Tommy Douziech
Senior Analyst
Palantir: AI in Uniform Attempts to Win Over Wall Street
Palantir has delivered a quarter that looks like a show of force. The group, led by the divisive Alex Karp, indeed provides concrete figures in its support: 85% growth, an adjusted operating margin of 60%, adjusted free cash flow of $925m and increased annual targets. While its CEO may indulge in hyperbole, sometimes with the subtlety of a megaphone on a battlefield, this latest release once again gives him plenty to shout about.
May 05, 2026 at 10:50 am
Samsung Electronics: Record-Breaking Highs and a Morning-After Hangover
Despite the post-announcement share price fall, Samsung Electronics' latest release should leave no room for doubt: it was an exceptional vintage. The South Korean group posted a record operating profit of 57.2 trillion KOW ($38.9bn) for Q1 2026, up 756% y-o-y, on historic revenue of 133.9 trillion KOW, up 69%. Net profit reached 47.2 trillion KOW. These figures slightly exceeded expectations, as the consensus had called for 55.28 trillion KOW in operating income and 132.69 trillion won in sales.
May 02, 2026 at 03:12 pm
ResMed: Stock splutters, but machine is still breathing well
ResMed delivered a quarter that was more robust than the market reaction suggests. The stock's decline of over 4% in after-hours trading on Thursday, following a dip to its lowest level since February 2024, contrasts with a release that slightly beat expectations, significantly improved profitability, which confirmed the structural strength of demand in sleep apnea. This disconnect is telling: the market not so much punished the reported figures - rather it is reacting to persistent questions regarding the future trajectory, amid GLP-1 concerns, competition, changing reimbursement landscapes, and a financial leadership transition at the top of the group.
May 02, 2026 at 02:59 pm
Amgen: The Quarter Where New Growth Engines Begin to Drown Out the Noise of Patent Expirations
The California-based biotech giant reported solid Q1 2026 results, with revenue up to $8.62bn, from $8.15bn a year ago, with net income reaching $1.82bn. Adjusted EPS came in at $5.15, beating market expectations of around $4.76 to $4.77 according to cited sources. However, the lukewarm stockmarket reaction serves as a reminder that the Amgen story is no longer just about beating the consensus: it is now about proving that growth drivers can absorb the erosion of its legacy franchises.
May 01, 2026 at 07:43 pm
Amgen: The Quarter Where New Growth Engines Begin to Drown Out the Noise of Patent Expirations
The California-based biotech giant reported a solid first quarter of 2026, marked by a revenue increase to 8.62 billion USD, up from 8.15 billion USD a year earlier, and net income of 1.82 billion USD. Adjusted EPS came in at 5.15 USD, beating market expectations which sat around 4.76 to 4.77 USD according to cited sources. However, the lukewarm stock market reaction serves as a reminder that the Amgen story is no longer just about beating consensus: it is now about proving that growth drivers can absorb the erosion of its legacy franchises.
May 01, 2026 at 11:45 am
ResMed: Stock coughs, but the machine is still breathing well
ResMed delivered a stronger quarter than the market reaction suggests. The more than 4% drop in the stock after-hours yesterday, following a dip to its lowest level since February 2024, contrasts with a release that slightly beat expectations, significantly improved profitability, and confirmed the structural strength of sleep apnea demand. This disconnect is telling: the market is not so much punishing the reported figures as it is reacting to persistent questions regarding the future trajectory, amid GLP-1 concerns, competition, evolving reimbursement landscapes, and a financial leadership transition at the top of the group.
May 01, 2026 at 10:00 am
Samsung Electronics: Record-Breaking Highs and a Morning-After Hangover
Despite the post-announcement share price retreat, Samsung Electronics' latest release should leave no room for doubt: it was an exceptional vintage. The South Korean group posted a record operating profit of 57.2 trillion won for the first quarter of 2026, up 756% year-on-year, on historic revenue of 133.9 trillion won, a 69% increase. Net profit reached 47.2 trillion won. These figures slightly exceeded expectations, as the consensus had called for 55.28 trillion won in operating income and 132.69 trillion won in sales.
May 01, 2026 at 09:05 am
Adidas: The Day the Three Stripes retook the Lead
Some records simply fall, while others shift the commercial boundaries of a market. The 2026 London Marathon belongs to the latter category. In under two hours, Sabastian Sawe did more than just swallow the most symbolic 42.195 kilometers in endurance sports. He handed Adidas what every performance brand relentlessly pursues: visible, global, and undeniable proof of superiority. Ethiopia's Yomif Kejelcha, also finishing under two hours, and Tigist Assefa, setting the women's world record in 2:15:41, further cemented the narrative. All were equipped with the same commercial weapon: the Adizero Adios Pro Evo 3.
April 29, 2026 at 10:04 am
Mycronic: The master craftsman of photomasks
Behind a name that remains relatively unheard of by the general public lies a Swedish player of disproportionate importance in the global electronics industry: a supplier of high-precision equipment without which a significant portion of displays, semiconductors, printed circuit boards, and, increasingly, AI-related infrastructure could not be produced under the same performance standards. With a market capitalization of just over EUR4.5bn, the group operates with the understated efficiency of a niche industrialist and the profitability of a firm occupying positions that are not easily challenged.
April 17, 2026 at 09:32 am
Rubin: The invisible revolution reshaping AI winners
As Nvidia seeks to diversify across the entire semiconductor value chain and further lock in its dominant position, the group has reached a decisive conceptual milestone: it is no longer just selling chips, but instead, a complete architecture. Rubin, launched in early January 2026 and detailed in the spring with the Vera Rubin POD, embodies this shift. Nvidia no longer thinks at the scale of a GPU, but at that of a modular supercomputer composed of several tightly co-designed building blocks: Vera CPUs, Rubin GPUs, NVLink 6, ConnectX-9, BlueField-4, Spectrum-6, and the entire rack infrastructure connecting them. The challenge is no longer simply adding raw power, but making compute, networking, storage, power, and cooling work together as a single organism.
April 13, 2026 at 10:58 am
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