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Tag: earnings

Intel headquarters in Santa Clara, California
Posted inTech

Intel Posts 59% AI Revenue Jump as Data Center Demand Outpaces Client Chips

by newanalytica24 July 2026

Intel reported Q2 2026 revenue of $16.1 billion, up 25%, with its Data Center and AI segment surging 59% to $6.3 billion—nearly doubling the analyst consensus on non-GAAP EPS.

Googleplex headquarters in Mountain View, California
Posted inMarkets

Alphabet and Tesla Trigger Nasdaq Selloff as AI Capex Concerns Grip Markets

by newanalytica24 July 2026

Alphabet fell 7% and Tesla posted negative free cash flow as Q2 results raised fresh doubts about AI return on investment, dragging the Nasdaq 100 down 1.9% on Thursday.

Goldman Sachs headquarters at 200 West Street, Lower Manhattan
Posted inMarkets

Goldman Sachs Posts Record Quarter With $20.98 EPS and $20.34 Billion in Revenue

by newanalytica20 July 2026

Goldman Sachs posted diluted EPS of $20.98 and $20.34 billion in Q2 2026 net revenues on July 14, its best quarter on record, with AUM crossing $4 trillion.

BlackRock headquarters building in New York City
Posted inMarkets

BlackRock’s Assets Hit Record $15.34 Trillion on $192 Billion Inflow Surge

by newanalytica19 July 2026

BlackRock reported record second-quarter assets under management of $15.34 trillion on July 15, with $192 billion in net new client inflows nearly tripling the year-ago figure and adjusted EPS beating estimates by more than 10%.

Netflix headquarters in Los Gatos, California
Posted inMarkets

Netflix Slides 9% as Q2 Growth Guidance Disappoints

by newanalytica17 July 2026

Netflix posted record Q2 revenue of $12.56 billion but guided the next quarter below analyst estimates, sending shares down as much as 9% after hours and extending a 45% slide from the stock’s June 2025 peak.

Silicon semiconductor wafer used in chip manufacturing
Posted inMarkets

Micron guides Q4 revenue to $50 billion as AI memory demand outruns supply

by newanalytica25 June 2026

Micron reported Q3 FY2026 revenue of $41.46 billion — smashing guidance by $8 billion — and guided Q4 to $50 billion as AI memory demand outpaces chip supply.

US stocks reach records even as the Middle East rattles global supply chains
Posted inMarkets

US stocks reach records even as the Middle East rattles global supply chains

by newanalytica14 May 202614 May 2026

The S&P 500 has hit new highs in 2026 driven by AI-linked earnings growth, with large-cap tech outperforming across the board while commodities and credit spreads reflect the risk of a longer supply chain disruption from the Iran conflict.

Nvidia guides to $78 billion for Q1 as Blackwell demand stays ahead of supply
Posted inMarkets

Nvidia guides to $78 billion for Q1 as Blackwell demand stays ahead of supply

by newanalytica14 May 202614 May 2026

The chipmaker’s fiscal first-quarter results, due May 20, carry $78 billion in management guidance — a sequential increase from the $68.1 billion reported in Q4 — driven almost entirely by data center orders for its Blackwell architecture platform from hyperscale cloud providers.

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