US stock lens: stronger AI sales still need a valuation test
Nvidia reported US$96.2 billion in fiscal second-quarter revenue in its August results.
Nvidia investor relations · 26 Aug 2026Stock Markets
United States · Stock Markets
Oracle reports 30% quarterly revenue growth
Oracle reports first-quarter fiscal 2027 revenue of US$19.3 billion and infrastructure-cloud revenue of US$7.4 billion, up 121%. These are company results, not share-price returns.
Oracle · 10 Sep 2026Microsoft’s results include gains from its OpenAI investment
Microsoft identifies a US$480 million net OpenAI investment gain in its fourth-quarter results. Separating investment gains from operating performance helps assess earnings quality.
Microsoft · 29 Jul 2026 · background