Revenue

Applied Digital (APLD) stock surged 16% after exceeding first-quarter revenue estimates, driven by high demand for AI data centers. Revenue reached $64.2 million, an 84% increase year-over-year. The company is expanding infrastructure, including its partnership with CoreWeave, adding 150 MW of capacity. Applied Digital secured funding for a second North Dakota campus, aiming for 600 MW total leased capacity by 2027. While revenue increased, the company reported a net loss of $18.5 million.

Adobe reported strong fiscal third-quarter results, beating analysts’ expectations with adjusted EPS of $5.31 and revenue of $5.99 billion. The company’s growth is fueled by its digital media segment and strategic AI integration, with AI-influenced ARR exceeding $5 billion. Adobe anticipates continued growth, forecasting adjusted EPS between $5.35 and $5.40 for the fourth quarter and projecting an 11.3% annualized revenue increase in its digital media business for the fiscal year. Despite this, Adobe’s year-to-date stock performance lags behind the Nasdaq.

Oracle shares surged after hours due to optimistic growth projections driven by new cloud contracts, overshadowing slight earnings and revenue misses. Q1 revenue rose 12% to $14.93 billion. Remaining Performance Obligation skyrocketed 359% to $455 billion, fueled by deals like OpenAI’s 4.5 gigawatt data center agreement. Oracle is leveraging AI, integrating Google’s Gemini, and launching Oracle AI Database. Cloud infrastructure revenue grew 55%. Oracle projects significant revenue growth through 2030, with substantial capital expenditure increases planned.

Salesforce (CRM) shares tumbled 8% after a tepid revenue forecast, extending its year-to-date slump to 28%. While Q2 revenue beat expectations with a 10% increase to $10.24 billion, forward guidance fell short. Despite AI investments and SaaS offerings, Salesforce hasn’t capitalized on the AI boom like competitors. Concerns persist about AI disrupting the software sector. Salesforce acknowledges challenges in marketing and commerce product sales, but highlights success with Agentforce. The company maintains full-year revenue outlook but raised earnings guidance, prioritizing profitability.

BYD reported record first-half 2025 revenue of ¥371.3 billion, surpassing Tesla for the first time. The company emphasized strengthening industry collaboration through proactive coordination, optimizing payment terms, and fostering a mutually beneficial ecosystem for stakeholders. BYD highlighted its already low DPO and further reductions compared to 2024, prioritizing prompt supplier payments. This follows a commitment by BYD and other Chinese automakers to limit payment terms to 60 days, addressing concerns about supply chain pressures and promoting sustainable industry growth.

Affirm shares soared after reporting strong fiscal fourth-quarter results, beating expectations with EPS of 20 cents and revenue of $876 million. Revenue jumped 33% year-over-year, and gross merchandise volume increased by 43% to $10.4 billion. The company reported a net income of $69.2 million, a significant improvement from the previous year’s loss. Affirm projects first-quarter revenue between $855 million and $885 million. Despite facing competition from Klarna and Walmart’s shift, Affirm has partnerships with Amazon, Shopify, and Apple.

Dell Technologies exceeded analyst expectations for both EPS and revenue in Q2, driven by a 69% surge in server and networking revenue, including AI servers. Full-year revenue outlook was also raised. However, shares dipped in after-hours trading as Q3 EPS guidance fell short of estimates, despite higher revenue projections. The company attributed the profit forecast’s concentration in Q4 to seasonal patterns. Dell plans to double AI server shipments in FY26, emphasizing its commitment to the AI market. Storage revenue declined, while Client Solutions Group saw modest growth.

Nvidia’s Q2 earnings beat expectations with a 56% revenue surge to $46.74B and EPS of $1.05. Data center revenue, while growing 56% YoY, slightly missed estimates for the second consecutive quarter. Nvidia forecasts $54B in revenue for the next quarter, excluding potential China H20 shipments. CEO Jensen Huang highlighted the immense long-term AI opportunity, projecting infrastructure spending could reach $3-4 trillion by 2030. Analysts maintain a positive outlook, citing solid growth and consistent performance.

WSTS forecasts a strong semiconductor market with $180 billion in sales for Q2 2025, a 19.6% year-over-year increase. This marks the sixth consecutive quarter of over 18% YoY growth. Nvidia leads the ranking of top semiconductor companies (excluding foundries and companies like Apple) with a projected $45 billion in revenue. Memory giants Samsung and SK Hynix follow. Nvidia’s stock surge, driven by AI demand, has significantly increased CEO Jensen Huang’s net worth, placing him among the world’s wealthiest individuals.

Amaze Holdings (AMZE) reported a significant 1134% revenue increase to $0.87M in Q2 2025, fueled by 200M storefront visits and 12M active creators. GMV reached $3.77M with a $50 AOV. Despite growth, the company experienced a $5.0M net loss due to increased SG&A expenses. Management anticipates sequential revenue growth in Q3/Q4 2025 and potential short-term profitability. Strategic partnerships and new platform features aim to solidify long-term success.