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NVIDIA Q1 2027: The backbone of the global AI economy
NVIDIA restructured its reporting framework in Q1 2027, signalling its transition from a graphics card company to the structural backbone…
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Meta Q1 2026: AI-powered engagement drives strong quarter
Meta, along with consumer and business AI agents, continued to deliver more personalised and relevant content. By improving the timing…
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Microsoft Q3 2026: New hybrid consumption model
Microsoft delivered another solid quarter, with double-digit gains across both top and bottom lines. Most notably, the company is evolving…
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Amazon Q1 2026: The rise of Trainium
Amazon delivered a strong quarter, anchored by faster fulfilment and a lower cost-to-serve that reinforced its market leadership. Prime continues…
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Apple Q2 2026: Solid results and leadership transition
Apple delivered solid Q2 results, driven by record Services revenue and resilient demand for its products. This performance comes at…
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Alphabet Q1 2026: Enterprise AI scaling
Alphabet’s share price surged to an all-time high, exceeding US$380, following the release of its Q1 2026 earnings. The company…
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How the AI RAM shortage could impact consumer tech companies
Over the past year, investors have zeroed in on AI chips and GPUs. Data centres are scaling quickly, and companies…
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War headlines are scary, but history says stay invested
The war between the U.S. and Iran has rattled markets. Oil prices are spiking. Headlines are screaming about escalation. And…
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NVIDIA Q4 2026: Expansion into agentic and physical AI
NVIDIA continues to deliver steady quarterly growth, transitioning from a specialty chipmaker to the primary architect of a new industrial…
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The SaaS selloff is built on a bad assumption
Lately, markets have been spooked. Many SaaS stocks are down 40% to 60% after the release of the brand-new Claude…
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