Earnings

Workday raised its margin forecast and shares jumped after the company said its AI strategy is strengthening business performance.

Tencent reported weaker-than-expected revenue while citing support from gaming and AI demand in its latest results.

Meta's latest AI model showed early promise, but investors are watching Zuckerberg's broader AI strategy during earnings.

TSMC, the world's largest advanced chip manufacturer, is expected to post its fourth straight record quarterly profit, driven by insatiable AI chip demand.

Samsung Electronics is projected to report a record Q1 2026 operating profit of ~$26.9 billion, fueled by soaring memory chip prices driven by AI infrastructure demand.

Oracle reported fiscal Q3 2026 results that surpassed Wall Street estimates, with cloud revenue up 44% year-over-year to $8.9 billion and remaining performance obligations quadrupling to $553 billion, as the company raised its fiscal 2027 revenue guidance to $90 billion on surging AI infrastructure demand.

Nvidia reported record Q4 FY2026 revenue of $68.1 billion, up 73% year-over-year, while announcing Vera Rubin AI GPU samples have been delivered to customers and Q1 guidance of $78 billion exceeded all expectations.

Nvidia reported record fiscal Q4 revenue of $68.1 billion, beating Wall Street estimates, with data center revenue up 75% year-over-year. The company guided Q1 revenue to $78 billion, signaling sustained AI infrastructure demand.

Nvidia reports fiscal Q4 2026 results after market close on February 25, with analysts projecting $66B in revenue and $1.53 EPS, while investors weigh hyperscaler capex commitments against competitive chip threats.

Microsoft stock plunges 10% as Azure cloud growth decelerates while capital expenditures surge 66% to $37.5B, raising AI investment concerns.

Meta stock surges after revealing plans to spend $115-135B on AI infrastructure in 2026, nearly doubling 2025 investment amid strong revenue growth.

Defying the tech downturn, Meta reported a 24% revenue increase and a strong Q1 forecast, crediting its investments in AI for significantly improving ad targeting and performance.

Microsoft's stock saw its biggest drop since 2020, wiping out $400 billion in market value, as investors question the high cost and slow monetization of its heavy investments in artificial intelligence and its exposure to OpenAI.

Microsoft reports $7.6B net income increase from OpenAI investment as the AI lab experiences unprecedented revenue growth, with total quarterly revenue reaching $81.3B.

Microsoft, Amazon, Alphabet, and Meta are projected to spend $475 billion on AI infrastructure in 2026, double the 2024 figure. Investors are demanding evidence that massive AI investments will generate measurable returns in upcoming earnings reports.