results, adding over $400 billion in market cap, while trading at its cheapest valuation in at least...

Micron's Q4 revenue is pegged at ~$50.9B (up 350% YoY) with EPS forecasts ranging from $31.35 to $73, aligning with its own guidance on the memory...

• Valuation pressure: Shares closed at $336.13, or 38.56x trailing earnings, with analyst targets spanning $300-$400 and consensus only 1.2% above.
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• Strong execution: ANET more than doubled revenue and earnings from 2022-2025, followed by another beat-and-raise in early August that lifted 2026...

• Apple plans AI servers with 2-4 M8 Ultra chips targeting inference workloads by 2029
• Nvidia NVLink Fusion eyed for chip connectivity, signaling...

Seagate Technology announced its fiscal fourth-quarter financial results as a leading provider of mass-capacity data storage solutions.

Larry Ellison canceled a plan to sell 50 million Oracle shares worth $7.5 billion one day after the company beat Q1 estimates with $19.35 billion...

This week's updates from Apple, Nvidia, and Oracle set the tone for tech-stock momentum and AI infrastructure bets.

• Apple repositions iPhone as an...

Oracle delivered 850 megawatts of new capacity and over 300,000 GPUs in Q1 FY27—nearly tripling prior-quarter output—driving OCI revenue to more than...

Oracle (ORCL) and Adobe (ADBE) earnings reports stand out as key tech catalysts for investors today, joined by Macy's (M) results and producer price index data as broader market context.

Oracle draws investor attention with expected Q1 earnings of $1.74 per share on $19.14 billion revenue after the close, while shares rose 0.2% to...

Braze posted a clean Q2 beat with $227.2M revenue and $0.19 adj EPS, yet shares plunged 19.15% as investors fixated on softer Q3 profit outlook.

• Q3...