The Ledger Signal

Earnings

53 Articles
NVIDIA CRUSHES Q4 EARNINGS AS DATA CENTER REVENUE SURGES 75%
Analysis
Earnings
S
Sam Adler·Feb 26, 2026

NVIDIA CRUSHES Q4 EARNINGS AS DATA CENTER REVENUE SURGES 75%

1' read
Samsung’s S26 Previews Google-Apple AI Partnership as Siri Overhaul Faces Delays
Analysis
Executive Brief
S
Sam Adler·Feb 26, 2026

Samsung’s S26 Previews Google-Apple AI Partnership as Siri Overhaul Faces Delays

3' read
Amazon’s CapEx Surge Raises Stakes in AI Infrastructure Race, Analyst Warns
Analysis
Earnings
D
David Okafor·Feb 26, 2026

Amazon’s CapEx Surge Raises Stakes in AI Infrastructure Race, Analyst Warns

3' read
Spotify’s Content Network Model Positions Streaming Giant to Weather AI Disruption, Analyst Says
Analysis
Earnings
D
David Okafor·Feb 26, 2026

Spotify’s Content Network Model Positions Streaming Giant to Weather AI Disruption, Analyst Says

3' read
Shopify Positioned as Major AI Winner as Investors Miss E-Commerce Platform’s Structural Advantages
Analysis
Earnings
D
David Okafor·Feb 26, 2026

Shopify Positioned as Major AI Winner as Investors Miss E-Commerce Platform’s Structural Advantages

3' read
Nvidia Posts $120bn Annual Profit as Data Center Revenue Surges 75%
Analysis
Earnings
D
David Okafor·Feb 26, 2026

Nvidia Posts $120bn Annual Profit as Data Center Revenue Surges 75%

3' read
Nvidia Posts $39 Billion Quarter as AI Spending Surge Continues, But Growth Rate Slows
Analysis
Earnings
S
Sam Adler·Feb 25, 2026

Nvidia Posts $39 Billion Quarter as AI Spending Surge Continues, But Growth Rate Slows

3' read
Nvidia Earnings Test Whether AI Spending Boom Can Survive Market Doubts
Analysis
Earnings
D
David Okafor·Feb 25, 2026

Nvidia Earnings Test Whether AI Spending Boom Can Survive Market Doubts

4' read
Trump Sanctions Chilean Officials Over China-Linked Subsea Cable, Escalating Tech Infrastructure Battle
Analysis
Regulation
D
David Okafor·Feb 25, 2026

Trump Sanctions Chilean Officials Over China-Linked Subsea Cable, Escalating Tech Infrastructure Battle

3' read
Nvidia Earnings Set to Test European Tech Rally as AI Spending Doubts Mount
Analysis
Earnings
D
David Okafor·Feb 25, 2026

Nvidia Earnings Set to Test European Tech Rally as AI Spending Doubts Mount

3' read
HSBC CEO Flags AI as Cost-Cutting Priority as Bank Pursues $300M Efficiency Target
Analysis
Earnings
D
David Okafor·Feb 25, 2026

HSBC CEO Flags AI as Cost-Cutting Priority as Bank Pursues $300M Efficiency Target

3' read
Waymo opens robotaxi service to ‘select riders’ in Houston, Dallas, San Antonio and Orlando
Analysis
Breaking News
S
Sam Adler·Feb 24, 2026

Waymo opens robotaxi service to ‘select riders’ in Houston, Dallas, San Antonio and Orlando

1' read
Google to Build Minnesota Data Center With 1,900 MW of Renewable Energy
Analysis
Breaking News
S
Sam Adler·Feb 24, 2026

Google to Build Minnesota Data Center With 1,900 MW of Renewable Energy

1' read
IBM Posts Worst Day Since 2000 as Anthropic’s Coding Tool Rattles Enterprise Tech
Analysis
Ma
S
Sam Adler·Feb 24, 2026

IBM Posts Worst Day Since 2000 as Anthropic’s Coding Tool Rattles Enterprise Tech

3' read
Cato Networks Hits $350M Revenue Run Rate as Security Startups Race to Prove AI Advantage
Analysis
Earnings
S
Sam Adler·Feb 24, 2026

Cato Networks Hits $350M Revenue Run Rate as Security Startups Race to Prove AI Advantage

4' read
Nvidia Stands Alone as Tech Investors Sour on AI Infrastructure Binge
Analysis
Earnings
S
Sam Adler·Feb 24, 2026

Nvidia Stands Alone as Tech Investors Sour on AI Infrastructure Binge

3' read

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