Earnings surge at onshore firms, yet investors punish tech as AI spending shifts from promise to expense.

While Dell chases the same AI boom, HPE's bet on enterprise and government customers is paying off with fatter margins and a stronger quarter.

The PC giant's pivot to AI infrastructure is paying off as demand accelerates and the company lifts its forecast.

Some retailers are passing tariff refunds to customers, while others are pocketing them - here's what it means for your wallet and their stocks.

After months of fear that AI would replace subscription software, a strong earnings week has investors betting the sector's rally has more room to run.

The Chinese EV giant's latest earnings reveal a strategic pivot: as domestic price wars bite, international markets are now the profit engine. Here's what that means for the global EV race.

The discount retailer's blowout quarter lifts guidance to $7.80-$8.00, signaling resilient low-income spending.

The CRM giant's blockbuster quarter and expanded Anthropic partnership sent shares soaring and lifted the whole software sector, a clear signal that AI spending is now priced into enterprise winners.