News

Palantir Technologies (NASDAQ: PLTR) reported first-quarter 2026 results on Monday that should, by any rigorous analytical standard, settle several long-running arguments about the company's commercial viability, competitive positioning, and long-term earnings power. Revenue of $1.63 billion, up 85% year-on-year. Net income tripling to $876 …

Key Highlights

Twilio Inc. (NYSE:TWLO) shares jumped after the communications platform reported a beat-and-raise quarter that the chief executive described as a 'milestone' for the company's repositioning around AI-era customer engagement. After several years in which the stock has been a focal point for the broader …

Esperion Therapeutics (NASDAQ:ESPR) jumped sharply after the developer of the LDL-cholesterol-lowering therapies Nexletol and Nexlizet (bempedoic acid and the bempedoic acid/ezetimibe fixed-dose combination) agreed to be taken private by Paris-based healthcare specialist Archimed in a transaction with an enterprise value of up to $1.1bn. …

The AI trade is no longer a single trade. After two years in which the largest beneficiaries of the generative AI capital cycle moved together with unusual coherence, the past several sessions have produced a sharp internal divergence. Meta Platforms (NASDAQ:META), Nvidia (NASDAQ:NVDA) and …

Intel Corporation (NASDAQ:INTC) has emerged as the standout mover among large-capitalisation US equities over the past week, with the stock advancing roughly 20% across five trading sessions and reclaiming levels not seen in more than a year. The move has been driven by a …

Microsoft Corporation (NASDAQ: MSFT) closed lower on Friday despite reporting another quarter of double-digit revenue and earnings growth, illustrating how rapidly the bar for the world's most valuable software franchise has been raised. With trailing twelve-month capital expenditure now running well above $90bn and …