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Cisco and Lumentum delivered better-than-expected earnings results this quarter, and their valuations reflect Wall Street’s optimism.

The artificial intelligence (AI) tech leader has beaten the Wall Street consensus earnings estimate in 21 of the past 23 quarters.

AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. Morning Brief Host Julie Hyman and Barron's Investor Circle newsletter editor Josh Schafer take a closer look at whether Nvidia's earnings narrative is as big a proponent of the stock's overall trade that investors believe it to be.

Ideally, Nvidia will have a big earnings day.

Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

Nova Ltd (NVMI) reports a strong quarter with record revenue and profitability, despite facing supply chain challenges and increased operating expenses.

Ford raised its guidance after a solid first quarter, and there's more suggesting there's near-term upside for the stock.

AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.

QuickLogic Corp (QUIK) projects significant revenue growth and profitability despite facing competitive pressures and contract delays.

QuickLogic (NASDAQ:QUIK) reported higher first-quarter fiscal 2026 revenue and reiterated expectations for strong full-year growth, as management highlighted progress in radiation-hardened FPGA products, embedded FPGA intellectual property and chiplet-related opportunities. President and Chief Exec

In a matter of hours, this report can completely turn Wall Street on its head.

Several notable companies working in e-commerce and artificial intelligence are stepping up to the earnings podium.

eMemory Technology Inc (ROCO:3529) achieves a 20% revenue increase and expands into AI and high-speed interface applications, despite facing challenges in royalty revenue.

The team discusses GameStop’s proposal to buy eBay, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.

The business fundamentals and valuation are slowly converging on each other.

Cloud revenue is just one part of the story for both tech giants.

Block's earnings were impressive, but the most important part could be its future AI potential.

CoreWeave (CRWV) reported first quarter results on Thursday and missed Wall Street's guidance expectations. EMJ Capital founder and president Eric Jackson and Yahoo Finance Senior Business Reporter Ines Ferré chat with Yahoo Finance's Brian Sozzi about the earnings results and the outlook for Nvidia (NVDA) and artificial intelligence (AI) demand.

A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.

Moby summary of Apollo Global Management, Inc.'s Q1 2026 earnings call

AMD reported strong earnings results and fantastic guidance.

Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.

AMD Earnings Loom: AI Boom Sets Stage for Big Stock Move