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NYSE
98 posts
SAP Q1 2026: Cloud revenue surges 27% as Klein defends AI story against a halved stock
SAP cloud revenue jumped 27% in Q1 2026, but the harder question is whether one quarter can rebuild conviction in a stock down 48% from peak.
Why record large deal wins at TCS, Infosys, HCLTech, and Wipro are not showing up in constant-currency revenue growth
Indian IT booked $72B in deals in FY2026. Three of four majors contracted in constant currency. The gap between winning and growing has never been wider.
Wipro FY2026 results: Large deal bookings surge 45%, but constant-currency revenue falls as Q1 FY2027 guidance disappoints
Wipro posts Rs 150B buyback and $7.8B large deal wins but constant-currency revenue falls in FY2026. Q1 FY2027 guidance flat to negative. Read full analysis.
IBM (NYSE: IBM) beats Q1 revenue with $15.9bn but holds guidance, shares fall 6.7% after hours
IBM beats Q1 2026 revenue at $15.9bn with 11% software growth and 51% IBM Z surge, but a guidance hold triggers a 6.7% after-hours sell-off. Read the full analysis.
GEV stock near all-time high as GE Vernova reports $18.3bn in Q1 orders and lifts full-year outlook
GE Vernova (NYSE: GEV) raises 2026 guidance after Q1 orders of $18.3B, $163B backlog, and record free cash flow. Read the full executive analysis.
NOW stock down 35% YTD as ServiceNow completes largest acquisition to date: Is the Armis deal worth the price?
ServiceNow closes $7.75bn Armis deal, adding cyber asset intelligence to its AI platform. What this means for enterprise security and NOW stock. Read more.
Dell Technologies Inc. (NYSE: DELL): What EMC’s $984.3 m Air Force award means for defense IT strategy
Dell Technologies’ EMC won a $984.3 million Air Force contract. Read why this defense IT award could matter for DELL, peers, and federal tech spending.
Goldman just posted its second-best quarter ever. Here’s what it means for GS investors in 2026
Goldman Sachs (NYSE: GS) beat Q1 2026 earnings with USD 17.55 EPS and USD 17.23B revenue. What record equities trading and a 48% IB fee surge mean for investors.
Glaukos at ASCRS 2026: Epioxa commercial launch and the growing case for interventional eye care
Glaukos presents Epioxa and iDose TR data at ASCRS 2026. Full coverage of the keratoconus launch, glaucoma pipeline, Q4 results, and 2026 revenue guidance for NYSE: GKOS.
From selling stakes to buying them back: What Intel’s $14.2bn move says about its turnaround
Intel pays $14.2bn to buy back Apollo's 49% stake in its Ireland Fab 34. Here's what the deal means for Intel's foundry strategy, balance sheet, and INTC stock. Read more.