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The stock may have been treated harshly based on the company's fundamentals alone, but the drop makes more sense in the context of the broader AI landscape.
Broadcom's custom chips and AI networking are winning market share in data centers.
We've seen this pattern before with Credo Technology stock.
The semiconductor maker's spectacular ascent over the past year begs the question: Is the stock a buy now?
The chip designer heads into its report at an all-time high, with one number set to dominate the conversation.
Most investors think of it as a mutual fund, but its individual stock holdings are only a small piece of what makes Berkshire such a compelling long-term prospect.
Tech bellwethers and rising retail check in this week with fresh financials.
Chevron didn't have a great quarter on the earnings front, but that masked the business's fundamental strength.
The market's had time to fully digest the news it didn't see coming early last month.
Abel and his team were active in the first quarter of the year in Berkshire Hathaway's massive equities portfolio.
Berkshire Hathaway has nearly $400 billion in cash, but that's no longer just dead money.
Bank of America (NYSE:BAC) has spent 2026 grinding sideways despite a Q1 print that ranked among the strongest in the bank’s recent history. With the stock down on the year and analysts staying overwhelmingly bullish, I think the setup is now interesting enough to call. Our 24/7 Wall St. price target for Bank of America ... Bank of America Could Be a Bargain After Strong Q1 Earnings
Kinder Morgan (NYSE:KMI) and Williams Companies (NYSE:WMB) just closed the books on record 2025 results, and both pipeline operators are pointing the same firehose of capital at LNG exports and data center power demand. The way they are doing it, however, looks quite different. One is leaning on a $10 billion pipeline backlog. The other ... Kinder Morgan vs Williams Companies: Both Crush Earnings, But Take Opposite Paths
Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally
Company Says 'AI Opportunity Shows No Sign of Slowing'
Moby summary of Sono-Tek Corporation's Q4 2026 earnings call
Moby summary of REX American Resources Corporation's Q1 2026 earnings call
Moby summary of Hormel Foods Corporation's Q2 2026 earnings call
Moby summary of Diana Shipping Inc.'s Q1 2026 earnings call
Marvell Technology (NASDAQ:MRVL) reported record revenue for its first fiscal quarter of 2027 and raised its revenue outlook for both fiscal 2027 and fiscal 2028, citing accelerating demand across its data center portfolio and continued customer investment in artificial intelligence infrastructure.
Moby summary of Abercrombie & Fitch Co.'s Q1 2026 earnings call
Moby summary of Movado Group, Inc.'s Q1 2027 earnings call
Synopsis will report earnings after the close Wednesday. Investors are keen to see how the integration of Ansys is going after the $35 billion acquisition.
Target is bouncing back, but Kohl's remains in the penalty box.
A rival's strong results sent both hardware makers higher. Now their own reports will test whether the AI and PC momentum holds.
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