The digital payments giant reported a 28% jump in quarterly profit, with Total Payment Volume hitting $475.1 billion. However, the company forecasts a decline in earnings per share for the coming year and announced the immediate departure of its CEO.
Super Micro Computer's explosive quarterly revenue, fueled by AI infrastructure demand, has reignited investor enthusiasm. However, a closer look reveals significant vulnerabilities, including extreme customer concentration and eroding margins, that could threaten its long-term trajectory.
Microsoft's Q1 FY26 results showcase explosive 18% revenue growth, driven by its AI and cloud divisions. While the tech giant's strategic bets appear to be paying off, analysts weigh the impact of massive infrastructure spending and increasing competition on its long-term trajectory.
Alphabet Inc. (GOOGL) has transformed from an AI observer to the indispensable infrastructure backbone of the industry. With blockbuster Q3 results and a solved 'Innovator's Dilemma,' the tech giant is leveraging its unique scale to fuel sustained growth.
Uber Technologies is making bold moves on multiple fronts, re-entering Greater China through Macau, testing cash payments in the U.S., and appointing a new CFO. These steps come as the company doubles down on investments in autonomous vehicles and AI, aiming to balance growth with financial discipline in a competitive global market.
As PayPal navigates a surprise CEO transition and underwhelming financial forecasts, major Wall Street firms are recalibrating their expectations, with price target cuts and cautious ratings reflecting a 'wait-and-see' stance on the digital payments giant.
CEO Alex Karp argues Palantir’s explosive growth and unique AI infrastructure warrant a valuation framework distinct from typical software firms, as the company posts a 70% revenue surge and ambitious 2026 guidance.
Sintana Energy has reached a settlement with ExxonMobil, resolving a long-standing arbitration over the VMM-37 block in Colombia. The deal will see Sintana receive $9 million in payments as it transfers its interests in the block to the oil giant.
UK-based Futura Medical has upgraded its full-year revenue forecast to £1.7 million for 2025, citing strong performance of its over-the-counter erectile dysfunction gel Eroxon. The announcement comes as the company prepares for a strategic review and anticipates key financial catalysts, including a milestone payment from partner Haleon.
The landmark $100 billion infrastructure partnership between OpenAI and Nvidia has failed to materialize into a binding agreement, exposing underlying tensions over chip supply and performance demands, and raising broader concerns about speculative dynamics in the AI sector.
Super Micro Computer's shares surged over 13% after the company posted second-quarter results that handily beat analyst estimates and provided robust guidance, fueled by unrelenting demand for its AI-optimized server and infrastructure solutions.
Elon Musk consolidates his space and artificial intelligence ventures, creating a vertically-integrated tech giant valued at $1.25 trillion. The merger aims to overcome Earth-bound data center limitations by launching computing infrastructure into orbit, while also drawing scrutiny over xAI's regulatory challenges and financial pressures.
Amid market volatility, regulated utility Ameren Corporation presents a compelling case for stability. With a firm regulatory framework, consistent dividend growth, and rising demand from data centers, the company is positioned as a resilient infrastructure backbone for long-term investors.
Since its 2024 spin-off, GE Vernova's stock has soared over 100%, fueled by the AI-driven energy infrastructure boom. We analyze whether the momentum can last.
Visa shares have retreated from recent highs, presenting a conundrum for investors. While its long-term track record remains stellar, short-term weakness and conflicting valuation signals demand a closer look at the payments giant's prospects.
Qualcomm is aggressively diversifying beyond its core smartphone business, forging key partnerships in Open RAN with Rakuten Mobile and 1Finity, launching an Asia-Pacific edge AI initiative, and securing a major automotive design win with ECARX. This strategic expansion signals a fundamental shift for the chipmaker as it aims to become a central player in next-generation infrastructure and intelligent systems.
While surging electricity demand from AI data centers grabs headlines, GE Vernova's robust performance across natural gas, renewables, and grid services suggests a broader, more sustainable growth trajectory for the energy infrastructure leader.
A Democratic-led push to study replacing California's gas tax with a per-mile road usage charge has ignited fierce Republican opposition, framing the debate as a critical test for infrastructure funding as fuel tax revenues decline nationwide.
A sharp sell-off in semiconductor and AI infrastructure stocks pressured the Nasdaq to a two-week low, offsetting gains in the Dow. The rotation follows mixed corporate earnings and signals a potential cooling of the recent tech frenzy.
Elon Musk consolidates his space and AI ventures, positioning SpaceX's Starship rocket as the cornerstone for an ambitious vision of space-based computing infrastructure.
