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Microsoft reorganized financial reporting into two main divisions, reported a $135B noncash OpenAI gain, and disclosed workforce cuts alongside heavy AI capex guidance. Despite copyright litigation a…
Microsoft is overhauling its financial reporting segments from three to two and will report standalone quarterly Azure revenue. The company will recast past financial results and guidance, potentiall…
Qualcomm shares fell over 36% from recent highs due to weak Q4 EPS guidance, rising component costs, and accelerating loss of iPhone modem share to Apple. Meanwhile, rival Nvidia continues to outperf…
Guinness Global Innovators Fund highlighted Netflix as an underperformer following a negative market reaction to maintained forward guidance and growth deceleration fears. Despite strong organic memb…
Microsoft shows strong growth with 39% Azure expansion, AI monetization via Copilot, and a $625B commercial backlog, outweighing margin pressures and capacity limits. Adobe faces headwinds from its s…
Apple forecasts stronger-than-expected March quarter revenue amid broad market declines and investor focus on upcoming Fed chair nomination and earnings reports.