# AI investors watch Applied Digital earnings, Microsoft event, SF Tech Week

Digest AI · Business & Funding · published 2026-10-04T22:46:00Z

Canonical: https://digestai.news/story/ai-investors-watch-applied-digital-earnings-microsoft-event-sf-tech-we

## Summary

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.

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.

## 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

## Why it matters

Earnings and events this week will signal whether AI infrastructure spending momentum continues and what Microsoft's consumer AI hardware strategy looks like.

## Sources

1. [Stocktwits Tech Watch: AI Investors Shift Focus To Applied Digital Earnings, Microsoft Event, SF Tech Week](https://finance.yahoo.com/technology/ai/articles/stocktwits-tech-watch-ai-investors-054646008.html) (finance.yahoo.com, 2026-10-04)

Part of the developing story: [Nvidia's $150B Buyback and AI Push](https://digestai.news/thread/nvidia-increases-share-buyback-by-150b-to-235b-through-fiscal-2028) (3 stories)

## Cite

Digest AI, "AI investors watch Applied Digital earnings, Microsoft event, SF Tech Week", 4 October 2026, https://digestai.news/story/ai-investors-watch-applied-digital-earnings-microsoft-event-sf-tech-we

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