Alibaba Group missed profit expectations in its fiscal Q2 results, sending shares down 9%. While revenue climbed 9% year-over-year, margins were hit by increased investments in AI and cloud, casting uncertainty over short-term profitability. For investors, the report underscores both the upside potential and volatility in navigating China's tech recovery.

Apple is terminating its credit card partnership with Goldman Sachs, aiming to bring financial services more closely under its own ecosystem. The move reflects tensions with Goldman and Apple's growing ambitions in fintech. Investors should assess the implications for Apple’s services revenue and Goldman’s repositioning strategy.

Apple is intensifying its artificial intelligence efforts to reinvigorate iPhone demand, as sales in China face mounting pressure. Analysts weigh the impact of broader AI adoption on long-term growth, with investor focus shifting to how Apple leverages services and innovation to counter regional headwinds.

Shares of Arm Holdings (ARM) surged over 7% after Barclays raised its price target, citing the chip designer's growing role in AI-driven data centre and smartphone markets. The upgrade underscores increasing investor confidence in Arm's licensing model and its exposure to structural growth trends, particularly in artificial intelligence and high-performance compute (HPC).

Cisco Systems (CSCO) is laying off hundreds under new CEO Gary Steele amid weaker-than-expected demand for networking hardware and a poorly received hybrid cloud pivot. Investors face fresh concerns about long-term growth as the company struggles to transition from legacy infrastructure to software-driven solutions.

Walt Disney (DIS) posted better-than-expected fiscal Q4 earnings, aided by drastic cuts in streaming losses and strong theme park performance. Operating income surged 27% to $2.9 billion, with direct-to-consumer losses cut by over 70%. CEO Bob Iger emphasised disciplined cost control and a path to streaming profitability by late 2024—a pivotal update for investors navigating Disney’s ongoing transformation.

Walt Disney Co. (DIS) exceeded quarterly earnings expectations, posting $0.82 per share versus $0.71 forecasted. While cost-cutting boosted profit, streaming operations remain unprofitable and linear TV revenue continues to decline. Investors should assess Disney’s transition strategy as it balances legacy media headwinds with parks strength and direct-to-consumer rebalance.

Walt Disney (DIS) exceeded Q4 expectations with EPS of $0.82, fuelled by strong performance in Disney+ and theme parks. The company’s cost-cutting strategy and direct-to-consumer improvements signal potential upside for long-term investors, despite continued media headwinds. Management guided for $7.5B in cost savings and sustained streaming profitability, marking a strategic inflection point.

Walt Disney Co. (DIS) reported weaker-than-expected Q4 earnings, with a miss on EPS and mounting streaming losses overshadowing solid theme park performance. Shares slid 3% in after-hours trading as investors reassess the company's path to streaming profitability amid macroeconomic headwinds and internal restructuring.

Walt Disney Co. posted better-than-expected Q4 earnings driven by a rebound in its parks segment and robust subscriber growth in streaming. The upbeat results highlight ongoing progress in CEO Bob Iger’s turnaround strategy, with investor sentiment lifted by improved margins and clear progress toward profitability goals in Disney+. Shares jumped over 6% after hours.