Palantir’s strong Q4 – what’s to come in 2026
Palantir just delivered its most convincing proof that AIP-led demand can scale in both commercial and defense—2026 is now a...
TSMC’s January revenue jumps 36.8%—AI demand lights a fire under 2026
Taiwan Semiconductor Manufacturing Company (TSMC) kicked off 2026 with a blowout month: January revenue reached NT$401.26B, up 36.8% year over...
Ford’s Q4 2025 Preview: What to Watch as Earnings Land Tomorrow
Ford Motor reports fourth-quarter 2025 results tomorrow after the bell, and the story is less about headline growth than about...
BNP Paribas: Microsoft’s free cash flow looks “most resilient” as hyperscalers ramp AI capex
Microsoft is heading deeper into the AI infrastructure spending cycle, but BNP Paribas argues the company’s free cash flow (FCF) profile...
Amazon Q4 2025 Earnings: AWS Reacceleration a $200B AI Capex Pivot
Amazon posted a blockbuster holiday quarter with double-digit top-line growth and a sharp jump in operating income. Cloud momentum returned...
SoFi Technologies Stock (NASDAQ: SOFI): Fresh Earnings, First $1B Quarter, and a 2026 Playbook
SoFi Technologies enters 2026 with momentum from record scale, consistent GAAP profitability, and a clearer path to margin expansion. The...
Uber Q4 2025 Earnings: Big Bookings, Softer Profit—What It Means for Investors
Uber’s Q4 2025 results delivered record gross bookings and cash flow but a softer profit line and cautious Q1 margin...
Novo Nordisk’s Mixed FY2025: Solid Finish, Intense 2026 Outlook
Quick Take Novo Nordisk closed 2025 with double-digit sales growth and mid-single-digit operating profit growth (constant currency), but stunned investors...
Super Micro Computer (SMCI) Q2 2026 Earnings Preview: Street Expectations and Key Watch Items
Ahead of the next earnings report from Super Micro Computer, we break down Street expectations, the metrics that will move...
AMD climbs ahead of earnings as the rest of the chip pack rallies too
The bid in Advanced Micro Devices has strengthened into its report, with investors leaning into data-center and AI infrastructure as...