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Qualcomm says the company has a growing opportunity in data.

Probably. Capital One's issues are not an isolated problem.

Arm Holdings (NasdaqGS:ARM) reported record fourth quarter earnings, with revenue at US$1,490 million and net income at US$313 million. The results were helped by strong demand for its AI focused AGI CPU platform. See our latest analysis for Arm Holdings. Despite a 10.1% one day share price decline after earnings as investors focused on supply constraints and smartphone weakness, Arm still has strong momentum. The 30 day share price return is 48.29%, the year to date share price return is...

Solstice Advanced Materials, Inc. (NASDAQ:SOLS) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer highlighted why the stock has been a “fantastic performer,” as he commented: Last October, one of my long-time favorites, Honeywell, spun off its specialty chemical business as Solstice Advanced Materials, which […]

The Kraft Heinz Company (NASDAQ:KHC) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer highlighted the company’s latest quarter, as he remarked: Alright, something happened this morning, I couldn’t believe it. I thought my eyes were playing tricks on me because Kraft Heinz, the packaged […]

Klaviyo delivers cloud-based marketing automation tools to businesses worldwide, powering personalized digital communications at scale.

Coeur Mining (NYSE:CDE) reported what executives described as a record first quarter, with results boosted by higher silver and gold production and a partial contribution from assets acquired in the recently completed New Gold transaction. Chairman, President and CEO Mitchell Krebs said the company

Chemours (NYSE:CC) said it opened 2026 with first-quarter results that were “well above earnings expectations,” driven by strong execution in its Thermal & Specialized Solutions and Titanium Technologies segments, while Advanced Performance Materials continued to recover from an outage at the co

Blackstone Secured Lending Fund (NYSE:BXSL) reported first-quarter 2026 net investment income of $179 million, or $0.77 per share, fully covering its quarterly dividend, as management emphasized the resilience of its senior secured lending portfolio amid market volatility and rising non-accruals. C

The team discusses GameStop’s proposal to buy eBay, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.

Nvidia (NVDA) is a semiconductor giant and artificial intelligence king. It makes GPUs, CPUs, AI inference accelerators, and networking solutions (which are becoming increasingly more important). The company divides its revenue sources into five end markets: Data Center, Gaming, Professional ...

Why Jabil’s Upcoming Earnings Are Drawing Fresh Attention Interest in Jabil (JBL) has picked up as investors focus on its upcoming earnings report, ongoing earnings estimate revisions, and recent analyst upgrades that emphasize profitability and revenue expectations. See our latest analysis for Jabil. The share price has been volatile in the short term, with a 1 day share price return of a 6.11% decline, a 30 day share price return of 28.13%, and a 1 year total shareholder return of 126.78%,...

Dutch Bros (NYSE:BROS) reported stronger-than-expected first-quarter results and raised its full-year outlook, with management citing sustained transaction growth, food rollout momentum, beverage innovation and an accelerated development pipeline. On the company’s May 6 earnings call, Christine Bar

BlackSky Technology (NYSE:BKSY) raised its 2026 revenue and adjusted EBITDA outlook after reporting first-quarter results that management said reflected accelerating demand for its Gen-3 satellite imagery and AI-enabled intelligence services. Chief Executive Officer Brian O'Toole said on the compan

FTAI Aviation (FTAI) has attracted fresh attention after outlining a growth plan focused on the CFM56 engine, supported by higher first quarter revenue and earnings, an expanded revolving credit facility, and an increased ordinary share dividend. See our latest analysis for FTAI Aviation. Despite a 4.6% 1 day share price decline to $272.54, FTAI Aviation’s 29.6% year to date share price return and very large 5 year total shareholder return suggest momentum has built over a longer horizon, as...

Becton, Dickinson and Company (NYSE:BDX) reported fiscal second-quarter revenue and adjusted earnings ahead of its internal expectations, while management raised its full-year adjusted earnings outlook and said growth was broad-based across most of the portfolio. Chairman, Chief Executive Officer a

BCE (NYSE:BCE) reported higher first-quarter revenue and adjusted EBITDA as contributions from Ziply Fiber and growth in AI-powered enterprise services helped offset competitive pressure in wireless and softer traditional advertising demand at Bell Media. On the company’s Q1 2026 earnings call, Pre

When companies post strong earnings, the stock generally performs well, just like Reddit, Inc.'s ( NYSE:RDDT ) stock...

Roku, Inc. ( NASDAQ:ROKU ) recently posted some strong earnings, and the market responded positively. We did some...

Unsurprisingly, Seagate Technology Holdings plc's ( NASDAQ:STX ) stock price was strong on the back of its healthy...

After announcing healthy earnings, Western Digital Corporation's ( NASDAQ:WDC ) stock rose over the last week. While...

Brookfield Asset Management (NYSE:BAM) reported higher first-quarter fee-related earnings and said it expects 2026 to be a record year for fundraising, supported by large capital mandates, flagship fund launches and the pending full integration of Oaktree. Chief Executive Officer Connor Teskey said

(Bloomberg) -- The war in Iran was supposed to derail the rally in US stocks and weigh on company outlooks. Instead a blowout earnings season is providing fresh fodder for Wall Street bulls.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalTrump Punts Thorniest Iran Challenges in Push to Open HormuzIran War Is Draining World

The market for Colgate-Palmolive Company's ( NYSE:CL ) shares didn't move much after it posted weak earnings recently...

In late April 2026, Old Dominion Freight Line reported first-quarter 2026 results showing sales of US$1,334.7 million and net income of US$238.26 million, both lower than the same period a year earlier. Alongside softer earnings, the company completed a substantial share repurchase program totaling 10,308,862 shares for US$1.86 billions since July 2023, highlighting continued capital returns even as performance eased. Next, we’ll consider how this combination of lower quarterly earnings and...

Arlo Technologies (NYSE:ARLO) reported record first-quarter 2026 revenue and earnings, with management pointing to rapid growth in paid accounts, higher average revenue per user and expanding services margins as the main drivers of the quarter. CEO Matt McRae described the period as a “spectacular

Amprius Technologies (NYSE:AMPX) reported record first-quarter 2026 revenue and raised its full-year sales outlook, citing expanding adoption of its silicon-anode batteries across unmanned aerial systems, light electric vehicles and defense-related applications. Chief Executive Officer Tom Stepien

Pan American Silver Corp. (NYSE:PAAS) is one of the 10 Best Quality Stocks to Buy and Hold for the Next 5 Years. On May 5, 2026, Pan American Silver Corp. (NYSE:PAAS) reported Q1 adjusted EPS of $1.09, versus the $1.06 consensus estimate. Revenue totaled $1.15B, while attributable revenue reached $1.33B compared to consensus expectations of […]

Albemarle (NYSE:ALB) reported a sharply stronger start to 2026, with management citing higher lithium pricing, increased volumes and cost improvements across its energy storage and specialties businesses. On the company’s first-quarter earnings call, Chief Executive Officer Kent Masters said Albema

The AI hyperscalers are all delivering solid results.