News — AI supercycle headlines

Zacks9h agoneutral

Record Earnings Expected in 2026 Q1

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

AMZN MSFT

Zacks9h agoneutral

Record Earnings Expected in 2026 Q1

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

AMZN

Barrons.com10h agoneutral

Fastly Stock Tumbles. An Earnings Beat Pauses a Monster Rally.

Fastly shares fall even as first-quarter earnings beat expectations. AI agentic traffic revenue is the key.

AMZN FSLY RDDT

MarketBeat20h agoneutral

EVE Q1 Earnings Call Highlights

EVE (NYSE:EVEX) executives on the company’s first-quarter 2026 earnings call highlighted progress in flight testing for its full-scale engineering prototype, ongoing certification work with regulators, and a strengthened liquidity position that management said should fund operations through 2028. E

AMZN

Moby1d agoneutral

Shopify Inc. Q1 2026 Earnings Call Summary

Moby summary of Shopify Inc.'s Q1 2026 earnings call

AMZN GOOGL SHOP

MT Newswires2d agoneutral

Walmart Second P&L Seen Driving Majority of Future Earnings Growth, UBS Says

Walmart's (WMT) second P&L has driven a significant upward revaluation of its share price, though UB

AMZN

Investing.com2d agobullish

’Exceptionally strong’ U.S. earnings the driving force behind stock market rally

Investing.com -- First-quarter earnings have come in “exceptionally strong,” providing the primary fuel behind the U.S. stock market's recent rally even as elevated energy prices and geopolitical uncertainty cloud the outlook, according to Goldman Sachs.

AMZN GOOGL META MSFT ^GSPC

Investor's Business Daily2d agoneutral

AI Stocks: Winners Shift As Google Leads. Palantir, Arista, CoreWeave Earnings On Deck

AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.

AAPL AMZN ANET CRWV GOOGL META MSFT NVDA+1

Yahoo Finance2d agoneutral

Tech stocks today: Semiconductor company earnings in focus amid AI boom, Musk vs. Altman fight continues

Tech stocks are in focus amid an earnings bonanza, layoffs, and AI spending plans.

AAPL AMD AMZN ARM GLW GOOGL INTC META+3

Bloomberg3d agoneutral

Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

AAPL AMZN AVGO GOOGL META MSFT NVDA QCOM+1

TheStreet3d agoneutral

JPMorgan resets Amazon stock price target after earnings

Amazon just posted what may be its best quarter ever. Revenue beat. Earnings nearly doubled the estimate. AWS hit its fastest growth rate in 15 quarters. And operating margins reached a level the company had never seen before. Wall Street responded quickly. Five major firms raised their Amazon ...

AMZN JPM

TheStreet4d agoneutral

Bank of America revamps Amazon stock target after earnings

Amazon (AMZN) gave Wall Street a lot to like, and BofA analysts have responded in kind. The bank kept its buy rating on Amazon stock, while raising its price target to $310 from $298, implying roughy 18% upside from its recent $263 level. Three primary drivers anchoring the call include a robust ...

AMZN

Motley Fool4d agoneutral

Major Hyperscalers Just Reported Earnings. Nvidia Was The Winner

Nvidia's shareholders should be celebrating.

AMZN GOOGL INTC MSFT NVDA