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Earnings, sized and sourced

92 dispatches on the Earnings beat — filed by the NewsMV markets desk.

92 stories · Sorted newest first · Latest filed 11 September 2026

All news Markets511 Digital Assets319 Macro232 Deals137 Earnings92 Regulatory77 World45 Energy33 Tech8 Health5 Product1

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Moonshot AI targets $2 billion in annual revenue as K3 runs 300 billion daily tokens on OpenRouter

The usage signal cuts both ways. OpenRouter data currently shows as many as 300 billion tokens generated daily by K3 models from Kimi-maker Moonshot AI, even as K3 usage figures have eased slightly in recent months. The…

NewsMV Markets Desk

3 min read

MarketsMarkets

Oracle data centre revenue surges as AI infrastructure push gains pace

Oracle's (ORCL) data centre revenue has surged, with faster sales growth suggesting the company is making progress in what it has described as a risky push to compete in the AI infrastructure

NewsMV Markets Desk

3 min read

MarketsMarkets

Oracle beats on quarterly results and backlog as cloud infrastructure revenue more than doubles

In focus for $ORCL: Oracle's quarterly results came in stronger than expected, as did the company's revenue backlog, and cloud infrastructure revenue more than doubled in the period. Shares edged up on the print. The…

NewsMV Markets Desk

3 min read

The full file

Earnings, sized and sourced

Leading the Earnings desk

Moonshot AI targets $2 billion in annual revenue as K3 runs 300 billion daily tokens on OpenRouter

Oracle data centre revenue surges as AI infrastructure push gains pace

Oracle beats on quarterly results and backlog as cloud infrastructure revenue more than doubles

More on Earnings

Micron's 84.6% gross margin sets a record the memory cycle has never kept

Macy's raises full-year guidance after strong second quarter as turnaround begins to take hold

Apple skips base iPhone 18 at fall event as Pro prices rise $100

Mamdani's 9/11 document release puts city's Ground Zero air-safety record in focus

Applied Digital's $258.7 million quarter puts AI infrastructure in focus as IREN navigates a crypto-to-cloud shift

NavigateAI, Eric Wu's post-Opendoor startup, raises $25 million to solve construction's labor math

Toyota targets Y3tn value-chain profit as software and parts strategy takes shape

Clemson's 51-10 loss to LSU puts Dabo Swinney's future in focus

Alphabet's $77.1 billion unrealized investment gain inflated the Q2 2026 earnings print, GOOG slipped 2.2%

Cody Rhodes turns Randy Orton's addiction charge around ahead of Sunday Night's Main Event

Adobe Names New CEO as Earnings Approach With AI Fears Intact

Microsoft iron condor setup in focus as MSFT weighs consolidation after a summer run

Anthropic's $2 trillion IPO puts powerful external trustees in the spotlight

ChargePoint Holdings Reports Q2 Revenue Beat and Record Gross Margin as CHPT Stock Surges 74%

Snowflake takes the session's earnings lead as Broadcom's Hock Tan flags long-term AI upside

HPE rides the AI server boom to a big earnings beat, with enterprise mix in focus

UGI Corp in focus as FPA Queens Road makes significant add at ~11x earnings

AARP CEO Myechia Minter-Jordan brings a physician's training to the Social Security debate

Tim Cook hands off Apple to John Ternus with the AI bet still in the balance

Ulta Beauty and e.l.f. Beauty reverse post-earnings selloff as buyers return Monday

Cole Carrigg benched by Colorado Rockies after video shows him flipping off Braves fans at Truist Park

Okta and CrowdStrike shares surge as AI spending lifts cybersecurity earnings

Salesforce ($CRM) results push back on SaaSpocalypse fears, Anthropic deal adds another read

The AI trade has more moving parts this week than the Nvidia print

Dick's Sporting Goods Q2 revenue miss puts footwear in focus

CrowdStrike and Salesforce earnings Wednesday put software rallies to the test

Billionaire 13Fs rotate out of Micron as TSMC draws fresh smart-money interest

Dropbox CFO sells $700K in shares days after lifting full-year guidance

Warsh at Jackson Hole, Nvidia's earnings, and a Wednesday data stack set the market's week

Natasha Cloud posts pro-transgender message after Enes Kanter Freedom ejected from Wintrust Arena

Freightos (CRGO) posts record $7.7M quarter, holds Q4 EBITDA breakeven target

Samsung Electronics sets up to $80 billion shareholder return program after SK Hynix buyback

Eight killed as charter Cessna crashes at remote Alaska radar site

Moderna's cancer vaccine in focus as investor excitement and clinical uncertainty pull apart

Jim Cramer backs Target on any pullback as earnings draw broad Wall Street approval

AI infrastructure stock in focus as fresh buying targets the pullback

Ty Simpson's preseason print for the Los Angeles Rams demands a second look

Curtiss-Wright raises full-year guidance after Q2 beat, nuclear order window opens

Block (XYZ): a wide EPS beat on August 5 did not stop shares from falling 6%

OBOOK Holdings preliminary H1 revenue expected between $3.85 million and $3.90 million as OwlPay Harbor scales

Drea de Matteo says OnlyFans cleared a $75,000 home lien within 75 minutes of her first post

Hive Digital downgraded ahead of earnings as 10-Q delay adds to the setup

Target in focus as retail earnings open; Walmart the contrast on the same tape

BitGo Q2 revenue climbs 80% to $4.3 billion as firm posts net loss

CoreWeave and Nebius surge on neocloud earnings as hyperscaler demand drives doubled revenue

Lovable locks $400M at a $13.3B valuation on $500M annualized revenue

AI cash burn spreads beyond U.S. borders as Tencent earnings climb

World's largest sovereign wealth fund logs $184 billion record profit, discloses SpaceX stake

AI stocks drove S&P 500 to 94th-percentile earnings quarter, but 2027 deceleration risk sharpens

NYU Langone Health study links avoiding three midlife risk factors to 13 extra dementia-free years

Honeywell Aerospace (HONA) guidance cut triggers 28% collapse, Cramer Charitable Trust exits at the open

Darren Elkins, the UFC's Iron Man, retires after 35-second loss to Yadier del Valle at Vegas 120

AI trade finds footing as earnings carry the setup past forced-selling relief

Americold Realty Trust lifts full-year AFFO guidance, sets $1.3 billion EQT joint venture close for Q3 2026

Blue Origin pins New Glenn anomaly on BE-4 main oxygen valve as investigation continues

MCD earnings in focus as shares carry more than 11% year-to-date loss into the print

Wayfair (W) logs strongest U.S. growth since 2020 in second quarter

Eli Lilly lifts 2026 revenue guidance to $87 billion after Zepbound and Mounjaro drive quarterly beat

SoftBank fiscal first-quarter profit beats market on $8.2 billion Intel contribution

Uber (UBER) drops 7% as third-quarter guidance misses, overshadowing in-line earnings

Jeff Bezos files to sell $4 billion in Amazon shares as AMZN retreats from record

Wayfair shares surge 30% on strongest U.S. growth since 2020

Wayfair (W) surges more than 25% on strongest U.S. growth print since 2020

SNAP in focus: shares jump 10% after second-quarter earnings beat and strong sales forecast

Snap shares surge 8% after second-quarter results beat estimates across the board

Angel Stadium's aging infrastructure back in focus after Brewers ace Jacob Misiorowski blasts mound conditions

S&P 500 earnings distortion grows as Amazon books Anthropic paper gains

Morgan Stanley's SpaceX underwriting and new-issue slate drive $74 billion wealth management haul

Chipotle (CMG) named by Titans receiver Calvin Ridley after offseason stomach bug cost him 15 pounds in a day

Vertiv CEO calls 17% stock plunge a 'temporary issue' after revenue growth miss

IBM CEO puts 2028-2029 target on quantum computing revenue impact

Stellantis swings to Q2 profit on North American demand, shares slide 5%

Amazon surges 12%, Apple drops 7% as investors call AI winners after earnings

Ferrari (RACE) in focus as personalisation revenue heads toward 20% of sales