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Snowflake also announced a new $60 billion, five-year deal with Amazon Web Services.

Marvell boosts FY27 and FY28 revenue targets as AI networking demand surges, spotlighting interconnect, switching and custom silicon momentum.

Take-Two’s first quarter results were well received by the market, reflecting strong execution across its core franchises and robust growth in mobile gaming. Management credited the outperformance to enduring engagement with titles like Grand Theft Auto V and NBA 2K, as well as the continued success of Zynga’s mobile portfolio. CEO Strauss Zelnick highlighted, “These titles have proven to be vastly more resilient than anyone expected,” emphasizing the company’s strength in live services. The dir

These companies' recent results collectively tell most of the market's overall story right now.

Ross Stores delivered a first quarter that met the high end of management’s expectations, with sequential sales improvements as a notable trend. CEO James Conroy highlighted momentum in categories such as cosmetics and consistent performance from the dd’s DISCOUNTS brand, while also pointing to execution in inventory management. The company credited opportunistic inventory buys and a flexible merchandising approach for its ability to capitalize on closeouts, helping offset the impact of a volati

Salesforce's Q1 fiscal 2027 call spotlights Agentforce, Slack and "Headless 360" as it lifts revenue guidance and defends a stronger second half.

Costco Wholesale is the last major retailer to report results this earnings season. After multiple retailers noted, however cautiously, that consumers are still spending, investors will be looking to see if Costco does the same. For its fiscal third quarter, Costco is expected to earn $4.98 a share, a 16.3% increase from the year-ago period, on a 10% rise in revenue to $69.68 billion.

Nutanix Inc (NTNX) reports strong financial performance with $703 million in revenue, while addressing ongoing supply chain and geopolitical challenges.

Synopsys Inc (SNPS) reports robust Q2 2026 results, exceeding revenue and EPS guidance, while raising full-year forecasts amid strong market momentum and successful Ansys integration.

Marvell Technology Inc (MRVL) reports robust revenue growth and outlines strategic partnerships and acquisitions to drive future expansion.

Salesforce Inc (CRM) reports a 13% revenue increase and surpasses $1 billion in Agentforce ARR, while addressing challenges in marketing and commerce segments.

Snowflake Inc (SNOW) reports a 34% revenue surge and raises FY27 guidance, driven by strong AI product adoption and customer expansion.

Marvell Technology (MRVL) kicked off its latest earnings season with first quarter revenue that topped analyst expectations, supported by strong demand for AI and data center chips and a higher multiyear revenue outlook. See our latest analysis for Marvell Technology. The strong AI data center story is now clearly reflected in the price, with the stock delivering a 30 day share price return of 25.59% and a 1 year total shareholder return of 208.46%, even after a one day pullback of 4.59%. If...

Coherent (COHR) has been back in focus after reporting quarterly results that topped analyst expectations on revenue and margins, with management pointing to strong AI datacenter and communications demand and higher capital spending. See our latest analysis for Coherent. The stock has been on a strong run, with the share price gaining 18.24% over the past 30 days and 51.99% over 90 days. The 1-year total shareholder return is very large, reflecting how AI datacenter demand and NVIDIA’s stake...

Lam Research (LRCX) is back in focus after Micron signaled heavy AI related capital spending, reinforcing expectations of tight chip supply and multi year capacity builds that feed directly into semiconductor equipment demand. See our latest analysis for Lam Research. Short term, Lam Research’s share price has cooled slightly with a 1 day share price return that declined 1.16%. However, the 30 day share price return of 22.92% and year to date share price return of 72.34%, alongside a very...

Carysil Ltd (BOM:524091) reports robust financial performance with significant income and profit growth, while navigating market challenges and expanding global presence.

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

In the first quarter of fiscal 2027, Salesforce returned $27.5 billion to shareholders.

Sandisk was trading near $36 twelve months ago. It has since done something that most stocks never do in a lifetime. And on May 27, one of Wall Street's major banks looked at that run and decided the story was not finished. The argument it made for why is more specific than most investors are ...

Moby summary of Synopsys, Inc.'s Q2 2026 earnings call

Snowflake shares soared 36% after-hours on signing an AI deal with Amazon and buying Natoma, a platform for enterprise AI agents.

US stock futures edged up as a wave of tech earnings boosted confidence in the AI trade.

Synopsys (NASDAQ:SNPS) reported fiscal second-quarter results above its own guidance and raised its full-year outlook, citing solid execution, demand tied to artificial intelligence chip development and early benefits from its integration of Ansys. President and CEO Sassine Ghazi said Synopsys deli

Snowflake (NYSE:SNOW) reported accelerating growth in its first quarter of fiscal 2027 and raised its full-year outlook, with executives pointing to stronger demand for its core data platform and early traction from artificial intelligence products including Snowflake Intelligence and Cortex Code.

Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products. Chair and CEO Marc Benioff said Salesfor

Agilent Technologies (NYSE:A) raised its fiscal 2026 outlook after reporting stronger-than-expected second-quarter results, with management pointing to broad-based demand, instrument replacement momentum, pricing actions and operational gains from its Ignite operating system. CEO Padraig McDonnell

Nutanix (NASDAQ:NTNX) reported fiscal third-quarter results above its guidance ranges, with management pointing to healthy demand for hybrid cloud, application modernization and AI-related offerings, while also warning that server hardware supply constraints and higher prices continue to affect cust

Before we begin, I would like to remind everyone that during the course of this conference call, Synopsys will discuss forecasts, targets and other forward looking statements regarding the company and its financial results. EDA IP and multiphysics simulation have emerged as essential capabilities in the AI supply chain.

Salesforce expects average Q2 revenue at $11.3 billion, marginally missing expectations of $11.4 billion.

For the first quarter of fiscal 27 Marvell delivered record revenue of $2.418 billion reflecting 9% sequential and 28% year over year growth. Revenue exceeded the midpoint of guidance and as a result non-GAAP earnings per share of $0.80 exceeded the midpoint of guidance by $0.01 We are seeing strong demand and exceptional bookings across our entire data center portfolio. This robust demand is reflected in our guidance for the second quarter of 27, which we expect total company revenue to grow 12% sequentially and 35% year over year at the midpoint.