AI
Microsoft Revenue Hits $92.3B as Azure Growth Reaches 48%
Microsoft revenue rose 19% to $92.3 billion as Azure grew 48% and cloud revenue reached $63.9 billion in its fiscal first quarter.
Stocks
AI
Trane Revenue Rises 18% as Backlog Reaches $12.5B
Trane Technologies reported 18% revenue growth and a 73% increase in backlog as commercial HVAC demand supported its updated outlook.
AI
Silicon Motion Revenue Jumps 131% as AI Storage Scales
Silicon Motion revenue more than doubled in the third quarter as enterprise SSD controllers and AI storage products lifted sales and margins.
Analysis
Old Dominion Earnings Rise 29% as Freight Pricing Lifts Revenue
Old Dominion Freight Line lifted third-quarter revenue 13.1% and EPS 28.9% as stronger freight pricing offset nearly flat tonnage.
Analysis
American Tower Earnings Rise as Data Center Revenue Jumps 16%
American Tower raised its 2026 property-revenue outlook as data-center growth reached 16.3%, while quarterly net income declined.
AI
NXP Earnings Jump as Revenue Hits $3.79B and Buyback Grows
NXP reported $3.79 billion in third-quarter revenue, stronger margins and a new $5 billion share-repurchase authorization.
Analysis
UBS Earnings Show $2.7B Profit as Integration Nears End
UBS reported $2.7 billion in third-quarter profit, $55.1 billion in wealth inflows and further progress integrating Credit Suisse.
AI
Anthropic IPO Filing Targets Nasdaq Under ANT Ticker
Anthropic filed a public S-1 for a proposed Nasdaq listing under ANT, while leaving the share count, price range and trading date open.
AI
IBM Adds Identity and Kill-Switch Controls for AI Agents
IBM introduced identity, access and containment controls for enterprise AI agents across HashiCorp Vault and watsonx Orchestrate.
AI
Rambus Revenue Hits Record $218M as AI Memory Demand Grows
Rambus posted record Q3 revenue of $218.3 million as product sales and AI-linked memory demand rose, then guided Q4 revenue higher.