Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year over year with data center sales jumping 92%. The GAAP EPS of $2.39 and non-GAAP EPS of $1.87 both topped consensus estimates from S&P Global Market Intelligence.
The earnings growth outpaced the headline revenue increase.
Both the revenue and EPS results topped consensus estimates.
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Meta says it will create a new class of non-voting Class C shares to fund AI investment, acquisitions and employee compensation, effective in January 2027. The company also narrowed its 2026 capital expenditure outlook to $135 billion to $145 billion, raising the low end.
SpaceX reported Q3 2026 revenue of $14.6 billion, up 161% from a year earlier, and net income of $4.4 billion. On its earnings webcast, CFO Bret Johnsen said SpaceX expects Q1 2027 revenue of $33 billion to $37 billion, and CEO Elon Musk said SpaceX will try to catch Starship on Flight 15 next month, pending FAA approval.
Netflix reported third-quarter revenue of $12.87 billion, up from $11.51 billion a year earlier, and cut its 2026 advertising revenue forecast to about $2.7 billion from about $3 billion. Earnings per share were 87 cents versus the 82 cents analysts expected, and shares fell about 6% in extended trading, CNBC reported.
DigiTimes: ByteDance is in advanced talks with MediaTek to buy custom data center chips, and an agreement could come soon, according to people familiar with the matter. Bloomberg first reported the talks, saying a deal would help MediaTek compete with Qualcomm and Broadcom in data centers.
NVIDIA will celebrate the RTX Spark launch with global events on October 16, including in-person gatherings and an Instagram livestream. The systems combine up to 6,144-core Blackwell GPUs and 128 GB unified memory for local AI, creation, and gaming workloads on Windows PCs.
