Earnings

A Quarter That Outperformed, With Caveats

Bilibili Inc. (Nasdaq: BILI / HKEX: 9626) delivered a notably strong first-quarter 2026Earningsreport, combining accelerating profitability with record user engagement metrics that together paint the clearest picture yet of the Chinese video platform's evolution from a fast-growing but loss-making contentBusinessinto a structurally improving monetisation …

Home Depot (NYSE:HD) released its first-quarter fiscal 2026Earningstoday, reporting net sales of $41.8 billion against analyst expectations of $41.5 billion.Revenuegrew 4.8% from $39.9 billion a year earlier, yet earnings compressed meaningfully.Net Incomefell to $3.29 billion from $3.43 billion, a decline of 4.2%. Adjusted diluted …

Baidu's investment thesis has been undergoing a fundamental reframing over the past two years, from a Chinese search advertising company facing secular pressure from newer content formats to an AI infrastructure and cloud services company that happens to also operate China's dominant search engine. …

Walmart's competitive position improves in inflationary environments for a reason that is fundamental to its business model: the company's scale in procurement allows it to offer prices that smaller retailers and premium formats cannot match, and consumers who are feeling the squeeze of elevated …

The counterintuitive market reaction to Boeing's China order announcement illustrates a pattern that experiencedEquityinvestors recognise: when a stock has been pricing in positive news ahead of its official confirmation, the confirmation itself can trigger selling from those who bought in anticipation. Boeing shares had …

Greg Abel's management of Berkshire Hathaway's investment portfolio is still in its early stages, but his Q1 moves are beginning to reveal an investment philosophy that is distinct from Buffett's while remaining firmly within the value-oriented framework that defines Berkshire's culture. The more-than-tripling of …