
Both ORCL and ADBE are on the reporting docket this week, helping kick off the Q3 cycle. What can investors expect?
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Both ORCL and ADBE are on the reporting docket this week, helping kick off the Q3 cycle. What can investors expect?

S&P 500 companies' second-quarter earnings growth continues to outpace early forecasts as the report

Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.
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.

Brussels is asking questions about Oracle’s cloud licensing just as the company reports first-quarter results.
Wall Street is bracing for a verdict few can ignore

2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year.
Options traders are bracing for a big move as investors look for proof that Oracle's heavy AI spending is paying off

Oracle stock climbed for a third consecutive day Friday as the enterprise technology giant prepares to release its earnings.

Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.

HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.

Hewlett Packard Enterprise (NYSE:HPE) reported quarterly revenue and earnings above expectations on Wednesday and raised its full-year guidance for both 2026 and 2027. Separately, the company expanded its collaboration with Oracle and issued warrants allowing Oracle to purchase HPE common shares.

Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out

HPE stock wavered amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.

The company narrowly beat analyst estimates in first quarter since CEO Thomas Siebel’s return following a health-related leave.

It was nearly 12 months ago that Oracle stock surged a record 36% on AI optimism. The company has had a rough run since then.

MongoDB stock slid late Tuesday, after the database software company reported fiscal second quarter results.

SpaceX. tock rose early Thursday, helped, like much of the market, by Nvidia’s earnings. Shares of Elon Musk’s rocket and AI company rose 0.6% to $140.47 in premarket trading, while futures were up 0.4% and futures were down 0.1%. futures were the strongest, up 1%, thanks in part to Nvidia’s strong quarterly results.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.02% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.10%. E-mini S&P futures (ESU26 ) are down -0.03%, and September E-mini...

Wall Street veteran Louis Navellier laid out a 20-year blueprint for Nvidia.

Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.

Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.

Nvidia (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.

IonQ, Quantinuum, and other notable names in the quantum sector have reported earnings, which broadly showed that traction continues to grow.

Alithya Group (TSE:ALYA) reported lower first-quarter revenue and profitability as longer client decision-making and project conversion cycles reduced utilization, while management said its pipeline of late-stage opportunities continued to build. Revenue for the quarter totaled CAD 105.1 million, d
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