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Company Performance

ServiceNow Posts Strong Q2 as AI Contracts Top $1 Billion and Security Franchise Scales

The quarter shows fast commercial uptake for agentic AI and security but will test the company’s margins and trust after a recent platform vulnerability.

9 ARTICLES

3mo ago

Q1 Investor Letters Show Iran Shock and AI Uncertainty Reshaped Early‑2026 Markets

78 ARTICLES

5mo ago

AI’s Work Shakeup Accelerates as Q1 Tech Layoffs Near 80,000 and Amazon Pours $200 Billion Into Infrastructure

6 ARTICLES

5mo ago

Applied Optoelectronics Lands New $71 Million 800G Order, Lifting Hyperscaler Total to $124 Million

27 ARTICLES

7mo ago

Fund Letters Highlight Q4 2025 Results, Stock Drivers, and Repositioning for 2026

93 ARTICLES

9mo ago

AI Trade Rebounds After Oracle Funding Jitters Trigger Tech Selloff

7 ARTICLES

10mo ago

Diamond Hill Small Cap Trails Q3 Rally, Citing Sector Skew

99 ARTICLES

last yr.

India’s Factory Gauge Hits 17-Year High as China’s Official PMI Contracts for a Fifth Month

247 ARTICLES

last yr.

U.S. and EU Agree to 15% Tariff Framework to Avert Trade War

99 ARTICLES

last yr.

U.S. Markets Give Back Gains as Trump Escalates Tariffs

120 ARTICLES

last yr.

Indian Markets Slide as Global Bond Tensions Persist