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Nintendo beats earnings thanks to US tariff refunds it won’t share with gamers
Nintendo reported a 150.5% year-over-year increase in first-quarter operating profit, driven by strong software sales and $902M in US tariff refunds — funds Nintendo retains despite consumer price pressures.
Aug 6, 2026
Microsoft Q4 results: Azure tops $100 billion as AI growth helps beat earnings estimates - The Times of India
Microsoft reported Q4 fiscal results in which Azure revenue exceeded $100 billion annually, driven by AI-related demand, enabling the company to surpass Wall Street earnings expectations.
Jul 30, 2026
3 Semiconductor Stocks Likely to Outpace Q2 Earnings Estimates - TradingView
A TradingView article identifies three semiconductor stocks expected to exceed Q2 earnings estimates, framed as an investment opportunity amid generative AI demand.
Jul 28, 2026