{"title":"Earnings in AI infrastructure: 805 signals in the last 90 days","domain":"AI infrastructure","tag":"earnings","name":"Earnings","type":"Signal type","description":"Financial results, quarterly earnings, or revenue","url":"https://www.frontiertechintelligence.com/signals/ai-infra/earnings","count_90_days":805,"count_13_months":1421,"latest":"2026-11-02","trend":"October 2026 had 391 signals against an average of 190 for Jul to Sept: up 106%.","per_month":[{"n":102,"month":"2026-05"},{"n":103,"month":"2026-06"},{"n":142,"month":"2026-07"},{"n":291,"month":"2026-08"},{"n":136,"month":"2026-09"},{"n":391,"month":"2026-10"},{"n":5,"month":"2026-11"}],"companies_named_most":[{"name":"Anthropic","mentions":88,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Alphabet","mentions":54,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"OpenAI","mentions":34,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"SpaceX","mentions":31,"url":"https://www.frontiertechintelligence.com/companies/spacex"},{"name":"Advantest","mentions":29,"url":"https://www.frontiertechintelligence.com/companies/advantest"},{"name":"NVIDIA","mentions":29,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Samsung Electronics","mentions":26,"url":"https://www.frontiertechintelligence.com/companies/samsung-electronics"},{"name":"Amazon","mentions":24,"url":"https://www.frontiertechintelligence.com/companies/amazon"}],"headlines":[{"date":"2026-11-02","headline":"Intel shares fell 29% in one day, pulling down other semiconductor stocks","outlet":"Caixin","companies":[{"name":"AMD","url":"https://www.frontiertechintelligence.com/companies/amd"},{"name":"Arm","url":"https://www.frontiertechintelligence.com/companies/arm"},{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"},{"name":"Marvell","url":"https://www.frontiertechintelligence.com/companies/marvell"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Qualcomm","url":"https://www.frontiertechintelligence.com/companies/qualcomm"}]},{"date":"2026-11-02","headline":"Kioxia Holdings reported July–September 2026 revenue of about 2.48 trillion yen, up 453.2% year-on-year.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-01","headline":"Samsung Electronics' DS division posted a record KRW 106.5 trillion Q3 operating profit.","outlet":"ZDNet Korea","companies":[{"name":"Samsung Electronics","url":"https://www.frontiertechintelligence.com/companies/samsung-electronics"}]},{"date":"2026-11-01","headline":"Reddit shares sink 29% on Q4 outlook as Google AI cuts traffic","outlet":"Tech in Asia","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Reddit","url":"https://www.frontiertechintelligence.com/companies/reddit"}]},{"date":"2026-10-31","headline":"Alphabet shares fell 13% in one Thursday session, erasing $500 billion in market value.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"Alphabet burned $9 billion of free cash flow while holding full-year CapEx at $195 billion to $205 billion.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"Alphabet shares fell 13% in one day, erasing $500 billion in market value.","outlet":"Peter H. Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"Google Cloud revenue more than doubled, up 100%.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"Alphabet revenue rose 25% to $127 billion.","outlet":"Peter H. Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]}]}