Esteban Tesson

Apple beats expectations thanks to the Mac, held back by the iPhone

The group posted solid results in its fiscal second quarter, supported by its computers and services, despite supply constraints weighing on iPhone sales.

01 April 2026 at 06:47 am AEST

Amazon beats expectations but rattles markets with massive spending

Despite robust results driven by cloud services and advertising, the group's shares slipped as markets questioned the scale of its capex in artificial intelligence and ce.

30 April 2026 at 03:26 pm AEST

Meta retreats despite solid revenue, weighed on by metrics and capex

The group posted strong revenue growth, although disappointed on certain key metrics and raised its investment forecasts, putting pressure on its share price.

30 April 2026 at 03:16 pm AEST

Alphabet beats expectations fueled by Cloud and AI surge

The tech giant posted robust Q1 growth, driven by Google Cloud and sustained demand for AI infrastructure.

30 April 2026 at 03:08 pm AEST

Microsoft beats expectations on strong Azure momentum

The tech giant posted solid quarterly results, bolstered by growth in its cloud business, despite lingering concerns over high capex.

30 April 2026 at 03:03 pm AEST

Amazon Beats Expectations but Raises Concerns With Massive Investment Spending

Despite solid results driven by cloud and advertising, the stock is slipping as markets question the scale of the company's spending on artificial intelligence.

30 April 2026 at 06:54 am AEST

Meta Slips Despite Solid Revenue, Hit by Metrics and Rising Investment Plans

The group posted strong revenue growth, but disappointed on several key metrics and raised its investment outlook, weighing on the stock.

30 April 2026 at 06:47 am AEST

Alphabet Tops Expectations on the Back of Cloud and AI Momentum

The tech giant posted strong first-quarter growth, driven by Google Cloud and sustained demand for artificial intelligence infrastructure.

30 April 2026 at 06:33 am AEST

Microsoft Tops Expectations on Strong Azure Momentum

The tech giant posted solid quarterly results, powered by growth in its cloud business, despite persistent concerns about the high level of its investment spending.

30 April 2026 at 06:24 am AEST

Generac raises guidance on back of backup power demand and data centers

The electrical equipment manufacturer is benefiting from a favorable environment marked by increasing power outages and the boom in digital infrastructure, allowing it to raise its annual forecasts.

30 April 2026 at 02:57 am AEST

Teradyne forecasts decline in Q2, disappointing markets

The semiconductor test equipment specialist expects a sequential pullback in its results following a particularly dynamic start to the year, triggering a slump of almost 16% in its share price on Wednesday.

30 April 2026 at 02:53 am AEST

Generac raises its targets on backup power demand and data center growth

The electrical equipment maker is benefiting from a favorable backdrop, marked by more frequent outages and the boom in digital infrastructure, allowing it to raise its full-year outlook.

30 April 2026 at 02:19 am AEST

Kevin Warsh moves closer to Federal Reserve chairmanship after key vote

The Senate Banking Committee has approved the nomination of Donald Trump-backed Kevin Warsh, amid political and economic friction surrounding US monetary policy.

30 April 2026 at 02:06 am AEST

Seagate Boosted by AI, Forecasts Results Well Above Expectations

The storage specialist anticipates strong Q4 growth, underpinned by massive corporate investment in artificial intelligence infrastructure.

30 April 2026 at 02:03 am AEST

Teradyne forecasts a second-quarter pullback and disappoints markets

The semiconductor test-equipment specialist is bracing for a sequential dip in results after an especially strong start to the year, sending its shares down nearly 16% in the stock market.

30 April 2026 at 02:02 am AEST

Kevin Warsh Moves Closer to the Top Job at the Federal Reserve After Key Vote

The Senate Banking Committee has approved the nomination of Kevin Warsh, backed by Donald Trump, amid political and economic tensions over U.S. monetary policy.

30 April 2026 at 01:05 am AEST

Seagate boosted by AI, forecasts results well above expectations

The storage specialist is projecting strong fourth-quarter growth, driven by companies' massive investments in artificial intelligence-related infrastructure.

30 April 2026 at 12:39 am AEST

NXP forecasts recovery, with expectations beaten for the upcoming quarter

The semiconductor manufacturer expects Q2 results to exceed estimates, driven by a gradual recovery in demand across the automotive and industrial sectors.

30 April 2026 at 12:13 am AEST

NXP Signals a Rebound and Tops Expectations for the Coming Quarter

The chipmaker is forecasting second-quarter results above estimates, driven by a gradual restart in demand across automotive and industrial markets.

30 April 2026 at 12:04 am AEST

Booking Holdings lowers outlook amid Middle East tensions

The online travel giant expects growth to decelerate in 2026, as geopolitical disruptions weigh on travel demand across several key regions.

29 April 2026 at 04:10 pm AEST

Visa raises guidance on resilient consumer spending

The payments giant posted quarterly results that beat expectations and raised its annual outlook, bolstered by robust business across all segments. Its shares rose nearly 6% in after-hours trading on Tuesday.

29 April 2026 at 04:00 pm AEST