U.S.
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NVIDIA Q2 2027: Revenue doubles as AI spending accelerates
NVIDIA delivered another exceptional quarter with triple-digit revenue growth. The company recorded robust performance across almost every segment and subsegment,…
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Meta Q2 2026: New AI enterprise opportunities
As Meta continues to enhance user experiences and monetise engagement effectively, it aims to deliver fresh content more quickly and…
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Amazon Q2 2026: AWS growth justifies investments
Amazon delivered another solid quarter with notable Amazon Web Services (AWS) growth, stemming from demand from both AI and non-AI.…
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Apple Q3 2026: Strong iPhone demand amid services moderation
Apple delivered a solid overall quarter with mid-teens growth. The company’s solid products revenue growth was led by iPhone and…
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Microsoft Q4 2026: AI bets continue to deliver strong growth
Global technology leader Microsoft delivered another solid quarter, particularly across the Productivity and Business Processes as well as Intelligent Cloud…
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Alphabet Q2 2026: Solid results amid rising capital spending
Despite delivering another quarter of solid financial results, Alphabet’s share price was hammered amid elevated AI investments and an unstable…
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Why joining the S&P 500 doesn’t mean what it used to
For decades, joining the S&P 500 was considered a gift to a company’s shareholders. A stock’s price would typically jump…
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The downstream winners of the AI boom
Everyone knows who is winning the AI boom: the chipmakers, and the GPU above all. But honestly, a GPU is…
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The biggest change to the stock market in decades is already underway
In March 2026, the SEC approved Nasdaq’s plan to trade tokenized securities on its main exchange. Two months earlier, NYSE’s…
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The end of single-tier SaaS pricing: What it means for your portfolio
In February 2026, the SaaS sector lost roughly US$285 billion in market value in a single selloff. The financial press…
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