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Palantir crushed Q2 estimates with EPS of $0.41 vs. $0.35 expected and revenue of $1.94B vs. $1.81B consensus — a 93% year-over-year surge. U.S. Commercial revenue exploded 149% YoY to $764M, full-year 2026 revenue guidance was raised to $8.15–$8.16B (82% growth), and the Rule of 40 score hit 155%. PLTR jumped roughly 15% in after-hours trading to around $144.
Advanced Micro Devices reports Q2 after the close today, with Wall Street expecting $1.62 EPS on $11.3B revenue — approximately 46% YoY growth. Analysts want to see roughly $6.5B in Data Center revenue and $2.5B from AI accelerators including the MI350 ramp, plus concrete Helios rack-scale order numbers. AMD has beaten revenue estimates in each of its last eight quarters; the stock is up nearly 195% over the past year near 52-week highs.
Microsoft's Q4 FY2026 revenue of $90.0B beat the $87.6B consensus by roughly $2.4B, with EPS of $4.74 vs. $4.24 expected. Azure grew 43% — well above the 39–40% guide — crossing $100B in annualized revenue for the first time, while Microsoft 365 Copilot reached 30M paid seats. Net income rose 31% to $35.8B; the stock surged about 15% on the print, with full-year capex guiding to approximately $175B.
Amazon's Q2 revenue of $200.6B topped the $196.5B consensus, with AWS growing 37% YoY to $42.2B. Both AWS's AI product line and its homegrown chip business each crossed a $25B annualized run rate, more than doubling year-over-year. CEO Andy Jassy guided full-year capex to $220B; reported EPS of $5.75 was boosted by a $53.4B pre-tax gain on Amazon's Anthropic stake.
Meta's Q2 revenue of $60.8B grew 28% YoY and beat the $60.2B consensus, but EPS of $6.18 missed the $7.17 estimate by 14% as total expenses surged 55% to $42B. Capital expenditures hit $31.1B in a single quarter — more than double Q2 2025 — collapsing free cash flow to just $784M. Shares took an initial 8% hit before partially recovering; Q3 guidance of $61–$64B straddled the $63.15B consensus.
Apple's fiscal Q3 revenue of $109.4B grew 16% YoY, with EPS of $2.02 (+29%) and gross margin of 50.1%. iPhone grew 22% and Mac 29%, but Services expanded only 12% — a miss — and Q4 guidance decelerated to 9–11% growth. AAPL fell 6.6% post-print and was the lone Magnificent Seven name in the red Monday; analysts are flagging AI-driven silicon and memory cost pressure as a growing margin headwind.
Alphabet's Q2 revenue of $119.8B grew 24% YoY, beating the $116.9B consensus, with Google Cloud the standout at $24.8B (+82% YoY) and cloud operating income of $8.8B vs. $2.8B a year ago — with a $514B backlog. Shares dipped after-hours when Alphabet raised 2026 capex guidance to as high as $205B (from a prior $180–$190B range), then recovered roughly 4% in the following session.
Broadcom guided Q3 revenue to $29.4B with AI semiconductor revenue of $16B growing more than 200% year-over-year — underscoring that custom-silicon demand is scaling alongside GPU demand. Multiple analysts simultaneously raised their Nvidia price target to $330 from $310 on continued hyperscaler AI infrastructure spend, with 58 of 61 covering analysts maintaining a Buy or Strong Buy rating averaging around $302–$303.
TSMC's Q2 revenue of $40.2B grew 33.7% YoY, with net income up 77.4%; the company then raised its full-year 2026 growth projection to "slightly more than 40% in USD terms," well above its prior 30%+ target, citing AI as virtually the sole driver. ASML separately raised its 2026 sales guidance to €36–40B — when both the equipment maker and the leading foundry raise guidance simultaneously, the signal is hard to dismiss.
Anthropic entered active pre-roadshow investor meetings after a confidential S-1 filing June 1, 2026, following a $65B Series H round at a $965B post-money valuation. A public S-1 could arrive in August or September, with Nasdaq pricing targeting October–November. The stakes are visible in public earnings already: Amazon booked a $53.4B pre-tax gain on its Anthropic stake in Q2, and Microsoft recorded a $3.2B gain.
