Oracle reported record results for the first quarter of fiscal 2027. Oracle Cloud Infrastructure (OCI) revenue rose 121% year over year, helping drive strong overall revenue growth. The company also raised its outlook for future performance.

Adobe reported third-quarter results that beat market expectations on both revenue and profit, and it raised its full-year guidance. The company posted a record $6.8 billion in quarterly revenue. Annualized recurring revenue tied to AI rose 150% year over year, highlighting strong momentum in AI commercialization. Adobe’s valuation is viewed as attractive, and analysts remain optimistic about its performance.

Apple is entering the iPhone 18 cycle after reporting a 16% year-over-year increase in third-quarter revenue and a 22% rise in iPhone revenue. Higher memory costs drove an adjusted gross margin decline of more than 120 basis points sequentially. The $1,199 iPhone 18 Pro and the $1,999 foldable Duo are expected to test whether Apple can pass those rising costs on to consumers. At roughly 37x earnings, the company’s valuation hinges on resilient demand, margin improvement, services growth and eventual Siri AI monetization.

Micron Technology’s FY2026 third-quarter revenue jumped 346% year over year, and the company guided for FY2026 fourth-quarter revenue of up to $50b while expecting continued double-digit sequential growth. It also signed Strategic Customer Agreements totaling $22b that run through 2030, improving revenue visibility and reducing exposure to cyclical swings. The stock trades at 6.5x FY27 earnings, while tight market conditions are expected to last through at least 2027.

Contango Silver & Gold Inc. (CTGO) issued 2027 production guidance for the Manh Choh mine, targeting annual output of 75,000 ounces of gold. The company expects all-in sustaining costs (AISC) of $1,200$1,300 per ounce. It is also advancing an updated mineral resource estimate (MRE) for the Kitsault project and a feasibility study for the Lucky Shot project.

ASML management has raised its 2026 revenue guidance twice and now expects to ship about 65 low-NA EUV lithography systems, with EUV revenue projected to rise more than 45% year over year. After non-EUV sales slip in the mid-single digits in 2025, the company expects that segment to grow 25% in 2026. ASML also sees demand from customers including Samsung as a key driver of the next EUV growth cycle.

Nvidia reported Q2 results with revenue doubling year over year to $96.22B while maintaining a 75% gross margin. Management provided preliminary guidance calling for 70% revenue growth in fiscal year 2028 and long-term gross margins of 72–73%. The company also said it has deployed $99B in equity investments and $279B in supply commitments to reinforce its position in AI.

Altria reported a mixed performance for the second quarter. Management raised the lower end of its fiscal 2026 earnings-per-share guidance and announced a dividend increase. The company also referenced a new partnership.

Broadcom forecasts AI semiconductor revenue of $115 billion in FY2027 and $230 billion in FY2028, with supply secured. Six XPU customers are planning roughly 30 GW of deployments, shifting the main uncertainty from demand to infrastructure execution. Anthropic could add 5 GW in 2027 and 10 GW in 2028, while OpenAI is targeting more than 5 GW. After management executed its AI roadmap, the valuation fell from 30.8x forward earnings to 11.8x, increasing the stock’s appeal.