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TSMC Q1 2026 Surge: Can AI Demand Sustain 30% Growth Outlook?

Taiwan SemiconductorManufacturingCompany (NYSE:TSM), the dominant contract chipmaker that produces the most advanced silicon for many of the world's largest technology companies, has opened 2026 with a record-setting quarterly result that has reinforced its central role in the artificial intelligenceSupplychain. First-quarterRevenueof NT$1.134 trillion, equivalent to …

Nitish Kishor | 28 April 2026

Vertiv Q1 2026 Surge: Can AI Data Centre Demand Offset Cautious Near-Term Outlook?

Vertiv Holdings Co (NYSE:VRT), a leading designer of power, cooling, monitoring and management infrastructure for data centres, communication networks and industrial environments, has delivered a first-quarter 2026 result that captures the prevailing tension in the AI infrastructure trade. Net sales rose 30 per cent …

Nitish Kishor | 28 April 2026

NVIDIA’s $215B Year: Can Blackwell Scale and Rubin Extend the AI Cycle?

NVIDIA Corporation (Nasdaq/">Nasdaq: NVDA), the most prominent name in artificial intelligence compute, has closed fiscal 2026 with another set of results that have reshaped the boundaries of what investors expect from large-cap technology companies. Fourth-quarterRevenue/">Revenueof US$68.1 billion, up 73 per cent year-on-year, capped a …

Nitish Kishor | 28 April 2026

SAP Reports Strong Q1 Growth as Cloud Revenue Surges and Backlog Expands to €21.9B

SAP SE (NYSE:SAP), the German enterprise software leader whose products run mission-critical processes for many of the world's largest companies, has opened 2026 with a result that captured continued momentum in its multi-year transition to cloud and a meaningful tailwind from the early phases …

Nitish Kishor | 28 April 2026

Can Cisco Convert AI Orders Into Revenue Growth in Q3 2026?

Cisco Systems, Inc. (Nasdaq: CSCO), the long-standing leader in enterprise networking and one of the largest enterprise technology companies in the world, is preparing to deliver its third-quarter fiscal 2026 results in May with several powerful narratives in motion. Strong AI infrastructure order momentum, …

Nitish Kishor | 28 April 2026