High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]
The company continues to benefit from higher cybersecurity priority as enterprises deploy AI.
Comparable sales surged past guidance as emerging tech categories more than doubled.
Palo Alto Networks shares have surged near record highs on AI-driven security demand ahead of earnings, but a triple-digit P/E ratio leaves little room for disappointment.
Broadcom Stock Is Set for Results. Wall Street Expects $29.4 Billion in Revenue.
SAIC (SAIC) delivered earnings and revenue surprises of +33.78% and +7.52%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
SpaceX just revealed its main financial engine -- and it's not rockets.
For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.
The surge in Salesforce (CRM) stock reflects renewed confidence that the company can turn artificial intelligence into a growth catalyst rather than be disrupted by AI.
Amazon has pared some of its post-Q2 earnings gains, but investors need to be patient with AMZN stock.
Revenue climbed 33% to $1.17 billion in the fiscal fourth quarter, while gross merchandise volume rose 36% to $14.1 billion
GAP's brand momentum, margin gains and higher 2026 profit outlook contrast with uneven performance at Old Navy and Athleta.
IREN Ltd (IREN) reports strong AI Cloud growth with $4B in contracted ARR, despite a $684M net loss from mining transition costs.
Ulta Beauty posted a clean earnings beat and raised its full year outlook, yet traders punished the stock in heavy Friday volume. Understanding why requires a closer look at the pattern that has haunted this name after nearly every strong report.
Best Buy (BBY) second-half comparable sales guidance pointed to a sequential deceleration in growth,
Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only one valuation actually holds up.
The Chinese chipmaker posted net profit of 77.6 billion yuan in its first earnings report since going public in July
A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines
Net earnings increased 69.4% to $315m from $186m. Diluted EPS rose 70.1% to $1.48.
The company’s stock soared more than 20% Thursday after it beat expectations in its fiscal second-quarter earnings.
Affirm Holdings posted stronger-than-expected quarterly results as gross merchandise volume (GMV) jumped 36%, while active consumers and transactions per user also grew.
Today, Aug. 27, 2026, the cloud software giant's stock jumped 22.6% after record quarterly results and lifted fiscal 2027 outlook, sparking broad enthusiasm across enterprise software peers.
On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.
Moby summary of Best Buy Co., Inc.'s Q2 2027 earnings call
The software maker’s stock surged earlier this month on speculation it was a takeover target, though no such deal has been announced.
The S&P 500 Index ($SPX ) (SPY ) closed up by +0.72% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up by +1.43%. E-mini S&P futures (ESU26 ) rose +0.68%, and September E-mini...
Nvidia's Strong AI Demand Sends Intel, AMD and Broadcom Stocks Higher
Nvidia Stock Leads Tech Rally After Results and Guidance Beat Forecasts
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