Dell Technologies (DELL) was seen as a mature PC and enterprise hardware company fighting for relevance in a rapidly changing technology landscape. Now, the rise of artificial intelligence (AI) is rewriting that history. On Thursday, Dell shares rose about 39% after the company posted extraordinary profits, driven by explosive demand for AI-optimized servers and data…
S&P Global Inc. Q1 2026 Earnings Call Summary – Moby Strategic execution amid macroeconomic volatility The 10% revenue growth was driven by notable resilience in ratings and indices, despite a volatile operating environment marked by the conflict in Iran. The ratings outperformance was driven by a 14% increase in billed issuance, specifically benefiting from large-scale…
Experienced traders know that stocks often face irrational levels of negativity in the face of slightly disappointing news. This was the case of Advanced Microdevices (NASDAQ:AMD) following its fourth quarter report. After management gave slightly lower revenue guidance than some in the market expected, the stock fell 17% on February 4, the day after the…
Let’s delve into the relative performance of monday.com (NASDAQ:MNDY) and its peers as we analyze the now-concluded second-quarter productivity software earnings season. Rising employee costs and the shift toward more remote work have increased the ever-present pressure to improve corporate productivity, which in turn has driven growing demand for productivity software that enables remote work,…
Business transformation services company Genpact (NYSE:G) reported third-quarter 2025 results that beat market revenue expectations, with sales up 6.6% year-over-year to $1.29 billion. The forecast for next quarter’s revenue was better than expected, with $1.3 billion at the midpoint, 1.2% above analyst estimates. Its non-GAAP profit of $0.97 per share was 8% above analysts’ consensus…
