Microsoft earnings will look funky — but an elusive number is finally arriving
Microsoft is about to pull back the curtain on Azure revenue, giving investors a better understanding of the cloud business.
118 articles
Microsoft is about to pull back the curtain on Azure revenue, giving investors a better understanding of the cloud business.
TL;DR Mizuho cut Circle’s price target to $43 from $45, maintaining Underperform and warning AI agents could pressure USDC balances and reserve revenue. The brokerage sees $4 billion to $9…
Boeing narrowed its third-quarter net loss as revenue increased and its defense business delivered stronger results. Shares of Boeing (BA) edged up about 1% in premarket trading following the release.…
Anthropic's long-awaited IPO filing has given Wall Street its clearest look yet at the financial performance of one of the world's largest artificial intelligence developers. The company behind Claude generated…
Mizuho cited 10-20% medium-term reserve revenue downside risk as AI agents steer USDC holders toward higher-yielding fiat alternatives.
TLDR Amkor Q3 revenue reaches $1.99 billion as gross margin expands to 18.3% in 2026. AMKR shares fall 6.34% in regular trading before gaining 3.23% after hours. Amkor’s Q3 net…
TLDR CLS stock rebounds 9.17% after hours, reversing a 5.14% regular-session drop. Celestica Q3 revenue surges 83% to $5.83 billion as cloud infrastructure expands. Adjusted earnings jump 109% to $3.30…
Anthropic’s filed its paperwork to go public Monday (Oct. 26), becoming the first frontier artificial intelligence (AI) lab to seek a listing. Its prospectus disclosed $16.3 billion in revenue for…
TLDR Verizon stock falls 3.15% to $43.25 despite stronger third-quarter earnings. Verizon posts $34.3B in quarterly revenue as service sales climb 2.9% annually. Postpaid phone additions surge above 820% to…
Bernstein analysts raised Robinhood’s revenue estimates through 2026 and 2028, while maintaining their HOOD price target unchanged at $160.
Pump.fun has overtaken Hyperliquid in daily protocol revenue, collecting $1.98 million against $1.96 million over a 24-hour period. The memecoin launchpad took the lead on the daily measure, but Hyperliquid…
American Express (Amex) shares closed 3.62% lower on Friday. This came as a surprise, as the credit card giant exceeded Q3 profit estimates. The company also announced plans to cut…
TLDR GPUS stock jumps 34.05% to $0.1689 as Michigan AI data center launch approaches. Hyperscale Data targets December 2026 to begin revenue-generating AI operations. Company reaffirms its 2027 revenue forecast…
Bloom Energy shares BE traded lower in trading on Friday despite the fuel-cell maker reporting third-quarter earnings and revenue well above Wall Street expectations, as investors weighed its aggressive spending…
Online lender Enova saw its revenue exceed $1 billion during a quarter for the first time in its history in the third quarter, with strong growth across its portfolio, CEO…
TL;DR: Memory-intensive architecture: The system requires an initial dataset of 32 GiB that will increase at an approximate rate of 10% annually. Intellectual property backing: The infrastructure utilizes U.S. Patent…
TLDR CLIK stock gains 6.41% as annual revenue surges to a record HK$135.2 million. Click swings to HK$14.59 million in net profit after last year’s steep loss. Nursing revenue jumps…
Q3 revenue $64.6B vs $63.3B expected Q4 revenue guide $73–76B vs $73.7B expected Q3 capex $34.9B; free cash flow turned negative 2026 capex $135–145B (floor raised from $130B) $825B in…
Nasdaq reported higher third-quarter revenue and earnings Thursday (Oct. 22), supported by growth in its financial technology and capital markets businesses as the exchange operator continues investing in technology and…
JPMorgan has more than doubled its price target on SpaceX (SPCX), betting that a fast buildout of computing power will push the company’s revenue into the hundreds of billions of…
Robinhood Chain generated about $51 million in revenue in Q3 2026 , outpacing Ethereum’s roughly $41 million in the same quarter, according to ARK Invest data. The comparison comes with…
Meta shares jumped 2.5% in extended trading Wednesday after the Facebook parent beat Wall Street’s third-quarter revenue expectations, bringing in $64.60 billion against forecasts of $63.37 billion. While Meta’s revenues…
Netflix stock fell to $64.10 on Wednesday, its lowest level since August 2024. The streamer beat profit estimates, yet a weaker fourth-quarter outlook sent investors heading for the exit. The…
The call recasts Tesla’s third-quarter energy shortfall as a supply constraint rather than a demand problem. That may limit the damage from the segment’s sizeable revenue miss, particularly with management…