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Mastercard delivers yet more growth

The payments provider continues to profit from digital and AI-related demand

Amazon cloud computing sales grow at pace

Capex commitments are having the desired effect

Apple dodges the worst of US tariffs

The company is also benefiting from Chinese consumer subsidies that have boosted iPhone sales

Meta founder signals ‘aggressive’ capex push

Mark Zuckerberg wants to frontload build-out of computing power to capitalise on drive for ‘super intelligence’

Alphabet proves AI doubters wrong

Google is successfully integrating AI into its search product

Microsoft shares dip despite cloud growth

The company’s Azure cloud business is benefiting from its OpenAI relationship

Visa’s earnings remain compelling

The payments giant targets double-digit growth (again)

Verizon offers up a mixed bag

Cross-selling volumes are on the rise, and cash is improving, but it still falls short

UnitedHealth: the patient’s vital signs improve

Improved guidance within the Q3 trading update

Hyperscalers and banks benefiting from US growth

Microsoft and Capital One are two of the US stock market’s winners and retain optimism.