revenue growth

Robinhood's crypto revenue fell 47%, but strong growth in equities (+46%), options, and subscriptions keeps overall revenue up 15% YoY.

Five tech stocks—Alphabet, Amazon, Nvidia, Broadcom, and TSMC—positioned to dominate AI infrastructure spending through 2026 amid exceptional growth projections.

Alphabet's Google Cloud posted 63% YoY revenue growth in Q1 2026, outpacing Azure (40%) and AWS (28%). $460B backlog signals AI infrastructure dominance, though $180-190B capex guidance raises execution concerns.

SanDisk edges Micron as the better AI play with 251% YoY and 97% sequential revenue growth, despite higher valuation. Strategic focus on data center and edge AI positions it for stronger returns than Micron's diversified portfolio.

Amazon's AWS division surges 28% in Q1 2026, driving 59% of operating income while custom AI chips see triple-digit growth, positioning the company as critical AI infrastructure player.

Palantir faces severe May 5 earnings risk despite 70% revenue growth and 43% margins, trading at unsustainable 223x P/E versus Nvidia's 44x multiple.

Iovance Biotherapeutics surged 34% in 2026 on strong melanoma drug sales, with analysts projecting 165% upside. Manufacturing challenges present significant execution risks.

Netflix management signals confidence in capturing substantial untapped global market opportunity, reinforcing long-term growth outlook.

$TREE crashes 22% after Q1 earnings miss despite 37% revenue growth and profitability. EPS guidance fell short of consensus expectations.

Twilio stock jumped 23.46% after reporting 20% revenue growth to $1.4B and raising full-year guidance, driven by surging conversational AI adoption.

Inseego's acquisition of Nokia's Fixed Wireless Access business could nearly double revenue and expand global reach, with deal closing expected in Q4 2026.

$RSI jumped 18% after reporting 41% revenue growth to $370M and doubling net income, with raised 2026 guidance.

$TEAM surges 22.6% after beating earnings with $1.75 EPS versus $0.98 forecast and $1.8B revenue, though GAAP losses widen and profitability remains elusive.

Phathom Pharmaceuticals reports Q1 2026 revenues of $58.3M, up 104% YoY, as VOQUEZNA reaches 1.35M prescriptions. Company to present clinical data at Digestive Disease Week.

Nxera Pharma reported JPY 11.3B Q1 revenue driven by R&D milestones. Spinoff Centessa agreed to $7.8B acquisition by Eli Lilly.

Bausch Health beats Q1 earnings with $2.52B revenue and $0.78 EPS, marking 12th straight quarter of growth and driving stock up 2%.

Meta stock fell 10% despite 33% revenue growth and 41% operating margins, as investors worry about $125-145B capex plans doubling prior-year spending.

Viavi Solutions stock surged 15% on Q3 earnings beat, with $407M revenue up 43% YoY, driven by data center and aerospace demand.

Apple crushed Q2 earnings with $111.18B revenue (+17% YoY) and raised Q3 guidance to 14-17% growth, far exceeding estimates. Stock surged 3.59% on announced $100B buyback and 4% dividend increase.

Alphabet beat Q1 earnings with 22% revenue growth to $109.9B, highlighted by Google Cloud's 63% growth and $20.03B revenue. Company raised CapEx guidance to $180-190B, signaling aggressive AI investment.