Earnings news on the AI desk

The latest earnings news

1. Oct 11 AMD Up 180% in 2026: AI Chip Alternative Trades at 85x Forward Earnings 2
2. Sep 30 Arm's first in-house CPU has more than $2 billion in orders 2
3. Sep 28 Ilford Recorder: “Anthropic warns of ‘existential risks to humanity’ of AI in IPO plans – reports” 14
4. Sep 25 Motley Fool: “TD SYNNEX (SNX) Q3 2026 Earnings Call Transcript” 1
5. Sep 20 Palantir CEO Calls Q2 'Otherworldly' as AI Revenue Accelerates 93% 2
6. Sep 11 Nvidia CEO says momentum is strong 2
7. Sep 8 Broadcom reports 221% AI revenue growth 2
8. Sep 12 livemint.com: “Oracle to spend $700 million more on restructuring costs as it ramps up AI spending” 2
9. Sep 12 Microsoft stock flat so far in 2026, report says 1
10. Sep 6 APLD revenue rises; IREN margin contracts 452% 1
11. Sep 6 Report: $10,000 in Nvidia a decade ago would be worth almost $1.5 million 3
12. Sep 3 Azure revenue reaches $29.4B, up 42% 1
13. Sep 3 nasdaq.com: “Hock Tan Just Put a $230 Billion Number on Broadcom's 2028 AI Revenue. That Is 4 Times This Year's.” 2
14. Aug 31 Broadcom stock is 23% below peak ahead of Sept. 2 earnings report 2
15. Aug 28 Alibaba AI Revenue Hits $7.3B Run Rate; Triple-Digit Growth 12 Quarters 1
16. Aug 24 Nvidia earnings call watched 2
17. Aug 22 KE Holdings Cuts Opex 14.1% as Platform Efficiency Scales 1
18. Aug 21 CoreWeave's Nvidia GPU Backlog Jumps 246% to $104B; Tepper Buys In 2
19. Aug 20 channelnewsasia.com: “AI reshapes India's IT services sector contracts as clients demand more for less” 2
20. Aug 14 AIB Data Centers reports 570 MW identified AI/HPC capacity potential 2
21. Aug 13 semissourian.com: “Asian shares mostly rise after AI leads rally on Wall Street” 2
22. Aug 13 Korean stocks rise 22% in 10 days as chip rally regains steam 3
23. Aug 13 Nebius Q2 revenue rises 454% to $582M 1
24. Aug 4 SpaceX reports first earnings since IPO as revenue rises 2
25. Jul 23 Infosys reports Q1 revenue of $5,082 million and 21.1% operating margin 2
26. Jul 21 news4jax.com: “Asian shares mostly gain and South Korea and Japan recover some losses from AI stock sell - offs” 2
27. Aug 2 Meta reports higher revenue and raises 2026 capex guidance 2
28. Jul 30 bozemandailychronicle.com: “Samsung reports record profit as South Korean chip giants benefit from global AI boom” 4
29. Jul 21 AI stocks rise again as Brent crude nears $92 7
30. Jul 24 idahopress.com: “Wall Street inches higher as markets absorb war, tariffs, high energy costs and AI anxiety” 4
31. Jul 24 Intel reports fastest revenue growth in over 15 years 2

Who is named most?

1. NVIDIA 9
2. Broadcom 6
3. SK Hynix 5
4. Federal Reserve 4
5. OpenAI 4
6. Anthropic 4
7. Micron Technology 4
8. Samsung Electronics 3

Counted over the 40 events listed above. Source: GetYourBrief's record of the outlets' reports.