805 signals in AI infrastructure carried the tag Earnings in the last 90 days (financial results, quarterly earnings, or revenue), out of 1,421 in the last thirteen months. October 2026 had 391 signals against an average of 190 for Jul to Sept: up 106%. Named most often: Anthropic (88), Alphabet (54), OpenAI (34). Below: the count per month, the companies named most, and the latest headlines with outlet and date. Frontier Tech Intelligence reads 100+ sources in eleven languages every day and tags every signal it extracts.
October 2026 had 391 signals against an average of 190 for Jul to Sept: up 106%. The current month is partial.
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805 earnings signals in AI infrastructure in the last 90 days, 1,421 in the last thirteen months. October 2026 had 391 signals against an average of 190 for Jul to Sept: up 106%. Per month: May 102, Jun 103, Jul 142, Aug 291, Sept 136, Oct 391, Nov 5. Frontier Tech Intelligence, from 100+ sources.
Named most in the last 90 days: Anthropic (88), Alphabet (54), OpenAI (34), SpaceX (31), Advantest (29).
Intel shares fell 29% in one day, pulling down other semiconductor stocks (Caixin, 2 Nov 2026) Kioxia Holdings reported July–September 2026 revenue of about 2.48 trillion yen, up 453.2% year-on-year. (Yicai, 2 Nov 2026) Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus. (Yicai, 2 Nov 2026)
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