Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs
Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
Oracle reports Q2 revenue up 14% YoY to $16.06B, below $16.21B est., and raises its FY capex forecast to ~$50B, up from $35B as of September; ORCL drops 15%+
Oracle shares sank 11% in extended trading on Wednesday after the database software maker reported lower quarterly revenue …
Oracle reports Q2 revenue up 14% YoY to $16.06B, below $16.21B est., and raises its FY capex forecast to ~$50B, up from $35B as of September; ORCL drops 15%+
Oracle shares sank 11% in extended trading on Wednesday after the database software maker reported lower quarterly revenue …
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...
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the r...
Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more
BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap — (00:00) Intro (02:28) Microsoft's Investment in OpenAI (03:19) The Nonprofit Structure and Its ...
Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.
Meta recorded a $15.93B one-time income tax charge related to Trump's Big Beautiful Bill, and expects 2025 capex of $70B-$72B, up from its $66B-$72B forecast
Jaspreet Singh / Reuters :
Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.
Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.
After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips
Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble …
Oracle reports Q1 revenue up 12% YoY to $14.93B, vs. $15.04B est., $2.9B net income, and remaining performance obligations up 359% YoY to $455B; ORCL jumps 40%+
Jordan Novet / CNBC :
Larry Ellison becomes the world's richest person for the first time, at $393B, overtaking Elon Musk at $385B, as Oracle's stock jumps 40%+ after beating Q1 est.
Larry Ellison has become the world's richest person for the first time, ending Elon Musk's nearly year-long reign in the top spot.
Larry Ellison becomes the world's richest person for the first time, at $393B, overtaking Elon Musk at $385B, as Oracle's stock jumps 40%+ after beating Q1 est.
Larry Ellison has become the world's richest person for the first time, ending Elon Musk's nearly year-long reign in the top spot.
Oracle reports Q1 revenue up 12% YoY to $14.93B, vs. $15.04B est., $2.9B net income, and remaining performance obligations up 359% YoY to $455B; ORCL jumps 40%+
Jordan Novet / CNBC :
The price per token for AI models has fallen, but costs for developers are rising as newer reasoning models require more tokens to complete tasks
With models doing more ‘thinking,’ the small companies that buy AI from the giants to create apps and services are feeling the pinch X: @ericjhonsa , @emollick , @mims , @mims , @m...
Meta expects 2025 capital expenditures to be between $66B and $72B, raising the low end of the company's previous estimate of $64B to $72B
Jonathan Vanian / CNBC :
Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 5%+
Microsoft Cloud and AI Strength Fuels Fourth Quarter Results — REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …
Nvidia reports Q1 revenue up 69% YoY to $44.06B, above $43.31B est., Data Center revenue up 73% to $39.1B, and net income up 26% to $18.78B; NVDA jumps 5%+
Nvidia reported better-than-expected earnings and revenue on Wednesday, as the company's booming data center business recorded year-over-year growth of 73%.