アリババが3月31日締め第1四半期決算を発表しました。売上高は予想を下回ったものの、人工知能（AI）関連サービスは力強い拡大を見せています。同社は、AI需要に牽引されたクラウド事業の継続的な成長を強調しました。
売上高は352億8000万ドルで、アナリスト予想の363億6000万ドルには届きませんでした。一方、1株当たり利益（EPS）は1.52ドルとなり、予想されていた報告ベースの0.56ドル、調整後ベースの0.84ドルを上回りました。
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Adobe posted strong second-quarter results for fiscal 2026, with revenue reaching a record $6.62 billion. The company beat estimates and increased its full-year revenue outlook amid accelerating AI-driven growth.
Nvidia posted record first-quarter revenue of 81.62 billion dollars, beating Wall Street expectations as artificial intelligence infrastructure demand surged. The results lifted shares of some bitcoin miners with data center exposure.
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Dell Technologies reported robust results that drove its stock up more than 30 percent. The company raised its fiscal 2027 revenue guidance by 27 billion dollars and nearly 5 dollars in earnings per share. Artificial intelligence server revenue jumped 757 percent year over year.
American International Group posted robust first-quarter results, with adjusted earnings per share of $2.11, surpassing estimates by $0.23. The insurer showed improved profitability and underwriting resilience amid market concerns. Shares have declined about 9% over the past year despite the positive performance.
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Doosan Group is expected to post strong growth as its key businesses align with the core supply chain of the artificial intelligence industry. Its electro-materials and power units benefit from expanding data center demand.