Technology
Software, semiconductors, internet companies, and technology hardware. Tech sector earnings, product launches, and regulatory developments.
GOOGL Q2 2026: filings, holdings, and macro context
CRM Q1 2026: filings, holdings, and macro context
ADBE Q2 2026: filings, holdings, and macro context
INTC Q2 2026: filings, holdings, and macro context
NFLX Q2 2026: filings, holdings, and macro context
ORCL 2026 update — filings and holdings
AVGO Q3 2026: filings, holdings, and macro context
TSLA Q2 2026: filings, holdings, and macro context
AMZN Q2 2026: filings, holdings, and macro context
Apple Q2 2026 revenue $109.4bn beats estimates; Amazon also beat
Apple reported Q2 2026 revenue of $109.4bn and EPS of $2.02, exceeding analyst consensus of $108.65bn, driven by iPhone and laptop sales. Amazon confirmed a revenue beat in the same reporting cycle; both results were released after market close on 30 July 2026.
Samsung Q2 operating profit beat expectations; share price fell
Samsung Electronics reported Q2 2026 operating profit above analyst expectations on 29 July 2026, driven by AI chip demand and semiconductor sales; its share price weakened on 30 July 2026, with margin sustainability and Chinese competitive pressure cited as concerns.
Coinbase misses revenue and earnings forecasts for third consecutive quarter
Coinbase reported a net loss and revenue decline for a third straight quarter in Q2 2026 results released 30 July, with COIN shares falling following the announcement; softer spot trading volumes and reduced market volatility were cited as contributing factors.
Apple faces rising memory component costs ahead of earnings quarter
Reports from Finnhub and CNBC dated 30 July 2026 described Apple facing rising DRAM and NAND memory procurement costs, with coverage characterising the upcoming earnings quarter as a test of cost management. No price movement in AAPL shares was reported in the source data.
ACN Q3 2026: filings, holdings, and macro context
NVDA Q1 2026: filings, holdings, and macro context
QCOM Q3 2026 update — filings and holdings
Apple briefly hits $5 trillion market cap, second ever to do so
Apple's shares touched $342.89 on Tuesday, briefly giving it a market capitalisation of $5.04 trillion — only the second publicly traded company in history to reach the milestone after Nvidia.
Nvidia reportedly in talks to backstop $250bn OpenAI debt arrangement
Reports indicated Nvidia (NVDA) was in early-stage discussions to provide a $250 billion credit backstop for OpenAI, enabling debt financing for a data centre campus in Pike County, Ohio; the facility was reported as part of a broader $500 billion, 10-gigawatt project led by SoftBank.