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Most chip stocks stayed lower today after Broadcom's guidance sparked a slump in the industry, but Marvell Technology wasn't one of them. The company, which recently got a high-profile endorsement from Nvidia CEO Jensen Huang, saw its shares bounce back Thursday to finish 4.

SentinelOne (S) is back in focus after its latest quarterly earnings, which showed revenue of US$276.66 million, a much smaller net loss, and an 8% workforce reduction aimed at improving operating leverage. See our latest analysis for SentinelOne. SentinelOne’s share price has been volatile around these earnings, with a 1-day share price return of 1.41% after the report, a 7-day share price return down 8.27%, and a 90-day share price return of 16.49%. The 1-year total shareholder return is...

Lululemon (LULU) delivered earnings and revenue surprises of +1.26% and +1.59%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

ServiceTitan Inc. (TTAN) delivered earnings and revenue surprises of +32.14% and +4.89%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

DocuSign (DOCU) delivered earnings and revenue surprises of +9.00% and +0.67%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Ciena Corp (CIEN) reports a 40% revenue increase and significant advancements in its Routing and Switching segment, despite supply chain challenges.

Moby summary of Ciena Corporation's Q2 2026 earnings call

Investing.com -- DocuSign Inc (NASDAQ:DOCU) reported first-quarter results that exceeded analyst expectations, but shares edged down 1.8% in after-hours trading Thursday as the company's guidance failed to impress investors. The intelligent agreement management platform provider posted adjusted earnings per share of $1.09, beating the consensus estimate of $1.00 by $0.09, while revenue of $830.2 million topped the $823.23 million analyst estimate and rose 9% YoY.

Lululemon's new CEO has a windy road ahead.

Snowflake delivered a blockbuster quarter, and SNOW stock is rallying higher. Here's why this data cloud giant is becoming one of the most compelling AI plays in the market right now.

The market fears Accenture will be harmed by alternative intelligence. Shares of the $110 billion consulting company are down 33% this year, largely over AI-related concerns. As tools developed byAnthropic and OpenAI proliferate, fears grow that all sorts of business services and software companies will be displaced.

Lululemon Athletica Inc (NASDAQ:LULU) shares fell about 10% in after-hours trading on Thursday after the athletic apparel retailer issued guidance pointing to a potential decline in sales, despite reporting first-quarter results that narrowly topped Wall Street expectations. The company...

Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center of KeyBanc Capital Markets analyst John Vinh’s reaction on CNBC’s Squawk Box, where he defended his Overweight rating on Broadcom (NASDAQ:AVGO) while reiterating ... Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play

Lululemon Athletica (LULU) came out with first quarter results on Thursday, its earnings coming in line with forecasts ($1.69 per share) while edging past Wall Street's revenue expectations ($2.47 billion vs. estimates of $2.44 billion). The stock is dropping in extended hours trading. Yahoo Finance Senior Reporter Brooke DiPalma dives into the earnings release and the athleisure brand's guidance figures.

If you are wondering whether Palantir Technologies' current share price reflects its true worth, starting with the numbers behind the valuation can give you a clearer view of what you are paying for. The stock recently closed at US$142.20, with returns of 7.3% over the past week, a decline of 2.6% over the past month, a decline of 15.3% year to date, and a 9.4% gain over the past year, while the three year and five year returns are very large on a multiple basis. Recent headlines around...

We try to make sense of the consumer spending backdrop from the somewhat somber tone of management commentary on the retail earnings calls.

Enact Holdings trades at $40.58 per share and has stayed right on track with the overall market, gaining 7% over the last six months. At the same time, the S&P 500 has returned 11%.

Veeva Systems beats Q1 earnings and revenue estimates, raises fiscal 2027 guidance, and expands AI offerings as adoption of its software platforms expands.

FIVE posts strong Q1 growth as sales jump 33%, comps surge 22.7% and earnings more than double, prompting a higher 2026 outlook.

Autodesk (ADSK) is drawing fresh attention after signing a collaboration agreement with Amazon Web Services to bring key cloud products into AWS Marketplace and lifting its annual financial guidance following recent earnings. See our latest analysis for Autodesk. Even with the fresh AWS agreement and raised annual guidance, Autodesk’s share price has been under pressure, with the stock down about 7% on a 30 day basis and its latest close at US$229.60. The 1 year total shareholder return is...

Recent upgrades to Albemarle (ALB) earnings forecasts and renewed optimism around its cost cuts and capital spending have refocused attention on the stock, even as valuation concerns and insider selling remain in the background. See our latest analysis for Albemarle. The share price has pulled back recently, with a 1-day share price return of 2.0% and a 30-day share price return of 11.72% down. At the same time, the year-to-date share price return of 16.96% and a 1-year total shareholder...

AI posts a narrower Q4 loss and beats revenue estimates as restructuring aims to cut cash burn and restore growth.

MongoDB’s first quarter results reflected broad-based customer momentum, with management citing robust adoption of its Atlas cloud database platform and increased traction from AI-related workloads as key drivers. CEO CJ Desai emphasized that while foundational enterprise workloads remained the primary contributor to growth, MongoDB is “seeing real and growing momentum from AI and agentic workloads.” The company also highlighted customer wins in diverse sectors, such as financial services and te

Showing strong hedge fund and Wall Street support, Lam Research Corporation (NASDAQ:LRCX) ranks among the best AI infrastructure stocks and carries an upside potential of 21.0% (street high). Wafer fab equipment demand is getting a significant rerating from Wall Street, and Lam Research is one of the clearest beneficiaries. Thus, analyst sentiment on Lam Research […]

Best Buy’s first quarter results were well received by the market, following a combination of outperformance in emerging product categories and operational improvements. Management pointed to strong demand for gaming, mobile phones, and new technology categories such as AI glasses and 3D printers as contributors to comparable sales growth. CEO Corie Barry emphasized the company’s ability to meet customers’ evolving needs, particularly through an expanded assortment and enhanced omnichannel exper

Ciena Corporation (NYSE:CIEN) reported fiscal second quarter that came in ahead of Wall Street expectations for both earnings and revenue, but shares fell about 19% on concerns about the company’s forward guidance and outlook relative to elevated expectations. Ciena raised its fiscal 2026...

American Eagle’s first quarter was defined by robust top-line growth but disappointing profitability, leading to a significant negative market reaction. Management attributed the strong revenue performance to exceptional momentum in the Aerie and Offline brands, which saw broad-based strength in categories like intimates, sleepwear, and activewear. However, the American Eagle brand faced softness, particularly in women’s bottoms and seasonal categories, which management identified as key areas f

UiPath’s first quarter results saw mixed investor sentiment despite outpacing Wall Street’s revenue expectations, with management highlighting a strong push in enterprise automation and growing adoption of its AI-powered platforms. CEO Daniel Dines cited “continued momentum with our AI products,” emphasizing that 16 of the company’s top 20 deals included AI components and that these expansions were significantly larger than non-AI deals. Management also pointed to improved operational efficiency

Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 25.6% year on year to $1.39 billion. The company expects next quarter’s revenue to be around $1.44 billion, close to analysts’ estimates. Its non-GAAP profit of $1.10 per share was 3% above analysts’ consensus estimates.

Teledyne has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.4%. The stock now trades at $618.31, marking a 19.4% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.