31 October 1

1. 18:33

   SK Hynix Q3 2026 Profit Hits Record on HBM Demand

   SK Hynix delivered record Q3 2026 revenue and operating profit driven by HBM shipments to AI customers, with capacity sold out through 2029.

   3 min

29 October 1

1. 15:29

   Fortinet Q3 2026 Earnings Preview Centers on AI Cybersecurity Services

   Fortinet reports Q3 2026 results after the close on October 28, with new AI guardrail and SASE services in focus amid strong enterprise demand.

   2 min

25 October 1

1. 15:29

   Palantir AIP Drives Expected Q3 2026 Revenue Growth as Enterprise AI Adoption Accelerates

   Palantir guided for $2.160–2.164 billion revenue in Q3 2026, supported by AIP platform momentum in commercial segments and sovereign AI deployments.

   2 min

23 October 1

1. 23:27

   IBM Hybrid Cloud Revenue Grows 11 Percent in Q3 2026 as Enterprises Advance Mainframe Modernization

   IBM reported total revenue of $17.1 billion for Q3 2026, with its software segment including hybrid cloud rising 8 percent and Red Hat offerings advancing 11 percent.

   3 min

18 October 1

1. 21:27

   Nvidia Q3 2026 Earnings Deliver Record $51 Billion Data Center Revenue

   Nvidia posted $57 billion total revenue for Q3 FY2026, with data center revenue hitting a record $51.2 billion on sustained AI infrastructure spending.

   3 min

28 October 1

1. 15:29

   AWS Capacity Sold Out Through 2027 as AI Demand Strains Cloud Infrastructure

   Amazon CEO Andy Jassy reported on October 23 that AWS capacity for 2026 is fully committed and 2027 is largely sold out, driven by AI infrastructure needs.

   3 min

24 October 1

1. 17:12

   NVIDIA Blackwell Production Advances With TSMC 4NP Scaling in Q4 2026

   NVIDIA Blackwell wafer production scales in Q4 2026 as TSMC matures the 4NP process and supply chain partners expand advanced packaging capacity.

   3 min