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Options traders are bracing for another big move in the AI chip stock.

Jefferies expects Marvell to report a ‘beat and raise’ quarter ahead of the company's earnings print due on August 27.

Unrealized investment profits strengthened reported results while enormous infrastructure spending continued consuming cash.

Barclays models $18.5 billion of annual revenue and $6.15 of incremental EPS

S&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.

S&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.

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.

Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable ending.

GF Securities Raises Nvidia Price Target to $345 Ahead of Earnings

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.

Nvidia stock is in a base headed into earnings next week. Shares are above an early buy point of 224.76.

Just be sure to look more than a year down the road.

Alphabet recently raised its artificial intelligence (AI) infrastructure budget for the year.

Wall Street sees booming cloud growth as a sign that AI spending is giving a return on investment.

When a stock costs more on next year's earnings than on last year's, profits are usually about to fall. What it means here is stranger.

71% That's the share of Alphabet’s quarterly profits that came from "other income" last quarter. The gains came from revaluing equity holdings, which include SpaceX and Anthropic. Other income made up 66% of Amazon’s earnings, primarily due to its stake in Anthropic.

Gains on investments in companies like Anthropic are inflating earnings at some of the biggest technology companies.

Strong AI demand may already be priced in.

Revenue grows 5% but PAT margin slumps to 1.8% amid heavy marketing spend and soft discretionary demand.

A fresh Starlink launch and a surprise Morgan Stanley note are pulling SpaceX stock out of a steep selloff, while Intuitive Machines heads into earnings with options traders betting heavily on the upside. Here is what the catalysts actually signal.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results.

NEW YORK, Aug 11 (Reuters) - Larger-than-usual post-earnings stock swings by AI and hyperscaler companies this earnings season have upended a historical pattern in which smaller companies' results

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

Nvidia (NVDA) is likely to deliver a fiscal second-quarter revenue beat and issue an upbeat guidance

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757.

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500’s second-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. ‘Alphabet and Amazon alon

A highlight was the repurchase of $4.5 billion of shares in the second quarter. The figure was just $235 million in the first quarter

Warby Parker (NYSE:WRBY) reported second-quarter revenue of $235.5 million, up 9.8% from a year earlier, as retail sales growth, eye exam expansion and higher average order values helped offset continued softness in customer traffic and the effects of ending its Home Try-On program. Adjusted EBITDA