earnings
Nvidia's $96.2bn Quarter Shows the AI Spending Cycle Is Still Accelerating
Nvidia reported $96.2bn in quarterly revenue, with data-centre sales reaching $89bn as global AI infrastructure spending accelerates.
Section
Earnings
Earnings dates, consensus estimates and previews. We publish the calendar in advance and focus post-report coverage on guidance revisions rather than headline beats.
earnings
The GLP-1 Gap Is Widening: What Q2 Says About Lilly and Novo
Eli Lilly grew Q2 revenue 48% while Novo Nordisk's adjusted sales rose 7% at CER. Here is what the divergence means for investors.
earnings
Walmart, Target and Home Depot Earnings This Week Will Test How Resilient the US Consumer Really Is
Six major retailers report this week. Here's what Walmart, Target and Home Depot earnings will reveal about the US consumer heading into fall.
earnings
The Q3 Earnings Calendar That Actually Matters
A guide to the Q3 2026 earnings calendar — key reporting dates, consensus EPS estimates and the guidance lines that move markets.
earnings
Alphabet and Intel Earnings Put the AI Rally on Trial
Alphabet and Intel earnings will test whether heavy AI spending is still translating into the growth investors expect.
earnings
JPMorgan’s Record $21.2bn Quarter Says the Deal Cycle Is Back Before Rates Come Down
JPMorgan posted a record $21.2bn quarterly profit as investment-banking fees, equity trading and loan growth all strengthened.
earnings
Nike's China Slump Shows Why Its Turnaround Is Taking Longer Than Investors Hoped
Nike beat quarterly expectations, but a 17% Greater China sales decline and weak outlook show its turnaround remains unfinished.
earnings
Micron's $41.5bn Quarter Shows Memory Has Become an AI Bottleneck
Micron reported $41.5bn in quarterly revenue as AI demand drives tight memory supply and record growth across data-centre products.