GuruFocus.com24d agoneutral
5-Star Analyst Tweaks Marvell Stock Price Target Ahead of EarningsMarvell AI Opportunity Gains Steam as Susquehanna Lifts Target to $265
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
68last 24h
974last 7d
109● bullish (7d)
123● bearish (7d)
212publishers
Barrons.com24d agobearish
Why Zoom’s Earnings Today Are Really About AnthropicZoom’s multibillion-dollar stake in Anthropic will be investors’ key focus when the video-calling platform reports earnings on Tuesday afternoon.
Yahoo Finance Video25d agoneutralVIDEO
The real question investors should be asking ahead of Nvidia earningsD.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.
Motley Fool25d agoneutral
Nvidia Reports Earnings on Aug. 26. Here Are 3 Other Artificial Intelligence (AI) Chip Stocks I'll Be Watching Instead.The GPU giant's earnings report could serve as a bellwether for memory companies.
Yahoo Finance Video26d agoneutralVIDEO
Nvidia earnings may come down to guidance and Jensen Huang's confidenceNvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.
Motley Fool27d agoneutral
If Amazon Is a Top Growth Stock, Then Why Does It Trade at Just 21.3x Forward Earnings While the S&P 500 Trades at 20.4x? This Is the Only Answer I Can Think Of.The company is reporting some of its best performance in years.
Yahoo Finance27d agoneutral
Nvidia's to report Q2 earnings amid chip stock strugglesNvidia will report its Q2 earnings after the bell on Aug. 26.
GuruFocus.com29d agoneutral
Marvell Stock Flashes Strong Signal Before EarningsOne earnings report could reset a soaring semiconductor stock
Motley Fool29d agoneutral
Walmart Raises Full-Year Guidance, but U.S. Comparable Sales Growth Slowed to Just 2.6%. Here's What Investors Need to Know.Walmart stock tumbled on weak comp sales. Is the stock in trouble?
MT Newswires30d agobearish
Alibaba First-Quarter Earnings Fall Short Amid AI Infrastructure InvestmentAlibaba's (BABA) fiscal first-quarter earnings missed expectations even as revenue edged past Wall S
TheStreet30d agoneutral
What are paper gains & how can they inflate company earnings?Just like individual investors, companies hold stock in other companies, and unrealized gains in these stocks can boost earnings numbers.
The Wall Street Journal30d agoneutral
Target’s Earnings Call: Seldom Is Heard a Discouraging WordJust how encouraged are Target executives about the state of their turnaround project? Target executives said “encouraged” or “encouraging” 20 times on their analyst call Wednesday to discuss second-quarter results—nearly matching 21 such occasions in Q1 and pacing far ahead of the nine times executives used those words on the calls for the first half of last year. Chief Merchandising Officer Cara Sylvester cited progress with the center-store grocery overhaul, including more fresh produce, new focal points for seasonal offerings and added space for growth categories like functional coffee: “The response has been really encouraging.”
Reuters30d agoneutral
Gains in AI company stakes juice second-quarter earnings for S&P 500S&P 500 companies are winding up a banner quarterly earnings season, fueled in large part by surging profits at AI-related companies. The S&P 500 is on track for a 52% surge in aggregate second-quarter earnings from the year before, helped by a 74% profit jump in the technology sector. The figures include big mark-to-market boosts at Alphabet and Amazon, both of which recognized large gains in the period on investments in AI highfliers such as Anthropic.
Reuters30d agoneutral
Gains in AI company stakes juice second-quarter earnings for S&P 500S&P 500 companies are winding up a banner quarterly earnings season, fueled in large part by surging profits at AI-related companies. The S&P 500 is on track for a 52% surge in aggregate second-quarter earnings from the year before, helped by a 74% profit jump in the technology sector. The figures include big mark-to-market boosts at Alphabet and Amazon, both of which recognized large gains in the period on investments in AI highfliers such as Anthropic.
Stocktwits30d agobullish
NVDA Stock Heads Into Earnings Next Week With ‘Rock-Solid’ AI Demand – But The Bar For A ‘Beat-And-Raise’ Is Getting HigherInvestors will watch margins, rising HBM costs, China sales and the Rubin Ultra product roadmap.
Investor's Business Daily31d agoneutral
What Does The S&P 500 Earnings Boom Say About The Stock Market?S&P 500 earnings per share are on pace to climb more than 50% in the second quarter. Combining reported and yet-to-be-reported results, S&P 500 earnings are up 50.4%, according to the most recent data from FactSet. Profit growth is broad, too, with 10 of the 11 S&P 500 sectors posting year-over-year earnings growth.
TheStreet32d agoneutral
Morgan Stanley resets Amazon stock price target after earningsAmazon spent years telling Wall Street that AWS could become a few hundred billion dollar revenue business. Then on its last earnings call, management revised that estimate up, significantly. The new figure was $1 trillion. Not as a stretch goal. As what they now believe is a real possibility. ...
Motley Fool32d agoneutral
Amazon's Stake in Anthropic Is Now Big Enough to Move Its Earnings. Here's How That Compares to Alphabet's Stake in SpaceX.Amazon and Alphabet are benefiting from their massive investments in AI and space companies, but those investments come with greater exposure to private-market valuations and liquidity constraints.
