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Google stock price faces major AI test ahead of earnings
TheStreet30d agoneutral
Google stock price faces major AI test ahead of earnings

Ever since ChatGPT exploded in popularity, investors have worried that artificial intelligence could weaken Google’s most important business. Instead of searching for information and clicking through Google’s advertising-heavy results, consumers can increasingly ask an AI chatbot for a direct ...

Nvidia’s China opening could unlock surprise earnings upside
TheStreet30d agoneutral
Nvidia’s China opening could unlock surprise earnings upside

Nvidia’s (NVDA) first H200 shipments to China are unlikely to change its quarterly results. The reported volume is just too low. But it matters to U.S. investors, since Nvidia’s current guidance assumes data-center compute revenue from China will be zero. For the first quarter of fiscal 2027, ...

Apple Stock Closes at a New High. Earnings Could Change Everything.
Barrons.com30d agoneutral
Apple Stock Closes at a New High. Earnings Could Change Everything.

Apple shares rose 4% to $327.50, a new all-time closing high. The Cyberspace Administration of China on Wednesday included Apple’s generative artificial intelligence on a list of newly approved providers. Evercore ISI analyst Amit Daryanani wrote that the update clears the biggest regulatory hurdle for Apple Intelligence—the company’s AI software—in the world’s largest smartphone market.

Aehr Test (AEHR) Soars as Bullish Outlook Overshadows Weak FY Earnings
Insider Monkey30d agobullish
Aehr Test (AEHR) Soars as Bullish Outlook Overshadows Weak FY Earnings

Aehr Test Systems climbed by 21.91 percent on Wednesday to close at $87.79 apiece, after management projected a sharp acceleration in its full-year growth for fiscal 2027, underpinned by a record backlog and the continued strong demand for semiconductor testing solutions in AI infrastructure. In an earnings call on Tuesday, the company said that it […]

Investing.com30d agoneutral
Morgan Stanley stays bullish on aerospace, defense ahead of Q2 earnings

Investing.com -- Morgan Stanley maintained a constructive outlook on the aerospace and defense sector ahead of second-quarter earnings, citing resilient commercial aerospace demand, improving aircraft production, and favorable long-term defense spending trends, while becoming more selective after recent stock volatility and valuation shifts.

Banks’ Blowout Earnings Steal the Spotlight from Big Tech—for Now
Barrons.com30d agoneutral
Banks’ Blowout Earnings Steal the Spotlight from Big Tech—for Now

Wall Street cleared this earnings season’s first major hurdle with room to spare, as the nation’s biggest banks pummeled profit forecasts. “Bank earnings are often described as a scoreboard for the financial sector,” said Ruben Dalfovo, investment strategist at Saxo Bank. “They are more useful as an economic medical examination, and the early numbers suggest the patient remains active, and dealmaking appears healthier.”