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

Netflix leans into scale – and Warner Bros – as margins fatten and ads accelerate

Netflix IncNetflix Inc

Bank of America leans into operating leverage as rate tailwind returns

Bank of America CorpBank of America Corp

Delta doubles down on premium as Glen Hauenstein exits on a high

Delta Air Lines IncDelta Air Lines Inc

NIKE leans on wholesale muscle as tariffs and China reset bruise margins

Nike IncNike Inc

Micron’s AI Memory Bet Delivers a Blowout Quarter — But Supply is the New Brake

Micron Technology IncMicron Technology Inc

Costco’s Q1 2026: Quietly Compounding Through Scale, Fees and Technology

Costco Wholesale CorpCostco Wholesale Corp