In Short Semis and high-multiple software led the declines as investors questioned AI spending payback and trimmed crowded positions. Megacaps wobbled on...
Rheinmetall (XETRA: RHM) heads into the final quarter with momentum building across its defense portfolio. Management has repeatedly signaled a...
Qualcomm (NASDAQ: QCOM) reported fresh quarterly results that put the spotlight on three forces at once: the first commercial wave of AI...
Market snapshot (today) Tone: A steadier risk backdrop prevailed after recent volatility. Large caps were generally resilient, with the S&P 500 holding...
Key Takeaways Q1 FY26 headline: Revenue of ~$5.0B, non-GAAP EPS ~$0.35, and non-GAAP gross margin ~9.5%. Near-term softness, strong pipeline: Management cited delivery timing effects...
When to Tune In Release: Wednesday, Nov 5 — after U.S. market close Conference call: 22:30 CET (4:30 p.m. ET) Consensus Snapshot (What Wall Street...
Palantir delivered a blockbuster Q3 2025: revenue accelerated, U.S. commercial rocketed triple-digits, margins expanded, and record TCV set the stage for a strong Q4. Management...
The deal, in one line IREN Limited (NASDAQ: IREN) signed a five-year AI cloud services agreement with Microsoft worth roughly...
Nvidia (NVDA) popped after remarks from President Trump suggested potential talks with China’s President Xi about the Blackwell AI chips—rekindling hopes for a...
Key Takeaways Record September-quarter performance driven by robust iPhone demand and another all-time high in Services. Profitability benefited from favorable...
