Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
Kai Nicol-Schwarz /CNBC:
Palo Alto Networks reports Q2 revenue up 15% YoY to $2.6B, above $2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7%+
On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC
AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.
PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%
PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss …
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+
Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …
Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., Data Center and AI revenue up 9% to $4.7B, Q1 guidance below est.; INTC drops 10%+
Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.
Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates
Intel (INTC.O) said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue …
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
Here Are 3 ETFs That Cut Magnificent 7 RiskAdam Clark /Barron's Online:Nvidia Stock Pops. Trump, TSMC Are Boosting the AI Chip Maker.Laura Bratton /Yahoo Finance:Chip stocks jump a...
TSMC reports Q4 net profit up 35% YoY to a record ~$16B, above $15.17B est., as it benefited from surging demand for AI chips and hit $100B in 2025 revenue
TSMC, the world's largest contract chipmaker, posted a 35% jump in fourth-quarter net profit on Thursday, beating market forecasts and hitting a record …
Amazon launches Alexa+ in early access for all users via a new Alexa.com web interface, after launching on Echo, and lets users upload docs, emails, and images
Nvidia reports Q3 revenue up 62% YoY to $57.01B, above $54.92B est., Data Center revenue up 66% YoY, and forecasts Q4 revenue above est.
Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the fourth quarte...
Tencent reports Q3 revenue up 15% YoY to ~$27B, above ~$26.6B est., net profit up 19% YoY to ~$8.9B, above ~$8B est., and domestic game revenue up 15% YoY
The tech giant delivered a 19% increase in third-quarter net profit — Tencent Holdings reported double-digit growth on its top and bottom lines …
Sources: Tencent and Apple signed a deal to let Apple handle payments and take a 15% cut of purchases in WeChat mini games and apps, after over a year of talks
Tencent Holdings Ltd. has agreed a deal with Apple Inc. that will see the iPhone maker handle payments and take a 15% cut …
Microsoft reports Q1 revenue up 18% YoY to $77.7B, vs. $75.3B est., net income up 12% YoY to $27.7B, and More Personal Computing revenue up 4% YoY to $13.8B
Microsoft Cloud and AI Strength Drives First Quarter Results REDMOND, Wash. — October 29, 2025 — Microsoft Corp. today announced …
Intel reports Q3 revenue up 3% YoY to $13.7B, vs. $13.2B est., and net income of $4.1B, vs. a net loss of $16.6B in Q3 2024; INTC jumps 7%+
Intel reported better-than-expected revenue on Thursday, signaling that demand for its core x86 processors for PCs has recovered. The stock jumped 6% in extended trading.
TSMC reports Q3 net profit up 39% YoY to ~$14.8B, above est., and raises its 2025 revenue growth projection to the mid-30% range, citing “very strong” AI demand
Taiwan Semiconductor Manufacturing Co. hiked its projection for 2025 revenue growth for the second time this year …
Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to rent for Colossus 2, with Nvidia investing as much as $2B
Elon Musk's artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp …
Nvidia and OpenAI's wave of circular deals escalates concerns that they're artificially propping up the $1T+ AI market that is tied to every part of the economy
A wave of deals and partnerships are escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions.
OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 25%+
- OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker