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Alphabet Cloud Doubles, But Stock Slides

Alphabet’s third-quarter revenue rose 25% and Cloud revenue doubled, but earnings per share fell, capital spending more than doubled and free cash flow turned negative as the shares…

Microsoft Beats Estimates as Azure Grows 48%

Microsoft beat consensus on revenue and earnings per share as Azure grew 48%, and the shares rose after hours. Doubled capital spending and guidance on tonight’s call are…

Oracle Widens AI Chip Choice on Cloud

Oracle says its cloud will scale Nvidia’s Vera Rubin AI systems to multi-gigawatt size and become the first big cloud outside Google to offer Google’s TPU chips, as…

Visa Posts Record Revenue, Lifts Dividend 16%

Visa reported record full-year net revenue of $45.9bn and raised its quarterly dividend by 16%, while booking a $469m litigation provision in the fourth quarter. The shares were…

SoFi Surges as Lending Boom Lifts 2027 Outlook

Record personal and student loan originations lifted lending revenue 68%, and a first 2027 outlook landed well above analyst forecasts, giving a heavily sold-off stock a sharp reprieve.

Boeing Sinks on Wider Loss, Slower 737 Ramp

Boeing’s shares dropped sharply after third-quarter results showed a wider core loss than expected and a slower 737 Max build-up, pushing back the point at which its record…

PayPal Lifts Profit Guidance Despite Revenue Miss

PayPal beat third-quarter profit forecasts and raised its full-year earnings guidance, but revenue missed and the shares have barely moved, leaving the quarter a story about margins rather…

Celestica Soars on $40bn 2027 Outlook

Celestica beat its own third-quarter guidance, raised its 2026 outlook and issued a first 2027 forecast of $40.0bn in revenue, sending its shares sharply higher after hours from…

Microsoft Faces High Bar at Wednesday Results

Microsoft reports fiscal first-quarter results after the US close on Wednesday, with traders watching Azure cloud growth and the cost of AI spending after a rally that has…

Microsoft Offers 60,000 Staff Voluntary Buyouts

Microsoft has offered voluntary exit packages to about 60,000 employees, more than a quarter of its workforce, as AI spending accelerates. The offer lands two days before the…

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