News

Cloud infrastructure revenue hit $7.4 billion in the fiscal first quarter, up 121%, as total revenue rose 30% to $19.3 billion

The pioneering robo-advisor says the assets on its platform topped $100 billion for the first time at the end of August.

Oracle stock jumped late Thursday after the tech giant reported fiscal first-quarter results that beat expectations.

AeroVironment posted a Q1 revenue and earnings beat with record backlog, prompting Moderate Buy ratings from analysts and price targets implying significant upside from current levels.

Oracle gave traders a 36% single-session surge exactly one year ago tonight, yet options activity heading into this earnings report tells a completely different story about where the smart money expects the stock to go.

AeroVironment posts record Q1 revenue, backlog as demand for drones and counter-drone systems soar. AVAV stock jumps, analysts lift targets.

Chewy fell 11% yesterday as the once-strong growth story seems to be falling apart.

Jim Cramer publicly warned investors away from AeroVironment just one week before the drone and laser maker dropped a report that forced everyone to rethink the competition story he called too dangerous to touch.

Snowflake's strong AI growth and raised outlook are fueling its post-earnings rally. Explore four ETFs offering exposure to SNOW while reducing single-stock risk.

American Eagle Outfitters Inc (AEO) posted 8% revenue growth and a 980-basis-point gross margin expansion, but trimmed full-year guidance as the American Eagle brand struggles to find its footing.

FEATURE Quarterly results from drone maker AeroVironment were a relief for investors. There is still growth for defense contractors selling drones and drone-related tech. AeroVironment announced fiscal first quarter 2027 earnings of 59 cents a share from sales of $480.

Investing.com -- AeroVironment Inc (NASDAQ:AVAV) reported first quarter results that exceeded analyst expectations, with adjusted earnings per share of $0.59, beating the consensus estimate of $0.30 by $0.29. Revenue reached a record $480.5 million, surpassing the analyst estimate of $459.89 million and representing a 6% increase from $454.7 million in the same quarter last year.

Burry believes SNOW stock is overvalued after shares surged on a quarter showing 37% product revenue growth and a raised fiscal 2027 outlook.

Casey's Q1 fiscal 2027 earnings beat estimates as stronger inside and fuel gross profit offset higher costs, while its full-year outlook stays unchanged.

TPG just bought into the exact Optum clinics that derailed UnitedHealth's profits, and management is hours away from reaffirming guidance that could either validate the deal or reopen a wound investors hoped was healing.

Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling a growth story that looked strong on almost every other measure.

Oddity Tech (ODD) delivered earnings and revenue surprises of +66.67% and +3.27%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Caleres Inc. (CAL) delivered earnings and revenue surprises of +27.03% and -1.00%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

The insider's purchase increased their total position by a massive 62% amid the stock's 19% one-year decline.

PATH's 24% post-earnings slide contrasts with a revenue beat, raised annual guidance and stronger profitability, creating a potential entry point.

Salesforce just posted an earnings beat that sent the stock surging 34%, but the source of that surprise raises questions every investor should answer before buying in at these levels.

Tech stock coverage for the week of Sept. 7.

Oracle shares extend a three-day rally as OpenAI’s GPT-6 Astra boosts optimism around its AI cloud opportunity.

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here. The Fund returned 7.76% in the quarter, underperforming the MSCI ACWI ex USA Index’s 14.49% gain. Performance was driven by stock selection in health care and consumer discretionary sectors, while information technology […]

Home Depot's combination of potential upside and dividends make the stock attractive.

Both companies are delivering impressive revenue growth.

Unrealized gains are lovely when they happen, but they can also turn into unrealized losses.

Lululemon shares fell 18% after weak Q2 2026 results and cut guidance revealed declining Americas sales, tepid China growth, and a fading turnaround narrative.

NetApp and Ciena delivered unusually strong results within a day of each other. NetApp’s fiscal Q1 revenue rose 30% to $2.03 billion, all-flash array sales grew 47% to $1.3 billion, and management raised full-year guidance. Ciena’s fiscal Q3 revenue climbed 37% to $1.67 billion, while adjusted earnings per share rose 215% to $2.11. NetApp, Inc. […]

Today, Sept. 4, 2026, the satellite imagery provider's earnings beat, lifting the full-year outlook to $430M–$441M, though mixed analyst moves kept gains in check.