Market data

beat quarterly revenue by roughly 7% and grew its cloud business 31%, guided next quarter's cloud growth to 28.5% and added a $250 million share buyback

revenue growth accelerated to 36% from 33.5%, its biggest beat since late 2021, and its booked backlog sped up to 38%

posted revenue and profit above expectations and raised its full-year growth outlook to 18–18.5%

its new "Vector" ad engine accelerated to 23% growth quarter-on-quarter, driving a 6% revenue beat

delivered a beat-and-raise, with next-quarter profit margins guided a full 3.3 percentage points above expectations

signed a new four-year cloud-infrastructure contract worth more than $600 million, lifting its multi-year deal value this year past $2.8 billion

Azure cloud growth accelerated and management made a credible case on AI returns; remains the only major hyperscaler generating positive free cash flow

reported after the bell, beat second-quarter estimates and raised its full-year 2026 outlook again, with management pointing to its "strongest results in years" and AI-driven cost efficiencies

accelerating growth

a faster next-gen drive ramp

after an earnings beat

downgraded at JPMorgan, which warned that its Google search traffic has slowed sharply as AI-generated answers now appear directly in search results

guided next-quarter profit to $1.71–1.74 billion, just shy of the $1.75 billion hoped for, and management admitted its big AI-model improvements will not arrive on a predictable quarterly schedule

beat on revenue and profit but guided cautiously, and hinted that a large AI customer had cut its usage

ended an 18-month effort to sell itself, suspended its dividend, and reported another drop in US same-store sales

beat on earnings but its forecast underwhelmed, and rival Seagate's faster rollout of next-generation drives made it look like the laggard

local opposition to a planned 300-megawatt New Jersey data center raised fears its key growth site could stall, and Michael Burry disclosed he is betting against it

lost its "outperform" rating at Evercore ISI, which halved its price target to $40 from $80, citing a softer second half and a shift in how the company plans to make money

the single biggest drag on the Dow

giving back an early pop

after cutting its 2026 outlook