AI investors watch Applied Digital earnings, Microsoft event, SF Tech Week
After Micron's strong earnings last week highlighted continued AI-driven semiconductor demand, investors are turning to Applied Digital's fiscal Q1 2027 results on Wednesday. Analysts expect the AI data center company's revenue to rise 94% to $124.6 million with an adjusted loss of $0.30 per share, according to Koyfin estimates.
Key points
- Applied Digital reports Q1 FY2027 Wednesday; analysts expect 94% revenue growth to $124.6M
- Microsoft Windows and Surface event Oct 7 with Nadella, Davuluri, Huang attending
- Oura postpones $2.2B IPO despite reported strong demand, citing market volatility
Microsoft's Windows and Surface event on October 7 in San Francisco will feature CEO Satya Nadella, Surface chief Pavan Davuluri, and Nvidia CEO Jensen Huang. SF Tech Week runs October 5-11 with hundreds of AI, startup, and infrastructure events backed by a16z. Separately, Oura postponed its planned $2.2 billion IPO citing volatile market conditions.
The story so far
3 episodes →- AI investors watch Applied Digital earnings, Microsoft event, SF Tech Weekthis story
Stocktwits Tech Watch: AI Investors Shift Focus To Applied Digital Earnings, Microsoft Event, SF Tech Week
finance.yahoo.com · 4 October 2026
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