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Goldman Sees Limited Upside for Micron Despite AI-Driven Boom

With the massive SpaceX debut hogging the headlines, some retail investors may have allowed more prosaic names to slip from their minds. Pharma stock Eli Lilly is trading in a buy zone as institutional investors load up. Eli Lilly is committed to innovation and reinvests 20%-25% of its sales back into developing new treatments.

ADBE tops Q2 earnings and revenue estimates as AI-first ARR surpasses $500M, but shares fall despite raised Q3 and fiscal 2026 guidance.

ORCL shares plunge despite record Q4 as heavy AI spending, negative cash flow and dilution fears overshadow strong cloud growth and bold guidance.

Amdocs (DOX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Doximity (DOCS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Cisco (CSCO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Allogene Therapeutics (ALLO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

CarMax stock is in turnaround mode with a new CEO ahead of its upcoming earnings report, while AI investors await earnings from Jabil.

Over the past six months, CVS Health has been a great trade, beating the S&P 500 by 20%. Its stock price has climbed to $100.39, representing a healthy 26.4% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Occidental Petroleum’s 35% return over the past six months has outpaced the S&P 500 by 28.6%, and its stock price has climbed to $55.44 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Evaluate the expected performance of Jabil (JBL) for the quarter ended May 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Jabil Inc.will release earnings for its third quarter before the opening bell on Wednesday, June 17. Analysts expect the Florida-based manufacturer to report quarterly earnings of $3.10 per share. That’s up from $2.55 per share in the year-ago period. The...

The second-quarter results for Broadcom Inc. ( NASDAQ:AVGO ) were released last week, making it a good time to revisit...

Adobe beat Wall Street estimates and raised its full-year outlook, but investors focused on the departure of finance chief Dan Durn

Momentum plays are still providing strong returns despite threats to the market, and these ETFs can help to diversify across growth areas.

Micron stock has bounced around this week and Goldman Sachs analysts are wary of a high bar for its earnings this month.

Best Buy Co., Inc. ( NYSE:BBY ) recently posted some strong earnings, and the market responded positively. We have done...

Adobe (NASDAQ:ADBE) delivered stronger-than-expected second-quarter results on Thursday, surpassing Wall Street forecasts for both revenue and earnings while increasing its full-year guidance. However, the stock moved lower in premarket trading after investors focused on unchanged annual recurring revenue projections and another senior leadership transition.

As states like Ohio move to increase their regulation of data centers and reduce their subsidies for the businesses behind them, the costs of building and operating them could increase significantly.

Patrick Moorhead said Adobe’s focus on user growth over near-term revenue is like “investment protection” and should not be confused with demand weakness.

Oscar Health (OSCR) has been back on investors’ radar after a sharp stock rally following its business update at the Goldman Sachs Healthcare Conference, where management reaffirmed full-year 2026 guidance and highlighted favorable utilization trends. See our latest analysis for Oscar Health. The stock’s rally around the Goldman Sachs Healthcare Conference and upbeat commentary on utilization trends come on top of very strong momentum, with a 90 day share price return of 118.52% and a 1 year...

Adobe's Q2 earnings call spotlights an AI-era freemium push, prioritizing user growth and engagement even as ARR timing shifts.

Adobe Inc (ADBE) reports robust financial performance with significant growth in AI-driven products, while navigating strategic transitions and freemium model expansion.

Broadcom dropped nearly 15%, despite reporting solid numbers.

Elan Microelectronics Corp (TPE:2458) focuses on security and commercial markets while lacking clarity on financial performance and future projections.

Adobe (NASDAQ:ADBE) reported record fiscal second-quarter revenue and raised its full-year revenue outlook, while executives outlined a strategic shift toward more aggressive freemium user acquisition across Acrobat, Express and Firefly that is expected to weigh on second-half annual recurring reven

While the top- and bottom-line numbers for Adobe (ADBE) give a sense of how the business performed in the quarter ended May 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Today, June 11, 2026, investors weigh surging AI build-out costs against rapid cloud growth and resilient Wall Street optimism.

Adobe’s CFO, Dan Durn, quits to join Marvell Technologies.