Do Son Microsoft Q1 FY26 revenue hit $77.7B, driven by 40% Azure growth and Copilot adoption, despite a $3.1B loss related to its $500B-valued OpenAI stake.
earnings
NVIDIA reported $44.1B Q1 revenue, a 69% YoY increase, driven by AI demand and Blackwell adoption, despite $4.5B impact from China export restrictions.
Samsung expresses concern over US tariffs and AI export controls impacting future product launches and costs, despite record Q1 revenue driven by Galaxy S25.
Alphabet reports strong Q1 2025 earnings with revenue up 12%. Google Cloud soars, Gemini 2.5 debuts, and AI Overviews gains traction.