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NU Q1 Earnings Call Highlights
MarketBeat83d agoneutral
NU Q1 Earnings Call Highlights

NU (NYSE:NU) executives said the digital banking company delivered another quarter of customer growth, revenue expansion and operating leverage, while emphasizing that higher credit provisions in the first quarter reflected seasonality, portfolio growth and product mix rather than deterioration in u

Broadcom Enters Earnings As Citi's Top Semiconductor Pick
Benzinga84d agoneutral
Broadcom Enters Earnings As Citi's Top Semiconductor Pick

The question surrounding Broadcom (NASDAQ:AVGO) heading into its next earnings report is not whether the company belongs among the AI trade’s biggest winners. That debate ended a long time ago. The more pressing question is whether a business already generating tens of billions in AI-related revenue can keep growing fast enough to justify a valuation that has briefly crossed $2 trillion. Citi’s answer, for now, is yes. Analyst Atif Malik raised his price target on the stock from $475 to $500 on

Tech Stocks Nurse a Post-Earnings Hangover
The Wall Street Journal85d agoneutral
Tech Stocks Nurse a Post-Earnings Hangover

It’s been a rough day for tech names with Micron and Intel down around 10% and Qualcomm down 15%. There was always going to be a comedown after a few weeks of breathless quarterly reports, said Jay Hatfield, chief executive officer at Infrastructure Capital Advisors.

Broadcom guidance reveals one signal getting unusual attention
TheStreet91d agoneutral
Broadcom guidance reveals one signal getting unusual attention

Numbers in earnings reports come and go. Every quarter brings a new beat, a new record, a new reason to pay attention. But occasionally, a single line in a guidance statement stops you cold. For Broadcom (AVGO), that line came from CEO Hock Tan on March 4, 2026, buried inside the company's ...

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg95d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho