Earnings: Alibaba Group FY26 Q3
Posted inEarnings Update

Earnings: Alibaba Group FY26 Q3

Alibaba Group (NYSE:BABA) reported fiscal Q3 2026 results signaling a definitive strategic pivot, trading near-term profitability for dominance in AI and on-demand delivery. Revenue reached $40.73 billion, a 2% year-over-year…
Earnings: Accenture FY26 Q2
Posted inEarnings Update

Earnings: Accenture FY26 Q2

Accenture (NYSE:ACN) delivered a resilient Q2, beating expectations on both the top and bottom lines despite a difficult macro backdrop. Revenue reached $18.04 billion against the $17.8 billion consensus, while…
Earnings: Micron Technology FY26 Q2
Posted inEarnings Update

Earnings: Micron Technology FY26 Q2

Micron Technology (NASDAQ:MU) delivered a historic performance for fiscal Q2 2026, shattering expectations as memory continues its transition into a critical AI infrastructure asset. Revenue reached a record $23.86 billion,…
Earnings: Adobe Inc FY26 Q1
Posted inEarnings Update

Earnings: Adobe Inc FY26 Q1

Adobe Inc (NASDAQ:ADBE) reported strong Q1 2026 results, beating both revenue and earnings estimates and raising its Q2 outlook. Despite the beat, the fiscal year guidance remained largely unchanged, creating…
Earnings: NIO Inc FY25 Q4
Posted inEarnings Update

Earnings: NIO Inc FY25 Q4

NIO Inc. (NYSE: NIO) posted a strong Q4 FY2025, delivering its first-ever quarterly GAAP profit and beating expectations on both revenue and earnings. Q4 revenue reached $4.95 billion and vehicle…
Desk Notes: Rocket Lab, Let Them Cook
Posted inCoverage Notes

Desk Notes: Rocket Lab, Let Them Cook

Rocket Lab (NASDAQ:RKLB) presents an intriguing investment opportunity in the rapidly evolving space economy, offering significant upside for investors willing to watch the story develop. The company has grown into…
Earnings: Baidu FY25 Q4
Posted inEarnings Update

Earnings: Baidu FY25 Q4

Baidu Inc (NASDAQ:BIDU) posted a mixed FY25 Q4. The Chinese company delivered $4.68 billion in revenue, which met market expectations, while earnings beat analyst estimates. However, the operating margin for…
Earnings: Dell Technologies FY26 Q4
Posted inEarnings Update

Earnings: Dell Technologies FY26 Q4

Dell Technologies (NYSE:DELL) reported a strong FY26 Q4, with revenue of $33.38 billion and EPS of $3.89 beating expectations by roughly 5% and 13% respectively. The AI infrastructure business has…