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Lam Research posts record $8.2bn revenue, so why did LRCX plunge 12%?
Lam Research delivered record revenue, margins and earnings as artificial intelligence drives semiconductor equipment demand, but supply constraints, China exposure and a merely in-line December outlook triggered a sharp valuation reset.
SpaceX (NASDAQ: SPCX) earns $4.4bn but spends $19.6bn. Can AI pay for itself?
SpaceX's first profitable quarter since its Nasdaq debut delivered US$14.6 billion in revenue, powered by a dramatic expansion in artificial intelligence. Yet capital expenditure exceeded quarterly sales, raising a bigger question about how quickly its computing business can fund its own growth.
Spotify stock jumps 11% as 306m subscribers turn AI spending into a profit story
Spotify reached 306 million Premium subscribers and 788 million monthly active users in the third quarter while forecasting €820 million of fourth-quarter operating income, strengthening the argument that artificial intelligence investment can support engagement without destroying the streaming platform’s improving economics.
Aalberts posts 13% organic revenue growth as AI data centers accelerate semiconductor equipment demand
Aalberts reports €823.3 million Q3 revenue as AI semiconductor demand drives 13% organic growth. Explore margins, investments and outlook.
Roper Technologies earnings jump 15% as AI software expansion and acquisitions drive stronger 2026 outlook
Roper Technologies raises 2026 earnings guidance as revenue hits $2.17 billion. Explore AI investments, acquisitions and stock implications.
Applied Digital (APLD) has a new 50 MW AI deal. But where is the revenue?
Applied Digital's proposed 50-megawatt Texas data centre venture connects renewable power, its majority-owned ChronoScale business and an existing Microsoft computing agreement. However, several commercial agreements remain unfinished, leaving investors to assess how much additional value the project could generate.
Google and Voltus target gigawatt-scale grid flexibility as data center growth reshapes US electricity markets
Google expands its Voltus virtual power plant deal to 1,070 MW. Explore how AI data center demand is reshaping US electricity investment.
AT&T shares fall 6% despite $32.3bn revenue as fibre discounts raise questions
AT&T reported its strongest consolidated service revenue growth in more than four years and added 442,000 fibre customers, but lower broadband revenue per user and intensifying wireless competition overshadowed higher earnings guidance.
SAP’s record quarter reveals why enterprise AI is becoming a test of software profitability
SAP SE reported its first €10 billion revenue quarter, with cloud sales up 26% and current cloud backlog reaching €24.14 billion. Stronger enterprise demand is supporting its financial outlook, but legacy software declines and acquisition costs remain important considerations.
NEXTDC (ASX: NXT) lowers EBITDA forecast after Jemena suspends Melbourne grid works
NEXTDC has reduced its FY27 revenue and earnings forecasts after electricity network delays disrupted the planned delivery of contracted capacity at its M3 Melbourne data centre, raising questions about power availability, customer obligations and the financial timing of Australia's data centre expansion.