12 stories · “earnings”.
Reddit will test a mostly logged-in experience in select markets outside the US in Q4 2026, after search referrals fell by over a million a week in October.
ServiceNow beat revenue estimates but guided fourth-quarter backlog growth to 18.5%, below consensus. The stock fell 27% on 29 October, its worst day on record.
Intel beat its own Q3 guidance as data center revenue rose 78%, then guided Q4 about 9% below consensus. Its shares fell 28.58% in one of their worst sessions.
AWS grew 39% and Amazon's operating income rose 61%, but trailing free cash flow fell to -$42.4bn after $77.3bn of capex in the quarter, and shares slipped.
Samsung's Q3 operating profit hit KRW 107.4 trillion, the first above KRW 100 trillion for a tech company, as memory earned 99% and devices lost money.
Alphabet's cloud revenue more than doubled and operating profit rose 30%, but $51.4bn of capex pushed free cash flow to -$9.1bn and the stock fell 13%.
Microsoft beat estimates with $92.28bn revenue and 48% Azure growth, then guided calendar 2027 capex to $170bn as free cash flow fell 27% year on year.
Meta's Q3 2026 revenue rose 26% to $64.60 billion, but free cash flow turned negative at -$2.12 billion as AI capex climbed and shares fell almost 7%.
TSMC's Q3 2026 net income hit a record NT$763 billion on 15 October, up 68.7% year on year, as AI demand beat its own guidance and chip stocks fell anyway.
Oracle's Q1 FY27 cloud infrastructure revenue doubled to $7.4 billion as its AI contract backlog reached $664 billion, with free cash flow still negative.
TSMC's August 2026 revenue hit a record NT$514.8 billion, up 53.3% year on year, as AI demand keeps outrunning its expanding fab and packaging capacity.
Broadcom's custom AI chip business tripled to $16.7 billion last quarter as the company raised its two-year outlook, even as next-quarter guidance landed just below Wall Street's bar.
