News

AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

Investors watch whether AI chip demand can still outpace forecasts

Xponential Fitness's first quarter results fell short of Wall Street’s expectations, with revenue and non-GAAP earnings both missing consensus estimates. Management attributed the underperformance to lower digital traffic, which was impacted by significant changes in advertising platforms like Meta and Google. CEO Michael Nuzzo noted that these digital shifts reduced the company's ability to generate new member leads, while ongoing brand divestitures also played a role. On the positive side, Nuz

BOOT tops Q4 estimates as sales jump 18.7% and same-store growth beats forecasts. The retailer plans 70 new stores in fiscal 2027.

Valero Energy (VLO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

LyondellBasell (LYB) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

INTU gears up for fiscal Q3 results with double-digit revenue growth forecast and strong momentum across QuickBooks, TurboTax and Credit Karma.

NIO heads into Q1 earnings with surging deliveries, strong product momentum and global expansion plans fueling optimism.

Duos Technologies Group (NASDAQ:DUOT) reported lower first-quarter revenue as management said the company continued shifting away from legacy rail operations and toward a data center-focused business model centered on edge AI infrastructure. Chief Executive Officer Doug Recker said the quarter refl

RBC tops Q4 estimates with strong aerospace and defense demand driving double-digit revenue and earnings growth.

Download the Complete Report Here Barfresh Food Group, Inc. (BRFH) Revenue Beat Supports Transition-Year Setup. Manufacturing Integration and Customer Recovery Position BRFH for 2H26 Inflection. Key Takeaways: Revenue increased 92% y/y to $5.6 million, exceeding $5.0-$5.2 million guidance, driven by stronger Arps milk contribution. Gross margin declined to 18% from 31% y/y as lower-margin milk […]

NU Holdings' shares dip after Q1 earnings miss estimates. Customer growth, AI expansion and a record $5B revenue quarter highlight the momentum.

Lowe's is set to report earnings Wednesday morning, with the stock expected to make a sizable move following the report.

ROST heads into Q1 earnings with double-digit sales and EPS growth expected as strong traffic, merchandising and new stores support momentum.

Cloudflare’s first quarter was marked by substantial year-on-year revenue growth and notable expansion within its largest customer segments, yet the market response was sharply negative. Management pointed to surging demand for AI-powered solutions and the successful onboarding of billion-dollar enterprises, with CEO Matthew Prince highlighting a record pace in adding customers spending over $5 million annually. However, the company’s announcement of a workforce reduction and a shift to an agent

Analog Devices heads into Q2 FY26 earnings results with AI data center growth, robotics demand and optical networking trends driving momentum.

ELF heads into the fourth quarter earnings with strong innovation, Rhode momentum and improving sales trends despite margin pressures.

Walmart (WMT), Target (TGT), TJX (TJX), Home Depot (HD), and Lowe's (LOW) are all reporting quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma and Robinhood chief investment officer Stephanie Guild outline what investors should expect from earnings and from the future of the K-shaped economy.

SCHMID Group (NASDAQ:SHMD) said it expects stronger order activity through the remainder of 2026 as demand tied to artificial intelligence infrastructure, optical modules and advanced packaging supports its equipment business. On the company’s first formal investor call, Chief Financial Officer Art

TGT reports Q1 FY26 on May 20; beauty, essentials and same-day drive momentum as discretionary softness and costs test margins.

WDAY is set to report Q1 fiscal 2027 results on May 21, with expected revenue growth as demand rises for HCM, finance and AI-powered products.

TTWO heads into Q4 earnings with strong mobile momentum, NBA 2K engagement growth and rising costs shaping results expectations.

ZM heads into Q1 earnings results with more than 4% revenue growth outlook as AI expansion, enterprise traction and FX pressures shape expectations.

Compugen (NASDAQ:CGEN) said it remains on track to report interim progression-free survival data in the first quarter of 2027 from its MAIA-ovarian study, as the clinical-stage immuno-oncology company outlined first-quarter 2026 results and updates across its internal and partnered programs. On the

Baidu (NASDAQ:BIDU) reported a return to revenue growth in its first quarter of 2026, with management emphasizing that artificial intelligence has become the company’s primary growth engine and now accounts for a majority of its general business revenue. Co-founder and Chief Executive Robin Li said

The Trade Desk reported first quarter results that disappointed investors, with the stock selling off sharply following the release. Management highlighted ongoing macroeconomic challenges—such as geopolitical tensions and consumer softness in key sectors—that pressured growth for large brand advertisers. CEO Jeffrey Terry Green emphasized the resilience of the company’s core business, noting that “geopolitical tensions have increased. All advertisers and agencies are navigating a rapidly evolvi

Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. Morning Brief Host Julie Hyman and Barron's Investor Circle newsletter editor Josh Schafer take a closer look at whether Nvidia's earnings narrative is as big a proponent of the stock's overall trade that investors believe it to be.

Stocks open the day with modest gains as investors look ahead to earnings from Nvidia and Walmart to gauge the health of the AI trade and the economy amid ongoing Middle East tensions. The S&P 500 and the tech-heavy Nasdaq rose 0.1%, while the Dow was flat. With only a few economic data releases in the week ahead, investors are paying attention to other pieces of news, like signs of progress in the Middle East.

DE braces for Q2 results, with earnings expected to fall 12.5% y/y despite higher revenues, as weak farm spending and rising costs weigh on the outlook.

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The Fund returned -4.46% in the quarter, compared to the S&P 500’s -4.33% and the Russell 1000 Value Index’s 2.10% return. The year began similarly to the second half of 2025, with rising stocks […]