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Apple reported fiscal Q4 2026 revenue of $114.5 billion, up 12% year over year, with record iPhone revenue and all-time high Services revenue, closing a record fiscal year of $479 billion in total revenue.
Microsoft 报告了连续第 10 个季度的创纪录营收，达到 923 亿美元，同比增长 19%，其中微软云收入达 639 亿美元，并从 OpenAI 获得 100 亿美元收入，同时资本支出创下 452 亿美元的季度新高。
Revenue jumped from $4.7 billion in Q1 to $11.6 billion in Q2 as growth accelerated; Q2 2026 marked the first profitable quarter, with an operating profit of $974 million, reversing a $1.7 billion loss in the prior quarter.
特斯拉2026年第三季度净利润同比下降43%至7.87亿美元，营收基本持平，但运营费用大幅上升，运营利润率降至2.6%。
SpaceX's Q3 results show its AI business now accounts for 52% of income, with its renamed 'Super Intelligence' segment generating $7.5B from Grok, Cursor, and its neocloud operations. Elon Musk emphasized power and cooling infrastructure—not chips—as the key constraint on superintelligence deployment, while the company posted $4.4B in net income on $14.6B revenue.
SpaceX announced it will release its Q3 2026 financial and operational results on October 20, 2026, accompanied by a live audio-only webcast at 3:30 p.m. CT.
Tesla reported Q3 2026 sales of 486,532 EVs, a 2.1% year-over-year decline that still beat analyst expectations, while Cybertruck and other non-3/Y models saw sales fall nearly 48%. Production rose slightly and energy storage deployments grew 9.6%, with full financial results due October 21.
NVIDIA reported Q2 FY2027 revenue of $96.2 billion, up 106% year-over-year, driven by strong AI demand and the full production ramp of the Vera Rubin platform.
Nvidia is on track to surpass $100 billion in quarterly revenue, with a record $96.2 billion in earnings last quarter, largely fueled by its data center business.
AMD reports record Q2 2026 revenue of $11.5 billion, driven by explosive data center growth for AI infrastructure, while its gaming segment declines sharply due to high component costs and market challenges.
OpenAI paused frontier training for two weeks due to security hardening, increasing monitoring overhead by 20%, while Anthropic raised its misalignment risk rating and reported doubled revenue. Data centers face power curtailment threats, and Unitree Robotics surged 629% on its Shanghai IPO debut.
CoreWeave's losses doubled and cash burn soared, but investors remain optimistic due to massive AI demand and a $104B backlog, with revenue growing 112% year-over-year.
Atlassian CEO Mike Cannon-Brookes says the company has managed to control AI costs while Rovo usage grows, though margins will dip slightly due to AI hosting expenses. The article contrasts Atlassian's approach with struggles at Canva and Uber.
Nintendo reported a 150.5% surge in quarterly operating profit, boosted by strong game sales and approximately $300 million in US tariff refunds, but is facing a lawsuit over keeping those refunds while consumers paid higher console prices.
Shopify reports a strong Q2 with $116B in merchant sales (up 32% YoY), $3.6B revenue, and $654M free cash flow, highlighting continued growth partially driven by AI shifts.
Elon Musk announces that SpaceX's first earnings call as a public company is streaming now via an audio-only webcast.
SpaceX reported Q2 2026 results with revenue up 92% year-over-year to $7.8 billion, highlighting Starship V3 test flights, $14.1 billion in cloud services contracts, the planned $60 billion acquisition of Cursor, the release of Grok 4.5, and strong Starlink subscriber growth.
Microsoft reports record FY26 Q4 results with 18% revenue growth to $90B, driven by strong demand for Microsoft Cloud (Azure surpasses $100B) and Microsoft 365 Copilot reaching 30 million paid seats.
Google Cloud's annualized revenue reaches approximately $99 billion, up 82% year-over-year, with a sharp increase in growth rate.
Google reported its first negative cash flow quarter ever due to massive AI infrastructure spending of $44.9 billion in Q2 2026, despite strong revenue of $119.8 billion.