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MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.
NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is actually flowing.
GitLab shares surged over 20% after Q2 FY2027 revenue rose 21.3% and guidance improved, with analysts raising price targets and institutions accumulating shares amid strong enterprise demand.
Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.
Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.
Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.
CEO Nikesh Arora says legacy security systems can't handle AI-speed attacks, calling it a long-term growth driver for the industry
The cybersecurity company posted $3.41 billion in revenue and $1.02 adjusted EPS, both above estimates, but its stock fell in after-hours trading
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
In the past quarter, MongoDB, Inc. reported second-quarter fiscal 2027 revenue of US$771.77 million and net income of US$40.94 million, turning last year’s loss into earnings of US$0.50 per diluted share, and also raised its full-year 2027 revenue and earnings guidance. The company’s Atlas cloud database continued to be a key growth engine, with management citing strong enterprise workloads and early AI use cases as drivers of the upgraded outlook. We’ll now examine how MongoDB’s earnings...
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Dell Technologies Inc. (NYSE:DELL) blowout fiscal second-quarter results drew an emphatic "WOW" from Jim Cramer, while analyst Ben Bajarin said investors who like Nvidia Corp.’s (NASDAQ:NVDA) growth trajectory will "really" like Dell’s. Jim Cramer Says ‘WOW’ After Dell Earnings Dell closed at $425, down 6.80%, while its shares jumped 8.01% to $459.03 in after-hours trading, according to Benzinga Pro. Cramer took to X after Dell’s earnings report and said, "Dell–on tonight!! WOW." Dell–on tonight
Palo Alto Networks beat quarterly earnings and revenue expectations, while Next-Generation Security ARR jumped 63% year over year.
Gitlab (GTLB) delivered earnings and revenue surprises of +33.33% and +4.74%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
FEATURE Shares of Credo Technology, which makes electrical cables and digital signal processors used in artificial intelligence data centers, fell sharply Tuesday despite an earnings beat. The AI connectivity firm reported adjusted earnings for the three months ending on Aug.
Rezolve AI PLC (RZLV) reports explosive growth in H1 2026, driven by strategic partnerships with Microsoft and Google, while managing widening losses and a strong cash position.
Asking for a Trend Host Josh Lipton eyes several stocks making moves in extended hours trading after releasing second quarter earnings results, including Dell Technologies (DELL), MongoDB (MDB), and GitLab (GTLB).
The company now expects $192 billion in annual revenue and $74 billion from AI server sales, up from prior guidance of $167 billion
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at...
The company expects $16 billion in third-quarter AI semiconductor revenue as investors assess whether its powerful growth can continue.
Investing.com -- Evercore ISI upgraded Duolingo to Outperform from In Line, arguing that recent product improvements and accelerating user growth could drive a stronger earnings trajectory than Wall Street currently expects.
Canadian Natural Resources rose 2.5% on Tuesday. The stock is inching toward a handle buy point of 51.48.
Citi’s Tyler Radke expects the software developer to deliver a beat-and-raise fiscal third quarter after it lower its annual revenue outlook.
Costco (COST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Dell has the bigger AI growth story, but HPE's higher-margin networking business could make its growth more valuable to investors.
Medtronic stock advances after the company posts better-than-expected quarterly earnings, raises revenue guidance, and announces a $700 million investment.
Every time Nvidia posts massive growth, its shares seem to drop. Why?
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