Showing 1–12 of 82 resultsSorted by latest
CP&E
D-Wave Quantum Inc Q1FY26- D-Wave’s investment case is increasingly supported by accelerating commercial demand rather than future technology promises.
Samsung has secured a dominant position in the global AI boom by mass-producing HBM4 chips for nextgeneration systems.
IonQ Inc Q1FY26 – The market still largely views IonQ as a quantum computing company, but management commentary increasingly shows that the business is evolving into a broader quantum platform provider.
Arista Networks Inc Q1FY26 – In the Q1FY26, Arista delivered total revenues of $2.709 billion, up 35.1% year-over-year. Product sales brought in $2.31 billion, while services contributed $397.7 million.
Apple Inc. (Q2FY26)- With over two and a half billion active devices globally, Apple has built an incredibly loyal customer base. High customer satisfaction rates make sure that users rarely leave the ecosystem for competing brands.
Dell Technologies Inc Q4FY26 -The company ended the year with a record-breaking performance in the fourth quarter, reporting revenue of $33.4 billion, which was 39% higher than the previous year
Arista Networks Inc Q4FY25 -Arista Networks is currently the clear winner in the high-stakes world of AI networking, proving it can deliver massive profits while staying at the absolute cutting edge of technology.
Panasonic Corporation Q3FY26 -Panasonic is doing a great job of positioning itself for the AI and green energy future, the current net loss and the slowdown in the electric car market are serious warnings
HP Inc Q1FY26 -HP is betting heavily that customers will prefer to run AI tasks on their own devices rather than sending all their data to a distant cloud computer.
Cisco Systems Inc Q2FY26 – The company’s unique Silicon One architecture allows it to build chips that are more efficient and programmable than those using merchant silicon from other vendors.
Dell Technologies Inc Q3FY26 -Based on the record-breaking Q3 FY2026 performance and the unprecedented backlog in AI infrastructure, Dell is no longer just a hardware provider but a strategic cornerstone of the emerging AI economy
IonQ Inc Q4FY25 -IonQ has progressed from speculative quantum computing company to genuine revenue-generating enterprise with demonstrable commercial traction and strategic positioning in a high-value market. The $370M in RPO, >$100M in annual revenue, and full-stack platform approach represent a meaningful inflection versus 12 months prior.