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no_data1Palantir Q1 2026 Earnings Highlights: Revenue Surges 85% YoY (Fastest Growth Since IPO), U.S. Commercial Revenue More Than Doubles, Full-Year Guidance Raised to 71% Growth2Server CPU market to grow fivefold in 5 years! UBS: ARM is the biggest beneficiary, followed by AMD, and lastly Intel3Gold Trading Reminder: Middle East Ceasefire Is "In Name Only," Gold Price Holds the $4,500 Level, Keep a Close Eye on These Two Major Signals for the Future
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AMD CEO Lisa Su: Server CPU revenue expected to grow over 70% year-on-year in Q2, with strong growth continuing through 2027On May 6, AMD Chairwoman and CEO Dr. Lisa Su stated during the company’s first-quarter 2026 earnings call that server CPU revenue is expected to increase by more than 70% year-over-year in the second quarter, and will continue to grow strongly in the second half of 2026 and into 2027 as mass production of the next-generation EPYC processors gets underway.
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Infineon raises its 2026 outlook due to AI-driven growth prospectsGolden Finance May 6th — Infineon has raised its full-year performance guidance due to surging demand for power solutions in AI data centers and improvements in automotive order volumes. Along with many other chip manufacturers benefiting from investments in AI infrastructure, Infineon is ushering in a new wave of growth. Infineon supplies components for automotive, power, and security systems. In the second quarter, revenue reached 3.81 billion euros (approximately 4.47 billion US dollars), representing a 6% increase compared to the same period last year.
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Novo Nordisk: Q1 net profit reaches 48.56 billion Danish kroner, significantly surpassing expectationsGlonghui, May 6th — Novo Nordisk reported a net profit of DKK 48.56 billion for the first quarter, exceeding the expected DKK 23.49 billion. In the first quarter, total prescriptions for the oral formulation of Wegovy reached approximately 1.3 million. Novo Nordisk expects the global GLP-1 market to continue to expand.
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