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Nvidia (NVDA) Q1 2027 earnings report: Live updates

Margins show pricing power Nvidia’s revenue explosion in recent years has been mirrored by an expanding profit margin, underscoring the company’s pricing power, supply chain efficiency and an increase of software in the mix. From a gross margin in the mid-60s five years ago, Nvidia has lifted that number into the mid-70s today, and it’s...
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Cheap AI could derail OpenAI and Anthropic’s IPOs

This earnings season, the cost of AI started showing up in the numbers. Meta, Shopify, Spotify, and Pinterest all flagged rising AI and inference costs as a drag on margins. Shopify said economies of scale were “partially offset by increased LLM costs.” This is the bill coming due for the pricing model that underpins OpenAI’s...
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Lowe’s (LOW) Q1 2026 earnings

Lowe’s on Wednesday reported quarterly results that beat expectations on the top and bottom lines and reaffirmed its full-year outlook. Revenue jumped about 10% compared with the previous year. Comparable sales increased 0.6% for the quarter, driven by what Lowe’s said was its spring execution and a 15.5% growth in online sales. “Roughly 60% to...
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