Skip to content
Equity Capital Market
  • Privacy Policy
  • Stock Market
  • Market Education
  • Federal Reserve & Rates
  • Capital Markets
  • IPO & Public Offerings
  • Economy & Macro
  • Energy & Commodities

Artificial Intelligence

CoreWeave Q2 Doubles to $2.58B; Backlog Hits $104B

August 13, 2026 by Bruno

CoreWeave’s Q2 2026 revenue jumped 112% to $2.58B; backlog hit $104B, Meta added $21B, and FY26 guide was raised. But the net loss widened to $626M.

Categories Artificial Intelligence, Earnings, Technology Tags AI infrastructure, coreweave earnings, crwv stock, gpu cloud, meta ai spending, stock market Leave a comment

Airbnb Jumps 15% on Q2: Revenue +17%, FY26 Guide Raised

August 8, 2026 by Bruno

Airbnb (ABNB) posted its best day ever, +14.8%, after Q2 2026 revenue rose 17% to $3.6B, net income hit $816M, and management raised full-year revenue and margin guides.

Categories Artificial Intelligence, Earnings Tags abnb stock, airbnb earnings, q2 2026 earnings, stock market, travel stocks Leave a comment

Switch Files Confidential IPO, Eyes $80B Data-Center Return

August 8, 2026 by Bruno

Las Vegas data-center giant Switch confidentially filed to return to public markets, chasing a valuation up to $80B just four years after an $11B take-private by DigitalBridge and IFM.

Categories Artificial Intelligence Tags AI infrastructure, capital markets, data center stocks, digitalbridge, ipo filing, switch ipo Leave a comment

Twilio Q2 Beat: Revenue +22%, FY Growth Guide Raised to 18%

August 8, 2026 by Bruno

Twilio delivered $1.50B in Q2 2026 revenue, up 22% reported and 17% organic, raised full-year growth guidance to 18-18.5%, and posted record $353M free cash flow.

Categories Artificial Intelligence, Earnings Tags AI infrastructure stocks, cloud communications, saas earnings, stock market, twilio earnings, twlo stock Leave a comment

Hadrian Raises $1.37B at $7.87B for AI Defense Factories

August 7, 2026 by Bruno

Chris Power’s automated defense factory just landed $1.37B from a public-market-heavy Series D, with the Alabama submarine facility at the center.

Categories Artificial Intelligence Tags capital markets, defense tech, hadrian, series d funding, submarine industrial base, venture capital Leave a comment

Palantir Jumps 29%: Q2 Revenue Up 93%, Commercial +149%

August 4, 2026 by Bruno

Palantir Q2 2026 revenue hit $1.94B (+93% YoY), EPS $0.41 vs $0.34, US commercial +149% to $764M. FY26 guide raised to $8.15B. PLTR +29% to $162.66.

Categories Artificial Intelligence, Earnings Tags ai platform, AI stocks, alex karp, palantir earnings, PLTR stock, stock market Leave a comment

Amazon Beats Q2: AWS Grows 37%, Fastest Since 2021

July 30, 2026 by Bruno

Amazon posted $200.6B in Q2 revenue and $27.5B operating income. AWS grew 37% — the fastest in 18 quarters — as AI demand pulls capex forward.

Categories Artificial Intelligence, Earnings Tags amazon earnings, amzn stock, anthropic investment, aws growth, cloud computing, stock market Leave a comment

Microsoft Q4 Beat: Azure Crosses $100B, MSFT Jumps 9%

July 30, 2026 by Bruno

Microsoft’s Q4 FY2026 topped estimates: $90B revenue (+18%), $4.81 diluted EPS, and Azure crossed $100B annual. Shares jumped ~9% after hours on July 29.

Categories Artificial Intelligence, Earnings Tags ai capex, azure cloud, big tech earnings, microsoft earnings, MSFT, stock market Leave a comment

Amkor Tumbles 25% as Cautious Q3 Guide Overshadows Q2 Beat

July 30, 2026July 29, 2026 by Bruno

Amkor Technology posted a record Q2 with $1.90B in sales, but a soft Q3 guide and heavy AI-packaging capex sent AMKR down nearly 25% on July 28.

Categories Artificial Intelligence, Earnings, Technology Tags ai chip earnings, amkor technology, amkr stock, osat industry, semiconductor packaging, stock market Leave a comment

Meta, BlackRock Team on $14B El Paso AI Data Center

July 30, 2026July 28, 2026 by Bruno

Meta and BlackRock unveiled a $14 billion joint venture for a 1-gigawatt El Paso AI data center, financed by a $12B bond sale kept off Meta’s balance sheet.

Categories Artificial Intelligence Tags AI data center, BlackRock, capital expenditure, el paso texas, meta platforms, stock market Leave a comment
Older posts
Page1 Page2 … Page7 Next →

Recent Posts

  • CoreWeave Q2 Doubles to $2.58B; Backlog Hits $104B
  • Leveraged & Inverse ETFs: Why Daily Reset Kills Returns
  • US Borrows $432B in July; FY26 Deficit Already Tops FY25
  • July CPI Cools to 3.4%: Stocks Shrug, Fed Cut Path Clears
  • Insider Trading Explained: Legal, Illegal, and 10b5-1 Plans

Recent Comments

  1. Hedge Funds Explained: Strategies, Fees, and Structure - Equity Capital Market on Leveraged Buyouts 101: How Private Equity Finances Mega-Deals
  2. REITs Explained: How Real Estate Investment Trusts Work - Equity Capital Market on Bond Duration & Convexity: Why Long Bonds Move Most
  3. NVIDIA Hits $81.6B, Guides $91B - Stock Slips on the News - Equity Capital Market on Chips Roar Back: Intel +6%, AMD +8%, ARM +16% Ahead of Nvidia
  4. What Is Free Cash Flow — and Why Investors Trust It - Equity Capital Market on What Is DCF? How Analysts Value Stocks Using Cash Flows
  5. Fed Minutes: 'Many' Wanted Easing Bias Out as PCE Hit 3.5% - Equity Capital Market on Fed’s Miran Resigns, Handing Trump a Fresh Board Vacancy

Archives

  • August 2026
  • July 2026
  • June 2026
  • May 2026
  • April 2026
  • January 2026
  • November 2025
  • October 2025

Categories

  • Artificial Intelligence
  • Automotive
  • Banking & Finance
  • Bonds & Fixed Income
  • Capital Markets
  • China
  • Commodities
  • Consumer & Retail
  • Crypto
  • Defense
  • Earnings
  • Economy & Macro
  • Emerging Markets
  • Energy
  • Energy & Commodities
  • ETFs & Funds
  • Europe
  • Federal Reserve & Rates
  • Forex & Currencies
  • Geopolitics
  • Geopolitics & Markets
  • Global Central Banks
  • Healthcare & Biotech
  • India
  • Inflation
  • Insider Activity
  • Institutional Flows
  • Investing Theory
  • IPO & Public Offerings
  • Japan
  • M&A & Tender Offers
  • Market Education
  • Market Trend
  • Personal Finance
  • Real Estate
  • Shareholder Actions
  • Small Cap
  • Stock Market
  • Stocks
  • Technology
  • Volatility & Derivatives
© 2026 Equity Capital Market • Built with GeneratePress