Comcast bets big on broadband reset as theme parks and Peacock outshine a squeezed core

Comcast CorpComcast Corp

Visa’s Quiet Bet on Tokens, Stablecoins and “Agentic” Commerce Powers a Strong Quarter

Visa IncVisa Inc

Apple’s Record Quarter Puts iPhone and AI at the Center of a New Cycle

Apple IncApple Inc

ADP’s Margin Engine Outruns Tepid Employment Gains as Float and Platforms Do the Heavy Lifting

Automatic Data Processing IncAutomatic Data Processing Inc

Starbucks chases ‘third place’ revival as margins sag under cost of reset

Starbucks CorpStarbucks Corp

Meta bets its balance sheet on “personal superintelligence” as ad engine reaccelerates

Meta Platforms IncMeta Platforms Inc

Microsoft’s AI Build-Out Rewrites the Balance Sheet as Cloud Crosses $50 Billion

Microsoft CorpMicrosoft Corp

Tesla rewires its balance sheet for an “epic” AI and robotics build‑out

Tesla IncTesla Inc

IBM Bets Its Record Cash Engine on a Software‑Heavy, AI‑Fueled Future

International Business Machines CorpInternational Business Machines Corp

UnitedHealth Group leans into discipline as growth slows and costs bite

UnitedHealth Group IncUnitedHealth Group Inc

GM leans back into Detroit iron while monetising software

General Motors CoGeneral Motors Co

Intel leans into the AI upturn – but supply ceilings dull the shine

Intel CorpIntel Corp