Strong traffic growth and higher guidance reinforced confidence
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
高シグナルの見出しのみ — マクロイベント、決算、M&A、規制。リスト記事とアナリストのクリックベイトはデフォルトでフィルタ。1時間ごとに更新。
Strong traffic growth and higher guidance reinforced confidence
Investors are watching whether Nvidia can extend confidence in AI spending through 2027 and 2028.
Novo Nordisk-linked pharmaceutical strength helped Denmark post a fourth straight quarter of economic expansion.
The S&P 500 is up roughly 10% in 2026. Global earnings are being revised higher. Corporate capital spending is at levels not seen in decades. Goldman Sachs published a global strategy note on May 19 that agrees with all of that. And then it explains why the rally may be more fragile than it ...
The massive gains in chip manufacturers from South Korea to Silicon Valley have hit a volatile stretch. Chip makers, including Intel, Micron and AMD, closed Monday on their worst two-session skid since March, an abrupt halt to a torrid weekslong rally.
Valero Energy and two other refiners topped buy points this week amid high crude oil prices, before slipping somewhat on Wednesday.
Cava stock jumped on Wednesday after the fast-growing Mediterranean chain posted stronger-than-expected sales, traffic and earnings growth. Cava Group revenue growth was the fastest since the third quarter of 2024, while same-store sales growth was the best in a year. Restaurant Dive said that Cava's traffic and sales trends "far outpaced its fast casual rivals," noting that Sweetgreen and Wingstop posted some of their worst-ever comparable-store sales gains in Q1.
HAS beats Q1 EPS and revenue estimates as MAGIC: THE GATHERING and Monopoly Go! fuel Wizards' growth despite weaker Entertainment.
The TJX Companies tops fiscal first-quarter earnings and sales estimates, driven by strong comparable sales growth and margin expansion across its retail divisions.
BioArctic AB (BRCTF) reports robust financial performance and advances in Alzheimer's treatment, while navigating market access hurdles and rising operational costs.
The TJ Maxx parent posted first-quarter earnings of $1.19 per share and raised its full-year EPS outlook to $5.08–$5.15
The Mediterranean fast-casual chain posted same-restaurant sales growth of 9.7%, lifted by a 6.8% rise in guest traffic
The booming global semiconductor market will be "tense" with tight supply for the foreseeable future, the head of chip-making machine giant ASML told Reuters, with demand from AI, satellites and robots outpacing what the industry can produce. In a rare interview on the sidelines of a tech event in Antwerp, ASML Chief Executive Christophe Fouquet said that there would likely be sporadic bottlenecks throughout the supply chain of the chip market which could hit $1.5 trillion by 2030. "Demand on AI is coming so strongly that we will be in a supply-limited market for quite a while," Fouquet said, citing plans like Elon Musk's huge proposed "TeraFab" AI plan and Starlink satellites as potentially driving a new leg of demand.
Investing.com -- TJX Companies Inc. (NYSE: TJX) reported first-quarter results that exceeded analyst expectations, driving shares up 3.7% premarket as the off-price retailer raised its full-year outlook on strong sales momentum and margin expansion.
Artificial intelligence cloud computing startup Lamda on Wednesday said it has won a cloud contract with high-speed trading firm Hudson River Trading. Lamba, which is backed by Nvidia and raised $1.5 billion last year after signing a deal to provide Microsoft with access to Nvidia's chips, said the deal with Hudson River Trading will entail renting more than 1,000 of Nvidia's latest "Blackwell" systems to the trading firm, which Reuters last month reported had $12.3 billion in trading revenues last year. Lamda and Hudson River Trading did not disclose the financial terms of the deal.
Investing.com -- Analog Devices Inc. (NASDAQ:ADI) reported second-quarter fiscal 2026 results that exceeded analyst expectations, with both earnings and revenue surpassing the high end of the company’s prior outlook.
NVIDIA (NASDAQ:NVDA) reports fiscal Q1 2027 results later today, and the bar has rarely looked higher. The traders on CNBC’s Fast Money segment “Yields Surge and Prepping for Nvidia Results” framed it around a single number: “Anything south of 75% gross margins, then we can start having a different conversation. 75% is a bogey.” The ... Nvidia’s $5.7 Trillion Market Cap Faces Its Toughest Test Yet. Can It Beat 75% Gross Margin Expectations Before Earnings?
Net sales rose 6.7% in the first quarter, with comparable sales up 5.6% — the retailer's first positive comp in five quarters
Target (TGT) delivered earnings and revenue surprises of +21.44% and +4.06%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
The home improvement retailer reported adjusted EPS of $3.03 and a 0.6% comparable sales gain, its fourth straight quarter of positive comps
Investing.com -- Target Corporation (NYSE:TGT) shares are trading around 1.4% higher premarket on Wednesday after the company reported first-quarter results that exceeded Wall Street expectations.
Lowe’s Companies, Inc. (NYSE:LOW) reported first-quarter results that came in ahead of analyst expectations, although the company’s shares fell 2.
Ferrari N. V. (NYSE:RACE) shares climbed more than 9% on Tuesday after the company reported first-quarter revenue of €90 million, supported by organic growth of 7.
Investing.com -- Lowe's Companies, Inc. (NYSE: LOW) reported first-quarter results that exceeded Wall Street expectations, though shares fell 2.9% as the company's full-year guidance disappointed investors.
Target, which embarked on a turnaround plan under its new CEO earlier this year, reported its largest jump in comparable store sales in four years Wednesday. More customers buying in all six of Target’s main merchandising categories helped deliver the better-than-expected sales, the company said. Comparable sales — those coming from stores and digital channels operating for at least 12 months, rose 5.6% in the three-month period ended May 2.
When Israeli defense officials approached Massivit last year about using its unique 3D printers to make military drone parts, CEO Yossi Azarzar jumped at the chance. Although the Israeli company had been producing large set pieces and other designs for the likes of Disney, DreamWorks and Netflix, the opportunity to instead quickly churn out large drone parts for the military was too good to ignore. Business has been booming for the Israeli arms sector, despite widespread criticism of the country’s conduct in its wars in Gaza, with Hezbollah and with Iran.
May 20 (Reuters) - U.S. stock index futures edged higher on Wednesday as chip stocks steadied ahead of Nvidia's earnings, which investors view as a crucial test of AI demand amid concerns about
Oracle stock has pulled back substantially from its 52-week high and is trading at an attractive valuation.