Tech
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Nvidia results overview
Key takeaways Record breaking revenues and forecasts were the highlight Costs rose and so did shareholder returns, including the dividend…
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Target Hospitality – Is AI pivot paying off?
Target Hospitality is a niche company that provides accommodation for workers in remote parts of the United States. So far,…
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Will OpenAI help companies implement AI?
As countless consulting firms, companies, and research centers—such as S&P Global, Deloitte, MIT, IBM, and Bloomberg – have pointed out,…
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Microsoft – Hedge Fund Sharply Cuts Position and Warns About AI Risks
Microsoft is down more than 1% after reports that hedge fund TCI Fund Management significantly reduced its position in the…
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Stock of the Week AMD – From second choice to core pillar of the AI infrastructure
The race for artificial intelligence is still most often told through the same names: NVIDIA, Microsoft, or Alphabet. These are…
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Apple earnings beat Wall Street estimates iPhone sales below expectations
Apple (AAPL.US) reported its latest quarterly results, but the market reaction has been muted — shares barely moved in after-hours…
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Tech Earnings: Alphabet the clear winner in Q1 results race
Key takeaways Zuckerberg’s superintelligence ambitions weighs on Meta’s share price Market forgives Alphabet for raising capex yet again The difference…
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AI and Cloud push Alphabet into a new phase of growth
Market reaction to Alphabet’s latest results is clearly positive. Following the earnings release, the company’s shares are up around 3…
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Alphabet Q1 Preview: High Bar and Pressure on Quality
Alphabet enters its Q1 2026 earnings release at a point where the company is no longer priced as a traditional…
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Defence sector earnings: Saab, Safran, Lockheed Martin
The defence industry is gradually wrapping up its earnings season. Thursday will be dominated mainly by Europe’s sector leaders. Against…
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