Global alternative investment manager Ares Management raised $30 billion in the first quarter, a figure that was up more than 45% year over year and marked a first-quarter record for the company. “We are on track for another record year of fundraising as we continue...
Artificial intelligence (AI) and influencers helped Wayfair outperform the home furnishings category during the first quarter, Niraj Shah, the company’s CEO, co-founder and co-chairman said during a Thursday (April 30) earnings call. The home furnishings category was buffeted by weather disruptions early in the first quarter and a...
Mastercard’s latest quarter reads less like a report on payments volume and more like a blueprint for how commerce may be conducted when software begins to transact on behalf of people. Chief Executive Michael Miebach used the earnings call on Thursday (April 30) to place...
A search query that once returned links is now beginning to complete transactions, and Alphabet’s latest results show how quickly that shift is moving from experiment to operating model. After the company reported earnings on Wednesday (April 29), CEO Sundar Pichai made clear that the...
Microsoft is taking a platform approach to artificial intelligence. During the tech giant’s third quarter 2026 earnings call Wednesday (April 29), leadership laid out their bet that in the agentic computing era, value is most likely to accrue to ecosystems rather than standalone products. “We...
Artificial intelligence (AI) is changing how people shop. On Etsy, it’s changing how they discover. Etsy had brand recognition and 86 million active buyers. What it lacked was a system that could surface the right product to the right buyer at the right moment. The...
SoFi’s first-quarter results point to a platform strategy that is no longer aspirational but measurable, as member growth, product adoption and cross-selling combine to deepen engagement across its ecosystem. But in early trading action on Wednesday (April 29), investors sent the stock lower by 12%,...
Booking Holdings is seeing benefits from its investments in generative artificial intelligence and is continuing to expand its AI-powered capabilities across its operations, executives said Tuesday (April 28) during the company’s first quarter earnings call. “Our approach remains disciplined and focused on where AI can...
Can growth disappoint? It can. Across the FinTech landscape, the tension between company ambitions and investor expectations can play out in unexpected ways. Robinhood offered a clear example on Tuesday (April 28), when it reported first quarter 2026 earnings. Revenue climbed 15% year over year...