Earnings

Apple earnings Q1 2026 showing iPhone 17 growth, China revenue rebound, Services expansion, and evolving AI strategy

Apple Posts Record Quarter with $144B in Revenue Growth

The company's record-breaking fiscal first quarter reveals strategic depth beyond headline numbers, with iPhone 17 momentum and China's rebound offsetting measured AI positioning.

Tech IconsJan 30, 2026Earnings SeasonMagnificent 7Services Revenue

SAP's Cloud Gains Meet Stubborn Market Expectations

Strong cloud growth, a €77 billion backlog, and aggressive AI investment failed to reassure investors as modest forward deceleration triggered a sharp valuation reset.

Tech IconsJan 29, 2026Cloud ComputingEarnings SeasonEnterprise Software

Meta posts record advertising revenue as AI capital expenditures surge

Meta's $60B Quarter Reveals the True Cost of AI Leadership

Record advertising revenues and surging user engagement mask a strategic pivot requiring unprecedented capital deployment as the social media giant bets its future on artificial intelligence infrastructure.

Tech IconsJan 29, 2026AI InfrastructureBig TechEarnings Season

Microsoft earnings highlight cloud growth and rising AI infrastructure costs

Microsoft's AI Bet Collides With Investor Patience

The tech giant's fiscal second quarter showcased cloud dominance and surging AI adoption, yet margin pressures and capital intensity spooked markets despite strong earnings.

Tech IconsJan 29, 2026AI InfrastructureBig TechEarnings Season

Tesla reports mixed quarterly results amid AI and robotics pivot

Tesla's Autonomy Bet Meets Reality Check in 2025 Results

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ASML’s latest earnings highlight record bookings and accelerating demand for EUV lithography as AI reshapes global chip manufacturing

ASML Reports Record Quarter as AI Reshapes Chip Industry

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AT&T’s fourth-quarter results highlight accelerating fiber broadband growth and sustained 5G adoption across its mobility business.

AT&T Posts Strong Quarter as Fiber Push Offsets Wireless Churn

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Intel posts stable 2025 earnings as 18A manufacturing ramps and supply constraints pressure investor confidence

Intel Q4 Earnings Signal Stabilization Amid Manufacturing Risks

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Morgan Stanley reports record $70.6B revenue in 2025 driven by wealth management growth.

Morgan Stanley Q4 Earnings Close 2025 Record Revenue

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Goldman Sachs Group Inc. signage on the New York Stock Exchange as the bank reports Q4 earnings and exits consumer lending

Goldman Sachs Q4 Earnings Mark Exit From Consumer Lending

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BlackRock headquarters as the firm posts record inflows and grows assets under management driven by private markets and ETF demand.

BlackRock Draws Record Inflows as Clients Shift to Private Markets

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Taiwan Semiconductor Manufacturing Company facility as TSMC reports strong earnings driven by AI chip demand and supply constraints.

TSMC Earnings Surge as AI Demand Tightens Global Chip Supply

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

High-voltage transmission tower supplying electricity to data centers amid rising power demand from Big Tech’s AI infrastructure expansion.

Big Tech Turns to Power Trading as Data Center Demand Surges

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California Governor Gavin Newsom

Trump's $7.6B Energy Cuts Imperil 200K Jobs, Spark Fury

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Blackstone and KKR Lead $10B Sempra Energy Infrastructure Deal

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