Investors are looking for signs that strong cloud demand is translating into faster growth.
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Although Intel's comeback looks real, investors need to ask whether the stock already prices in too much success.
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
At $396.60, Broadcom (NASDAQ:AVGO) is a Hold. The stock just suffered its second-largest negative earnings day reaction in nine quarters, and the reason behind it deserves more attention than the headline number. Broadcom designs custom AI accelerators, networking silicon, and infrastructure software for hyperscaler buildouts. Fiscal Q2 delivered strong results: revenue hit $22.19 billion, up ... 1 Under-the-Radar Reason to Hold Broadcom Stock After Its Historic 14% Earnings Crash
Uranium Energy (NYSEAMERICAN:UEC) said on its latest earnings call that it advanced several parts of its U.S. uranium production platform during the quarter, including the start of production at Burke Hollow in South Texas and continued development at Christensen Ranch in Wyoming. Founder and Chief

Yahoo Finance's Julie Hyman takes a look at some of Tuesday's trending tickers and stories, including GSK (GSK) buying biotech firm Nuvalent (NUVL), Applied Digital's (APLD) deal with a hyperscaler, and Vail Resorts (MTN) cutting its full-year guidance.
Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at 2028 and I’m pretty close to $20 in earnings, which was their 2030 target.” Read that again. The 2030 number, pulled forward two years. Rasgon is not ... AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next
Acushnet has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.7% to $90.56 per share while the index has gained 8%.
Since June 2021, the S&P 500 has delivered a total return of 74.9%. But one standout stock has more than doubled the market - over the past five years, Standex has surged 197% to $292.30 per share. Its momentum hasn’t stopped as it’s also gained 26.5% in the last six months, beating the S&P by 18.5%.
Over the last six months, Chipotle’s shares have sunk to $29.20, producing a disappointing 13.4% loss - a stark contrast to the S&P 500’s 8% gain. This might have investors contemplating their next move.
There are times when one company's results stop being just about that company and become a referendum on an entire sector thesis. For AI cloud infrastructure, that moment arrives on June 10, when Oracle (ORCL) reports fiscal fourth-quarter 2026 results after the market closes. The setup is ...
Wall Street forecasts triple-digit revenue growth and a sharp jump in earnings.
Volatility was the operative word to describe the latest round of cybersecurity earnings. See who skyrocketed, and who got markets knocked down a peg.
FEATURE SailPoint shares were on pace for their worst day since March even after the software provider posted fiscal first-quarter adjusted earnings that beat analysts’ estimates. Total revenue came to $280 million, edging past Wall Street’s call for $275.
Oracle Faces Key AI Test as Wall Street Awaits Q4 Results
Canaccord upgraded FuelCell Energy to ‘Buy’ from Hold and raised its price target to $30 from $12, according to The Fly.
Oracle is set to report earnings Wednesday afternoon, with the cloud computing giant's stock seen making a big swing after the results.
Investors should expect a fantastic fourth quarter.
Morningstar called AVGO one of its top tech picks, forecasting nearly $200 billion in AI revenue by fiscal 2028.
Enterprise software giant Oracle (NYSE:ORCL) will be announcing earnings results this Wednesday after market hours. Here’s what to expect.
E-commerce pet food and supplies retailer Chewy (NYSE:CHWY) will be reporting results this Wednesday before the bell. Here’s what investors should know.
Bank of America’s year-end target for the S&P 500 is 7,100, while Citi has raised the year-end target to 8,100 from 7,700.
Despite ACA market challenges and exits by Cigna and Aetna, Oscar sees competitor withdrawals as a potential opportunity for growth in 2027.
Oracle (ORCL) stock just had the kind of day that spooks shareholders. Shares of the database and cloud giant tumbled about 9.6% on Friday, June 5, closing at $213.68 after opening near $229. That marked Oracle’s steepest single-day drop in months and one of the worst showings among large-cap ...
Mirae Asset Securities Co Ltd (XKRX:006800) achieves unprecedented income growth and outlines ambitious plans for global market penetration despite some challenges.
Citycon Oyj (FRA:TY2B) reports robust growth in net rental income and tenant sales, while navigating increased financial expenses and leverage concerns.
Moby summary of Mama's Creations, Inc.'s Q1 2027 earnings call
A strong quarter and its first stock split as a public company weren't enough to satisfy a stock priced for perfection.
Mama's Creations (NASDAQ:MAMA) reported sharply higher first-quarter fiscal 2027 results, with management pointing to new retail placements, the Crown I acquisition and broader customer growth as the main drivers, even as gross margins were pressured by launch-related costs. Chairman and CEO Adam L
Vail Resorts (MTN) delivered earnings and revenue surprises of -1.82% and -0.01%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?