Lumentum (NASDAQ:LITE) capped fiscal year 2026 with a fourth-quarter result that carried the company above $1 billion in quarterly revenue for the first time, confirming that the explosion in AI data centre interconnect demand has fundamentally transformed the scale and profitability of the optical …
Vertiv Holdings (NYSE:VRT) reported third-quarter 2026 results that confirmed the company has emerged as a primary beneficiary of the AI data centre capital investment cycle, with its power management, cooling, and critical infrastructure systems experiencing demand conditions unlike any in the company's history. Net …
Nebius Group (NASDAQ:NBIS) reported second-quarter 2026 financial results that showed one of the most remarkable revenue growth trajectories among public technology companies, with Q2 revenue of $582.3 million — up 454% year over year — confirming that the company's transition from a reorganised Russian …
Oracle Corporation (NYSE:ORCL) delivered its strongest quarterly result in company history for the fiscal first quarter of 2027, with cloud infrastructure growth hitting triple digits and a contract backlog that now stands at $664 billion — a figure that underscores the scale of enterprise …
ServiceNow (NASDAQ:NOW) reported third-quarter 2026 results that demonstrated the sustained commercial momentum of its enterprise workflow automation platform as AI agent capabilities — embedded across its IT, HR, customer service, and security operations modules — accelerate deal value and contract duration. Subscription revenue of …
Marvell Technology (NYSE:MRVL) reported second-quarter fiscal 2027 results that established a new revenue record and confirmed the company's deepening position within the AI infrastructure supply chain. Revenue of $2.739 billion for the quarter ended 1 August 2026, up 37% year over year and 13% …
Palantir Technologies (NYSE:PLTR) delivered second-quarter 2026 results that confirmed the Artificial Intelligence Platform has become the primary engine of commercial revenue growth across both the private sector and the U.S. government defence and intelligence community. Total revenue of $1.935 billion for the quarter ended …
Micron Technology (NASDAQ:MU) closed fiscal year 2026 with results that reflect a fundamental shift in the memory market — one driven not by traditional PC and smartphone cycles but by the insatiable appetite of AI infrastructure for high-bandwidth, high-capacity storage. The company's fourth fiscal …
Meta Platforms (NASDAQ:META) reported its third-quarter 2026 results on 21 October 2026, confirming that AI-enhanced advertising technology continues to underpin its core revenue trajectory. Total revenue for the three months ended 30 September 2026 reached $64.6 billion, up 26% from $51.2 billion in the …
NVIDIA Corporation (NASDAQ:NVDA) reported second-quarter fiscal 2027 results that demonstrated the sustained and deepening nature of demand for AI computing infrastructure. Total revenue for the quarter ended 27 July 2026 reached $96.2 billion, more than doubling the $46.7 billion posted in the comparable quarter …