SAP Stock Jumps 6.2% After Q2 Earnings: Cloud Backlog Hits €22.9B
SAP's cloud backlog grew 27% in a single quarter to €22.9 billion — that's more than the annual budget of 15 German states combined.
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SAP's cloud backlog grew 27% in a single quarter to €22.9 billion — that's more than the annual budget of 15 German states combined.
Data center revenue grew 22% to $5.1B — but Wall Street wants proof that AI spending pays off.
Free cash flow at Siemens Energy doubles to €2.9 billion — almost twice as high as a year ago, far above the €1bn analysts expected.
Over the past twelve months, Intel has gained 357% — the strongest turnaround in the entire semiconductor industry. Today's report will show whether the comeback continues.
A metric that pros use to measure if the market is too expensive stands at 41.37 — as high as in 2000, before the Nasdaq lost 75%.
In the last three months, TSMC made $40.2 billion in revenue — more than the GDP of 60 countries combined.
Over the past four weeks, $3.3 trillion flowed out of tech stocks — but the money didn't vanish. It's rotating into small companies no one's watching.
The Dutch chip-equipment maker surpassed Novo Nordisk's record after raising its 2026 revenue outlook by 15% in just three months — fueled by insatiable AI demand.
Over the past 6 months, 28 top managers at major tech companies have bought their own shares — the highest insider buying rate ever recorded. While retail investors sell.
Alphabet has invested $175 billion in AI infrastructure this year — more than any tech company in history. Tonight we find out if it pays off.
While most retail investors watch tech stocks, institutional money has quietly moved over $40 billion into defensive sectors in the last three weeks — the largest rotation since 2024.
On July 15, ASML raised its annual forecast for the second time — from €36-40B to €43-45B — a 16% jump at the midpoint in just months.