Oracle's stock edges up on earnings beat as cloud infrastructure revenue more than doubles
Oracle's results for the quarter came in stronger than expected, as did its revenue backlog.
CNBC Earnings
Macy's posts strong results, raises guidance as turnaround begins to take hold
Macy's posted strong fiscal second-quarter results on Thursday and raised its full-year guidance.
World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high
TSMC reported monthly sales revenue for August on Thursday.
We got more defensive last week as Wall Street raised the bar for AI stocks
We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.
Zscaler beats earnings expectations, issues upbeat guidance but stock falls
CEO Jay Chaudhry said he's "very bullish" on Zscaler's agentic Zero Trust offering, which is gaining early momentum
Lululemon stock plunges 20% on disappointing earnings and outlook
Lululemon posted another quarter of disappointing results and a sales slowdown as the company struggles to turn its business around.
Broadcom delivers strong earnings view as CEO touts growth with AI labs
Broadcom gave a disappointing revenue forecast for the current quarter but provided robust earnings guidance for fiscal 2028.
Broadcom guides to big numbers but investors wanted more. Why we're OK to hold for now
We recently reduced our position size, which allows us to be more patient with this one.
Snowflake spikes 22% on healthy results and AI coding momentum
Snowflake business is growing quickly, in part thanks to adoption of an artificial intelligence agent for writing code.
Palo Alto Networks beats quarterly estimates on AI demand, continues acquisition spree
Palo Alto Networks' stock has nearly doubled this year as AI boosts demand for security detection and response tools
We're lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifies
The stock's muted reaction in extended trading Tuesday is not a reflection of the company's results.
Dell surges 9% after lifting fiscal 2027 forecast on AI server strength
Dell sees AI server revenue tripling in fiscal 2027. Six months ago, it was looking for the number to double.
The 'choose your own adventure' earnings: Why retailers are handling tariff refunds so differently
Retailers have diverged on how they've reported tariff refunds in their earnings this quarter, with some choosing to lower prices and others boosting margins.
BYD shares slide as fierce China competition dents first-half earnings
BYD shares slid after the automaker released its latest results on Friday, despite higher second-quarter profit and overseas growth.
The big lesson from this week's earnings: The AI buildout is not a zero-sum game
Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and crushed expectations.
CEO of buy now, pay later giant Affirm says high gas prices are hitting U.S. shoppers
The national average price for gas is at $4.09 per gallon and was last below $3 on March 2.
Marvell shares tumble 6% as outlook underwhelms despite 37% revenue growth
Marvell Technology shares fell Friday despite a second-quarter revenue beat, as its fiscal 2028 outlook failed to meet investors' expectations.
Gap shares jump 12% after company names new Old Navy CEO to revive struggling brand
Gap announced a new CEO for Old Navy on Thursday as the brand reported a decline in comparable sales for the most recent quarter.
Nvidia adds more than $400 billion in value after blowout earnings boost AI confidence
Nvidia shares rose on Thursday after the chip giant's revenue guidance reassured investors that AI demand will remain strong.
CrowdStrike posts best day ever, Okta's stock pops nearly 29% as rising AI threat lifts earnings
AI adoption is pushing customers to spend more on cybersecurity tools from companies such as CrowdStrike and Okta
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