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Alibaba Group: cloud growth and AI expansion drive valuation recovery

Alibaba reported strong quarterly results, with cloud revenue accelerating as AI-related demand surged. The company continues to restructure its business segments, aiming to unlock shareholder value through strategic spin-offs.

McDonald's: resilient earnings amid consumer spending shifts

McDonald's delivered better-than-expected earnings, driven by menu innovation and digital sales growth. The fast-food giant is expanding its loyalty programme, which now accounts for a significant portion of systemwide sales.

Alphabet: search dominance faces new AI-powered competition

Google's parent company reported mixed results as advertising revenue grew modestly while cloud and AI divisions showed strong momentum. Investors are closely watching the company's response to emerging AI search competitors.

NVIDIA: data centre demand continues to fuel record revenues

NVIDIA's latest earnings beat expectations once again, with data centre GPU sales surging on continued AI infrastructure buildout. The chipmaker's forward guidance suggests sustained demand through the next several quarters.

Boeing: production challenges weigh on recovery timeline

Boeing's path to recovery faces further delays as production issues with the 737 MAX persist. The aerospace giant is working to stabilise its supply chain while managing increased regulatory scrutiny following recent incidents.

AMD: gaining ground in the AI chip market with new product lineup

Advanced Micro Devices reported solid revenue growth, with its MI300 series GPUs gaining traction among hyperscale cloud providers. The company is positioning itself as a viable alternative in the rapidly expanding AI accelerator market.

Apple: services revenue hits new highs as hardware sales stabilise

Apple's services segment continued its strong growth trajectory, offsetting slower iPhone sales in key markets. The company's expanding ecosystem of subscriptions and financial services is becoming an increasingly important revenue driver.

Meta Platforms: advertising rebound and metaverse investments reshape outlook

Meta reported a significant rebound in advertising revenue, while continuing heavy investment in Reality Labs. The company's AI-driven ad targeting improvements are delivering better returns for advertisers across its family of apps.

Tesla: delivery numbers beat estimates as new models ramp up

Tesla exceeded delivery expectations for the quarter, driven by strong demand for the refreshed Model Y and initial Cybertruck shipments. The EV maker is expanding production capacity at its Austin and Berlin gigafactories.

Microsoft: Azure growth accelerates on enterprise AI adoption

Microsoft's cloud platform Azure posted accelerating revenue growth as enterprises ramp up AI workloads. The company's partnership with OpenAI continues to drive differentiation in the competitive cloud market.

Stock analysis | RoboMarkets