Google Earnings, The Frontier Case, Amazon Earnings
Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.
Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.

Revenues for the quarter ended June 30, 2026 total $3.6 billion, pretax loss is $69 million, and net loss is $55 million Adjusted EBITDA is $512 million, adjusted pretax loss is $37 million, and adjusted net loss is $26 million Actions to streamline operation…

The post Analyst: If SpaceX Delivers Even a Quarter of Elon Musk’s Promised Compute, Nvidia Could Hit $1 Trillion in Revenue appeared first on 24/7 Wall St.. Elon Musk used SpaceX‘s (NASDAQ:SPCX) first-ever public earnings call on August 4, 2026 to commit tha…
NRG Energy (NYSE:NRG) reported second-quarter 2026 adjusted EBITDA of $1.2 billion, up 34% from a year earlier, while outlining plans for a 1.2-gigawatt Texa...
Metallus (NYSE:MTUS) reported higher second-quarter sales and profitability, citing improved shipments, pricing, product mix and melt utilization as demand s...