Earnings
SAP’s July Test: Buyback Math, AI Rewiring and a Stock Under Pressure
SAP heads into its next set of quarterly numbers with two very different stories colliding at once. In Walldorf, management...
Accenture’s €9 Billion Acquisition Blitz and AI Credentialing Ignite a 5.5% Bounce
Accenture has snapped a months-long losing streak with a pair of strategic moves designed to shore up its growth narrative....
XPeng’s Record Second-Quarter Deliveries Overshadow a Daunting Gap to Its Annual Goal
XPeng shipped 40,126 vehicles in June, pushing its second-quarter total to 103,295 units — a record that sits comfortably within...
Nel ASA Faces Critical Test as Orders Collapse and CEO Vacancy Clouds Pre-Results Silence
The Norwegian electrolyser maker has entered its statutory quiet period ahead of half-year results due on July 15, locking out...
Code in a Box, Cash in the Bank: Take-Two Rides GTA VI’s Pre-Order Tsunami Past the Disc-Only Backlash
Grand Theft Auto VI isn’t even out yet, but it’s already rewriting the rulebook – and testing the patience of...
Quantum eMotion’s First Revenue Arrives, But the Market Wants More Than Promises
For a company whose stock has swung by an annualised 95% over the past 30 trading days, the arrival of...
Voestalpine Rolls Out Rail Software Globally as Profit Doubles, But Shares Slip on EU Quotas
The Austrian steelmaker Voestalpine finds itself in a peculiar spot: net profit has doubled, a digital push is gathering pace,...
Nebius: Record Revenue Meets Relentless Volatility in the AI Infrastructure Race
Investors who bought Nebius shares at last summer’s trough have seen their position swell by roughly 350% in twelve months....
IBM’s Rally: A Quantum Policy Windfall and Software Strength, Shadowed by an AI Literacy Gap
IBM shares have clawed back nearly 10% over the past seven trading days, closing Friday at €237.80 and reclaiming the...
The $100 Billion Bet on Structural Scarcity: Why Micron’s Record Quarter Ignited a Debate on Value
Micron Technology has locked in 16 strategic customer agreements guaranteeing a minimum of $100 billion in future revenue—a clear signal...
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