CoreWeave Q1 2026 revenue more than doubled YoY, beating estimates as GPU cloud demand from AI companies surges. The company continues financing rapid data center expansion through billions in debt. $CRWV
Alphabet beats revenue expectations on a record Google Cloud quarter, fueled by surging enterprise demand for AI infrastructure. The results underscore intensifying competition among US hyperscalers.
Amazon CEO Andy Jassy calls AI capital expenditures a ‘once-in-a-generation’ opportunity, pushing back on Wall Street pressure for near-term returns as Big Tech infrastructure spending surges.
Microsoft reports Q3 earnings after its worst quarter since 2008. The key question: will AI cannibalize its own software business? A bellwether moment for enterprise AI.