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Taiwan SemiconductorManufacturingCompany (NYSE:TSM), the dominant contract chipmaker that produces the most advanced silicon for many of the world's largest technology companies, has opened 2026 with a record-setting quarterly result that has reinforced its central role in the artificial intelligenceSupplychain. First-quarterRevenueof NT$1.134 trillion, equivalent to …
Vertiv Holdings Co (NYSE:VRT), a leading designer of power, cooling, monitoring and management infrastructure for data centres, communication networks and industrial environments, has delivered a first-quarter 2026 result that captures the prevailing tension in the AI infrastructure trade. Net sales rose 30 per cent …
NVIDIA Corporation (Nasdaq: NVDA), the most prominent name in artificial intelligence compute, has closed fiscal 2026 with another set of results that have reshaped the boundaries of what investors expect from large-cap technology companies. Fourth-quarterRevenueof US$68.1 billion, up 73 per cent year-on-year, capped a …
SAP SE (NYSE:SAP), the German enterprise software leader whose products run mission-critical processes for many of the world's largest companies, has opened 2026 with a result that captured continued momentum in its multi-year transition to cloud and a meaningful tailwind from the early phases …
Cisco Systems, Inc. (Nasdaq: CSCO), the long-standing leader in enterprise networking and one of the largest enterprise technology companies in the world, is preparing to deliver its third-quarter fiscal 2026 results in May with several powerful narratives in motion. Strong AI infrastructure order momentum, …
Intel Corporation (Nasdaq: INTC), the iconic American semiconductor company that has been remaking itself under chief executive Lip-Bu Tan, has delivered first-quarter 2026 results that have reshaped the narrative around its multi-year transformation.Revenueof US$13.6 billion, up 7 per cent year-on-year, exceededWall Streetconsensus of approximately …
Iridium Communications Inc. (Nasdaq: IRDM), the operator of a 66-satellite low-Earth-orbit constellation that provides global voice and data connectivity, has delivered a first-quarter 2026 result that captured both the steadyDemandfor satellite-based services and the early-stage transition toward its next major strategic initiative — Project …
Advanced Micro Devices, Inc. (Nasdaq:AMD) is heading into its first-quarter 2026Earningsrelease on May 5 carrying the momentum of a record fourth-quarter 2025 print and an Instinct accelerator roadmap that has begun to reshape competitive conversations in the AI hardware market. After fourth-quarterRevenueof US$10.3 billion, …
BlackBerry Limited (NYSE: BB), the Canadian software and security company that pivoted away from smartphones a decade ago to focus on enterprise software, embedded systems andCybersecurity, has delivered a fourth-quarter fiscal 2026 result that signals a meaningful inflection in its multi-year turnaround.Revenueof US$156 million, …
RLI Corp. (NYSE:RLI), a long-standing specialty insurer focused on niche property, casualty and surety markets, has opened 2026 with a result that captured both the resilience of itsUnderwritingFranchiseand the more challenging market environment now facing parts of the US specialty insurance industry. First-quarter 2026 …
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