AI Markets

Samsung Q3 earnings: record KRW 107 trillion profit caps the AI memory boom

Samsung became the first technology company to clear KRW 100 trillion in quarterly operating profit on surging AI memory demand, and its record quarter and 2027 supply call shape what comes next.

Oct 30, 20266 MIN READ

A thick, unmarked prospectus rests on a desk, with server racks blurred in the background.

Anthropic S-1 Filing Shows $16.3 Billion First-Half Revenue and a Trillion-Dollar Nasdaq Plan

Anthropic's first public prospectus reveals $16.3 billion in first-half revenue, an 85% gross margin and a valuation target above $1 trillion, on the same week Microsoft priced its first bond sale since 2017 to fund AI capex and chipmakers put $4 billion into Meta.

Oct 30, 20264 MIN READ

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Intel Q3 Earnings: AI Server Revenue Jumps 78% as the Stock Falls 21%

AI server revenue rose 78% to $7.3 billion in Intel's third quarter, yet a weak $15-16 billion fourth-quarter forecast sent the stock down more than 20% in extended trading after Thursday's report.

Oct 30, 20266 MIN READ

Substation transformers and power lines stand beside low data center buildings under construction.

WEC Energy capital plan jumps to $47.5 billion on Microsoft and Oracle data center demand

AI data center demand from Microsoft and Oracle pushed WEC Energy's five-year capital plan to $47.5 billion, a $10 billion increase, and the utility raised 2026 earnings guidance on the strength of the buildout.

Oct 30, 20264 MIN READ

An empty data-center aisle stretches between server racks beneath cooling pipes and cable trays.

Amazon Q3 2026 earnings: AWS grows 39%, but free cash flow turns negative and AMZN falls

AWS grew 39% to a $184 billion run rate, its fastest quarter in five years, yet AMZN fell 4.25% as trailing twelve month free cash flow swung to a $42.4 billion outflow on the AI infrastructure bill.

Oct 29, 20264 MIN READ

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Cohere Series E targets CAD $7 billion as Canada takes an equity stake for sovereign AI

Cohere's Series E targets up to CAD 7 billion at a CAD 35.7 billion valuation, with Canada taking a direct equity stake of up to CAD 1.6 billion.

Oct 29, 20265 MIN READ

Occupied server racks face empty bays across a blue-lit data-center aisle.

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AI neocloud stocks jump as Oracle caps financing; Alphabet slides on cash flow

Oracle's AI financing cap lifted neocloud stocks on Oct 29 even as Alphabet slid on negative free cash flow, a balance-sheet split.

Oct 29, 20266 MIN READ

Closed server cabinets line a data-center aisle beneath cooling pipes.

Naver AI Factory Investment Closes at $10B as Brookfield Adds $9B and Nvidia $1B

Naver has closed a combined $10bn AI-factory package this week, with Brookfield putting up $9bn in computing-infrastructure financing and Nvidia's $1bn strategic equity stake now unlocking a 1,000-megawatt buildout across South Korea and beyond.

Oct 29, 20264 MIN READ

Server racks recede down a dim data center aisle beneath overhead cooling pipes.

Alphabet Q3 2026 earnings: free cash flow swings negative as AI capex builds

Alphabet swung to $9.07 billion of negative free cash flow in Q3 as AI spending gathered pace, its first top-and-bottom-line miss in nearly four years.

Oct 29, 20265 MIN READ

Server racks recede down a blue-lit data-center aisle beneath overhead cooling ducts.

Microsoft Q1 earnings: capex doubles to $39.4B as Azure grows 48%

Microsoft's Q1 fiscal 2027 report shows AI capex nearly doubled to $39.4 billion, Azure revenue up 48%, and commercial bookings rising 73% to $677 billion.

Oct 29, 20264 MIN READ

Cooling units and chilled-water pipes stand beside a receding aisle of server racks.

Vertiv stock jumps 13% after AI data center earnings beat

Vertiv shares jumped nearly 13% and Flex roughly 6% on October 28 as both AI data center supply-chain players beat, raised guidance and put numbers on an accelerating buildout.