breaking
SoftBank Just Swung to a $7 Billion Quarterly Loss — Worse Than Every Analyst Expected
SoftBank Group posted a 1.1 trillion yen (~$7bn) Q2 net loss, far worse than every analyst forecast, as the AI selloff hit its portfolio.
Topic
Earnings
The latest Earnings news and analysis from Tech Arcade.
AI
Palantir Just Cleared $2 Billion in a Single Quarter for the First Time — and the Stock Fell Anyway
Palantir posted $2.31B in Q3 revenue, up 96%, with U.S. commercial topping government for the first time — and the stock still fell on valuation.
Biotech
BioNTech Made Its Fortune on COVID. Now It's Spending €16.2 Billion to Beat Cancer.
BioNTech's Q3 revenue fell to EUR 1.29B as COVID demand fades - but it's sitting on EUR 16.2B cash and pouring it into cancer drugs.
breaking
Super Micro Just Hit $19.9 Billion in a Quarter — and Lifted Its Year to as Much as $82 Billion
Super Micro posted $19.9 billion in quarterly sales, up 298%, and raised its fiscal 2027 forecast to $72 billion to $82 billion.
breaking
Palantir Just Grew 96% to $2.31 Billion — and Companies Now Outspend Uncle Sam
Palantir's Q3 revenue jumped 96% to $2.31bn, and US companies out-paid the US government for the first time. New deals grew just 6%.
breaking
Google Cloud Just Doubled to $30.7 Billion — and Alphabet's Stock Still Dropped
Google Cloud revenue jumped 103% to $30.7B in Q3, but Search and EPS missed and Alphabet shares fell about 7% after hours.
breaking
TSMC Just Made $23.6 Billion in Profit in Three Months — on the Day Asia's Chip Stocks Crashed
TSMC posted a record $23.6bn quarterly profit, up 69% and above forecasts, hours after an 8% crash in Korean chip stocks.
breaking
ASML Just Smashed Profit Forecasts With €5 Billion — and Says It Can't Build Chip Machines Fast Enough Until 2029
ASML posted €4.96bn Q3 profit vs ~€4.1bn expected, guided Q4 sales to €14.2–15.2bn and warned supply won't meet demand in 2027–28.
Semiconductors
Micron Made $54 Billion in 90 Days — and Still Can't Make Enough Memory
Micron just booked $54.23 billion in a single quarter, up 379% year over year, as AI's hunger for high-bandwidth memory turns a commodity-chip maker into one of the most profitable hardware businesses on Earth.
Quantum Computing
Infleqtion Booked Record $12.6M in Quantum Revenue Last Quarter — and Lost $30M Getting There
Infleqtion booked record Q2 revenue of $12.6M, up 116% — and a $30.6M operating loss to match. Inside quantum computing's first real earnings season.
Lenovo
Lenovo Just Posted Its Biggest Quarter Ever — and Still Booked a $609 Million Loss
Lenovo posted a record $26.94B quarter, up 43% on booming AI server demand — but a $1.69B non-cash warrant charge flipped it to a $609M reported loss.
AI
AMD's Data Center Sales Doubled to $6.7 Billion. The Stock Dropped 9% Anyway.
AMD's Data Center revenue more than doubled to $6.72 billion in Q2 2026 and total sales hit a record $11.54 billion — but the stock still dropped 9% after hours. Here's why.
Apple
Apple Just Booked Its Biggest June Quarter Ever — $109.4 Billion — and the Stock Dropped Anyway
Apple posted a record $109.4B June quarter, up 16%, with iPhone up 22% — and the stock still dropped as Services and China came up short.
AI
Azure Just Cleared $100 Billion. Meta's Free Cash Flow Fell to $784 Million.
Microsoft and Meta reported AI-heavy quarters a day apart. Azure cleared $100B and grew 43%; Meta's free cash flow fell to $784M. Same spending, opposite market verdict.