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Lumentum (NASDAQ:LITE) Doubles Full-Year Revenue to $3 Billion in FY2026 as AI Optical Component Demand Drives 109% Annual Growth

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 …

Aditi Sarkar | 29 October 2026

Vertiv Holdings (NYSE:VRT) Reports 61% Revenue Growth to $4.31 Billion in Q3 2026 With Adjusted EPS Rising 78% as AI Data Centre Infrastructure Demand Accelerates

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 …

Aditi Sarkar | 29 October 2026

Nebius Group (NASDAQ:NBIS) Delivers 454% Revenue Growth to $582 Million in Q2 2026 as AI Cloud Infrastructure Business Scales Rapidly

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 …

Aditi Sarkar | 29 October 2026

Oracle Corporation (NYSE:ORCL) Surges on Triple-Digit Cloud Infrastructure Growth and Raised Full-Year Guidance

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 …

Aditi Sarkar | 29 October 2026

ServiceNow (NASDAQ:NOW) Grows Q3 2026 Subscription Revenue 21% to $3.99 Billion as AI Agent Deployments Lift cRPO to $13.65 Billion

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 …

Aditi Sarkar | 29 October 2026

Marvell Technology (NYSE:MRVL) Sets Revenue Record at $2.74 Billion in Q2 FY2027 as Data Centre Segment Grows 46% on AI Custom Silicon Demand

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% …

Aditi Sarkar | 29 October 2026

Palantir Technologies (NYSE:PLTR) Surges as Q2 2026 Revenue Jumps 93% to $1.94 Billion With Full-Year Guidance Raised to $8.15 Billion

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 …

Aditi Sarkar | 29 October 2026

Micron Technology (NASDAQ:MU) Delivers Record Full-Year Revenue as AI Memory Demand Drives Multi-Segment Growth

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 …

Aditi Sarkar | 29 October 2026

Meta Platforms (NASDAQ:META) Posts 26% Revenue Jump to $64.6 Billion as AI-Powered Advertising Drives Family of Apps Growth

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 …

Aditi Sarkar | 29 October 2026

NVIDIA Corporation (NASDAQ:NVDA) Doubles Revenue to $96 Billion in Q2 FY2027 as Data Centre Demand Remains Unmatched

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 …

Aditi Sarkar | 29 October 2026
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