Cisco Bets Its Strongest Year Yet on AI Build‑Outs and a Campus Super‑Cycle

Cisco Systems IncCisco Systems Inc

AstraZeneca doubles down on cardiometabolic future as Farxiga patent cliff looms

AstraZeneca PLCAstraZeneca PLC

Ford Bets on Trucks, Software and Storage as Tariffs and Fires Obscure Margin Progress

Ford Motor CoFord Motor Co

Spotify turns cash machine as Ek exits CEO role, betting its future on AI-fuelled engagement

Spotify Technology SASpotify Technology SA

CVS Health Puts Pharmacy Muscle to Work as Aetna Rebuilds Margins

CVS Health CorpCVS Health Corp

Bristol Myers pivots from Revlimid drag to Eliquis-fuelled transition year

Bristol-Myers Squibb CoBristol-Myers Squibb Co

Amazon’s AI Capex Super‑Cycle Meets a Faster, Cheaper Retail Engine

Amazon.com IncAmazon.com Inc

Qualcomm’s Record Quarter Meets an Old Nemesis: the Memory Cycle

Qualcomm IncQualcomm Inc

Uber bets its balance sheet on the AV “multitrillion‑dollar” future

Uber Technologies IncUber Technologies Inc

Boston Scientific banks on breadth as EP boom normalises

Boston Scientific CorpBoston Scientific Corp

Alphabet’s $185bn AI Bet Recasts the Balance Sheet for the Gemini Era

Alphabet IncAlphabet Inc

AMD Targets a 60% Data Center Growth Trajectory as AI Supercycle Takes Hold

Advanced Micro Devices IncAdvanced Micro Devices Inc