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Anthropic's revenue rose nearly 12-fold to about $4.6 billion in 2025 while its operating loss grew 2.7-fold to $8.06 billion. Most of the $42 billion net loss came from accounting charges tied to financing, so the operating line is the one that shows whether the business is improving.
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Micron guided to $61.5 billion of revenue next quarter against long-term supply commitments of $32 billion, about half of that one quarter. Investors price the uncommitted rest at about 6 to 13 times forward earnings, against 18 to 30 for Broadcom, whose custom chips sit under multi-year partnerships.
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Jensen Huang told Nvidia's earnings call that agentic prompting overtook human prompting last month, and paired his 40,000 staff with 400,000 agents, then 4 million. The Vera CPU target is the checkable part.
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Adobe's shares fell almost 5 percent after hours and were even again by Friday morning, and the open question is how large the AI-first ARR growing more than 150 percent is inside a $27.50bn total the company did not break out.
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The trillion dollars SpaceX shed by mid-July came off a $2.7 trillion aftermarket peak, and against the $1.8 trillion price the deal was struck at the low was about $400 billion, with the shares now 5 per cent under the offer.
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Broadcom's trailing profit growth of 127% against 32% revenue growth shrinks to roughly twice the revenue pace once last year's one-time tax charge is added back, and a flat amortization line supplies much of what is left.
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The first insider unlock roughly doubled the tradable share count, and the stock still trades near $138. That tells you a clearing price exists at 41 times sales; it tells you far less about whether insiders actually sold.
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Strip out the $2.53 a share that came from strategic investment gains and Salesforce's adjusted earnings grew about 16% per share on a share count 15% smaller. That is a decent software quarter, not a doubled one.
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The quarter beat and the stock rose more than 5% pre-market, but the four hyperscalers committed their $725B months ago. The number that decides the next four quarters is who is lending the buyers their money.
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Product revenue rose 30% last quarter while remaining performance obligations rose 42%. The gap suggests AI budgets are being committed to the data platform rather than routed around it.
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Profit grew nearly a third in fiscal 2026 and the shares are worth less than a year ago. What the market marked down was the capital spending, not the results.
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Fiscal 2027 guidance misses consensus by 1.4% at the midpoint, and the after-hours drop was 10%, roughly seven times the shortfall. The admission about price explains the gap.
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The MI455X carries 50% more HBM than the chip it replaces, and AMD's memory supplier just posted a record 76% operating margin. Rack buyers are now budgeting memory, not compute.
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The Information says internal plans price the top Hatch tier at up to $199.99 a month for higher usage limits. Neither report describes a deal with the sites it shops on.
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