reports
Small Business Sales Grew Steadily in March as Higher Ticket Sizes Off...
Small Business Sales Grew Steadily in March as Higher Ticket Sizes Offset Softer Foot Traffic, Fiserv Data Shows Fiserv Small Business Index rises to 144; year-over-year sales grew +1.3% MILWAUKEE, April 02, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: FISV), a leading global provider of payments and financial services technology, has published the for March 2026, indicating that U.S. small business sales continued to grow steadily in March, despite consumers being more selective in their spending. Higher average ticket sizes helped offset slower transaction volumes as small businesses closed ou...
Fiserv and Western Alliance Bank Form Strategic Alliance to Power High...
Fiserv and Western Alliance Bank Form Strategic Alliance to Power High-Impact Commerce Experiences for Clients New collaboration broadens access to Clover all-in-one commerce solution and bolsters Fiserv’s regional footprint and specialized industry reach MILWAUKEE, March 17, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: FISV), a leading global provider of payments and financial services technology, today announced an agent bank partnership with (NYSE: WAL) that will bring preeminent commerce and business management technology, including Clover, to the bank’s clients. Together, Western Alliance B...
NXP Delivers New Innovations for Advanced Physical AI with NVIDIA
NXP Delivers New Innovations for Advanced Physical AI with NVIDIA Secure, reliable real-time data processing and transport solutions for next-generation physical AI applications, developed in collaboration with NVIDIANVIDIA humanoid robotics solutions integrated into NXP’s safe, secure edge portfolio cut development costs and speed time to marketFirst in a series of NXP’s foundational robotics solutions designed to accelerate physical AI development and deployment SAN JOSE, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced for reliable, ...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Global Payments Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 10 March 2026 in which we reassessed the appropriateness of the ratings in the context...
- Pierre FerraguÊ
Autos: Correction progressing; awaiting inflection. Bible 4Q25
Today, we are publishing the Auto section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, and Foundry. Auto demand came in above expectations. Semiconductor revenue growth remains muted as cu...
NXP Semiconductors Announces Quarterly Dividend
NXP Semiconductors Announces Quarterly Dividend EINDHOVEN, The Netherlands, March 12, 2026 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow. The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the fi...
NXP’s New i.MX 93W Fuses Edge Compute and Secure Wireless Connectivity...
NXP’s New i.MX 93W Fuses Edge Compute and Secure Wireless Connectivity to Accelerate Physical AI First applications processor to combine an AI NPU with secure, tri-radio connectivity, replacing up to 60 discrete components with a single packageAccelerates coordinated AI agent deployment with integrated edge compute and secure connectivity, supported by NXP software and eIQ® AI enablementPre-certified designs simplify wireless certification, eliminating RF complexity and speeding time-to-market NUREMBERG, Germany, March 09, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI)...
Fiserv to Present at Upcoming Investor Conferences
Fiserv to Present at Upcoming Investor Conferences MILWAUKEE, Wis., March 06, 2026 (GLOBE NEWSWIRE) -- Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology solutions, announced its participation in the following investor conferences in March. Fiserv will present at the following conferences: Wolfe Fintech Forum (Mike Lyons, CEO and Paul Todd, CFO) 12:55 p.m. ET on March 11 Wells Fargo 18th Annual Payments/Fintech Symposium (Mike Lyons, CEO) 1:30 p.m. ET on March 18 Live webcasts and archived replays will be available ...
February Sales Stabilize as Higher Ticket Sizes Offset Weather Driven ...
February Sales Stabilize as Higher Ticket Sizes Offset Weather Driven Foot Traffic Declines Fiserv Small Business Index remains at 143; year-over-year sales grew +1.2% MILWAUKEE, March 03, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: FISV), a leading global provider of payments and financial services technology, has published the for February 2026, indicating that higher average tickets and shifting winter demand drove small business sales up slightly in February. The seasonally adjusted Index remained at 143. Year-over-year sales grew (+1.2%) despite transactions (foot traffic) slowing (-0.8%)...
Fiserv Introduces INDX, a Real-Time Cash Settlement Platform for Digit...
Fiserv Introduces INDX, a Real-Time Cash Settlement Platform for Digital Asset Companies With every dollar distributed throughout the Fiserv Deposit Network, INDX will bring additional deposits to Fiserv community bank and credit union clients MILWAUKEE, Feb. 12, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: FISV), a leading global provider of payments and financial services technology, today announced the launch of INDX, a real-time cash settlement platform that helps digital asset companies securely store and transfer US dollars in real-time 24x7x365. With INDX, digital asset companies can lever...
Fiserv Reports Fourth Quarter and Full Year 2025 Results
Fiserv Reports Fourth Quarter and Full Year 2025 Results GAAP revenue growth of 1% in the quarter and 4% for the full year;GAAP EPS decreased 8% in the quarter and increased 18% for the full year;Organic revenue was flat in the quarter and increased 4% for the full year;Adjusted EPS decreased 21% in the quarter and 2% for the full year;Company expects 2026 organic revenue growth of 1% to 3%and adjusted EPS of $8.00 to $8.30 MILWAUKEE, Wis., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology solutions, tod...
January Deep Freeze Impacts Small Business Foot Traffic, New Fiserv Da...
January Deep Freeze Impacts Small Business Foot Traffic, New Fiserv Data Shows Fiserv Small Business Index declined 1 point to 143; year-over-year sales grew +0.7% MILWAUKEE, Feb. 03, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: FISV), a leading global provider of payments and financial services technology, has published the for January 2026, indicating that seasonal shifts by consumers and harsh winter storms cooled small business sales to start the year. The seasonally adjusted Index declined 1 point to 143. Year-over-year sales grew (+0.7%), but month-over-month sales slipped (-0.5%). With ...
NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results
NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results EINDHOVEN, The Netherlands, Feb. 02, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the fourth quarter, which ended December 31, 2025. “NXP delivered quarterly revenue of $3.34 billion, surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets. Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and ...
- Pierre FerraguÊ
What returns to expect on Cloud AI?
After a string of multi-GW contracts and capex announcements, the attractiveness of cloud AI returns remains a hot question amongst investors. In this report, we build a simple framework to answer that question. We estimate Cloud AI returns from CSP disclosures and what we know about large real-world contracts, and benchmark them against what we know about the economics of traditional cloud.
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
Fiserv and Affirm Join Forces to Bring Flexible Payments to Debit
Fiserv and Affirm Join Forces to Bring Flexible Payments to Debit Strategic collaboration empowers financial institutions with turnkey Debit BNPL integration and access to the Affirm merchant network MILWAUKEE and SAN FRANCISCO, Jan. 26, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: FISV), a leading global provider of payments and financial services technology, today announced an exclusive collaboration with (NASDAQ: AFRM) to bring pay-over-time capabilities to debit card programs for financial institutions. This collaboration empowers thousands of Fiserv U.S. bank and credit union clients to mee...
NXP Semiconductors Announces Conference Call to Review its Fourth Quar...
NXP Semiconductors Announces Conference Call to Review its Fourth Quarter and Full Year 2025 Financial Results EINDHOVEN, The Netherlands, Jan. 15, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced it will release financial results for the fourth quarter and full year 2025 after the close of normal trading on the NASDAQ Global Select Market on Monday, February 2, 2026. The company will host a conference call with the financial community on Tuesday, February 3, 2026, at 8:00 a.m. U.S. Eastern Standard Time (EST). Earnings Conference Call Details Interested pa...
NXP Advances Edge AI Leadership with New eIQ Agentic AI Framework
NXP Advances Edge AI Leadership with New eIQ Agentic AI Framework New eIQ Agentic AI Framework enables autonomous agentic intelligence at the edge, adding a new pillar to NXP’s edge AI platformBrings agentic AI to the edge, delivering real-time autonomous decision making for use cases requiring low latency, high reliability and data privacyTrusted foundation for both experienced and new developers to rapidly prototype and deploy agentic AI designs for autonomous edge devices LAS VEGAS, Jan. 06, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced its new eIQ A...
NXP and GE HealthCare Accelerate AI Innovation in Acute Care
NXP and GE HealthCare Accelerate AI Innovation in Acute Care Collaboration focuses on the development of two advanced edge AI concepts in anesthesiology and neonatal care designed to help improve patient care. LAS VEGAS and CHICAGO, Jan. 06, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) and GE HealthCare (NASDAQ: GEHC) today announced a collaboration to pioneer new advancements in edge AI innovation leveraging NXP’s long history in secure, high-performance edge processing and GE HealthCare’s deep experience in medical technology innovation. Beginning with new anesthesi...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.