earnings
30 articles about earnings in AI news
CoreWeave, Nebius Earnings Show AI Race Shifts From GPUs to Power
CoreWeave and Nebius Q1 earnings show AI infrastructure race shifting from GPU supply to power and scale, with combined capex guidance exceeding $55B.
Big Tech Earnings: Google Has the Cleanest AI Story, Says Analyst
A market analyst argues Alphabet has the strongest fundamental AI story among Big Tech earnings today, driven by Cloud and TPUv8 demand. Microsoft has the easiest beat-and-run setup due to a beaten-down stock, while Meta and Amazon face higher expectations after recent gains.
Anthropic's Claude 3.5 Sonnet Used to Build DCF Models and Earnings Reports via Prompt Engineering
A prompt engineer has shared 13 detailed prompts that guide Anthropic's Claude 3.5 Sonnet through complex financial analysis tasks, including building DCF models and generating earnings reports. The prompts demonstrate the model's ability to follow structured, multi-step reasoning for specialized professional work.
Zhipu AI and MiniMax Post 131.9% and 159% Revenue Growth in First Post-IPO Earnings
Zhipu AI and MiniMax, two leading Chinese AI startups, reported their first post-IPO financials, showing 131.9% and 159% year-on-year revenue growth respectively in 2025. This demonstrates initial commercial viability for their model-as-a-service and consumer app strategies, even as net losses continue to expand.
Nvidia's Record Earnings Mask China Dilemma: H200 Sales Frozen Amid AI Boom
Nvidia reported record quarterly revenue of $68.1 billion, up 73% year-over-year, driven by surging demand for data center processors. However, the company has generated zero revenue from its H200 chips in China and faces ongoing uncertainty about future sales in the critical market.
Hims & Hers to Launch AI Weight-Loss Agent as GLP-1 Demand Surges
Hims & Hers to launch AI weight-loss agent for GLP-1 users, announced during Q1 2026 earnings call. Revenue grew 25% to $420M.
AI Uncertainty Drives Software Stock Sell-Off, Says Altimeter's Gerstner
Altimeter Capital founder Brad Gerstner states that recent software stock drops stem from AI-induced uncertainty over 10-30 year cash flows, not poor earnings. This highlights AI's disruptive impact on traditional software valuation models.
Claude AI Masters Financial Modeling: From Chatbot to Wall Street Analyst
Anthropic's Claude AI demonstrates sophisticated financial analysis capabilities, building complex DCF models, earnings reports, and investment theses that rival professional analysts. This development signals AI's growing role in high-stakes financial decision-making.
Claude AI Transforms Financial Analysis: From Public Filings to DCF Models in Minutes
Anthropic's Claude AI can now perform complex financial analysis comparable to a Goldman Sachs analyst, building detailed DCF models, earnings breakdowns, and sector risk reports from public filings in minutes using specialized prompts.
NVIDIA Shatters Records with $68.1 Billion Quarter as AI Demand Soars
NVIDIA's Q4 2025 earnings reveal unprecedented growth, with revenue hitting $68.1 billion—73% higher than the previous year. Data center revenue drove this surge at $62.3 billion, while adjusted EPS of $1.62 exceeded expectations.
OpenAI-Microsoft Deal: Loosens Ties, Boosts Azure AI Revenue
A new deal between OpenAI and Microsoft reduces Microsoft's grip on OpenAI while significantly boosting Azure AI revenue, with no profit-sharing for Microsoft on OpenAI's earnings.
Supermicro: Double-Wide Racks, Liquid Cooling, and the Storage Bottleneck
Supermicro CBO says double-wide racks and liquid cooling are standard for AMD Helios and NVIDIA Vera Rubin, and storage is now the main AI bottleneck.
Ship Autonomous MVPs with Claude Code
Shiploop's /plugin installs an autonomous delivery loop for Claude Code, running parallel DEV agents to deliver an MVP with contracts and evidence gates.
ChatGPT returns to WhatsApp in EU after Meta forced to open platform
OpenAI re-enabled ChatGPT on WhatsApp in the EEA after EU forced Meta to open its platform. Users reach GPT-5.5 via 1-800-CHATGPT.
Nvidia Cuts Asia Partner List by Half to Curb AI Chip Smuggling
Nvidia cut authorized Asia customers by half, sending inspectors to data centers. Move follows US pressure to curb AI chip smuggling of H100/Blackwell.
Tarte Cosmetics Overtakes QVC as Top U.S. TikTok Shop
Tarte Cosmetics became the fastest-growing U.S. TikTok Shop, overtaking QVC Footwear, signaling a shift toward brand-led commerce on the platform.
OpenAI GPT-5.6 Sol, Terra, Luna Launch on Bedrock at Same Price
OpenAI's GPT-5.6 Sol, Terra, and Luna launch on Amazon Bedrock at matching first-party pricing. Sol scores 80 on Coding Agent Index.
Alipay AI Open Platform Turns Merchants Into Agent Plug-Ins
Alipay launched an AI open platform on July 9, 2026, letting merchants package services as agent plug-ins. The platform completes Ant Group's three-month infrastructure buildout for agent commerce.
Prefab Data Centers Become Default for AI Buildout
AI demand is making prefabricated data centers the default, cutting build time by 30-50% and supporting 50+ kW per rack power densities.
Levi's Q2 Revenue Up 8% to $1.47B, Women's Segment Leads
Levi's Q2 revenue rose 8% to $1.47B, led by 11% women's growth and supply chain margin gains.
Meta Iris AI Chip Production May Start September – Report
Meta could produce Iris AI chip in September 2026 for data center inference, per report. Reduces NVIDIA reliance.
95% of Announced Nvidia Blackwell GPUs Yet to Deploy
95% of announced Nvidia Blackwell GPUs remain undeployed per Air Street Capital, signaling a gap between orders and infrastructure.
OpenAI Claims 54% Token Efficiency Gain on Agentic Coding in New Model
OpenAI CEO Sam Altman claims 54% token efficiency gain on agentic coding for a new unnamed model, but no technical details or release date were provided.
NIGO's FamilyMart Flagship Reimagines Tokyo Convenience Store
NIGO's FamilyMart flagship in Tokyo reimagines the convenience store as a lifestyle destination. The store targets younger shoppers with curated products and streetwear branding.
BofA Lends OpenAI $520M Ahead of Delayed IPO
BofA lent OpenAI $520M ahead of its IPO, now delayed to 2027. First bank loan for the $40B+ funded AI leader signals lender confidence.
Qualcomm CEO: Token demand to hit 1.27T per 10 sec by 2030
Qualcomm CEO projects token demand rising 40x by 2030, driven by persistent AI agents. Infrastructure implications are massive.
Lightmatter Photonics Joins Nvidia NVLink Fusion for AI Interconnects
Lightmatter joins Nvidia NVLink Fusion with photonic interconnects. Nvidia Kyber rack delayed to 2028.
AI Debt Financing Could Hit $7T by 2029, Per Analyst
AI debt financing could hit $7T by 2029, per analyst @dylan522p. Startups face GPU access hurdles without creative structures.
Nvidia Vera Rubin Rack Costs $7.8M; Memory Drives Price
Nvidia's Vera Rubin rack costs $7.8M with memory as key cost driver; Kyber rack delayed to 2028.
Scale-Across: Cloud Giants Link Datacenters for Million-Accelerator AI Clusters
Cloud providers are linking multiple datacenters for million-accelerator AI clusters, a new 'scale-across' paradigm.