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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 …
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 …
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, …
NVIDIA (NASDAQ:NVDA) is no longer a chip company in the traditional sense. It is the platform layer of the artificial intelligence economy. Founded in 1993 to design graphics processors for PC gaming, it spent two decades quietly building CUDA, an accelerated-computing software stack that …
Apple (NASDAQ:AAPL) is the rare global business that operates simultaneously as a hardware giant, a services platform, and a privacy-focused software ecosystem. Its product line — iPhone, iPad, Mac, Watch, AirPods, and the Vision spatial-computing line — is bolted to a deeply entrenched services …
Microsoft (NASDAQ:MSFT) is the most diversified large-cap AI franchise in the public market. Its commercial cloud — Azure, Microsoft 365, Dynamics 365, Power Platform, GitHub, and the AI services that span all of them — is the operating system of modern enterprise computing. Its …
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