March 4, 2026 | After-Hours Report The Headlines Broadcom reported record Q1 revenue of $19.3 billion, up 29% year-over-year, with AI revenue of $8.4 billion growing 106% year-over-year — above the company's own forecast. The stock moved roughly 2–5% higher in after-hours trading. Key numbers at a

Correlation to 2026 AI Infrastructure Spending Report Report Date: February 25, 2026 (Post-Earnings) NVIDIA Fiscal Q4 2026 Period: Ended January 25, 2026 Baseline Report: AI Infrastructure Spending & Supply Chain (Feb 7, 2026) + Weekly Update (Feb 21, 2026) EXECUTIVE SUMMARY Earnings Headline: Record Quarter, Explosive Guidance Q4 FY2026 Results (Beat

Report Date: February 13, 2026 Overview: Applied Materials (AMAT) reported Q1 FY2026 results on February 12, 2026, delivering solid performance amid the AI boom. Revenue was $7.01 billion (down 2% YoY but at the high end of guidance), with non-GAAP EPS of $2.38 (flat YoY) and gross margin

Detailed Summary of Alphabet (Google) Q4 2025 Earnings Call (February 4, 2026) Alphabet Inc. (GOOGL/GOOG) reported its fiscal Q4 2025 results after market close on February 4, 2026, with the earnings call featuring CEO Sundar Pichai and CFO Ruth Porat. The company delivered solid beats across key metrics, underscoring

Palantir’s earnings call signals software‑driven, targeted AI capex that favors high‑end chips and selective equipment upgrades. Palantir emphasized strong enterprise AI spending focused on software, cloud infrastructure, and targeted on‑prem deployments rather than broad, immediate hardware rollouts. That pattern suggests near‑term AI capex will be

KLA Corporation (KLAC), a leader in semiconductor process control and metrology equipment, reported fiscal Q2 FY2026 results on Jan 29, 2026. Despite beating revenue and EPS estimates, the stock dropped ~10% the following day — a sentiment-driven selloff after a 140% prior-year gain. Below is a concise analysis of the call,

Capex Signal is a weekly note on **AI infrastructure spending** and the practical implications for semis. I’m starting where signals are cleanest: **semiconductor equipment (WFE / semicap)**. Over time, I’ll expand outward to **AI chips** and **memory/HBM**, because that’s where capex becomes revenue. ## The core idea In