International Business Machines a raportat venituri de 17,103 miliarde de dolari în T3 FY2026, peste consensul de 16,82 miliarde de dolari, iar acțiunile au urcat cu 0,26% în sesiunea de reacție. Analiza examinează creșterea segmentului Software și perspectiva ridicată de free cash flow. De asemenea, evaluează dacă tranzacțiile amânate se transformă în cerere durabilă în timp.

Lam Research reported Q1 FY2027 revenue of $8.22 billion against $8.14 billion consensus, while the stock fell 11.76% in the completed reaction session. This analysis examines systems growth, supply-constrained December guidance, and whether record profitability can overcome elevated AI-cycle expectations.

Meta Platforms reported Q3 FY2026 revenue of $64.601 billion, above LSEG's $63.37 billion consensus, while the stock fell 6.98% in the completed session. This analysis examines ad growth, negative free cash flow, and whether AI investment can produce returns without further weakening cash generation.

Vânzările modelului Model Y au dus veniturile Tesla India la 2,47 miliarde de rupii. Avansul este de aproape 12 ori față de anul anterior.

Compared with the CNBC-TV18 poll, APL Apollo Tubes' net profit and EBITDA exceeded estimates, while revenue fell short of expectations.

QuantumScape reported Q3 FY2026 customer billings of $9.8 million, while its GAAP loss per share beat the $0.17 estimate and the stock rose 4.27% in the completed reaction session. This earnings analysis examines commercialization progress, limited financial guidance, and whether billings can become durable revenue.

SAP reported Q3 2026 record revenue of €10.270B ($11.71B), above the €10.119B ($11.54B) SAP/Visible Alpha median, while its ADR rose 3.38% in the completed reaction session. This earnings analysis examines cloud backlog, full-year guidance, and whether operating leverage can outlast macro and margin pressure.

AT&T's Q3 2026 revenue, adjusted EPS, adjusted EBITDA and free cash flow all beat consensus, yet T shares fell 6.45% in the completed reaction session. This report explains the subscriber concerns, revised outlook, chart levels and bull, base and bear cases investors should track next.