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Microsoft reports fiscal Q2 2026 results with $81.3 billion in revenue, a 17% jump powered by Azure's 39% surge. CEO Nadella says AI business already rivals Microsoft's biggest franchises.
Amphenol beat Wall Street estimates with record Q4 revenue of $6.44 billion and EPS of $0.97, yet shares cratered 13% on fears that AI-driven growth may be decelerating.
Texas Instruments shares jump despite Q4 earnings miss as bullish forward guidance signals analog chip demand recovery and the start of a 'harvest year' for investors.
Toronto-based AI startup Waabi secures $1 billion in funding—the largest in Canadian history—and exclusively partners with Uber to deploy 25,000 autonomous vehicles.
Las Vegas Sands reports Q4 results Wednesday as investors assess whether Macau's remarkable post-COVID recovery can continue amid China's economic headwinds.
Textron reports strong Q4 2025 results with revenue growth across all segments, led by Textron Aviation's business jet deliveries and Bell's defense contracts.
Microsoft reports fiscal Q2 2026 results after the close with analysts expecting $80 billion revenue and intense focus on whether Azure AI growth justifies massive capital spending.
Lam Research reports Q2 fiscal 2026 earnings Wednesday as investors assess whether the AI-driven chip equipment boom can continue despite China restrictions.
Caterpillar reports Q4 earnings Wednesday with analysts expecting a 9.1% profit decline despite record backlog. The industrial bellwether navigates tariff uncertainty and equipment cycle questions.
LVMH reported 2025 full-year results showing €80.8 billion revenue and €17.8 billion operating profit, navigating a disrupted global environment with organic growth returning in H2.
Amazon, Microsoft, Google, Meta, and Oracle are projected to spend $600 billion on capital expenditures in 2026, with 75% dedicated to AI infrastructure. It's the largest tech spending cycle in history.
Polaris Industries reports Q4 2025 results as the off-road vehicle and motorcycle maker navigates its most challenging market in years. Investors watch for signs of stabilization.