Apple's Record $114.5 Billion Quarter Gets a Tariff Boost
Apple posted record fiscal Q4 revenue of $114.5 billion, up 12%, with EPS of $2.10 — but five cents of earnings and a point of margin came from tariff refunds.
Amara Okafor7 min read
Companies
Corporate strategy, earnings trends and boardroom decisions.
18 Articles
Apple Q4 Earnings Preview: iPhone 18 Sales in the Spotlight
Apple reports fiscal Q4 today at 5 p.m. ET. The revenue bar sits at $113.4 billion — above Apple's own guidance — with iPhone 18 Pro demand in the spotlight.
Amara Okafor8 min read
Amazon's Record Cloud Growth Can't Calm AI Capex Fears
Amazon's Q3 2026 earnings: AWS growth was the fastest in five years, yet the AI capital spending reaction sank the stock. Capex is now the market's metric.
Amara Okafor7 min read
Emerging Market Fintech IPOs to Watch Before the End of 2026
From Gulf payments processors to Indian lending platforms, emerging market fintech IPOs are returning to the market with profits instead of just growth stories.
Amara Okafor6 min read
Amazon Sinks as AI Spending Eclipses Its Fastest Cloud Growth in Five Years
Despite AWS growth accelerating to a five-year high, investors punished Amazon for its massive capital expenditures on AI infrastructure, revealing a market tension between growth ambitions and returns.
James Whitfield8 min read
Intel's Cash-Burn Warning Deepens the Foundry Dilemma
Intel's latest warning of significant cash burn this year intensifies pressure on its foundry strategy, raising questions about its turnaround timeline and customer prospects.
Amara Okafor8 min read
FTC and States Sue Toast Over Fees and Deceptive Subscription Practices
The FTC and multiple US states are suing Toast, the restaurant software maker, over fees and deceptive subscription practices, per Investing.com — a case that could redraw pricing transparency rules for the entire B2B software economy.
Amara Okafor14 min read
Marvell Investors Freak Out Over Lumentum Deal Rumors on Premium and China Fears
Marvell investors are freaking out as Lumentum deal rumors swirl, per MarketWatch — driven by two fears: a big takeover premium and a long wait for China's approval. The episode exposes how fragile semiconductor M&A confidence has become.
James Whitfield15 min read
CompaniesAnalysis
What Earnings Season Reveals About Corporate Pricing Power
Earnings reports provide crucial insights into corporate pricing power, revealing which companies can maintain margins despite economic pressures and which sectors face significant challenges.
James Whitfield8 min read
CompaniesAnalysis
Why Companies Are Hoarding Cash Instead of Investing
Businesses are accumulating unprecedented cash reserves amid economic uncertainty, raising questions about future investment and growth.
Amara Okafor8 min read
CompaniesAnalysis
The Return of the Dividend: What It Signals About Boardroom Confidence
As companies restore dividend payments, these moves reflect growing boardroom confidence in sustained profitability and a strategic shift from buybacks to shareholder returns.
James Whitfield8 min read
CompaniesAnalysis
CEO Succession Planning: The Silent Risk Investors Ignore
The stability of a company often hinges on its leadership transition strategy, yet many investors overlook this critical governance factor until it's too late.
Amara Okafor8 min read