Earnings
VINCORION’s Majority Slips as Chinese Export List Rattles Defence Sector
The honeymoon period for VINCORION’s stock is officially over, but the real test is just beginning. On 23 April, J.P....
Microsoft’s $625 Billion Backlog Faces an OpenAI Reality Check as Burry Piles In
Michael Burry, the investor who famously shorted the US housing market before the 2008 financial crisis, has placed a fresh...
OMV Settles Regulatory Dispute as New Zealand Exit Clouds Production Outlook
Austrian energy group OMV has resolved a pricing dispute with domestic regulator E-Control just days before its first-quarter earnings release,...
Nvidia Joins the $5 Trillion Club as Earnings Looms and Nuclear Power Plans Take Shape
Nvidia has crossed a historic threshold, closing Friday at a record $208.27 per share and pushing its market capitalization beyond...
ASML’s AI Wager and Shrinking China Share: A Tale of Two Transformations
The Dutch lithography titan ASML is navigating a dual narrative that has investors both cheering and squinting. On one hand,...
Plug Power’s Louisiana Plant Hits Its Stride, but the Cash Crunch Remains the Real Story
The numbers out of Plug Power’s joint venture in Louisiana are the kind the company has been desperate to deliver....
ServiceNow Investors Punish the Stock Despite AI-Fueled Revenue Beat — Here’s Why
ServiceNow delivered a first-quarter earnings report that checked most of the right boxes: revenue topped expectations, subscription growth accelerated, and...
Nvidia’s Market Cap Hits $5 Trillion as CPU Ambitions and UK Sovereignty Deal Reshape the AI Landscape
Nvidia’s stock surged nearly 5% on Friday to $209.99, propelling the chipmaker’s market capitalization past the $5 trillion mark for...
ServiceNow’s AI Partnership with Google Can’t Shield Stock From Armis Hangover
The numbers told a story of strength. The market told a different one entirely. ServiceNow posted first-quarter subscription revenue of...
Strategy’s Dual Narrative: Record Paper Losses Meet a Resurgent Stock
The disconnect between Strategy’s balance sheet and its share price has rarely been starker. As the company gears up to...
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